Welcome to our dedicated page for Optex Systems SEC filings (Ticker: OPXS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Optex Systems Holdings, Inc. (NASDAQ: OPXS) SEC filings page provides access to the company’s regulatory disclosures as a publicly traded manufacturer of optical sighting systems and assemblies. Optex operates in the optical instrument and lens manufacturing sector and focuses primarily on Department of Defense applications, with products installed on U.S. military land vehicles such as Abrams and Bradley fighting vehicles, Light Armored and Armored Security Vehicles, and selected Stryker vehicles.
Through its filings with the U.S. Securities and Exchange Commission, Optex reports information on its financial condition, operating performance, and corporate governance. Annual Reports on Form 10-K and Quarterly Reports on Form 10-Q, referenced in the company’s earnings press releases, include GAAP financial statements, discussions of revenue, gross profit, operating income, net income, working capital, and backlog, as well as explanations of non-GAAP measures such as Adjusted EBITDA.
Current Reports on Form 8-K document material events affecting OPXS, such as the release of quarterly and annual financial results, participation in investor conferences, amendments to bylaws, and executive leadership changes. For example, 8-K filings have covered the appointment of a new President, the creation of a Chief Executive Officer position in the bylaws, and the furnishing of earnings press releases for fiscal periods.
On this page, users can review real-time updates from EDGAR, including 10-K and 10-Q reports for detailed financial and operational disclosures, as well as 8-K filings for timely event-driven information. AI-powered summaries help explain the content and implications of lengthy filings, highlight key metrics, and make complex regulatory language more accessible, while still directing readers to the original documents for full context.
Investors researching OPXS can use this filings archive to examine Optex’s reporting history, understand changes in its governance framework, and follow how the company communicates about its defense optics manufacturing operations, financial performance, and corporate actions over time.
Optex Systems Holdings, Inc. filed its annual report describing a defense‑focused optics business supplying periscopes, sighting systems and thin‑film coated optical assemblies to U.S. and foreign military and commercial customers. About 90% of revenue in the twelve months ended September 28, 2025 came from U.S. military programs, and roughly 70% from U.S. government agencies and four large defense contractors.
The company highlights multiple recent awards, including a five‑year Abrams sighting system contract with potential value up to $10.2 million, a $5.7 million order for laser filter units supporting XM157 scopes, a $4.3 million BAE Systems order, and several other U.S. prime and DLA contracts. A U.S. government shutdown from October to November 2025 and a continuing resolution through January 2026 slowed awards and may affect fiscal 2026 revenue.
Leadership is shifting as long‑time CEO Danny Schoening plans to resign effective December 20, 2025, with President Chad George becoming President and Chief Executive Officer under a new employment agreement running through December 31, 2028. The board expanded from four to five seats, adding George as a director. As of December 16, 2025, Optex Systems had 6,937,358 common shares outstanding and employed 132 full‑time equivalent staff.
Optex Systems (OPXS) director reported acquiring 4,000 shares of common stock on 11/04/2025 (Transaction Code A). The award is subject to 100% vesting on January 1, 2027, and the NASDAQ closing price on the grant date was $16.74. Following the transaction, the director beneficially owns 98,278 shares directly and 1,887 shares indirectly through Nicoya Fund LLC.
Optex Systems (OPXS) reported an insider transaction: a director and 10% owner acquired 4,000 shares of common stock on November 4, 2025 at $16.74 per share. Following the transaction, the reporting person beneficially owned 51,600 shares directly, plus 786,006 shares indirectly through Sudbury Capital Fund, LP, and 25,000 shares indirectly via a SEP‑IRA. The filing notes the award vests 100% on January 1, 2027, and that the NASDAQ closing price on the grant date was $16.74.
Optex Systems (OPXS) reported an insider equity award. Director Dale Lehmann acquired 4,000 shares of common stock on 11/04/2025 (transaction code A) at the NASDAQ closing price of $16.74 per share.
The grant vests 100% on January 1, 2027. Following the award, Lehmann beneficially owns 122,721 shares, held directly.
Optex Systems Holdings, Inc. (OPXS) will present at the 2025 Annual Gateway Conference on September 4, 2025 at 11:30 a.m. Pacific Time in San Francisco at the Four Seasons Hotel. The company says the slide deck for its presentation will be posted on its investor relations webpage immediately prior to the presentation. The filing is an Item 7.01/8-K notice signed by Karen Hawkins, Chief Financial Officer. No earnings, transaction, or other financial data are included in this notice.
George Chad Michael, identified as President and a director of Optex Systems Holdings Inc (OPXS), reported acquiring 10,000 shares of Common Stock on 08/11/2025. The Form 4 lists the post-transaction beneficial ownership as 10,000 shares held directly. The reported transaction price is stated as $0 in the filing. The form is signed and dated 08/13/2025.
Optex Systems Holdings, Inc. (OPXS) Form 3 shows that Chad George (listed as President and Director-level officer) reported an event dated 08/11/2025. The filing discloses 0 shares of Common Stock beneficially owned in a direct capacity. The form is an initial statement of beneficial ownership and was signed on 08/18/2025.
Optex Systems Holdings Inc. is reported to have a significant minority position held by Punch & Associates Investment Management, Inc. The filer beneficially owns 331,495 shares, representing 4.8% of the outstanding common stock, and reports sole voting and sole dispositive power over those shares.
The filing states these securities are held in the ordinary course of business and were not acquired to change or influence control of the company. The disclosure confirms the position is under the 5% threshold and no shared or group voting/dispositive arrangements are reported.
Optex Systems Holdings, Inc. reported consolidated revenue of $11.110 million for the three months ended June 29, 2025 (up from $9.060 million) and $30.038 million for the nine months ended June 29, 2025 (up from $24.552 million). Net income was $1.510 million for the quarter and $4.122 million for the nine months, compared with $1.261 million and $2.754 million in the prior-year periods. Cash and cash equivalents increased to $4.871 million from $1.009 million, and shares outstanding were approximately 6.9 million.
The company attributes higher revenue to increased periscope production and stronger demand across segments, with periscope production up materially year-over-year. Backlog was $38.3 million as of June 29, 2025, down from $45.6 million a year earlier. Contract loss reserves increased to $423 thousand reflecting higher rework and labor inefficiencies. The Company renewed a $3.0 million revolving credit facility (interest currently 7.10%) with no outstanding balance at June 29, 2025.
Optex Systems Holdings, Inc. appointed Chad George as President effective August 11, 2025, while Danny Schoening remains Chairman and CEO. Mr. George brings 20 years of operations and supply chain experience in the defense sector, most recently serving as Vice President of Operations and Supply Chain at Leonardo DRS (Jan 2022–Aug 2025) and previously as Factory Manager and Operations Leader at Raytheon (Apr 2009–Mar 2021). He holds a B.S. in Industrial Engineering from Oklahoma State University and an MBA from the University of Texas at Dallas.
The company entered an employment agreement effective August 11, 2025 through July 1, 2028 with automatic one-year extensions unless terminated with 90 days’ notice. Mr. George’s initial base salary is $300,000 with 3.5% annual increases, a target bonus of 30% of base salary ( Board may adjust +/-20%), 200 hours paid vacation/PTO, and customary benefits. Termination provisions include payment of accrued salary and, for termination without cause or resignation for good reason, six months’ base salary. The Board granted Mr. George 10,000 restricted shares vesting on January 1, 2026. The employment agreement is filed as Exhibit 10.1.
Effective August 10, 2025, the Board amended the Bylaws: added shareholder proposal and nomination deadlines, created a Chief Executive Officer office allowing CEO and President to be separate, added expanded director and officer indemnification, and adopted a forum selection clause directing derivative and fiduciary duty actions to Delaware Chancery Court (or federal court in Delaware) and securities class actions to federal court. The amended Bylaws are filed as Exhibit 3.1.