Optex Systems Holdings Inc (OPXS) — SEC Filings
Optex Systems Holdings Inc (OPXS) — 21 SEC filings. Latest: 8-K (Dec 23, 2025). Includes 9 8-K, 6 10-Q, 2 10-K.
View Optex Systems Holdings Inc on SEC EDGAR
Overview
Optex Systems Holdings Inc (OPXS) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-K filed on Dec 17, 2025: Optex Systems Holdings Inc. (OPXS) reported a significant leadership transition with Chad George appointed CEO, effective December 20, 2025, replacing Danny Schoening. George, previously President since August 11, 2025, brings 20 years of defense sector experience from Leonardo DRS and Raytheon. His
Sentiment Summary
Across 21 filings, the sentiment breakdown is: 1 bullish, 19 neutral, 1 mixed. The dominant filing sentiment for Optex Systems Holdings Inc is neutral.
Filing Type Overview
Optex Systems Holdings Inc (OPXS) has filed 9 8-K, 2 10-K, 6 10-Q, 2 DEF 14A, 2 SC 13G/A with the SEC between Jan 2024 to Dec 2025.
Filings by Year
Recent SEC Filings (21)
Risk Profile
Risk Assessment: Of OPXS's 14 recent filings, 0 were flagged as high-risk, 8 as medium-risk, and 6 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $26.8 million |
| Net Income | $X |
| EPS | $X |
| Debt-to-Equity | X.X |
| Cash Position | $X |
| Operating Margin | X% |
| Total Assets | $X |
| Total Debt | $X |
Key Executives
- Chad George
- Danny Schoening
- COLLIN MCBIRNEY
Industry Context
Optex Systems operates in the defense optics and optronics sector, a market characterized by long-term government contracts and technological innovation. Key competitors include larger defense contractors and specialized optics manufacturers. The industry is driven by modernization programs, geopolitical stability, and defense spending budgets, with a growing emphasis on advanced targeting systems and integrated solutions.
Top Tags
10-Q (6) · corporate-governance (4) · financials (4) · 8-K (3) · shareholder-meeting (2) · quarterly-report (2) · Financials (2) · Optex Systems (2) · Defense Contractors (1) · Optical Systems (1)
Executive Compensation
From the most recent 10-K filing (Dec 17, 2025):
- Chad George — Chief Executive Officer: $391,500
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Aggregate market value of non-affiliate voting stock | $25,591,141 | as of March 30, 2025 |
| Shares of Common Stock outstanding | 6,937,358 | as of December 16, 2025 |
| Chad George's initial annual base salary | $300,000 | effective December 20, 2025 |
| Annual salary increase for Chad George | 3.5% | in accordance with company policy |
| Target performance bonus for Chad George | 30% | of base salary |
| Maximum value of five-year contract for Abrams-based optical sighting systems | $10.2 million | awarded July 22, 2025, with $4.3 million expected in first year |
| Order value for laser filter units for XM157 Next Generation Fire Control Scope | $5.7 million | awarded April 9, 2025 |
| Purchase order from BAE Systems for Bradley A4 laser protected periscopes | $4.2 million | awarded March 19, 2025 |
| Percentage of material requirements that are single-sourced | 83% | across 104 suppliers, representing 96% of active supplier order values |
| New contract for optical sub-assemblies | $2.3 million | awarded December 15, 2025 |
| Reporting Period End Date | 2025-03-30 | Indicates the end of the fiscal quarter for which financial information is provided. |
| Filing Date | 2025-05-13 | The date the 10-Q was officially submitted to the SEC. |
| Fiscal Year End | 0928 | Specifies the end date of the company's fiscal year. |
| Fiscal Year Start Date | 2023-10-01 | Marks the beginning of the fiscal year for which this report is a part. |
| Fiscal Quarter | Q2 | Form Type |
Forward-Looking Statements
- {"claim":"Topline Capital Management, LLC will maintain a significant ownership stake in Optex Systems Holdings, Inc. for the foreseeable future.","entity":"Topline Capital Management, LLC","targetDate":"December 31, 2024","confidence":"high"}
- {"claim":"The continued institutional ownership by Topline Capital Management, LLC may attract other institutional investors to Optex Systems Holdings, Inc.","entity":"Optex Systems Holdings, Inc.","targetDate":"June 30, 2024","confidence":"medium"}
- {"claim":"Optex Systems Holdings Inc. will continue to face significant customer concentration risk in the next fiscal year.","entity":"Optex Systems Holdings Inc.","targetDate":"2024-10-01","confidence":"high"}
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Frequently Asked Questions
What are the latest SEC filings for Optex Systems Holdings Inc (OPXS)?
Optex Systems Holdings Inc has 21 recent SEC filings from Jan 2024 to Dec 2025, including 9 8-K, 6 10-Q, 2 10-K. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of OPXS filings?
Across 21 filings, the sentiment breakdown is: 1 bullish, 19 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Optex Systems Holdings Inc SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Optex Systems Holdings Inc (OPXS) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Optex Systems Holdings Inc?
Key financial highlights from Optex Systems Holdings Inc's most recent 10-K include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for OPXS?
The investment thesis for OPXS includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Optex Systems Holdings Inc?
Key executives identified across Optex Systems Holdings Inc's filings include Chad George, Danny Schoening, COLLIN MCBIRNEY.
What are the main risk factors for Optex Systems Holdings Inc stock?
Of OPXS's 14 assessed filings, 0 were flagged high-risk, 8 medium-risk, and 6 low-risk.
What are recent predictions and forward guidance from Optex Systems Holdings Inc?
Recent forward-looking statements from Optex Systems Holdings Inc include guidance on {"claim":"Topline Capital Management, LLC will maintain a significant ownership stake in Optex Systems Holdings, Inc. fo and 2 other predictions.