Optex Systems Holdings Inc. (OPXS)
OPXS' Q2 Earnings Down Y/Y Amid Delayed Contract Awards
Optex Systems posts year-over-year declines in fiscal Q2 earnings per share and revenues due to delayed government contract awards, though gross margins improve through pricing gains and operational efficiencies.
OPXS Skyrockets 140% in a Year: Should You Buy the Stock?
Optex Systems is benefiting from rising defense demand, strong contractor relationships, and a growing backlog, positioning it to capitalize on military modernization and optical systems upgrades.
Optex Systems' Q1 Earnings Slump Y/Y Due to Rising Gold Costs
OPXS' Q1 earnings per share fall sharply year over year despite double-digit revenue growth, as higher gold costs, legacy contract pressures and increased operating expenses weigh on margins.
Optex Systems: A Niche Defense Player With Appealing Growth
Optex Systems Holdings is a niche defense optics supplier with dominant US periscope market share and strong exposure to defense budgets. OPXS benefits from recurring contracts, international expansion, and potential wins on new defense platforms, though growth depends on capacity and program selection. Relative to the aerospace and defense sector, OPXS trades at a significant discount, with a 20.35x trailing P/E versus the industry's 43.3x.
OPXS' FY25 Earnings Rise Y/Y on Strong Defense Contract Demand
Optex Systems' EPS and revenues rise 35% and 22% Y/Y for FY25, respectively, driven by robust military demand and production gains across key segments despite delayed government contracts.
Optex Systems Holdings: An Under The Radar Leader In Armored Vehicle Optics
Optex Systems Holdings dominates the niche armored vehicle optics market, boasting a 95% share and strong defense sector contracts. OPXS's financials are robust, with record revenue, expanding margins, and impressive cash flow, driven by operational discipline and minimal debt. Despite a 127% YTD rally, OPXS remains undervalued versus peers, offering further upside, due to its unique market position and growth potential.
Optex's Q3 Earnings Rise Y/Y on Defense Demand, Shares Down 9%
Strong defense-driven growth aids OPXS' fiscal Q3 earnings, supported by rising periscope production and new contract wins. However, the upside is partly offset by margin pressure.
Optex Stock Up 19% on Q2 Earnings Rise Y/Y on Periscope Demand
OPXS reports year-over-year growth in fiscal Q2 earnings, fueled by periscope demand and efficiency gains, though a 7% decline in backlog partially offset the upside.
Optex Systems Holdings, Inc (OPXS) Q2 2025 Earnings Call Transcript
Optex Systems Holdings, Inc (NASDAQ:OPXS ) Q2 2025 Earnings Conference Call May 13, 2025 5:00 PM ET Company Participants Danny Schoening - Chairman and CEO Karen Hawkins - Chief Financial Officer Conference Call Participants Operator Good afternoon. And welcome to today's Optex Systems Holdings, Inc. Second Quarter Earnings Call.
OPXS Stock Down 4% Despite Q1 Earnings Surging Y/Y on Strong Margins
Optex Systems' Q1 fiscal 2025 earnings rise year over year on margin expansion and higher demand for periscopes, but a 6.7% backlog decline raises concerns amid defense shifts.
Optex Systems Stock Declines Despite Y/Y Earnings Growth in 2024
OPXS reports 62% year-over-year earnings growth in fiscal 2024, driven by strong military demand and margin expansion.
Optex Systems Holdings, Inc. Announces Financial Highlights for the Year Ended September 29, 2024
RICHARDSON, TX / ACCESSWIRE / December 19, 2024 / Optex Systems Holdings, Inc. (Nasdaq:OPXS), a leading manufacturer of precision optical sighting systems for domestic and worldwide military and commercial applications, announced financial results for the year ended September 29, 2024. Danny Schoening, CEO of Optex Systems Holdings, Inc., commented, "To build on last year's comments, this was again, another strong year for Optex.
