OPXS — Optex Systems Holdings, Inc. Common Stock

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Optex Systems Holdings, Inc. Common Stock

Optex Systems Holdings, Inc manufactures and sells optical sighting systems and assemblies primarily for the U.S. department of defense, foreign military applications, and commercial and consumer markets in the United States. It offers periscopes, such as laser and non-laser protected plastic and glass periscopes, electronic M17 day/thermal periscopes, and vision blocks; and sighting systems, including back up sights, digital day and night sighti… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$11.64
Market Cap$74.3M
Float4.3M
Shares Outstanding7.0M
P/E (TTM)18.08
Price/Sales (TTM)1.80
Profit Margin10.00%
Operating Margin (TTM)17.29%
Revenue (TTM)$41.2M
Earnings Growth (YoY)-26.20%
Dividend RateNone

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $25.9M $1.8M $6.1M $2.6M
2021 $18.2M $2.1M $2.5M $2.3M
2022 $22.4M $1.3M $4.9M $2.0M
2023 $25.7M $2.3M $6.6M $3.1M
2024 $34.0M $3.8M $9.5M $5.3M
2025 $41.3M $5.1M $12.1M $7.6M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $11.1M $1.5M
Sep 2025 $11.3M $1.0M
Dec 2025 $9.1M $242,000
Mar 2026 $9.6M $1.3M

Ownership & Float

Insider Ownership20.9%
Institutional Ownership49.7%
Short Float1.1%
% of All Funds Holding0.39%
Number of Funds Holding32

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$11.52Near-term / short-term trend
Weekly40-Week SMA$13.30Medium-term trend
Weekly80-Week SMA$10.76Cyclical trend (business cycle)
Weekly200-Week SMA$7.22Secular trend (multi-year)
Monthly10-Month SMA$13.32Near-term monthly trend
Monthly20-Month SMA$10.68Medium-term monthly trend
Monthly40-Month SMA$8.01Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$8.70 support 3.09x 10 months ago
$6.40 support 1.28x 11 months ago

Historical Earnings Reactions (64 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.72% 0.00% 37.50% 17.65% -28.57%
1 Day -0.98% 0.00% 34.38% 18.61% -28.57%
1 Week -0.82% -0.72% 37.50% 150.00% -40.74%
2 Weeks 2.37% 0.00% 47.62% 250.00% -67.50%
1 Month 6.02% -3.45% 41.27% 600.00% -61.09%

Next earnings: July 31, 2026 (63 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan35.2%50.0%16
Feb9.5%43.8%16
Mar3.6%43.8%16
Apr0.6%50.0%16
May3.4%40.0%15
Jun0.2%50.0%16
Jul0.7%50.0%16
Aug2.4%43.8%16
Sep-6.6%25.0%16
Oct-2.9%43.8%16
Nov-3.5%25.0%16
Dec9.2%43.8%16

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.08% 33.5% 755
Tuesday 0.68% 38.6% 832
Wednesday 0.66% 36.5% 828
Thursday 0.49% 34.7% 813
Friday 0.73% 36.1% 812

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 49.7%

Insider Transactions — Smart Summary

Total insider ownership: 20.9%

12-Month Insider Activity Summary

Total Filings12
Net Value-$398,503.72
Net Shares Change-393,003
% of Float-9.1%
C-Suite Filings4
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
SCHOENING DANNY ROBERT -$1.5M 2 N/A
Topline Capital Partners, LP -$1.0M 1 1 sell
Topline Capital Management, LLC -$1.0M 1 1 sell
Lehmann Dale E -$236,975.699 1 1 sell
Malhotra R. Rimmy -$212,000 2 2 sell
Dayton Judd -$170,369.492 1 1 sell
HAWKINS KAREN LEA CFO -$110,520 1 1 sell
George Chad Michael CEO and President -$95,816.7 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-05-28 – 2025-06-11 5 4 -$586,512.719 3 C-suite
2025-06-17 – 2025-06-30 4 4 -$2.4M

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-13 George Chad Michael CEO and President -$95,816.7 Transaction at $13.62, now -14.5%
2025-06-09 HAWKINS KAREN LEA CFO -$110,520 Transaction at $9.21, now +26.4%
2025-06-30 Topline Capital Partners, LP -$1.0M Transaction at $11.42, now +1.9%
2025-06-30 Malhotra R. Rimmy -$165,150 Transaction at $11.01, now +5.7%
2025-06-09 Lehmann Dale E -$236,975.699 Transaction at $9.28, now +25.4%
2025-06-17 Dayton Judd -$170,369.492 Transaction at $9.27, now +25.6%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Optex Systems Holdings, Inc. Common Stock (OPXS) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for OPXS on Trend Edge →