Optex Systems Holdings, Inc. is classed by the SEC under Optical Instruments & Lenses (industry code 3827), based in Richardson, TX. In its latest annual figures on file, for the fiscal year ended 2025-09-28, it reported revenue of $41 million and a profit of $5 million (its filed statements).
Product businessOptical Instruments & LensesRichardson, TXfilings since 20079 of 9 filed
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a product business: prior from its industry code (SEC 3827, Optical Instruments & Lenses); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.0 out of ten, 9 of 9 metrics filed: past 5.0 out of ten, present 6.1 out of ten, future 6.9 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 3.1 out of ten. 5 warning events since 2017; the latest 2021-08-11. 31st percentile among 24 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 5.9 out of ten. +9.8% a year over 6 filed years; profitable in 6 of 6. 59th percentile among 23 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 5.8 out of ten. Share count shrank 5.5% a year. 0% of cash flow returned. Insiders: 8 sales, 0 purchases. 58th percentile among 16 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 7.2 out of ten. ROE 21%: 21¢ of profit per shareholder dollar. Leverage 19%: owes 19¢ per asset dollar. 72nd percentile among 24 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 6.5 out of ten. top 35% of 23 in its family; net margin 12.5%. 65th percentile among 23 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 3.4 out of ten. bottom 34% of 18 in its family for leadership; chief executive since 2026. 34th percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 5.9 out of ten. top 41% of 23 in its family for room to expand. 59th percentile among 23 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 9.1 out of ten. top 9% of 23 in its family for growth drivers. 91st percentile among 23 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 5.5 out of ten. top 45% of 22 in its family for expectations against reality. 55th percentile among 22 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2025-12-17 for the period ended 2025-09-28 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-11 for the period ended 2026-06-28 (on EDGAR). Newest results release: Form 8-K filed 2026-08-11 (on EDGAR). Newest filing: Form 10-Q, 2026-08-11. Filings on record since 2007. Read from EDGAR 2026-10-12.
Who runs it
George, Chad Michael (CEO and President); Schoening, Danny Robert (CEO); Hawkins, Karen Lea (CFO); Dayton, Judd (director); Lehmann, Dale E (director); Malhotra, R. Rimmy (director). 6 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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