Optex Systems Holdings Inc: management transactions · United States · SEC (Form 4)

About Optex Systems Holdings Inc

Optex Systems Holdings Inc. (Nasdaq: OPXS) is a niche U.S. defense company focused on the design and manufacture of precision optical sighting systems and related assemblies for military and security applications. The company is headquartered in Richardson, Texas, United States, and states that it was founded in 1987. Its business model is built around mission-critical optics for demanding environments, with sales primarily tied to U.S. defense programs and prime contractors, while also addressing foreign military and selected commercial or dual-use opportunities. ([optexsys.com](https://www.optexsys.com/optex-company-overview/)) Optex’s activities are centered on two complementary segments. The Optex Systems business covers armored vehicle periscopes, protected vision blocks, weapon sighting systems, tank and artillery optics, day/night sights, and optical subassemblies used across land and naval platforms. The Applied Optics Center segment focuses on advanced thin-film coatings, precision optical assemblies, laser interference filters, and other specialty optical technologies. This vertical integration is a key strategic feature: it allows Optex to control machining, coating, assembly, and optical alignment internally, which can support quality, repeatability, and program qualification in defense supply chains. ([optexsys.com](https://www.optexsys.com/wp-content/uploads/2025/09/OPTEX_Investor_Overview-Current.pdf)) From a product standpoint, the company emphasizes laser-protected periscopes and vision blocks, military sighting systems, armored vehicle optics, howitzer-related products, binoculars, and laser protection solutions. Its portfolio also includes DLC coatings, optical filters, and high-precision assemblies that can be used in land, air, sea, and space-related applications. The company’s commercial identity is therefore that of a specialized optical supplier rather than a broad-based industrial manufacturer. ([optexsys.com](https://www.optexsys.com/wp-content/uploads/2025/09/OPTEX_Investor_Overview-Current.pdf)) In competitive terms, OPXS operates in a high-barrier niche where qualification cycles are long, technical requirements are stringent, and procurement is influenced by defense budgets and platform modernization programs. The company highlights its Texas-based, vertically integrated manufacturing footprint and its relationships with defense primes and government customers. That positioning can create stickiness once a product is designed into a platform, but it also means revenue visibility depends on order timing, production schedules, and the pace of U.S. defense spending. ([optexsys.com](https://www.optexsys.com/wp-content/uploads/2025/09/OPTEX_Investor_Overview-Current.pdf)) Recent developments have been constructive overall. In December 2025, Optex reported fiscal-year 2025 financial highlights showing revenue growth and improved operating performance, while also noting an impairment charge related to its Speedtracker product-line acquisition. The company has also discussed capacity expansion, improved execution against backlog, and new product activity. On the governance side, recent SEC Form 4 filings show insider transactions, including reported sales by CEO Danny Schoening in early January 2026, which investors may want to monitor as part of their assessment of insider alignment and ownership trends. ([content.equisolve.net](https://content.equisolve.net/_47d85a51dda307c3540eaf461af98a57/opxs/news/2025-12-17_Optex_Systems_Holdings_Inc_Announces_Financial_613.pdf))