Optex Systems Holdings Inc

Overview

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• TickerOPXS on Nasdaq²
• IndustryOptical Instruments & Lenses²
• HeadquartersRichardson, United States²
• Incorporated inDE⁴
• Business address1420 Presidential Drive, Richardson, Tx 75081⁴
• Filer categoryNon-accelerated filer, Smaller reporting company⁴
• Legal formCorporation²
• LEI549300033P679KEYZM56²
• StatusActive²
• LEI statusLapsed (not renewed)²
• Registered addressC/O Corporation Service Company, 19808 Wilmington, United States²
• Registered withDivision of Corporations, Department of State, 4140386²

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Industrial Engineering from Oklahoma State University and a Master of Business Administration from the University of Texas at Dallas.⁵ From its latest annual report

Corporate structure

Optex Systems Holdings Inc sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Optex Systems Holdings Inc reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

Real estate and locations

Investments

Intangibles and goodwill

Inventory

Properties, in its own words

We are headquartered in Richardson, TX and lease approximately 93,967 combined square feet of facilities between Richardson, Texas and Dallas, Texas. We operate with a single shift, and capacity could be expanded by adding a second shift.

We renewed the lease on our 49,100 square foot, Richardson, Texas facility, which houses our Optex Richardson segment and our corporate headquarters, effective as of January 11, 2021, for eighty-six (86) months, commencing on April 1, 2021 and ending on May 31, 2028. Our Applied Optics Center, which houses our AOC segment, is located in Dallas, Texas with leased premises consisting of approximately 44,867 square feet of space. The Applied Optics Center lease was renewed on January 11, 2021 for eighty-six (86) months, commencing on November 1, 2021 and ending on December 31, 2028. The Applied Optics Center amendment provides for a five-year renewal option at the end of the lease term at the greater of the then “prevailing rental rate” or the then current base rent rate.

Item 2 of the 10-K filed Dec 17, 2025.⁵

Leadership

Who has led Optex Systems Holdings Inc, and when. Pick a name to see everywhere that person has worked.

• Chief executive officerChad Michael George Mar 13, 2026 to now¹⁵
• Chief executive officerDanny Robert Schoening Jan 17, 2014 to Mar 13, 2026¹⁶
• ChairDanny Robert Schoening Jun 21, 2017 to Feb 20, 2020¹⁷
• PresidentChad Michael George Aug 19, 2025 to now¹⁸
• PresidentDanny Robert Schoening Jan 24, 2022 to Aug 19, 2025¹⁹
• PresidentStanley A. Hirschman Jan 17, 2014 to Jan 17, 2014²⁰
• Chief financial officerKaren Lea Hawkins Jun 21, 2017 to now²¹
• Chief operating officerDanny Robert Schoening Sep 13, 2010 to Sep 13, 2010²²

Former names

• Sustut Exploration IncMay 24, 2007 to Feb 11, 2009⁴

Timeline

1. Aug 11, 20268-K Results of operations³¹
2. Jul 20, 20268-K Entered a material agreement; New debt or obligation³²
3. Jul 1, 20268-K Regulation FD disclosure³³
4. Jun 17, 20268-K Executive or director change³⁴
5. May 12, 20268-K Results of operations³⁵
6. Mar 13, 2026New chief executive Chad Michael George becomes CEO¹⁵
7. Mar 9, 20268-K Shareholder vote³⁶
8. Feb 11, 20268-K Results of operations; Regulation FD disclosure³⁷
9. Dec 23, 20258-K Executive or director change³⁸
10. Dec 17, 20258-K Results of operations³⁹
11. Dec 8, 20258-K Executive or director change⁴⁰
12. Aug 20, 20258-K Regulation FD disclosure⁴¹
13. Aug 11, 20258-K Change to shareholders' rights; Executive or director change; Bylaws or fiscal year changed⁴²
14. Jan 17, 2014New chief executive Danny Robert Schoening becomes CEO¹⁶
15. Apr 11, 2006Founded Optex Systems Holdings Inc is founded²

Calendar

Coming up

1. Around Nov 10, 2026Next results, estimated About a quarter after its last report. The company hasn't announced the date.

When it reported results

1. Aug 11, 2026Reported quarterly or annual results³¹
2. May 12, 2026Reported quarterly or annual results³⁵
3. Feb 11, 2026Reported quarterly or annual results³⁷
4. Dec 17, 2025Reported quarterly or annual results³⁹
5. May 13, 2025Reported quarterly or annual results⁴³

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

129 filings to the SEC since October 2021: 6 annual reports, 16 quarterly reports, 26 major events, 49 insider forms, 13 large holders, 19 other. The latest 20:

1. Aug 11, 202610-Q EDGAR
2. Aug 11, 20268-K EDGAR
3. Jul 20, 20268-K EDGAR
4. Jul 17, 2026SCHEDULE 13G/A EDGAR
5. Jul 1, 20268-K EDGAR
6. Jun 17, 20268-K EDGAR
7. May 12, 20268-K EDGAR
8. May 11, 202610-Q EDGAR
9. Apr 22, 2026SCHEDULE 13G EDGAR
10. Mar 13, 20264 EDGAR
11. Mar 13, 20264/A EDGAR
12. Mar 11, 2026144 EDGAR
13. Mar 9, 20268-K EDGAR
14. Feb 11, 20268-K EDGAR
15. Feb 11, 202610-Q EDGAR
16. Jan 20, 2026ARS EDGAR
17. Jan 20, 2026DEFA14A EDGAR
18. Jan 20, 2026DEF 14A EDGAR
19. Jan 9, 20264 EDGAR
20. Jan 6, 20264 EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

34 open-market trades by officers, directors and large owners since October 2021: 4 buys and 30 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

• WASATCH ADVISORS LPSCHEDULE 13G/A, 2 filings Apr 22, 2026 to Jul 17, 2026⁴⁴
• PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.SCHEDULE 13G/A, 4 filings Feb 13, 2023 to Aug 14, 2025⁴⁵
• Galileo Partners, LLCSCHEDULE 13G/A, 2 filings Feb 16, 2022 to Jul 11, 2025⁴⁶
• Topline Capital Management, LLCSC 13G/A, 3 filings Mar 11, 2022 to Feb 12, 2024⁴⁷
• Sudbury Capital Fund, LPSC 13D/A, 1 filing Oct 25, 2022⁴⁸
• Ephraim G. FieldsSC 13D/A, 1 filing Sep 23, 2022⁴⁹

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 38. Change is in shares since the quarter before.

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Optex Systems Holdings Inc is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGAROptex Systems Holdings Inc¹
• CIK0001397016
• Employer ID (EIN)90-0609531⁵
• Filer statusNon-accelerated filer not an emerging growth company; a smaller reporting company; a shell company⁵
• Incorporated inDelaware⁵
• Fiscal year endsSeptember 28¹
• Industry code (SIC)3827 Optical Instruments & Lenses¹
• SEC reviewing officeOffice of Industrial Applications and Services, Division of Corporation Finance¹
• Business address1420 Presidential Drive, Richardson, TX 75081¹
• Phone972-764-5700¹
• Shares outstanding6,959,873 as of Aug 10, 2026¹⁴
• Public float$25.6M as of Mar 30, 2025⁵
• AuditorWhitley Penn LLP, Dallas, Texas PCAOB ID 726; no auditor attestation of internal control over financial reporting⁵
• On EDGAR sinceMay 24, 2007¹
• Filings462 in all: 8-K (77), 4 (67), 10-Q (56), S-1/A (28), SC 13G/A (20), 10-K (18), UPLOAD (18), EFFECT (16)¹
  All 48 form types

  CORRESP (15), POS AM (14), 3 (12), 424B3 (11), SC 13G (11), 10-K/A (10), DEF 14A (7), S-1 (6), 10-Q/A (5), 144 (5), 8-K/A (5), DEF 14C (5), 4/A (4), NT 10-Q (4), PRE 14C (4), SC 13D (4), SC TO-I/A (4), SCHEDULE 13G/A (4), 5 (3), PRER14C (3), SC 13D/A (3), 10QSB (2), CT ORDER (2), FWP (2), SC TO-I (2), 10KSB (1), 8-A12B (1), 8-A12G (1), ARS (1), CERT (1), D (1), DEFA14A (1), NT 10-K (1), PRE 14A (1), REGDEX (1), RW (1), S-1MEF (1), S-8 (1), SB-2 (1), SCHEDULE 13G (1)

• Latest filingsAnnual report (10-K) Dec 17, 2025
  Quarterly report (10-Q) Aug 11, 2026
  Proxy statement (DEF 14A) Jan 20, 2026
  Latest 8-K (8-K) Aug 11, 2026

Securities registered for trading

From the cover page of the 10-K filed Dec 17, 2025 (Section 12(b) of the Exchange Act).⁵

Risk factors and legal proceedings

The risks Optex Systems Holdings Inc names in Item 1A of its 10-K filed Dec 17, 2025: 23 risks under these headings, as written.⁵

• Risks Related to our Business
• Our historical operations depend on government contracts and subcontracts. We face risks related to contracting with the federal government, including federal budget issues and fixed price contracts.
• A delay in the completion of the U.S. government’s budget and appropriation process could delay procurement of our products and services and have an adverse effect on our future revenues.
• Our results of operations could be adversely affected by economic and political conditions globally and the effects of these conditions on our customers’ businesses and levels of business activity.
• If we fail to scale our operations appropriately in response to changes in demand, we may be unable to meet competitive challenges or exploit potential market opportunities, and our business could be materially and adversely affected.
• Low unemployment and tight labor markets may adversely affect our labor costs and our ability to hire and retain a sufficient workforce required to meet the backlog and customer demands. If we are not able to maintain a sufficient workforce and attract and retain additional personnel as required, we may not be able to implement our business plan and our results of operations could be materially and adversely affected.
• Our ability to fulfill our backlog may have an effect on our long-term ability to procure contracts and fulfill current contracts.
• We do not have employment agreements with our key personnel, other than our Chief Executive Officer, Chief Financial Officer, and President and our management has minimal unencumbered equity ownership in us. If we are not able to retain our key personnel or attract additional key personnel as required, we may not be able to implement our business plan and our results of operations could be materially and adversely affected.
• Certain of our products are dependent on specialized sources of supply potentially subject to disruption which could have a material, adverse impact on our business.
• The defense technology supply industry is subject to technological change and if we are not able to keep up with our competitors and/or they develop advanced technology as response to our products, we may be at a competitive disadvantage.
• Unexpected warranty and product liability claims could adversely affect our business and results of operations.
• We rely on the proper function, availability and security of information technology systems to operate our business and a cyber-attack or other breach of these systems could have a material adverse effect on our business, financial condition or results of operations.

Legal proceedings

From time to time, we are involved in lawsuits, claims, investigations and proceedings, including pending opposition proceedings involving patents that arise in the ordinary course of business. There are no matters pending that we expect to have a material adverse impact on our business, results of operations, financial condition or cash flows.

The opening of Item 3, Legal Proceedings.⁵