---
schema_version: "secwatch.filing_event.v1"
accession: "0001493152-25-028132"
form_type: "8-K"
ticker: "OPXS"
cik: "0001397016"
company_name: "Optex Systems Holdings Inc"
filed_at: "2025-12-17T23:59:59+00:00"
generated_at: "2026-05-16T12:54:13.128378+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Optex Systems reports FY2025 revenue up 21.6% to $41.3M, net income $5.1M; CEO transition

## Summary
- FY2025 revenue $41.3M vs $33.9M YoY (+21.6%); net income $5.1M ($0.74 diluted EPS) vs $3.8M ($0.55) prior year.
- Adjusted EBITDA $8.0M vs $5.7M; operating income $7.1M vs $4.8M; gross margin improved to 29.2% from 28.0%.
- New orders booked $36.2M, down 0.5% YoY; cites government shutdown and delayed contract awards as headwinds for FY2026.
- CEO Danny Schoening resigns effective Dec 20, 2025; President Chad George appointed CEO; Schoening remains Chairman.
- Working capital $21.1M vs $15.1M; cash $6.4M, no revolver balance; plans $2.4M capex over next 12 months.

## SEC filing metadata
- accession: 0001493152-25-028132
- form_type: 8-K
- ticker: OPXS
- cik: 0001397016
- company_name: Optex Systems Holdings Inc
- filed_at: 2025-12-17T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1397016/000149315225028132/0001493152-25-028132-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1397016/000149315225028132/form8-k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001493152-25-028132
- JSON: https://secwatch.observer/filing/0001493152-25-028132.json
- Plain text: https://secwatch.observer/filing/0001493152-25-028132.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.