Added to YB: 2025-04-23
Pitch date: 2025-04-22
OPXS [bullish]
Optex Systems Holdings, Inc
+104.1%
current return
Author Info
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Company Info
Optex Systems Holdings, Inc manufactures and sells optical sighting systems and assemblies primarily for the U.
Market Cap
N/A
Pitch Price
$5.85
Price Target
10.00 (-16%)
Dividend
N/A
Sector
Aerospace and Defense
Category
growth
Optex Systems: When the Primes Win, This One Follows
OPXS: $40M defense subcontractor at 8x 2025E NOPAT w/ 24% revenue CAGR, 45% NOPAT CAGR, 15-20% ROIC. Makes optics for US armored vehicles (Abrams, Bradley) w/ $46M record backlog. No debt, expanding margins as old IDIQs roll off. 10-yr reinvestment runway tied to DoD programs. Fair value ~$10/share (75% upside).
Read full article (6 min)