Optex Systems Holdings Inc's Suppliers recorded an increase in sales by 22.73 % year on year in Q3 2026, sequentially sales grew by 14.64 %, Optex Systems Holdings Inc's cost of sales deteriorated by -8.51 % year on year, sequentially cost of sales grew by 6.73 % in Q3.
Optex Systems Holdings Inc's Suppliers recorded an increase in sales by 22.73 % year on year in Q3 2026, sequentially sales grew by 14.64 %, Optex Systems Holdings Inc's cost of sales deteriorated by -8.51 % year on year, sequentially cost of sales grew by 6.73 % in Q3.
Optex Systems Holdings Inc's Comment on Supply Chain
We serve customers in four primary categories: as prime defense contractor (TACOM
Life Cycle Command, DLA (Defense Logistics Agency) Warren, U.S. Army, Navy and
Marine Corps), as defense subcontractor (General Dynamics, L-3 Communications,
BAE, and NorcaTec) and also as a military supplier to foreign governments (Israel,
Australia and NAMSA) and a commercial optical assembly supplier (Nightforce Optics,
Cabela’s). We derived approximately 83.6% of our gross business revenue
from four major customers: U.S. government agencies (32.0%), General Dynamics
(26.4%), L-3 Communications (14.1%), Nightforce Optics, Inc. (11.1%). We have
approximately 80 discrete contracts for items that are utilized in vehicles, product
lines and spare parts. Due to the high percentage of prime and subcontracted U.S.
defense revenues, large customer size and the fact that there are multiple contracts
with each entity, which are not interdependent, we are of the opinion that this
provides us with a fairly well diversified revenue pool.
Optex Systems Holdings Inc's Comment on Supply Chain
We serve customers in four primary categories: as prime defense contractor (TACOM
Life Cycle Command, DLA (Defense Logistics Agency) Warren, U.S. Army, Navy and
Marine Corps), as defense subcontractor (General Dynamics, L-3 Communications,
BAE, and NorcaTec) and also as a military supplier to foreign governments (Israel,
Australia and NAMSA) and a commercial optical assembly supplier (Nightforce Optics,
Cabela’s). We derived approximately 83.6% of our gross business revenue
from four major customers: U.S. government agencies (32.0%), General Dynamics
(26.4%), L-3 Communications (14.1%), Nightforce Optics, Inc. (11.1%). We have
approximately 80 discrete contracts for items that are utilized in vehicles, product
lines and spare parts. Due to the high percentage of prime and subcontracted U.S.
defense revenues, large customer size and the fact that there are multiple contracts
with each entity, which are not interdependent, we are of the opinion that this
provides us with a fairly well diversified revenue pool.
OPXS's Suppliers Net Income grew by
OPXS's Suppliers Net margin grew in Q3 to
47.87 %
21.86 %
OPXS's Suppliers Net Income grew by 47.87 %
OPXS's Suppliers Net margin grew in Q3 to 21.86 %
Optex Systems Holdings Inc's Suppliers Sales Growth
in Q3 2026 by Industry
Sources:
Optex Systems Holdings Inc 's official press releases and regulatory filings; CSIMarket.com's supply-chain research; and the financial filings and press releases of other companies cited in this report.
Updated on:
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