Optex Systems Holdings reported fiscal Q3 2026 revenue of $9.7 million, down from $11.1 million in the prior year period, primarily due to a $1.5 million delay in periscope deliveries into the fourth quarter. Nine-month revenue totaled $28.5 million against $30.0 million previously. Gross margin improved to 34.2% from 28.5%, and net income was $1.3 million, or $0.18 per diluted share, compared to $1.5 million last year. The company reiterated full-year revenue guidance of $43–$45 million and Adjusted EBITDA guidance of $7.5–$8.5 million. Optex Systems Holdings manufactures precision optical sighting systems for military and commercial applications.

Optex Systems Holdings, Inc. entered into a master equipment finance loan and security agreement with Texas Capital Bank on July 14, 2026, to finance a $2.1 million high vacuum coating system. The company's subsidiary, Optex Systems, Inc., received an initial interim funding of $246,783 via a secured interim loan, which must be repaid or converted into a term loan by January 10, 2027. The agreement includes cross-default and cross-collateralization provisions and requires the maintenance of maintenance of a fixed charge coverage ratio of at least 1.25:1 and a total leverage ratio of 3.00:1. Optex Systems Holdings, Inc. operates in the semiconductor and high vacuum coating technology industry.

Karen Hawkins notified Optex Systems Holdings, Inc. of her intention to resign from her roles as Chief Financial Officer and Secretary, effective December 31, 2026. The company is searching for a replacement and may engage her as a consultant on an interim basis following her departure. Optex Systems Holdings, Inc. operates in the technology sector, providing security and monitoring solutions.