{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NASDAQ/OPXS",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# Optex Systems Holdings Inc (NASDAQ: OPXS) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is Optex Systems Holdings Inc, listed on NASDAQ under the ticker OPXS, with ISIN US68384X2099 and LEI 549300033P679KEYZM56. Its security type is Corporate and its sector is 3827 Optical Instruments & Lenses. Its jurisdiction is United States, Delaware. Segment is not on the record. Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 28 filings across 21 filing days in the window 2025-11-08 to 2026-11-08. Filings by type are: results 8, directors_dealings 7, regulatory_filing 5, director_change 3, agm_egm 3, corporate_news 2. The median gap between filing days is 9.0 days, against a NASDAQ median of 6.0 days and a sector median of 9.0 days. The latest filing is a results filing dated 2026-08-11, 89 days before the record date. Median latency is 5.0 days for NASDAQ and 37 days for the sector.\n\n## Auditor\n\nThe auditor of record is Whitley Penn LLP, located in Dallas, Texas. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting, name change or segment move lines. Domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. Segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable, because the chapter's orderability section carries no client categories and so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nOne research house is named on the issuer's own investor-relations page: Maxim Group.\n\n## Open research\n\nNo openly published research notes were found on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe issuer's years sealed are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.\n\n## Sources\n\n10 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://data.sec.gov/submissions/CIK0001397016.json (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NASDAQ/OPXS (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://www.sec.gov/Archives/edgar/data/1397016/000149315225028071/form10-k.htm (the auditor)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://www.optexsys.com/investor-relations/analyst-coverage (coverage)\n- https://mcp.us-cm-kg.ai/record/NASDAQ/OPXS (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1397016/000149315225028071/form10-k.htm",
    "state": "sourced",
    "value": "Whitley Penn LLP"
   },
   "auditor_firm_id": {
    "market": "US",
    "state": "not_on_record"
   },
   "auditor_location": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1397016/000149315225028071/form10-k.htm",
    "state": "sourced",
    "value": "Dallas,\nTexas"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NASDAQ/OPXS",
  "coverage": {
   "count": 1,
   "houses": [
    {
     "analyst": "Allen Klee & Derek Greenberg",
     "house": "Maxim Group",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-11",
     "source": "https://www.optexsys.com/investor-relations/analyst-coverage",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://www.optexsys.com/investor-relations/analyst-coverage",
     "result": "read: 1 of 2 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 4359,
     "median_cadence_gap_days": 6,
     "median_filings": 52,
     "median_latency_days": 5,
     "name": "NASDAQ"
    },
    "sector": {
     "issuers": 9,
     "median_cadence_gap_days": 9,
     "median_filings": 58,
     "median_latency_days": 37,
     "name": "3827 Optical Instruments & Lenses"
    }
   },
   "by_type": {
    "agm_egm": 3,
    "corporate_news": 2,
    "director_change": 3,
    "directors_dealings": 7,
    "regulatory_filing": 5,
    "results": 8
   },
   "cadence_median_gap_days": 9,
   "filing_days": 21,
   "filings": 28,
   "latency_days": 89,
   "latest": [
    {
     "category": "10-Q",
     "date": "2026-08-11",
     "source": "https://www.sec.gov/Archives/edgar/data/1397016/000149315226037119/form10-q.htm",
     "title": "10-Q — 10-Q",
     "type": "results"
    },
    {
     "category": "8-K",
     "date": "2026-08-11",
     "source": "https://www.sec.gov/Archives/edgar/data/1397016/000149315226037114/form8-k.htm",
     "title": "8-K — 8-K (items 2.02,9.01)",
     "type": "results"
    },
    {
     "category": "8-K",
     "date": "2026-07-20",
     "source": "https://www.sec.gov/Archives/edgar/data/1397016/000149315226033931/form8-k.htm",
     "title": "8-K — 8-K (items 1.01,2.03,9.01)",
     "type": "corporate_news"
    },
    {
     "category": "SCHEDULE 13G/A",
     "date": "2026-07-17",
     "source": "https://www.sec.gov/Archives/edgar/data/1397016/000081413326000092/xslSCHEDULE_13G_X02/primary_doc.xml",
     "title": "SCHEDULE 13G/A",
     "type": "regulatory_filing"
    },
    {
     "category": "8-K",
     "date": "2026-07-01",
     "source": "https://www.sec.gov/Archives/edgar/data/1397016/000149315226031452/form8-k.htm",
     "title": "8-K — 8-K (items 7.01,9.01)",
     "type": "corporate_news"
    }
   ],
   "latest_filing_date": "2026-08-11",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NASDAQ/OPXS",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NASDAQ"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-10-09",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "US68384X2099"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001397016.json",
    "state": "sourced",
    "value": "United States — Delaware"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-08",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN US68384X2099)",
    "state": "sourced",
    "value": "549300033P679KEYZM56"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001397016.json",
    "state": "sourced",
    "value": "Optex Systems Holdings Inc"
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001397016.json",
    "state": "sourced",
    "value": "3827 Optical Instruments & Lenses"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001397016.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
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   "ticker": {
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    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "OPXS"
   },
   "website": {
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    "state": "not_on_record"
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  "licensed": {
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    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
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  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:d23782e6f64435b83fed70e86ebf00b60b3f1378bee798d6c5878ee029c25541",
  "open_research": {
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   "rows": [],
   "state": "none_found"
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  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NASDAQ/OPXS",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
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 },
 "numbers_hash": "sha256:d23782e6f64435b83fed70e86ebf00b60b3f1378bee798d6c5878ee029c25541",
 "path": "/us/NASDAQ/OPXS",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is Optex Systems Holdings Inc, listed on NASDAQ under the ticker OPXS, with ISIN US68384X2099 and LEI 549300033P679KEYZM56. Its security type is Corporate and its sector is 3827 Optical Instruments & Lenses. Its jurisdiction is United States, Delaware. Segment is not on the record. Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 28 filings across 21 filing days in the window 2025-11-08 to 2026-11-08. Filings by type are: results 8, directors_dealings 7, regulatory_filing 5, director_change 3, agm_egm 3, corporate_news 2. The median gap between filing days is 9.0 days, against a NASDAQ median of 6.0 days and a sector median of 9.0 days. The latest filing is a results filing dated 2026-08-11, 89 days before the record date. Median latency is 5.0 days for NASDAQ and 37 days for the sector.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is Whitley Penn LLP, located in Dallas, Texas. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting, name change or segment move lines. Domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. Segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable, because the chapter's orderability section carries no client categories and so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "One research house is named on the issuer's own investor-relations page: Maxim Group.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The issuer's years sealed are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "10 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0001397016.json"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NASDAQ/OPXS"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the auditor",
   "source": "https://www.sec.gov/Archives/edgar/data/1397016/000149315225028071/form10-k.htm"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "coverage",
   "source": "https://www.optexsys.com/investor-relations/analyst-coverage"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NASDAQ/OPXS"
  }
 ],
 "title": "Optex Systems Holdings Inc (OPXS) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}