Optex Systems, Inc.

Optex Systems, Inc., doing business as Optex, manufactures precision optical sighting systems, protective optics, and specialized optical components for military armored vehicles as a prime contractor to the Defense Department, with 96% of its recent award footprint in prime contracting. A for-profit, small-business-sized optical manufacturer headquartered in Richardson, Texas, Optex competes across both small-business set-aside and full-and-open categories, though approximately 40% of its prime awards over the past five years carried Total Small Business or other SBA set-aside designations.

Optex's core capability is manufacturing high-performance optical assemblies for armored vehicle platforms, particularly periscopes, direct vision blocks, optical windows, mirrors, and collimator components used on the M1 Abrams tank and Bradley Fighting Vehicle. Representative work spans the spectrum: a $4.3 million firm fixed-price delivery order from Army Combat Capabilities Development Command TACOM Life Cycle Management Command (July 2025) for 909 units of Collimator Infinity optical components (NSN 1240-01-475-0275) under a $10.2 million Total Small Business single-award IDC running through June 2030; a $748.6 thousand Total Small Business purchase order from DLA Land and Maritime (May 2024) for 459 Armored V periscopes; and a $635.7 thousand Total Small Business small business set-aside from DLA for additional armored vehicle periscopes (November 2023). The company also supplied $458.3 thousand in optical components to Federal Correctional Institution Phoenix under a separate purchase order (April 2025) and $154.8 thousand in binoculars to Naval Supply Systems Command (May 2024).

Customer concentration is pronounced and defense-dominant. DLA Land and Maritime dominates both volume and dollars: 701 awards (59% of total) carrying $178.5 million combined potential value (64% of portfolio). Army Materiel Command TACOM Life Cycle Management Command follows distantly with 97 awards ($39.6 million), followed by Army Contracting Command Detroit Arsenal (19 awards, $23.3 million) and DLA Aviation (64 awards, $2.5 million). The top five customers account for 88% of awards and 94% of combined potential value. DLA Land and Maritime's dominance reflects Optex's role as an established supplier of Class IX spare parts—particularly optical components—for military logistics and sustainment.

Optex holds or is positioned under multiple indefinite delivery vehicles with DLA, Army, and subordinate commands. The five largest parent vehicles by task-order count are an IDC (SPE7LX21D0057) carrying 47 task orders and $8 million combined potential value; IDC DAAE2003D0052 with 43 task orders and $19.1 million; IDC SPE7L714D0006 with 32 task orders and $2.2 million; IDC SPE7LX18D0108 with 26 task orders and $2.4 million; and IDC SPE7MX18D0061 with 26 task orders and $3.9 million. In July 2025, Optex was awarded a new $10.2 million single-award IDC (SPE7LX25D0053) from ACC Warren for Collimator Infinity optical components, with an initial delivery order for $4.3 million placed immediately. A December 2024 DLA award established a $6.8 million single-award IDC (SPE7LX25D0023) for Periscope M17 and armored vehicle periscopes running through December 2029. Optex also holds a Basic Ordering Agreement for Class IX supplies through the BOAST Program (awarded April 2026, performance through April 2031).

Activity has been steady: 65 awards in 2022, 86 in 2023, 80 in 2024, 90 in 2025, and 9 to date in 2026 (partial year). Combined potential value across all 1,187 awards sits at $278.8 million, with $226.1 million obligated (81% realization). The recompete cliff is modest: eight awards with ultimate completion dates in the next twenty-four months carry combined potential value of $4.8 million, posing limited near-term recompete exposure given the vendor's broad IDC footprint.

In its subcontractor role—4% of recent awards—Optex supplies optical components, periscopes, and mechanical assemblies to major defense primes on armored vehicle programs. Named subs include General Dynamics Land Systems (Abrams family upgrades, SEPv3 variants, Stryker vehicles, Maneuver Short Range Air Defense System prototypes), BAE Systems Land & Armaments (Bradley A4 follow-on production, M2A4/M7A4 vehicles, AMPV early-order material and expansion support), Textron Systems (Mobile Strike Force Vehicle production for Ukraine), Lockheed Martin (gunnery trainer systems), L3 Technologies (ENVG-B Enhanced Night Vision Goggle-Binocular production optics), and National Steel and Shipbuilding (T-AO 205 replenishment oiler detail design and construction). Sub work reflects Optex's position as a critical supplier within the defense industrial base's vehicle modernization and logistics supply chain.

Optex's NAICS footprint is concentrated on optical instrument manufacturing (NAICS 333314, Optical Instrument and Lens Manufacturing covers 690 awards) and commercial machinery manufacturing (93 awards). PSC coding reflects the optical sighting systems focus: 590 awards under PSC 4610 (Optical Instruments, Test Equipment, Components and Accessories), 290 under PSC 4620 (Optical Sighting and Ranging Equipment), 76 under night vision equipment codes, with smaller volumes in vehicular accessories and knob/pointer components.

Optex Systems Inc. is a Delaware corporation headquartered in Richardson, Texas, that manufactures optical sighting systems and assemblies primarily for Department of Defense (DOD) applications.

Its products are installed on a variety of U.S. military land vehicles, such as the Abrams and Bradley fighting vehicles, Light Armored and Armored Security Vehicles and have been selected for installation on the Stryker family of vehicles.

Optex also manufactures and delivers numerous periscope configurations, rifle and surveillance sights and night vision optical assemblies. Optex delivers its products both directly to the military services and to prime contractors.