Q3 FY2026 EarningsQ3 FY26 results missed consensus on both top and bottom lines, with revenue of $9.7M vs. $12.3M expected and GAAP EPS of $0.18 vs. $0.21 expected. The revenue shortfall was primarily due to $1.5M in periscope deliveries slipping into Q4 and delays in federal defense appropriations. Despite the miss, gross margins expanded significantly to 34.2% (+5.70pct YoY), and management reiterated full-year revenue guidance of $43M–$45M, suggesting a strong recovery in Q4 FY26.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Optex(OPXS) the Revenue is 9.729 M (--%), Miss estimate;the EBIT is 1.391 M (--%), Miss estimate;the EPS is 0.18 (--%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.01B--
0.01B--
-0.00B--%
EBITMiss expectations
0.00B--
0.00B--
-0.00B--%
EPSMiss expectations
0.18--
0.21--
-0.0300--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf