Optex Systems Holdings vs Rekor Systems
Rekor Systems is the larger business, with $48.5m of revenue in fiscal 2025 against $41.3m for Optex Systems Holdings (1.2 times as much). Optex Systems Holdings grew faster (21.6% against 5.3%). Optex Systems Holdings kept more of each dollar of sales as profit: a net margin of 12.5% against -64.9%.
| Latest fiscal year | Optex Systems HoldingsOPXS, 2025 | Rekor SystemsREKR, 2025 |
|---|---|---|
| Revenue | $41.3m | $48.5m |
| Revenue growth | 21.6% | 5.3% |
| Net income | $5.1m | −$31.5m |
| Operating margin | — | -59.6% |
| Net margin | 12.5% | -64.9% |
| Return on equity | 23.9% | -81.7% |
| Free cash flow | $6.4m | −$22.9m |
| Cash | $6.4m | $16.6m |
| Total debt | $0 | $15.2m |
| Debt to equity | — | 35.4% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | $189,000 |
| Employees | 132 | 234 |
| Market value | $64.4m | $46.6m |
| Price vs our value range | Within our value range | — |
| Moat score | 51 (Moderate) | 16 (Weak) |
| Insider trades, 12 months | 0 buys, 8 sales | 0 buys, 0 sales |