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Side-by-side financial comparison of Optex Systems Holdings Inc (OPXS) and High Roller Technologies, Inc. (ROLR). Click either name above to swap in a different company.
Optex Systems Holdings Inc is the larger business by last-quarter revenue ($9.1M vs $6.3M, roughly 1.5× High Roller Technologies, Inc.). High Roller Technologies, Inc. runs the higher net margin — 58.4% vs 2.6%, a 55.7% gap on every dollar of revenue. On growth, Optex Systems Holdings Inc posted the faster year-over-year revenue change (11.6% vs -16.4%). High Roller Technologies, Inc. produced more free cash flow last quarter ($-90.0K vs $-548.0K).
Optex Systems Holdings Inc. designs, manufactures and supplies high-performance optical, optoelectronic components and integrated subsystems. Its core products include military sighting systems, laser protection solutions and precision optical assemblies, serving defense, aerospace and industrial manufacturing markets globally.
S&S – Sansei Technologies is an American company known for its pneumatically powered amusement rides and roller coaster designing.
OPXS vs ROLR — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $9.1M | $6.3M |
| Net Profit | $242.0K | $3.7M |
| Gross Margin | 22.9% | — |
| Operating Margin | 1.6% | 1.3% |
| Net Margin | 2.6% | 58.4% |
| Revenue YoY | 11.6% | -16.4% |
| Net Profit YoY | -71.3% | 831.9% |
| EPS (diluted) | $0.03 | $0.39 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $9.1M | — | ||
| Q3 25 | $11.3M | $6.3M | ||
| Q2 25 | $11.1M | $6.9M | ||
| Q1 25 | $10.7M | $6.8M | ||
| Q4 24 | $8.2M | — | ||
| Q3 24 | $9.4M | $7.5M | ||
| Q2 24 | $9.1M | — | ||
| Q1 24 | $8.5M | — |
| Q4 25 | $242.0K | — | ||
| Q3 25 | $1.0M | $3.7M | ||
| Q2 25 | $1.5M | $-592.0K | ||
| Q1 25 | $1.8M | $-3.3M | ||
| Q4 24 | $844.0K | — | ||
| Q3 24 | $1.0M | $-501.0K | ||
| Q2 24 | $1.3M | — | ||
| Q1 24 | $1.1M | — |
| Q4 25 | 22.9% | — | ||
| Q3 25 | 30.1% | — | ||
| Q2 25 | 28.5% | — | ||
| Q1 25 | 31.3% | — | ||
| Q4 24 | 26.0% | — | ||
| Q3 24 | 25.5% | — | ||
| Q2 24 | 31.8% | — | ||
| Q1 24 | 30.0% | — |
| Q4 25 | 1.6% | — | ||
| Q3 25 | 18.3% | 1.3% | ||
| Q2 25 | 17.2% | -7.2% | ||
| Q1 25 | 20.8% | -47.4% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 13.7% | -6.3% | ||
| Q2 24 | 17.8% | — | ||
| Q1 24 | 15.9% | — |
| Q4 25 | 2.6% | — | ||
| Q3 25 | 9.1% | 58.4% | ||
| Q2 25 | 13.6% | -8.5% | ||
| Q1 25 | 16.5% | -48.4% | ||
| Q4 24 | 10.3% | — | ||
| Q3 24 | 10.7% | -6.7% | ||
| Q2 24 | 13.9% | — | ||
| Q1 24 | 12.5% | — |
| Q4 25 | $0.03 | — | ||
| Q3 25 | $0.14 | $0.39 | ||
| Q2 25 | $0.22 | $-0.07 | ||
| Q1 25 | $0.26 | $-0.39 | ||
| Q4 24 | $0.12 | — | ||
| Q3 24 | $0.15 | $-0.07 | ||
| Q2 24 | $0.18 | — | ||
| Q1 24 | $0.16 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $5.8M | $2.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $24.7M | $6.6M |
| Total Assets | $30.2M | $16.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.8M | — | ||
| Q3 25 | $6.4M | $2.7M | ||
| Q2 25 | $4.9M | $2.7M | ||
| Q1 25 | $3.5M | $3.5M | ||
| Q4 24 | $2.5M | — | ||
| Q3 24 | $1.0M | $1.3M | ||
| Q2 24 | $486.0K | — | ||
| Q1 24 | $321.0K | — |
| Q4 25 | $24.7M | — | ||
| Q3 25 | $24.3M | $6.6M | ||
| Q2 25 | $23.1M | $2.6M | ||
| Q1 25 | $21.6M | $2.8M | ||
| Q4 24 | $19.7M | — | ||
| Q3 24 | $18.8M | $-779.0K | ||
| Q2 24 | $17.7M | — | ||
| Q1 24 | $16.5M | — |
| Q4 25 | $30.2M | — | ||
| Q3 25 | $30.1M | $16.0M | ||
| Q2 25 | $29.2M | $12.3M | ||
| Q1 25 | $27.5M | $12.8M | ||
| Q4 24 | $24.8M | — | ||
| Q3 24 | $25.5M | $12.9M | ||
| Q2 24 | $24.9M | — | ||
| Q1 24 | $23.8M | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-92.0K | $-78.0K |
| Free Cash FlowOCF − Capex | $-548.0K | $-90.0K |
| FCF MarginFCF / Revenue | -6.0% | -1.4% |
| Capex IntensityCapex / Revenue | 5.0% | 0.2% |
| Cash ConversionOCF / Net Profit | -0.38× | -0.02× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-92.0K | — | ||
| Q3 25 | $1.6M | $-78.0K | ||
| Q2 25 | $1.4M | $-840.0K | ||
| Q1 25 | $1.2M | $-3.6M | ||
| Q4 24 | $2.8M | — | ||
| Q3 24 | $753.0K | — | ||
| Q2 24 | $50.0K | — | ||
| Q1 24 | $-1.3M | — |
| Q4 25 | $-548.0K | — | ||
| Q3 25 | $1.5M | $-90.0K | ||
| Q2 25 | — | $-845.0K | ||
| Q1 25 | $1.1M | $-3.6M | ||
| Q4 24 | $2.5M | — | ||
| Q3 24 | $545.0K | — | ||
| Q2 24 | $-256.0K | — | ||
| Q1 24 | $-1.4M | — |
| Q4 25 | -6.0% | — | ||
| Q3 25 | 13.5% | -1.4% | ||
| Q2 25 | — | -12.2% | ||
| Q1 25 | 9.8% | -53.5% | ||
| Q4 24 | 30.3% | — | ||
| Q3 24 | 5.8% | — | ||
| Q2 24 | -2.8% | — | ||
| Q1 24 | -16.3% | — |
| Q4 25 | 5.0% | — | ||
| Q3 25 | 0.4% | 0.2% | ||
| Q2 25 | 0.0% | 0.1% | ||
| Q1 25 | 1.2% | 0.2% | ||
| Q4 24 | 3.9% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 3.4% | — | ||
| Q1 24 | 1.3% | — |
| Q4 25 | -0.38× | — | ||
| Q3 25 | 1.52× | -0.02× | ||
| Q2 25 | 0.92× | — | ||
| Q1 25 | 0.67× | — | ||
| Q4 24 | 3.32× | — | ||
| Q3 24 | 0.74× | — | ||
| Q2 24 | 0.04× | — | ||
| Q1 24 | -1.20× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OPXS
| Optex Systems OPX Richardson Texas | $5.3M | 58% |
| Applied Optics Center AOC Dallas | $4.0M | 44% |
ROLR
| Net Gaming Revenue | $4.9M | 77% |
| Net Revenue Noncore Services | $1.4M | 23% |
