Filing Flows › Industries › Industrials › Optical Instruments & Lenses
Optical Instruments & Lenses SIC 3827
5 companies filing with the SEC under SIC 3827. Median revenue growth +19% year on year in Q2 2026 (middle half +15% to +26%, 5 companies). The growth model expects the industry's combined revenue to grow +22% in Q3 2026. 1 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- OPXS → U.S. government 70% of the supplier's revenue, $28.9M
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +21.5% | $5.8B | $5.2B – $6.5B |
| Q4 2026 | +21.4% | $6.1B | $5.3B – $6.9B |
| Q1 2027 | +20.8% | $6.3B | $5.4B – $7.2B |
| Q2 2027 | +20.2% | $6.9B | $5.8B – $7.9B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| KLAC KLA | $4.1B | +15% | transition |
| COHR Coherent | $2.4B | +34% | expansion |
| OPXS Optex Systems Holdings | $9.7M | -12% | contraction |
| OPTX Syntec Optics Holdings | $8.3M | +26% | reacceleration |
| MSAI MultiSensor AI Holdings | $1.7M | +19% | deceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.