Orion Energy Sys Inc Stock Price, News & Analysis

Orion Energy Systems (NASDAQ: OESX) reported Q2 FY2026 results for the quarter ended Sept 30, 2025, with revenue $19.9M (vs. $19.4M a year ago) and gross profit $6.2M (gross margin 31.0%, +790 bps YoY).

Net loss improved to $(0.6)M versus $(3.6)M in Q2’25. Adjusted EBITDA was $0.5M, the fourth consecutive positive quarter. Maintenance revenue rose 18% to $4.5M; EV charging was flat at $4.8M.

The company reiterated FY2026 guidance of ~5% revenue growth to $84M, noted $1.3M cash from operations YTD, a $1.25M revolver paydown in FY26, borrowings of $5.75M, and ongoing arbitration over the Voltrek earnout.

Orion Energy Systems (NASDAQ: OESX) announced LED lighting and electrical infrastructure engagements totaling $4.7 million for two enterprise customers on Oct 28, 2025. The larger engagement is valued at $3.6 million and covers installations and upgrades at a single enterprise with a workforce of 18,000 employees. A second $1.0 million engagement covers LED and electrical work at five facilities across four U.S. states and is expected to be completed in Orion’s fiscal year FY 2026.

Orion described the $1.0 million scope as the start of a multi-year initiative and said it expects to be assigned significantly more work by the customer on a frequent basis.

Orion Energy Systems (NASDAQ: OESX) announced a three-year renewal of a LED lighting preventative maintenance contract with a Fortune 100 retail customer, valued at an estimated $42 million to $45 million. The engagement covers maintenance of LED systems at approximately 2,050 retail locations nationwide and takes effect in March 2026 upon expiration of the current three-year agreement. Orion said the renewal reflects multi-year success coordinating large-scale, multi-vendor projects across all 50 states and credits its proactive maintenance program and prompt response for minimizing store disruptions.

Orion Energy Systems (NASDAQ: OESX) will host a fiscal 2026 Q2 investor call and webcast on Wednesday, November 5, 2025 at 10:00 a.m. ET.

The company will release Q2 results before market open that morning. Live call participants must pre-register to receive dial-in and PIN details. A live webcast and replay will be available online.

Registration: https://register-conf.media-server.com/register/BIf55f14b2f5d347849b3dd77f81889bbf Webcast/Replays: https://edge.media-server.com/mmc/p/pw8riaez

Orion Energy Systems (NASDAQ: OESX) will present at the LD Micro Main Event XIX in San Diego on Tuesday, October 21, 2025 at 9:30 a.m. PT / 12:30 p.m. ET on Track 1.

CFO Per Brodin will be available for in-person investor meetings Monday and Tuesday morning. The three-day conference runs October 19–21, 2025 at the Hotel del Coronado and features about 120 companies presenting in half-hour increments. Orion's presentation will be accessible online to registered investors via the LD Micro webcast link.

Orion Energy Systems (NASDAQ: OESX), a provider of LED lighting, EV charging stations, and maintenance services solutions, will participate in the virtual Lytham Partners Fall 2025 Investor Conference. The company will deliver a webcast presentation on September 30, 2025, at 3:30 PM ET.

Management will also conduct one-on-one meetings with investors throughout the event. Interested parties can access the webcast through the conference website or watch the replay after the event.

Orion Energy Systems (NASDAQ: OESX) has secured projects worth up to $11 million for LED lighting, electrical infrastructure, and EV charging installations through a Super ESCO partner. The engagement involves modernizing two U.S. government agency facilities, with potential for additional projects.

The scope includes exterior LED lighting upgrades, electrical infrastructure improvements, and EV charging station installations. The projects are part of the customer's broader multi-year initiative to modernize distribution facilities and refurbish parking lots across the United States.

Orion Energy Systems (NASDAQ: OESX), a provider of LED lighting, EV charging stations, and maintenance services solutions, will participate in the upcoming iAccess Alpha Virtual Best Ideas Fall Investment Conference.

CEO Sally Washlow will deliver a company presentation on September 16, 2025, at 11:00 AM ET and will be available for one-on-one investor meetings on September 17. The presentation will be accessible via live webcast, with a replay available afterward on the company's investor relations website.

Orion Energy Systems (NASDAQ: OESX), a provider of LED lighting, EV charging stations, and maintenance services solutions, will participate in the upcoming 27th Annual H.C. Wainwright Global Investment Conference from September 8-10th, 2025.

CEO Sally Washlow will deliver a company presentation on Monday, September 8, 2025, at 12:00 PM EDT. The presentation will be available via webcast, and management will be available for one-on-one meetings with investors throughout the conference.