Orion Announces Multimillion-Dollar Data Center Engagement to Deploy LED Lighting Solution; Thousands of Facilities in AI-Driven Building Boom Can Benefit from the Customizable Product, Company Says

Orion (NASDAQ: OESX) announced a multimillion-dollar data center engagement for its new MPHL2 LED lighting solution, marking the product’s first customer deployment.

Rhea-AI Summary

Orion (NASDAQ: OESX) announced a multimillion-dollar data center engagement for its new MPHL2 LED lighting solution, marking the product’s first customer deployment. The Wisconsin-made, customizable linear fixture targets hyperscale data centers, aiming to enhance energy efficiency and resiliency across thousands of facilities in an AI-driven building boom.

Positive

• Multimillion-dollar data center engagement for new MPHL2 lighting solution
• First customer deployment of MPHL2 in a hyperscale data center
• MPHL2 designed for energy-efficient, customizable data center lighting
• Proprietary supply chain aimed at reducing logistics disruptions
• Product positioned for thousands of upcoming data center projects

Negative

• None.

Argus Jun 8 session

-0.63% close to close Open Argus

Details

News Market Reaction – OESX

In the Jun 8 session, OESX declined 0.63%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement details Orion’s first MPHL2 LED deployment in a data center, tying its made-in-Wis...

Analysis

This announcement details Orion’s first MPHL2 LED deployment in a data center, tying its made-in-Wisconsin platform to the AI-driven construction boom of thousands of facilities. In context of prior guidance for $95M–$97M FY 2027 revenue and a $30M backlog, investors may watch how many additional sites follow. An effective $100.0M shelf also provides flexibility for future capital-raising.

Key Figures

Initial deployment sites: 1 location Planned U.S. data centers: 3,000 data centers Operational by 2030: 10,000+ data centers +5 more

Initial deployment sites

1 location

First customer deployment of MPHL2 LED lighting solution

Planned U.S. data centers

3,000 data centers

New data centers being planned in the United States

Operational by 2030

10,000+ data centers

ABI Research expectation for operational data centers by 2030

Additional by 2035

2,000 data centers

Further data centers expected to come online by 2035

Pre-news share price

$9.52

Price before this 2026-06-08 AI-tagged deployment announcement

52-week high

$18.641

Pre-news 52-week high level for OESX

52-week low

$5.50

Pre-news 52-week low level for OESX

Shelf registration size

$100.0 million

S-3 shelf filed March 6, 2026

Previous AI Reports

1 past event · Latest: May 27

Same Type 1 event

1. May 27

   AI product launch

   24h Move

   +8.2%

   Introduced MPHL2 LED solution tailored to rapidly growing AI data centers.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

led lighting, ev charging stations, hyperscale data-centers, supply chain, +2 more

6 terms

led lighting technical

"Orion Energy Systems, Inc. ... a provider of energy-efficient LED lighting, electric vehicle"

LED lighting uses tiny semiconductor chips to turn electricity directly into light, making fixtures much more energy-efficient and longer-lasting than traditional bulbs; think of it as swapping short-lived candles for a durable, low-energy lamp. Investors care because lower energy use, reduced maintenance and growing regulations drive steady demand, create cost-saving opportunities for businesses and homeowners, and shape where manufacturers, installers and suppliers will earn future revenue.

ev charging stations technical

"provider of energy-efficient LED lighting, electric vehicle (EV) charging stations and"

Electric vehicle charging stations are sites or devices that replenish a car’s battery by delivering electricity, ranging from slow home chargers to high-speed public units at parking lots or roadside hubs. Investors care because charging networks act like the gas stations of the electric era: their availability and pricing influence how quickly people switch to electric cars, create steady customer fees, affect electricity demand, and open opportunities across utilities, real estate and transportation businesses.

hyperscale data-centers technical

"solution was developed to meet the needs of hyperscale data-centers."

Hyperscale data-centers are very large, highly standardized facilities that house thousands of computers and networking systems to run cloud services, streaming, artificial intelligence and other heavy computing tasks. Think of them as the highways and warehouses of the internet: they let companies add capacity quickly while lowering the cost per unit of computing, so ownership, long-term leases or customer relationships tied to hyperscale centers can meaningfully affect revenue, costs and capital spending decisions that matter to investors.

supply chain technical

"Of particular importance to the customer is Orion’s proprietary supply chain, which"

A supply chain is the series of steps involved in producing and delivering a product or service, from raw materials to the final customer. It includes all the processes, such as sourcing materials, manufacturing, and distribution, that ensure products reach consumers. For investors, understanding the supply chain helps gauge how efficiently a company can meet demand and manage costs, impacting its profitability and stability.

View in glossary

artificial intelligence technical

"driven largely by exponentially increasing demand for artificial intelligence and cloud"

Artificial intelligence is the ability of computers and machines to perform tasks that typically require human thinking, such as understanding language, recognizing patterns, or making decisions. For investors, it matters because AI can enhance efficiency, uncover new insights, and enable smarter strategies, potentially impacting the value and performance of companies that develop or utilize this technology.

cloud computing technical

"increasing demand for artificial intelligence and cloud computing."

Cloud computing is the use of remote computers and data centers accessed over the internet to store data, run software, and handle computing tasks instead of keeping those resources on local machines. For investors it matters because companies that use or provide cloud services can scale faster, cut upfront costs, and convert one‑time purchases into steady subscription revenue, much like renting a flexible workshop instead of buying and maintaining your own tools.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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MANITOWOC, Wis., June 08, 2026 (GLOBE NEWSWIRE) -- Orion Energy Systems, Inc. (NASDAQ: OESX) (Orion Lighting), a provider of energy-efficient LED lighting, electric vehicle (EV) charging stations and maintenance services solutions, today announced its first customer deployment of its MPHL2 LED Lighting solution. The customized product, introduced to the market a few weeks ago, is able to bring energy efficiency in LED lighting to thousands of data centers.

In partnership with Orion’s channel partners, the solution was developed to meet the needs of hyperscale data-centers. The initial order is for a single location, with the expectation that the scope of work will expand over the coming months and years.

Orion’s linear lighting fixture is designed specifically to fit the architecture and floor plan of data centers. Made in Orion’s home state of Wisconsin, the MPHL2 is a customizable solution designed to be the product of choice for much of the current data-center building boom.

Orion’s MPHL2 enables significant cost savings as it serves to maximize efficiency, resiliency and decarbonization. The configurable solution is easily integrated at virtually any data center.

Of particular importance to the customer is Orion’s proprietary supply chain, which serves to reduce exposure to chokepoints, lengthy dwell times and market disruptions.

Data centers face extraordinary demands for energy. Requiring immense amounts of power, data centers have a mission-critical need to minimize the electricity consumption of their lighting systems.

Approximately 3,000 new data centers are being planned in the United States. ABI Research expects more than 10,000 data centers to be operational by 2030, with 2,000 more coming online by 2035. The immense amount of new construction is being driven largely by exponentially increasing demand for artificial intelligence and cloud computing.

“We are extremely gratified to partner with data-center customers to support their critical need to be energy efficient,” said Michael Ontrop, Orion’s Senior Vice President of Channel Sales. “Data centers can count on Orion to bring energy efficient solutions and on-time deliveries based on our manufacturing capabilities in Wisconsin.”

“Deployments of lighting at data centers is a milestone for Orion,” said Orion Chief Executive Officer Sally Washlow. “We expect the momentum to build with follow-on deployments as the MPHL2 can be the answer for thousands of data centers coming on-stream. As I’ve said previously, the Orion MPHL2 is tailor-made for the worldwide data-center building boom, and we intend to become the provider of choice for much of it.”

About Orion Energy Systems
Orion provides energy efficiency and clean tech solutions, including LED lighting and controls, electrical vehicle (EV) charging solutions, and maintenance services. Orion specializes in turnkey design-through-installation solutions for large national customers as well as projects through ESCO and distribution partners, with a commitment to helping customers achieve their business and environmental goals with healthy, safe, and sustainable solutions that reduce their carbon footprint and enhance business performance.

Safe Harbor Statement
Certain matters discussed in this press release, are “forward-looking statements” intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. These forward-looking statements may generally be identified as such because the context of such statements will include words such as “anticipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “will,” “would” or words of similar import. Similarly, statements that describe our future plans, objectives or goals, including business relationships with government customers, are also forward-looking statements. Such forward-looking statements are subject to certain risks and uncertainties that could cause results to differ materially from those expected, including, but not limited to, the risks described in our filings with the Securities and Exchange Commission.

Shareholders, potential investors and other readers are urged to consider risks and uncertainties carefully in evaluating the forward-looking statements and are cautioned not to place undue reliance on such forward-looking statements. The forward-looking statements made herein are made only as of the date of this press release and we undertake no obligation to publicly update any forward-looking statements, whether as a result of new information, future events or otherwise. More detailed information about factors that may affect our performance may be found in our filings with the Securities and Exchange Commission, which are available at http://www.sec.gov or at http://investor.oriones.com/ in the Investor Relations section of our Website. Except as required by applicable law, we assume no obligation to update any forward-looking statements publicly or to update the reasons why actual results could differ materially from those anticipated in any forward-looking statements, even if new information becomes available in the future.

Engage with Us
X: @OrionLighting and @OrionLightingIR
StockTwits: @OESX_IR

Investor Relations Contacts
Per Brodin, CFO	Robert Ferri
Orion Energy Systems, Inc. pbrodin@oesx.com	Robert Ferri Partners (415) 575-1589 robert.ferri@robertferri.com

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Orion (NASDAQ: OESX) announce about its MPHL2 LED lighting on June 8, 2026?

Orion announced the first customer deployment of its MPHL2 LED lighting in a multimillion-dollar data center engagement. According to Orion, the customizable solution is designed for hyperscale data centers and targets energy efficiency, resiliency, and decarbonization across a growing global data center footprint.

How large is Orion’s new data center engagement for MPHL2 and what does it involve for OESX?

Orion reported a multimillion-dollar engagement to deploy its MPHL2 LED lighting at a data center location. According to Orion, the initial order is for a single site, with an expectation that the scope of work could expand over the coming months and years.

How can Orion’s MPHL2 LED lighting benefit data centers amid the AI-driven building boom?

MPHL2 aims to cut lighting energy use while supporting resiliency and decarbonization in data centers. According to Orion, the configurable linear fixture fits typical data center architecture and can be integrated at virtually any facility as AI and cloud demand drive rapid construction growth.

What market opportunity does Orion (OESX) see in data center lighting through 2035?

Orion highlights a large addressable market, with about 3,000 new U.S. data centers planned. According to Orion, ABI Research expects more than 10,000 data centers to be operational by 2030, with 2,000 more coming online by 2035 worldwide.

Why is Orion’s Wisconsin manufacturing and supply chain important for MPHL2 data center customers?

Orion says domestic manufacturing and a proprietary supply chain help ensure on-time deliveries for MPHL2. According to Orion, this setup is intended to lessen exposure to chokepoints, lengthy dwell times, and broader market disruptions that could delay data center lighting projects.

Why are data centers focused on energy-efficient lighting and how does Orion (OESX) address this need?

Data centers consume immense power and must reduce electricity use wherever possible, including lighting. According to Orion, MPHL2 offers energy-efficient LED performance tailored to mission-critical environments, helping operators manage consumption while supporting resiliency and decarbonization goals in large-scale facilities.