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Orion Energy Systems filed an Amendment No. 12 to a Schedule 13G/A reporting beneficial ownership of 526,952 shares, equal to 12.99% of common stock as of the signature date. The filing lists 295,000 shares with sole voting and dispositive power and 231,952 shares with shared voting power.
Orion Energy Systems CEO Sally A. Washlow reported open-market purchases of company stock on two consecutive days. She bought 955 shares of common stock at a price of $9.50 per share and 1,780 shares at a weighted average price of $9.47 per share, with individual trade prices ranging from $9.44 to $9.50. After these trades, she directly owns 49,259 common shares, and an additional 100 shares are held indirectly by her spouse. She also holds stock options covering 50,000 common shares at an exercise price of $6.00 per share, expiring on July 17, 2035, which vest over time and upon the stock reaching average closing prices of $30.00, $40.00, and $50.00 for five consecutive trading days within three calendar years after the grant date.
Orion Energy Systems, Inc. is asking shareholders to elect two Class I directors, approve an advisory vote on executive pay, ratify BDO USA, P.C. as auditor for fiscal 2027, and approve an Amended 2016 equity plan at its August 6, 2026 virtual annual meeting.
The proxy highlights fiscal 2026 revenue of $86.3 million, up from $79.7 million, with gross margin improving to 32.6% from 25.4% and net loss narrowing to $3.2 million from $11.8 million. LED lighting revenue grew to $55.9 million and EV charging gross margin rose despite lower segment revenue. Adjusted EBITDA was about $2.2 million, marking six consecutive quarters of positive adjusted EBITDA.
For fiscal 2027, Orion targets revenue of $95–$97 million with positive adjusted EBITDA. The filing details a pay‑for‑performance program in which about 78% of the CEO’s and 66% of other named officers’ fiscal 2026 compensation was at risk, including bonuses tied to revenue and adjusted EBITDA and time‑ and performance‑based equity awards.
Orion Energy Systems, Inc. provides LED lighting systems, IoT-enabled controls, commercial and industrial EV charging solutions and maintenance services across North America. It operates three segments: Lighting, Maintenance and EV, serving big-box retail, manufacturing, logistics, office, government, healthcare and schools.
Backlog was $30.1 million as of March 31, 2026, up from $17.3 million a year earlier, and one customer accounted for 26.0% of fiscal 2026 revenue. As of May 29, 2026, Orion had 4,056,528 common shares outstanding and 174 full-time employees.
The report highlights key risks, including dependence on a limited number of large customers, tariff and supply chain pressures, reductions in EV and LED incentives, implementation of a new ERP system, cybersecurity threats, competition from larger and low-cost foreign manufacturers, and the need to meet fiscal 2027 revenue expectations to support liquidity and debt obligations.
Orion Energy Systems reported stronger Q4 2026 and full-year 2026 results, while guiding to further growth in fiscal 2027. Q4 2026 revenue rose to $25.7M from $20.9M, a 23% increase, with gross margin improving to 37.0% from 27.5%. The quarterly net loss narrowed to $1.5M, or $0.39 per share, and adjusted EBITDA increased to $0.8M from $0.2M, marking a sixth consecutive quarter of positive adjusted EBITDA.
For FY 2026, revenue grew to $86.3M from $79.7M, while gross margin expanded to 32.6% from 25.4%. The full-year net loss improved to $3.2M from $11.8M, and adjusted EBITDA turned positive at $2.2M versus a $2.9M loss. LED lighting drove most of the growth, with revenue up 17% to $55.9M, while EV charging revenue softened.
Orion entered FY 2027 with a $30M backlog and reiterated expectations for revenue between $95M and $97M and positive adjusted EBITDA. The company ended March 31, 2026 with $3.3M of cash, $3.0M drawn on its revolving credit facility, and total shareholders’ equity of $16.6M, while also extending its credit facility maturity to June 30, 2030.
Orion Energy Systems reported preliminary unaudited Fiscal Year 2026 results, expecting about $86 million in revenue and at least $2 million in adjusted EBITDA, reflecting a return to profitability on a non-GAAP basis.
The company reiterated guidance for Fiscal Year 2027 of $95–$97 million in revenue with positive adjusted EBITDA. Management highlighted a $30 million backlog as of March 31, 2026, growing enterprise orders, cost-structure improvements and six consecutive quarters of positive adjusted EBITDA as key drivers of what it describes as a profitable growth path.
Orion Energy Systems, Inc. ownership update: Tieton Capital Management, LLC reports beneficial ownership of 266,746 shares of common stock, representing 6.6% of the class. The filing (Amendment No. 3) states shared voting and dispositive power over the 266,746 shares.
The reporting person is Tieton Capital Management, LLC, a Washington limited liability company; the filing is signed by William J. Dezellem, CFA, President, dated 05/13/2026.
Orion Energy Systems filed an update confirming its outlook for stronger growth and profitability in the next two fiscal years. The company reiterated preliminary expectations for Fiscal 2026 revenue in a range of $84–$86 million, with positive adjusted EBITDA for the year.
For Fiscal 2027, Orion again guided to revenue between $95 million and $97 million, also paired with an expectation of positive adjusted EBITDA. Management links this outlook to rising orders from enterprise customers, prior cost-structure improvements and greater competitive visibility under CEO Sally Washlow, who is marking her first year in the role.
Orion highlighted six consecutive quarters of positive adjusted EBITDA and commercial momentum, including a $42–$45 million three-year maintenance engagement renewal with a major U.S. retailer. The company plans to discuss full Fiscal 2026 results and its outlook in more detail in a June 4 earnings release and call.
Orion Energy Systems, Inc. disclosure: North Star Investment Management Corporation reports beneficial ownership of 525,552 shares of common stock, representing 14.93% of the class as of the filing. The filer reports 295,000 shares with sole voting and dispositive power and 230,552 shares with shared voting and dispositive power. The amendment is signed by the Chief Compliance Officer on 04/06/2026.