Welcome to our dedicated page for Orion Energy Sys SEC filings (Ticker: OESX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Orion Energy Systems, Inc. filings document the company's public-company disclosures for an operating business in LED lighting, EV charging infrastructure, maintenance services and energy project work. Recent Form 8-K reports furnish operating and financial results, revenue outlook updates, material-event disclosures and exhibits tied to press releases.
The filing record also covers capital-structure activity, including common stock sold under an underwriting agreement and shelf registration statement, as well as material agreements, governance matters, shareholder voting matters and executive compensation arrangements. These disclosures describe Orion's no-par-value common stock, Nasdaq Capital Market listing, corporate governance actions and financing arrangements.
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.
Orion Energy Systems, Inc. reached a comprehensive settlement with the Connors Parties over disputed Voltrek earn-out obligations. The company made a one-time cash payment of $3.0 million on March 18, 2026, to Final Frontier, resolving the CPA firm arbitration, a related AAA arbitration, and all earn-out statement disputes.
The settlement terminates the MIPA, all related earn-out agreements, and all liens and security interests on Orion’s assets, with mutual general releases of claims. Ms. Connors remains a part-time employee and shareholder, and Orion will help the Connors Parties enter a Rule 10b5-1 trading plan. Separately, effective March 19, 2026, Orion agreed to terminate two long-term New Jersey solar PPAs by transferring the solar arrays to a third party in exchange for $1.3 million in cash, expected within 21 days, which will significantly offset the settlement payment.
Orion Energy Systems, Inc. is registering up to $100.0 million of securities on a shelf registration, permitting offers of debt, common stock, preferred stock, warrants, subscription rights, stock purchase contracts and units.
The filing also reoffers $93.0 million of unsold securities previously registered under the company’s March 10, 2023 registration statement pursuant to Rule 415; those unsold securities may be issued until effectiveness or within the Rule 415 timing limits. The prospectus states the company may sell securities in one or more classes or series and that specific terms will be provided in prospectus supplements.
Context: the last reported sale price was $11.06 per share on March 5, 2026, shares outstanding were 4,052,863 as of March 5, 2026, and the public float was stated as $71.2 million (based on 3,878,734 shares and a closing price of $18.36 on January 29, 2026).
Orion Energy Systems filed an amendment to a Schedule 13G reporting ownership by North Star Investment Management Corporation. The filing states 483,052 shares beneficially owned, representing 13.72% of common stock as of the filing, with 265,000 shares held with sole voting and dispositive power and 218,052 shares held with shared voting and dispositive power.
The amendment is signed by the reporting firm's Chief Compliance Officer and dated 03/03/2026.
ORION ENERGY SYSTEMS, INC. executive J. Per Brodin, EVP, CFO, CAO & Treasurer, reported an open-market purchase of 500 shares of common stock at $11.07 per share. After this transaction, his directly held common stock position increased to 92,811 shares, with 12,500 stock options reported as held directly.
Orion Energy Systems returned to quarterly profitability while growing revenue and expanding its EV and maintenance businesses. For the quarter ended December 31, 2025, revenue rose to $21.1 million from $19.6 million, driven mainly by higher EV charging and maintenance service volume. Gross margin improved to 30.9% from 29.4%, as mix and cost controls offset slightly higher product and service costs.
Orion posted net income of $0.2 million, compared with a $1.5 million loss a year earlier, and its nine‑month loss narrowed sharply to $1.7 million from $8.9 million. The company highlighted about $6.5 million of annual operating expense reductions over two years and a 1‑for‑10 reverse stock split that restored Nasdaq compliance. It also secured a large new exterior lighting project expected to generate roughly $14–$15 million of revenue and renewed a three‑year maintenance contract with an estimated $42–$45 million revenue opportunity. As of December 31, 2025, Orion held $4.7 million in cash and had $9.8 million of debt outstanding, and subsequently raised approximately $6.4 million in a February 2026 stock offering to help pay down its credit facility.