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, 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.
Orion Energy Systems, Inc. filed a current report to notify investors that it released its quarterly financial results. On February 5, 2026, the company issued a press release covering its fiscal 2026 quarter ended December 31, 2025. The press release is included as Exhibit 99.1, while Exhibit 104 provides the cover page interactive data file embedded in the Inline XBRL document.
Orion Energy Systems, Inc. entered into an underwriting agreement with Craig-Hallum Capital Group LLC and sold 500,000 shares of its common stock in an underwritten offering. The transaction closed on February 2, 2026, and generated approximately $6.4 million in net proceeds for the company after fees and expenses.
Orion plans to use most of the cash to reduce amounts outstanding under its existing credit agreement, with the remaining funds allocated to working capital and general corporate purposes. The offering was conducted as a takedown from Orion’s previously effective shelf registration statement on Form S-3.
Under the agreement and related lock-up arrangements, Orion and all of its directors and executive officers agreed not to sell or transfer company securities for 90 days after February 2, 2026, unless the underwriter consents. The filing also references customary indemnification, closing conditions, and legal opinions related to the share issuance.
Orion Energy Systems is issuing 500,000 shares of common stock at $14.00 per share, a public offering of $7.0 million with expected net proceeds of about $6.4 million. The company plans to primarily repay borrowings under its revolving credit facility and use the balance for working capital and general corporate purposes.
Orion expects preliminary unaudited revenue of approximately $21.1 million for the quarter ended December 31, 2025, with positive net income, earnings per share and a fifth consecutive quarter of positive adjusted EBITDA. It reports cash of about $4.7 million, revolver borrowings of roughly $5.8 million and subordinated debt of about $1.4 million as of that date.
The company highlights a new large exterior LED lighting project for an international retailer expected to generate $14–$15 million of revenue, mostly by July 2026, alongside a previously renewed three‑year maintenance contract estimated at $42–$45 million. Orion also discloses significant risks, including dependence on additional capital, potential adverse arbitration over Voltrek earnouts, customer concentration, tariff exposure, EV policy uncertainty and ongoing cost and pricing pressure in a competitive LED and EV infrastructure market.
Orion Energy Systems plans a primary offering of its common stock under an existing shelf registration, with net proceeds intended mainly to pay down borrowings under its revolving credit facility and for general corporate purposes.
Orion expects preliminary unaudited revenue of approximately $21.1 million for the quarter ended December 31, 2025, along with positive net income, earnings per share and adjusted EBITDA for a fifth consecutive quarter. As of that date, cash and cash equivalents were about $4.7 million, borrowings under the revolver were about $5.8 million, and subordinated debt was about $1.4 million.
The company highlights a new large exterior LED lighting project for an international retail chain, anticipated to generate roughly $14–$15 million of revenue beginning in its fourth fiscal quarter of 2026, following a three‑year maintenance renewal estimated at $42–$45 million. Orion also notes approximately $6.5 million of annual operating expense reductions over the past two fiscal years, but discloses liquidity, leverage, arbitration over Voltrek earnout obligations, potential shareholder dilution and EV‑policy and macroeconomic risks.
Orion Energy Systems, Inc. received an amended ownership report from institutional investor Grace & White, Inc. on a Schedule 13G/A (Amendment No. 3) dated as of December 31, 2025. Grace & White reports beneficial ownership of 223,847 Orion common shares, representing 6.34% of the outstanding class.
The firm has sole voting power over 46,762 shares and sole dispositive (selling) power over all 223,847 shares, with no shared voting or dispositive authority. Grace & White certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Orion Energy Systems.
Orion Energy Systems, Inc. filed a current report to note that it has released updated information on its recent and upcoming revenue. On January 20, 2026, the company issued a press release announcing its expected quarterly revenue results for the fiscal 2026 quarter ended December 31, 2025. The same release also provides an updated revenue outlook for the rest of fiscal 2026 and introduces revenue guidance for fiscal 2027.
The press release containing these details is furnished as an exhibit to this report rather than being fully included in the text. This means the numerical revenue figures and specific guidance ranges are presented in the accompanying press release, which is identified as an exhibit to the filing.
Orion Energy Systems (OESX) CEO and director Sally A. Washlow reported buying common stock and updating option holdings. On 11/19/2025, she purchased 21,166 shares of common stock at $14.17 per share, bringing her directly held common stock to 46,524 shares, plus 100 shares held indirectly by her spouse.
She also reports a stock option to buy 50,000 shares at an exercise price of $6, vesting over time and based on stock price performance hurdles of $30.00, $40.00 and $50.00 if employment conditions are met. The filing explains that a 1-for-10 reverse stock split effective August 22, 2025 reduced her previously reported share and option amounts proportionately and adjusted the option terms.
Orion Energy Systems (OESX) reinstated the CEO cash signing bonus tied to Sally A. Washlow’s appointment and confirmed her related direct purchase of $300,000 of common stock from the company. The shares will be issued on November 19, 2025, priced using the average closing price over the five preceding trading days.
The bonus and stock purchase were previously deferred for up to one year and reviewed quarterly by the Board’s Human Capital Management and Compensation Committee and Ms. Washlow.