OESX ORION ENERGY SYSTEMS, INC.
Price Chart
Executive Summary
Orion Energy Systems reported Q4 FY2026 revenue of $25.7M (+23% YoY) and a narrower net loss of $1.5M, with adjusted EBITDA of $0.8M. The company reiterated FY2027 guidance of $95M-$97M in revenue and positive adjusted EBITDA, confirming the preliminary announcement from May 19.
Key Financial Metrics
Actionable Insight
Watch for FY2027 execution against $95-97M revenue guidance and continued margin expansion. The company's sixth consecutive positive adjusted EBITDA quarter supports the turnaround narrative, but net loss persists and EV charging revenue declined
Key Facts
- Q4'26 revenue $25.7M up 23% YoY from $20.9M
- Q4'26 net loss $(1.5M) improved from $(2.9M)
- Q4'26 adjusted EBITDA $0.8M, sixth consecutive positive quarter
- FY'26 revenue $86.3M up 8% from $79.7M
- FY'26 net loss $(3.2M) vs $(11.8M) prior year
- FY'27 guidance reiterated: revenue $95M-$97M and positive adjusted EBITDA
- Gross margin expanded to 37.0% in Q4 from 27.5% in Q4'25
Financial Impact
Revenue +23% YoY, gross margin +950bps to 37.0%, net loss halved to $1.5M
Risk Factors
- Project-based revenue and customer concentration
- EV charging segment revenue down 61% in Q4
- Operating cash flow negative $(1.1M) for FY'26
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-256436 |
| Document: oesx-20260604.htm | 0001193125-26-256436 |
| Document: 0001193125-26-256436-index-headers.html | 0001193125-26-256436 |
| Document: 0001193125-26-256436-index.html | 0001193125-26-256436 |
| Document: 0001193125-26-256436.txt | 0001193125-26-256436 |
| 8-K Data (Synthetic) | 0001193125-26-256436 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 4, 2026
8d ago
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8-K
| $9.16 $9.52 | ▲ +3.93% | ▲ +6.53% | $9.35 (+2.07%) |
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Jun 4, 2026
8d ago
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Press Release
| $9.16 $9.52 | ▲ +3.93% | ▲ +6.53% | $9.35 (+2.07%) |
|
May 19, 2026
24d ago
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8-K
| $8.78 $8.87 | ▲ +1.03% | ▼ −0.01% | $9.35 (+6.49%) |
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May 19, 2026
24d ago
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Press Release
| $8.78 $8.87 | ▼ −1.03% | ▲ +0.01% | $9.35 (−6.49%) |
|
Apr 16, 2026
8w ago
|
8-K
| $9.55 $9.38 | ▼ −1.78% | ▼ −1.59% | $9.35 (−2.09%) |
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Apr 15, 2026
8w ago
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Press Release
| $10.01 $9.59 | ▼ −4.20% | ▼ −4.45% | $9.35 (−6.59%) |
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Mar 24, 2026
11w ago
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Press Release
| $10.04 $9.90 | ▼ −1.39% | ▼ −1.96% | $9.35 (−6.87%) |
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Mar 17, 2026
12w ago
|
EFFECT
| $9.77 $9.67 | ▼ −1.02% | ▲ +0.37% | $9.35 (−4.30%) |
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Mar 6, 2026
14w ago
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S-3
| $10.20 $10.33 | ▲ +1.27% | ▲ +1.46% | $9.35 (−8.33%) |
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Mar 3, 2026
14w ago
|
Press Release
| $10.82 $11.38 | ▲ +5.18% | ▲ +4.41% | $9.35 (−13.59%) |
US Market Status
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