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Orion Energy Systems
Orion Energy Systems (OESX) investor relations material
Orion Energy Systems Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Feb, 2026
Executive summary
Achieved fifth consecutive quarter of positive adjusted EBITDA and positive operating income, reflecting ongoing operational improvements and cost containment initiatives.
Q3 2026 revenue reached $21.1M, up 7.7% year-over-year, driven by strong EV and maintenance segment growth.
Net income for Q3 2026 was $0.2M ($0.04 per share), a turnaround from a net loss of $1.5M in Q3 2025.
Raised fiscal 2026 revenue guidance to $84–$86M and set fiscal 2027 expectations at $95–$97M, both with positive adjusted EBITDA.
Secured major multi-year contracts, including a $14–$15M exterior lighting project and a $42–$45M maintenance renewal.
Financial highlights
Q3 2026 revenue was $21.1M, up from $19.6M in Q3 2025, with gross profit increasing to $6.5M from $5.8M.
Gross margin improved to 30.9% from 29.4% year-over-year, reflecting higher margins in EV and maintenance segments.
Net income for Q3 2026 was $0.2M ($0.04 per share) versus a net loss of $1.5M ($0.46 per share) in Q3 2025.
Adjusted EBITDA improved to $0.8M in Q3 2026 from $0.0M in Q3 2025.
Operating expenses declined to $6.1M from $7.0M year-over-year.
Outlook and guidance
Fiscal 2026 revenue guidance raised to $84–$86M with positive adjusted EBITDA.
Fiscal 2027 revenue expected between $95–$97M, maintaining positive adjusted EBITDA.
Management expects continued growth in Q4 2026 and into fiscal 2027, supported by strong project pipeline.
Backlog increased to $20.1M, with most expected to convert to revenue within a year.
Anticipates strong Q4 2026, especially from the Turnkey Group and ongoing project pipeline.
Reconcile Q3 LED revenue decline with FY26 outlook
Detail working capital impact on Q3 cash flow
Large maintenance contract's impact on customer risk
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Next Orion Energy Systems earnings date
Q4 202618 Jun, 2026
Orion Energy Systems
Next Orion Energy Systems earnings date
Q4 202618 Jun, 2026
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Frequently asked questions
Orion Energy Systems Inc designs, manufactures, and installs energy-efficient LED lighting and smart building control systems. The company serves commercial, industrial, and government clients with turnkey lighting retrofits and maintenance solutions. It is headquartered in Manitowoc, Wisconsin, and its shares are listed on the NASDAQ.
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