The earnings call reflects a mixed sentiment with significant improvements in profitability and operational efficiency, highlighted by increased gross profit margins and reduced operating expenses. However, challenges persist with a decline in EV charging solutions revenue and overall revenue. The outlook remains positive with expectations of revenue growth, yet uncertainties in the EV sector highlight potential headwinds.

Company Guidance -

Q2 2026

In the recent earnings call for Orion, CEO Sally Washlow outlined the company's fiscal 2026 outlook, projecting $84 million in revenue and a positive adjusted EBITDA by the end of the fiscal year. The company reported a fiscal Q1 '26 revenue of $19.6 million, with a gross profit margin increase to 30.1%, up from 21.6% in Q1 '25. This growth was driven by improvements in the LED lighting and electrical maintenance segments, with LED lighting revenue rising by 1% and electrical maintenance revenue increasing by 21% year-over-year. Orion achieved a gross margin of 31.8% in the LED lighting segment and 22.4% in the maintenance segment. The company also reduced operating expenses by 10.6% and trimmed its net loss to $1.2 million, down from $3.6 million in Q1 '25. Furthermore, Orion is exploring new opportunities in electrical infrastructure, aiming to leverage its existing expertise and customer relationships to expand this business line. The CEO emphasized confidence in achieving growth and profitability goals for FY 2026, attributing this to Orion's high-quality solutions and strategic initiatives in cost management and market expansion.

Improved Gross Profit and EBITDA

Gross profit percentage rose to over 30% for the first time in about six years, achieving the third consecutive quarter of positive adjusted EBITDA.

Reduction in Operating Expenses

Total operating expenses were reduced by 10.6% to $6.9 million in Q1 '26 from $7.7 million in Q1 '25 through personnel and cost control efforts.

LED Lighting Segment Growth

LED lighting segment revenue increased by 1% to $12.9 million compared to $12.8 million in Q1 '25, with a gross margin improvement from 22.6% to 31.8%.

Electrical Maintenance Revenue Increase

Electrical Maintenance segment revenue increased 21% to $4 million in Q1 '26 from $3.3 million in Q1 '25, with a gross margin increase from 3.8% to 22.4%.

Positive Outlook for FY 2026

The company reiterated a fiscal '26 revenue growth expectation of 5% to approximately $84 million, with a potential for positive adjusted EBITDA for the full fiscal year.

Orion Energy Systems (OESX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

OESX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2026 (Q2)	-0.07 / -	-0.11	―	―	―
Aug 06, 2025	2026 (Q1)	-0.06 / -0.04	-0.12	66.67% (+0.08)
Jun 26, 2025	2025 (Q4)	-0.05 / -0.09	0.05	-280.00% (-0.14)
Feb 11, 2025	2025 (Q3)	-0.05 / -0.05	-0.07	28.57% (+0.02)
Nov 06, 2024	2025 (Q2)	-0.08 / -0.11	-0.14	21.43% (+0.03)	―
Aug 07, 2024	2025 (Q1)	-0.09 / -0.12	-0.21	42.86% (+0.09)	―
Jun 06, 2024	2024 (Q4)	-0.05 / 0.05	-0.16	131.25% (+0.21)	―
Feb 07, 2024	2024 (Q3)	-0.07 / -0.07	-0.75	90.67% (+0.68)	―
Nov 07, 2023	2024 (Q2)	-0.14 / -0.14	-0.08	-75.00% (-0.06)	―
Aug 09, 2023	2024 (Q1)	-0.10 / -0.21	-0.09	-133.33% (-0.12)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

OESX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$0.57	$0.69	+21.05%
Jun 26, 2025	$0.59	$0.68	+15.25%
Feb 11, 2025	$0.83	$0.81	-2.41%
Nov 06, 2024	$0.99	$1.01	+2.02%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Orion Energy Systems (OESX) report earnings?

Orion Energy Systems (OESX) is schdueled to report earning on Nov 11, 2025, Before Open (Confirmed).

What is Orion Energy Systems (OESX) earnings time?

Orion Energy Systems (OESX) earnings time is at Nov 11, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is OESX EPS forecast?

OESX EPS forecast for the fiscal quarter 2026 (Q2) is -0.07.

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