The earnings call reflects a cautiously optimistic outlook, with improvements in gross profit margins, reduced net loss, and segment-specific growth. However, overall revenue decline and challenges in the EV charging segment, along with reduced liquidity, present concerns. The company is actively pursuing growth opportunities and cost reductions to counterbalance these issues.

Company Guidance

During the call, Orion Energy Systems provided guidance for fiscal year 2026, highlighting several key financial metrics and strategic initiatives. The company expects to achieve $84 million in revenue by the end of the fourth quarter, with a positive adjusted EBITDA for the full fiscal year. In the first quarter of fiscal '26, Orion reported revenue of $19.6 million, a slight decrease from $19.9 million in the same period last year. The gross profit margin improved significantly to 30.1%, up from 21.6% in Q1 '25, due to pricing and cost improvements across all segments. Operating expenses were reduced by 10.6% to $6.9 million, contributing to a narrowing of the net loss to $1.2 million, compared to $3.8 million in Q1 '25. Orion's LED lighting segment saw a 1% revenue increase, while the electrical maintenance segment grew by 21%. Despite a decrease in EV charging solutions revenue, the company anticipates sequential revenue improvements in Q2 '26, bolstered by projects like the $6.5 million Boston Public Schools contract. Looking ahead, Orion is focused on market leadership in LED lighting, EV charging, and electrical infrastructure, with a strategic emphasis on growth, profitability, and market penetration to capitalize on the robust pipeline and favorable industry trends.

Gross Profit Margin Increase

Overall gross profit margin increased by 850 basis points to 30.1% in Q1 '26 from 21.6% in Q1 '25, due to pricing and cost improvements in all segments, particularly LED lighting and maintenance.

Improved Financial Performance

Net loss improved to $1.2 million in Q1 '26 from $3.8 million in Q1 '25. Adjusted EBITDA improved to positive $0.2 million in Q1 '26 from negative $1.8 million in Q1 '25.

LED Lighting and Electrical Maintenance Growth

LED lighting segment revenue increased by 1% to $12.9 million, and Electrical Maintenance segment revenue increased by 21% to $4 million in Q1 '26 from Q1 '25.

Cost Reductions

Total operating expenses declined to $6.9 million in Q1 '26 from $7.7 million in Q1 '25, due to overhead and personnel expense reductions.

Public School Bus Project

Commencement of a $3 million public school bus project, with expected completion in Q2 '26, indicating future revenue improvement.

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)	-0.60 / -	-1.1	―	―	―
Aug 06, 2025	2026 (Q1)	-0.57 / -0.40	-1.2	66.67% (+0.80)
Jun 26, 2025	2025 (Q4)	-0.53 / -0.90	0.5	-280.00% (-1.40)
Feb 11, 2025	2025 (Q3)	-0.50 / -0.50	-0.7	28.57% (+0.20)
Nov 06, 2024	2025 (Q2)	-0.80 / -1.10	-1.4	21.43% (+0.30)	―
Aug 07, 2024	2025 (Q1)	-0.93 / -1.20	-2.1	42.86% (+0.90)	―
Jun 06, 2024	2024 (Q4)	-0.46 / 0.50	-1.6	131.25% (+2.10)	―
Feb 07, 2024	2024 (Q3)	-0.73 / -0.70	-7.5	90.67% (+6.80)	―
Nov 07, 2023	2024 (Q2)	-1.37 / -1.40	-0.8	-75.00% (-0.60)	―
Aug 09, 2023	2024 (Q1)	-1.03 / -2.10	-0.9	-133.33% (-1.20)	―

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	$5.70	$6.90	+21.05%
Jun 26, 2025	$5.92	$6.80	+14.86%
Feb 11, 2025	$8.30	$8.10	-2.41%
Nov 06, 2024	$9.90	$10.10	+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 (OESX) report earnings?

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

What is Orion Energy (OESX) earnings time?

Orion Energy (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 -0.6.

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