Orion Energy Systems
Delivers turnkey lighting, maintenance, and EV-charging projects for national customers.
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Profile
Provides LED lighting and controls, electrical-maintenance services, and EV-charging installations. Turnkey work for large national customers, plus projects through energy-service-company and distribution partners, connects its Lighting, Maintenance, and EV segments.
Designs and installs LED lighting and controls in turnkey projects for large national customers, moving from design through installation rather than a product-only sale. Work is delivered directly and through energy-service-company and distribution partners.
The Lighting Segment is paired with the Maintenance Segment, which provides electrical-maintenance services, and the EV Segment, which installs and supports EV-charging solutions through the Voltrek brand. The three lines combine product and service work across its portfolio.
Project delivery depends on large customer programs and on energy-service-company and distribution partners for part of the business.
Company facts
Categories
Key statistics
Year to date +77.5% · Average volume (30d) 95.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Aug 6, 2026 | H.C. Wainwright | Reiterate | Buy | $30 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q1 FY27 | $0.07 | $0.47 | +605.0% | $23.6M | $25.7M | +9.3% | +54.42% |
| Jun 4, 2026Q4 FY26 | $0.17 | $0.39 | +129.4% | $24.1M | $25.7M | +6.7% | +3.93% |
| Feb 5, 2026Q3 FY26 | −$0.18 | $0.04 | +122.2% | $21.2M | $21.1M | −0.5% | +5.90% |
| Nov 5, 2025Q2 FY26 | −$0.80 | −$0.11 | +86.3% | $22.1M | $19.4M | −12.6% | +18.44% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $20.9M | $19.6M | $19.9M | $21.1M | $25.7M | $25.7M | |
| Gross profit | $5.7M | $5.9M | $6.2M | $6.5M | $9.5M | $8.9M | |
| Operating income | −$2.6M | −$1.0M | −$242.0K | $386.0K | −$773.0K | $2.1M | |
| Net income | −$2.9M | −$1.2M | −$581.0K | $160.0K | −$1.5M | $2.0M | |
| Diluted EPS | −$0.88 | −$0.37 | −$0.17 | $0.04 | −$0.39 | $0.47 | |
| Gross margin | 27.5% | 30.1% | 31.0% | 30.9% | 37.0% | 34.6% | |
| Operating margin | -12.7% | -5.2% | -1.2% | 1.8% | -3.0% | 8.2% |
Fiscal years (4-quarter sums)FY22 $77.4M · FY23 $85.8M · FY24 $90.6M · FY25 $79.7M · FY26 $86.3M
Revenue by product · Q1 FY27
Balance sheet, Jun 30, 2026Cash & short-term investments $5.2M · Total debt $6.6M · Total assets $53.3M · Shareholders' equity $18.7M
Dividends
No dividends on record.
Ownership
Shares outstanding 4.06M · Float 3.45M · 85.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| North Star Investment Management Corporation | 527.0K | 12.99% | 13G | Jul 2, 2026 |
| Tieton Capital Management, LLC | 266.5K | 6.57% | 13F | May 8, 2026 |
| Grace & White Inc /NY | 241.4K | 5.95% | 13F | Apr 21, 2026 |
| Renaissance Technologies LLC | 178.5K | 4.40% | 13F | May 14, 2026 |
| Myda Advisors LLC | 133.5K | 3.29% | 13F | May 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 20, 2026 | Heather L. Wishart-Smith | director | +1,054 | $18.96 |
| Jun 23, 2026 | Sally A. Washlow | director, officer: Chief Executive Officer | +955 | $9.50 |
| Jun 24, 2026 | Sally A. Washlow | director, officer: Chief Executive Officer | +1,780 | $9.47 |
| Feb 27, 2026 | J. Per Brodin | officer: EVP, CFO, CAO & Treasurer | +500 | $11.07 |
| Nov 19, 2025 | Sally A. Washlow | director, officer: Chief Executive Officer | +21,166 | $14.17 |
Peers
- Acuity
Commercial lighting and controls for institutional and industrial projects
- LSI Industries
Commercial lighting and display systems for multi-site projects
- ChargePoint
Networked EV charging hardware, software and support for fleets and sites
- EMCOR Group
Electrical construction and facilities services for commercial sites
- Blink Charging
EV charging equipment and services for customer locations
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Orion Energy Systems | $26.50 | 0.00% | $107.5M | — | 97.5 | 1.2 | +23.4% |
| Acuity | $335.16 | −0.01% | $10.03B | 22.2 | 15.8 | 2.2 | +1.7% |
| LSI Industries | $19.71 | 0.00% | $723.6M | 29.3 | 14.7 | 1.0 | +51.3% |
| ChargePoint | $5.60 | +0.54% | $144.2M | — | — | 0.3 | +4.3% |
| EMCOR Group | $736.60 | −0.41% | $32.65B | 23.1 | 21.2 | 1.8 | +19.8% |
| Blink Charging | $0.5328 | +0.30% | $76.5M | — | — | 0.8 | −24.3% |
| Median | 23.1 | 15.8 | 1.0 | +4.3% |