Q2 2026 Orion Energy Systems Inc Earnings Call Transcript

Nov 5, 2025 / 03:00 PM GMT

Release Date Price: $8.35 (-7.43%)

Transcript 10-Q8-K

Key Points

Positve

Orion Energy Systems Inc (OESX) reported a year-over-year increase of more than 33% in gross profit.
The company achieved its fourth consecutive quarter of positive adjusted EBITDA.
Orion Energy Systems Inc (OESX) maintained its NASDAQ listing, which is seen as a positive resolution for growth and shareholder value.
The company reported significant new business wins, including $11 million in government lighting and up to $7 million in LED lighting for major automotive facilities.
Orion Energy Systems Inc (OESX) saw a bounce back in the EV charging sector, with $8.5 million in EV charging work in Massachusetts and a positive federal declaration on EV charging funds.

Negative

LED lighting segment revenue decreased by 2% compared to the previous year.
The company experienced a headwind from an unprofitable maintenance contract that was allowed to lapse.
Orion Energy Systems Inc (OESX) anticipates flat to slightly lower EV charging revenues for the fiscal year.
The company reported a net loss of $0.6 million for the quarter, although this was an improvement from the previous year's loss.
There is caution regarding the EV business due to lost momentum earlier in the year, impacting the overall growth outlook.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OESX.OQ - Orion Energy Systems Inc
Q2 2026 Orion Energy Systems Inc Earnings Call
Nov 05, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to Orion Energy Systems fiscal 2026 second quarter conference call. At this time, all participants are in a listen-only mode. In this call, Sally Washlow, Orion's CEO, and Per Brozine, its CFO, will review the company's second quarter results and its fiscal 2026 outlook. Then we will open the call to investor questions. Today's conference is being recorded. A replay will be posted in the investor section of the company's website, Orion Ling.com. I will now turn the call over to Per Brodine, Orion CFO.

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Unidentified_2 [2]
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