Q3 2026 Orion Energy Systems Inc Earnings Call Transcript

Feb 5, 2026 / 03:00 PM GMT

Release Date Price: $13.22 (-4.82%)

Transcript 10-Q8-K

Key Points

Positve

Orion Energy Systems Inc (OESX) reported its fifth consecutive quarter of positive adjusted EBITDA.
The company raised its fiscal year 2026 revenue outlook to between $84 million and $86 million, up from the previous $84 million estimate.
Orion Energy Systems Inc (OESX) achieved a gross profit margin increase to 30.9% from 29.4% in the previous year, driven by pricing and cost improvements.
The company has secured a significant exterior lighting project valued between $14 million and $15 million, expected to be completed in the first half of fiscal year 2027.
Orion Energy Systems Inc (OESX) is expanding its product and service offerings, including a 3-year renewal of a maintenance contract and a growing backlog.

Negative

LED lighting segment revenue decreased to $12.1 million from $13.2 million in the previous year, reflecting decreased project activity.
Total operating expenses, although reduced, still amounted to $6.1 million in Q3 2026.
The company experienced a decline in maintenance segment gross margin to 25.5% from 26.4% in the previous year.
Orion Energy Systems Inc (OESX) faced a decrease in cash provided by operating activities to $400,000 from $1.3 million in the prior year period.
The company's available financial liquidity decreased to $11.8 million from $13 million at year-end.

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

OESX.OQ - Orion Energy Systems Inc
Q3 2026 Orion Energy Systems Inc Earnings Call
Feb 05, 2026 / 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 3rd quarter conference call. At this time, all participants are in a listen-only mode. In this call, Sally Washlow, Orion's CEO, and Pierre Brodine, its CFO, will review the company's 3rd quarter results and its fiscal 2026 and fiscal 2027 outlooks. We will then open the call to investor questions. Today's call is being recorded. A replay will be posted in the investor section of the company's website, Orion Lightning.com. I will now turn the call over to Per Brodine, Orion's CFO. Please go ahead.

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Unidentified_2 [2]
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