Q4 2026 Orion Energy Systems Inc Earnings Call Transcript
Key Points
- Orion Energy Systems Inc (OESX) achieved its sixth consecutive quarter of positive adjusted EBITDA, marking a significant turnaround.
- The company reported a fiscal year 2026 revenue of $86.3 million, surpassing its goal of $84 million.
- Orion Energy Systems Inc (OESX) maintained its NASDAQ listing, which is crucial for growth and shareholder value.
- The company has expanded its product offerings, including entry into the data center market with a new linear lighting fixture.
- Orion Energy Systems Inc (OESX) has a strong fiscal 2027 outlook, expecting revenue between $95 million and $97 million with continued positive adjusted EBITDA.
- The EV Charging Solutions segment saw a decline in revenue to $2.3 million in Q4 '26 from $5.8 million in Q4 '25, reflecting market uncertainty.
- Total operating expenses increased to $10.3 million in Q4 '26 from $8.4 million in Q4 '25, partly due to earn-out expenses and a non-cash write-off.
- The company reported a net loss of $1.5 million in Q4 '26, although this was an improvement from the previous year.
- Cash used by operating activities was $1.1 million in fiscal '26, compared to cash provided by operations of $0.6 million in fiscal '25.
- The maintenance segment revenue decreased to $3.2 million in Q4 '26 from $4.1 million in Q4 '25, due to the timing of seasonal work.
Good morning, everyone, and welcome to Orion Energy Systems' fiscal 2026 fourth quarter and full fiscal year conference call.
At this time, all participants are in a listen-only mode. In this call, Sally Washlow, Orion's CEO, and Pierre Brodin, its CFO, will review the company's fourth quarter and full fiscal year results, as well as its fiscal 2027 outlook.
Then we will open the call to investor questions. Today's call is being recorded. The replay will be posted in the investor section of the company's website at orionlightning.com. I will now turn the call over to Pierre Brodin, Orion CFO. Sir, please go ahead.
Thank you, Michelle.
First, as a reminder. Prepared remarks and answers to questions include statements that are forward-looking under the Private Securities Litigation Reform Act of 1,995.
Forward-looking statements generally include words such as anticipate, believe, expect, project,
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