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Orion Energy Systems (OESX) investor relations material
Orion Energy Systems Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Nov, 2025
Executive summary
Q2 FY26 revenue was $19.9 million, up from $19.4 million in Q2 FY25, with gross margin improving to 31.0% from 23.1% and positive adjusted EBITDA for the fourth consecutive quarter.
Net loss narrowed to $0.6 million ($0.17/share) from $3.6 million ($1.10/share) year-over-year, driven by higher gross profit and lower operating expenses.
Operating expenses declined to $6.4 million from $7.7 million, reflecting cost control, restructuring, and lower earnout expenses.
Achieved key milestones: maintained NASDAQ listing via a 1-for-10 reverse stock split, enacted profitability and cost containment initiatives, and remain on track for $84 million revenue target for fiscal 2026.
Major three-year contract renewal with a large retailer expected to generate $42–$45 million in recurring revenue.
Financial highlights
Gross profit margin increased 790–800 basis points to 31.0% from 23.1% in Q2 FY25, driven by cost reductions and improved sales mix.
Adjusted EBITDA was positive at $0.5 million, up from negative $1.4 million in Q2 FY25.
Year-to-date cash from operations improved to $1.3 million, compared to a $2.5 million outflow last year.
Product revenue increased 3.6% to $12.8 million; service revenue rose 1.6% to $7.1 million year-over-year.
Six-month revenue was $39.5 million, up 0.6% year-over-year; net loss for six months was $1.8 million, down from $7.4 million.
Outlook and guidance
Fiscal 2026 revenue expected to grow 5% to approximately $84 million, with positive or near break-even adjusted EBITDA targeted for the full year.
Modest growth anticipated in LED lighting and maintenance; EV charging revenues expected to be flat or slightly lower.
Gross margin expected to remain strong but may fluctuate due to revenue mix and volume.
Backlog increased to $18.2 million, expected to be recognized within one year.
Management expects customer concentration to remain high, with ongoing efforts to diversify and expand cross-selling.
What's the EV geographic expansion strategy
How will electrical infrastructure accelerate growth
Can gross margins sustain high 20s to 30% range
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Next Orion Energy Systems earnings date
Q3 202610 Feb, 2026
Next Orion Energy Systems earnings date
Q3 202610 Feb, 2026
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Frequently asked questions
Orion Energy Systems Inc designs, manufactures, and installs energy-efficient LED lighting and smart building control systems. The company serves commercial, industrial, and government clients with turnkey lighting retrofits and maintenance solutions. It is headquartered in Manitowoc, Wisconsin, and its shares are listed on the NASDAQ.
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