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Orion Energy Systems (OESX) investor relations material
Orion Energy Systems AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
The meeting was called to order as a virtual event, enabling global shareholder participation and real-time voting.
Shareholders were reminded to use their control numbers to vote, with polls open at 1:01 P.M. Central and closed at 1:04 P.M.
Board members, executive officers, and the independent auditor were introduced, with the agenda including business items and a Q&A session.
Board and executive committee updates
Richard Shapiro and Heather Wishart-Smith were elected as directors to serve until the 2029 AGM, each receiving over 93% of votes cast.
Shareholder proposals
Advisory approval of executive compensation passed by majority vote.
Ratification of BDO USA, P.C. as independent auditor for fiscal 2027 was approved.
Approval of the amended and restated 2016 Omnibus Incentive Plan was secured by majority vote.
- Vertically integrated LED and EV solutions provider reports $92.5M LTM revenue and recurring growth.OESX
Investor presentation - Revenue up 32% to $25.7M, net income $2.0M, and gross margin 34.6% in Q1'27.OESX
Q1 2027 - Virtual annual meeting to vote on directors, pay, auditor, and incentive plan, all board-backed.OESX
Proxy filing - Shareholders to vote on director elections, executive pay, auditor, and expanded equity plan.OESX
Proxy filing - Turnkey lighting and EV solutions drive growth, with service revenue set to reach 50%.OESX
IAccess Alpha Virtual Best Ideas Summer Investment Conference 2026 - Revenue up 8% to $86.3M, gross margin 32.6%, and FY'27 outlook remains strong.OESX
Q4 2026 - EV charging surged 40% and maintenance margins improved, offsetting LED project delays.OESX
Q2 2025 - Q4 2024 revenue up 22%, FY 2025 growth targeted at 10–15% with strong LED and EV momentum.OESX
Q4 2024 - Gross margin rose to 29.4% as revenue fell and cost cuts set up double-digit growth for FY2026.OESX
Q3 2025
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