Orion Energy Systems (OESX) Emerging Growth Conference summary

Business overview and market positioning

• Designs, installs, and maintains LED lighting, EV charging, and electrical infrastructure for major U.S. industrial sectors.

• Serves a diverse customer base, including data centers, automakers, retailers, and public sector agencies.

• Delivers bespoke and turnkey solutions focused on efficiency, reliability, and ROI.

• Maintains a robust domestic supply chain, supporting resilience amid global trade disruptions.

• Positioned to benefit from trends in reshoring, electrification, and data center expansion.

Financial performance and outlook

• Fiscal 2026 marked a turnaround, with profitable growth continuing into fiscal 2027.

• Q1 fiscal 2027 revenue rose 32% year-over-year to $25.7 million; gross margin increased to 34.6%.

• Net income reached $2 million, up from a loss of $1.2 million; adjusted EBITDA was $2.5 million.

• Achieved seven consecutive quarters of positive adjusted EBITDA.

• Fiscal 2027 revenue guidance is $95–$97 million, with continued growth expected across all segments.

Strategic initiatives and product innovation

• Expanded into data center market with a multimillion-dollar project for a leading hyperscaler.

• Appointed a new head of EV charging infrastructure sales to drive growth in that segment.

• Launched battery energy storage solutions, initially for 10 California facilities, with plans to expand.

• Introduced a U.S.-manufactured LED roadway lighting product targeting municipalities and states.

• Added capabilities in electrical contracting and energy storage to broaden service offerings.