Orion Energy (OESX)
NASDAQ:OESX
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.14Last Year’s EPS
-0.4Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reflects a clear operational turnaround: revenue growth, materially higher gross margins, a shift to positive adjusted EBITDA (six consecutive quarters), and a much smaller net loss for FY26. Management highlighted strategic product and market expansions (data centers, electrical contracting, BESS) and improved liquidity and credit terms. Offsetting risks include a sharp Q4 decline in EV revenue, negative year-to-date operating cash flow, Q4 one-time charges and timing/seasonality in maintenance and some lighting channels, and the early-stage nature of the data center opportunity. On balance, the improvements in profitability, margins, liquidity and strategic direction outweigh the near-term challenges.Company Guidance
Quarterly and Annual Revenue Growth
Q4 FY26 revenue of $25.7M increased from $20.9M in Q4 FY25 (+22.9%). Full-year FY26 revenue was $86.3M versus $79.7M in FY25 (+8.3%), exceeding the company goal of $84M for FY26.
Improved Gross Margins
Overall gross margin rose to 37.0% in Q4 FY26 from 27.5% in Q4 FY25 (+9.5 percentage points). For the full year, gross margin improved to 32.6% from 25.4% in FY25 (+7.2 percentage points).
LED Segment FY Strength
LED lighting segment revenue increased to $55.9M in FY26 from $47.7M in FY25 (+17.2%). LED FY gross margin improved to 33.8% from 26.6% year-over-year.
Profitability Turnaround: Adjusted EBITDA and Reduced Net Loss
Adjusted EBITDA turned positive: $0.8M in Q4 FY26 (vs $0.2M in Q4 FY25) and positive $2.2M for FY26 (vs negative $2.9M in FY25). Net loss narrowed to $1.5M in Q4 FY26 (vs $2.9M prior-year quarter) and to $3.2M for FY26 (vs $11.8M in FY25). This marks six consecutive quarters of positive adjusted EBITDA.
Balance Sheet and Liquidity Improvements
Available liquidity improved to $15.4M at FY26 year-end from $13.0M a year earlier. The company raised $6.4M net proceeds from issuing 500,000 shares and paid down $4.0M on the revolving credit facility. Credit facility maturity was extended to June 30, 2030.
Cost Discipline and Lower Annual OpEx
Total operating expenses for the full year declined to $29.7M in FY26 from $30.8M in FY25 (-3.6%), reflecting overhead and personnel reductions despite some Q4 one-time items.
Strategic Product and Market Expansion
Announced entry into the data center (AI/hyperscale) lighting market with a customizable multipurpose linear fixture manufactured in Wisconsin. Expanded electrical contracting and battery energy storage capabilities and identified new product opportunities (e.g., roadway product).
Improved EV Segment Profitability (FY)
Although EV revenue declined, EV segment gross margin for FY26 improved significantly to 37.7% from 28.3% in FY25, indicating better unit economics in the EV business.
OESX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OESX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 04, 2026 | $9.12 | $9.16 | +0.44% |
Feb 05, 2026 | $13.89 | $13.22 | -4.82% |
Nov 05, 2025 | $9.02 | $8.35 | -7.43% |
Aug 06, 2025 | $5.70 | $6.90 | +21.03% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Orion Energy (OESX) report earnings?
Orion Energy (OESX) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Orion Energy (OESX) earnings time?
Orion Energy (OESX) earnings time is at Aug 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OESX EPS forecast?
OESX EPS forecast for the fiscal quarter 2027 (Q1) is 0.14.