---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-015952"
form_type: "8-K"
ticker: "OESX"
cik: "0001409375"
company_name: "ORION ENERGY SYSTEMS, INC."
filed_at: "2026-01-20T23:59:59+00:00"
generated_at: "2026-05-16T09:31:22.598887+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Orion raises FY26 revenue guidance, awarded $14M-$15M LED project, expects positive Q3 net income

## Summary
- FY26 Q3 preliminary revenue ~$21M, with positive net income and positive adjusted EBITDA.
- FY26 revenue outlook raised to $84M-$86M from prior ~$84M.
- New LED exterior lighting project with major retailer worth $14M-$15M; majority completed by July 2026.
- FY27 revenue guidance of $95M-$97M with positive adjusted EBITDA expected.
- Fifth consecutive quarter of positive adjusted EBITDA; full-year FY26 adjusted EBITDA positive.

## SEC filing metadata
- accession: 0001193125-26-015952
- form_type: 8-K
- ticker: OESX
- cik: 0001409375
- company_name: ORION ENERGY SYSTEMS, INC.
- filed_at: 2026-01-20T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1409375/000119312526015952/0001193125-26-015952-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1409375/000119312526015952/oesx-20260120.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-015952
- JSON: https://secwatch.observer/filing/0001193125-26-015952.json
- Plain text: https://secwatch.observer/filing/0001193125-26-015952.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.