---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-038471"
form_type: "8-K"
ticker: "OESX"
cik: "0001409375"
company_name: "ORION ENERGY SYSTEMS, INC."
filed_at: "2026-02-05T23:59:59+00:00"
generated_at: "2026-05-16T04:23:35.971947+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Orion Energy posts Q3 profit, revenue $21.1M; raises FY26 guidance and sets FY27 outlook

## Summary
- Q3'26 revenue $21.1M (up 7.7% YoY); net income $0.2M vs loss $1.5M; adjusted EBITDA $0.8M (from $0.0M).
- EV charging revenue surged 96% to $4.7M; maintenance +13% to $4.4M; LED lighting -8% to $12.1M.
- Largest customer awarded $14M-$15M exterior lighting contract; $42M-$45M maintenance renewal effective March 2026.
- FY26 revenue outlook raised to $84M-$86M (from approx $84M); FY27 outlook $95M-$97M revenue with positive adjusted EBITDA.
- Gross margin improved 150 bps to 30.9%; total operating expenses down to $6.1M from $7.0M.

## SEC filing metadata
- accession: 0001193125-26-038471
- form_type: 8-K
- ticker: OESX
- cik: 0001409375
- company_name: ORION ENERGY SYSTEMS, INC.
- filed_at: 2026-02-05T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1409375/000119312526038471/0001193125-26-038471-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1409375/000119312526038471/oesx-20260205.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-038471
- JSON: https://secwatch.observer/filing/0001193125-26-038471.json
- Plain text: https://secwatch.observer/filing/0001193125-26-038471.txt

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