{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-159103","form_type":"8-K","ticker":"OESX","cik":"0001409375","company_name":"ORION ENERGY SYSTEMS, INC.","filed_at":"2026-04-16T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.246911+00:00","generated_at":"2026-05-15T05:44:45.126457+00:00","sec_items":["2.02","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Orion reiterates FY2026 rev $84-86M, FY2027 rev $95-97M; positive adj. EBITDA","bullets":["FY2026 revenue outlook $84-86M with positive adjusted EBITDA; FY2027 revenue $95-97M with positive adjusted EBITDA.","Six consecutive quarters of positive adjusted EBITDA achieved; CEO Sally Washlow marks first anniversary.","Secured $42-45M three-year maintenance renewal with one of the nation's largest retailers.","Growth driven by enterprise customer wins, cost improvements, and re-shoring tailwinds."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-159103","json":"https://secwatch.observer/filing/0001193125-26-159103.json","markdown":"https://secwatch.observer/filing/0001193125-26-159103.md","text":"https://secwatch.observer/filing/0001193125-26-159103.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1409375/000119312526159103/0001193125-26-159103-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1409375/000119312526159103/oesx-20260415.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T05:44:45.126457+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"037f9af48af092cfce3722da87bb32139133fdfb","claim":"ORION ENERGY SYSTEMS, INC. reported FY 2027, which began April 1, 2026 results: revenue between $95 million and $97 million. Guidance reaffirmed.","evidence_excerpt":"Orion also reiterated that the Company currently expects to record positive adjusted EBITDA on revenue of between $95 million and $97 million in FY 2027, which began April 1, 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1409375/000119312526159103/0001193125-26-159103-index.htm","confidence":0.92,"family_label":"Earnings Releases","details":[{"label":"Period","value":"FY 2027, which began April 1, 2026"},{"label":"Revenue","value":"between $95 million and $97 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"d7b18bc33dd848e72e571bb857cfb1815064cbfc","claim":"ORION ENERGY SYSTEMS, INC. reported Fiscal Year 2026, which ended March 31 results: revenue a range of between $84 million and $86 million. Guidance reaffirmed.","evidence_excerpt":"Officer in the reiteration of its publicly released expectations of January 20, when the Company announced an increase in its FY 2026 revenue outlook to a range of between $84 million and $86 million — up from its previous outlook of approximately $84 million. The Company said that it also expected to achieve positive adjusted EBITDA for the full FY 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1409375/000119312526159103/0001193125-26-159103-index.htm","confidence":0.92,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fiscal Year 2026, which ended March 31"},{"label":"Revenue","value":"a range of between $84 million and $86 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}