{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-229823","form_type":"8-K","ticker":"OESX","cik":"0001409375","company_name":"ORION ENERGY SYSTEMS, INC.","filed_at":"2026-05-19T13:42:16+00:00","discovered_at":"2026-05-19T13:43:00.338492+00:00","generated_at":"2026-05-19T13:44:10.071857+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Orion announces preliminary FY26 revenue of $86M and at least $2M adjusted EBITDA; reiterates FY27 growth guidance","bullets":["Preliminary FY26 revenue of $86M and adjusted EBITDA of at least $2M; FY27 guidance reaffirmed at $95-97M revenue and positive adjusted EBITDA.","Backlog grew to $30M as of March 31, 2026; six consecutive quarters of positive adjusted EBITDA.","CEO Sally Washlow cites growth in enterprise customers, LED, EV charging, and battery energy storage projects.","Q4 and full FY26 earnings call scheduled for June 4, 2026 at 10 a.m. ET."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-229823","json":"https://secwatch.observer/filing/0001193125-26-229823.json","markdown":"https://secwatch.observer/filing/0001193125-26-229823.md","text":"https://secwatch.observer/filing/0001193125-26-229823.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1409375/000119312526229823/0001193125-26-229823-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1409375/000119312526229823/oesx-20260519.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-19T13:44:10.071857+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":"0b1f60d37b51d34030d972c1dcaff110cffcec32","claim":"ORION ENERGY SYSTEMS, INC. reported Fiscal Year 2027 ending March 31, 2027 results: revenue $95 million to $97 million. Guidance reaffirmed.","evidence_excerpt":"reiterated expectations for Fiscal Year 2027, which began April 1, of between $95 million and $97 million in revenue and positive adjusted EBITDA.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1409375/000119312526229823/0001193125-26-229823-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fiscal Year 2027 ending March 31, 2027"},{"label":"Revenue","value":"$95 million to $97 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"78408991cb5edd7e7820cabc46246a9320a95f35","claim":"ORION ENERGY SYSTEMS, INC. reported Fiscal Year 2026 ended March 31, 2026 results: revenue $86 million.","evidence_excerpt":"announced preliminary unaudited expectations for Fiscal Year 2026 of $86 million in revenue and adjusted EBITDA of at least $2 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1409375/000119312526229823/0001193125-26-229823-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fiscal Year 2026 ended March 31, 2026"},{"label":"Revenue","value":"$86 million"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}