{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-256436","form_type":"8-K","ticker":"OESX","cik":"0001409375","company_name":"ORION ENERGY SYSTEMS, INC.","filed_at":"2026-06-04T11:00:34+00:00","discovered_at":"2026-06-04T11:05:00.298730+00:00","generated_at":"2026-06-04T11:06:19.809962+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Orion FY2026 rev $86.3M +8% YoY; Q4 adj EBITDA $0.8M; guides FY2027 $95-97M rev","bullets":["FY2026 revenue $86.3M (+8% YoY); net loss narrowed to $3.2M from $11.8M; adj EBITDA $2.2M vs -$2.9M.","Q4'26 revenue $25.7M (+23% YoY); gross margin 37.0% vs 27.5%; adj EBITDA $0.8M, sixth consecutive positive quarter.","LED lighting revenue $20.3M (+86% YoY) in Q4; EV charging $2.3M (-61%); maintenance $3.2M (-23%).","FY2027 guidance: revenue $95-97M (up ~12% YoY) and positive adjusted EBITDA; backlog $30M at start, up $13M YoY.","Company completed Voltrek earnout, extended credit facility to June 2030, and raised $6.4M in public offering."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-256436","json":"https://secwatch.observer/filing/0001193125-26-256436.json","markdown":"https://secwatch.observer/filing/0001193125-26-256436.md","text":"https://secwatch.observer/filing/0001193125-26-256436.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1409375/000119312526256436/0001193125-26-256436-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1409375/000119312526256436/oesx-20260604.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-04T11:06:19.809962+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":"b431c95a8b48e12ecf7651f5b71a3f4d7de77714","claim":"ORION ENERGY SYSTEMS, INC. reported the fiscal year ended March 31, 2026 results: revenue $86.3M, net income $(3.2M), EPS $(0.89). Guidance reaffirmed.","evidence_excerpt":"31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. . --- EX-99.1 (EX-99.1) --- EX-99.1 Orion Reports FY 2026 Revenue of $86M and Adjusted EBITDA of $2.2M After Continued Growth in Q4; Reiterates FY 2027 Expectation of $95M-$97M in Revenue and Positive Adjusted EBITDA Manitowoc, WI – June 4, 2026 –","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1409375/000119312526256436/0001193125-26-256436-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal year ended March 31, 2026"},{"label":"Revenue","value":"$86.3M"},{"label":"Net income","value":"$(3.2M)"},{"label":"EPS","value":"$(0.89)"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}