---
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"
generated_at: "2026-06-04T11:06:19.809962+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Orion FY2026 rev $86.3M +8% YoY; Q4 adj EBITDA $0.8M; guides FY2027 $95-97M rev

## Summary
- 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.

## SEC filing metadata
- 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
- 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/1409375/000119312526256436/0001193125-26-256436-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1409375/000119312526256436/oesx-20260604.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-256436
- JSON: https://secwatch.observer/filing/0001193125-26-256436.json
- Plain text: https://secwatch.observer/filing/0001193125-26-256436.txt

## Key facts
- Earnings Releases
  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.
  - Period: the fiscal year ended March 31, 2026
  - Revenue: $86.3M
  - Net income: $(3.2M)
  - EPS: $(0.89)
  - Guidance: reaffirmed
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1409375/000119312526256436/0001193125-26-256436-index.htm

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