earnings
confidence high
sentiment positive
materiality 0.75
Orion Energy Q1 FY2027: Revenue $25.7M (+32%), net income $2.0M, adj. EBITDA $2.5M
ORION ENERGY SYSTEMS, INC.
- Revenue $25.7M, up 32% YoY; gross margin 34.6% (+450 bps).
- Net income $2.0M ($0.47 diluted EPS) vs net loss $1.2M ($0.37 loss) in Q1'26.
- Adjusted EBITDA $2.5M, seventh consecutive positive quarter, vs $0.2M prior year.
- LED lighting revenue $17.7M (+37%), EV charging $4.0M (+48%), maintenance $4.1M (+2%).
- Entered hyper-scale data center market with multimillion-dollar engagement; FY'27 guidance $95-97M revenue.