secwatch.observer — SEC 8-K summary ====================================== Issuer: ORION ENERGY SYSTEMS, INC. (OESX) CIK: 0001409375 Form: 8-K Filed at: 2026-09-15T15:35:26+00:00 Accession: 0001193125-26-391540 Event type: earnings Sentiment: positive Materiality: 0.65 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Orion raises FY27 revenue outlook to $100M-$102M on $10M-$15M retailer LED project -------------------------------------------------------------------------------- - Major US retailer commits $10M-$15M for LED/IoT retrofits at additional locations; revenue expected mostly in H2 FY27. - FY27 revenue outlook increased to $100M-$102M from prior $95M-$97M. - Q2 FY27 revenue expected to decrease vs Q1 revenue of $25.7M. - Company still expects positive Adjusted EBITDA for fiscal year. - CEO Sally Washlow highlights expanded scope with Global Fortune 50 retailer. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1409375/000119312526391540/0001193125-26-391540-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1409375/000119312526391540/oesx-20260915.htm HTML page: https://secwatch.observer/filing/0001193125-26-391540 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer