OESX · NASDAQ · Electrical Equipment & Parts

Orion Energy Systems (OESX)

Delivers turnkey lighting, maintenance, and EV-charging projects for national customers.

$29.11
vs last close+0.07 (+0.24%)
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Orion Energy Systems, Inc.OESX
Industrials

Provides LED lighting and controls, electrical-maintenance services, and EV-charging installations. Turnkey work for large national customers, plus projects through energy-service-company and distribution partners, connects its Lighting, Maintenance, and EV segments.

Designs and installs LED lighting and controls in turnkey projects for large national customers, moving from design through installation rather than a product-only sale. Work is delivered directly and through energy-service-company and distribution partners.

The Lighting Segment is paired with the Maintenance Segment, which provides electrical-maintenance services, and the EV Segment, which installs and supports EV-charging solutions through the Voltrek brand. The three lines combine product and service work across its portfolio.

Project delivery depends on large customer programs and on energy-service-company and distribution partners for part of the business.

Company facts

CEOSally A. Washlow
ListedDec 19, 2007
ExchangeNASDAQ
HeadquartersManitowoc, WI
CountryUnited States
Employees260
CIK0001409375
ISINUS6862752077

Market cap$117.8M
EPS (ttm)−$0.0460
P/E (ttm)−631.30
ROE0.3%
P/B6.28
P/S1.27
Dividend yieldDiv yield
Beta0.77vs XLI 0.49

Price target$36.50+25.7%Average of 9 analysts
ConsensusBuy6 of 9 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 15, 2026Craig-HallumReiterate
Rating: Target:
Rating: BuyTarget: $43
Aug 6, 2026H.C. WainwrightReiterate
Rating: Target:
Rating: BuyTarget: $30

Next report
Nov 4, 26
in 42 days
EPS estimate
$0.04
Revenue estimate
$23.3M
Fiscal quarter
Q2 FY27

EPSReportedEstimate

Feb '25Jun '25Aug '25Nov '25Feb '26Jun '26Aug '26Nov '26
Reported−$0.05−$0.09−$0.40−$0.17$0.04$0.39$0.47Pending
Estimate−$0.02−$0.05−$0.50−$0.02−$0.18$0.17$0.07$0.04
Surprise−150.0%−80.0%+20.0%−750.0%+122.2%+129.4%+605.0%

RevenueReportedEstimate

Feb '25Jun '25Aug '25Nov '25Feb '26Jun '26Aug '26Nov '26
Reported$19.6M$20.9M$19.9M$19.9M$21.1M$25.7M$25.7MPending
Estimate$27.2M$21.1M$20.6M$20.8M$21.2M$24.1M$23.6M$23.3M
Surprise−28.1%−1.0%−3.2%−4.3%−0.5%+6.7%+9.3%
Estimate$0.04
ReportedDue Nov 4, 2026
Estimate$23.3M
ReportedDue Nov 4, 2026
View details

Debt to equity35.00%
Current ratio153.50%

ProfitabilityRevenueNet incomeNet margin

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$19.4M$19.6M$20.9M$19.6M$19.9M$21.1M$25.7M$25.7M
Net income−$3.6M−$1.5M−$2.9M−$1.2M−$581.0K$160.0K−$1.5M$2.0M
Net margin0.0%0.0%0.0%0.0%0.0%0.8%0.0%7.6%

GrowthOperating income

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Operating income−$3.3M−$1.2M−$2.6M−$1.0M−$242.0K$386.0K−$773.0K$2.1M
YoY growthLoss narrowedTurned lossLoss narrowedLoss narrowedTurned profitLoss narrowedTurned profit

Balance sheet, Jun 30, 2026Cash & short-term investments $5.2M · Total debt $6.6M · Total assets $53.3M · Shareholders' equity $18.7M

Revenue
$25.7M
Operating income
$2.1M
Net income
$2.0M
View details

No dividends on record.

Institutions44.35%1.81M shares
35 holders · as of Jun 30, 2026
Insiders11.86%485.0K shares
8 holders · as of Aug 24, 2026
Other43.79%1.79M shares
remainder

4.09M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
North Star Investment Management Corp.Institution
12.89%526,952as of Jun 30, 2026
Tieton Capital Management, LLCInstitution
6.96%284,526as of Jun 30, 2026
Grace & White Inc /NYInstitution
6.45%263,613as of Jun 30, 2026
Renaissance Technologies LLCInstitution
4.44%181,669as of Jun 30, 2026
Scott A. GreenInsiderofficer: President and COO
3.17%129,678filed Aug 12, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 20, 2026Heather L. Wishart-Smithdirector+1,054$18.96
Jun 23, 2026Sally A. Washlowdirector, officer: Chief Executive Officer+955$9.50
Jun 24, 2026Sally A. Washlowdirector, officer: Chief Executive Officer+1,780$9.47
Feb 27, 2026J. Per Brodinofficer: EVP, CFO, CAO & Treasurer+500$11.07
Nov 19, 2025Sally A. Washlowdirector, officer: Chief Executive Officer+21,166$14.17
View details

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Compare

CompanyPriceChange
Orion Energy Systems$29.11+0.24%$117.8M67.21.3+29.2%
Acuity$311.36+0.19%$9.30B20.614.72.0+1.7%
LSI Industries$20.38−0.88%$754.8M15.6+51.3%
ChargePoint$9.26−5.99%$255.1M0.6+17.7%
EMCOR Group$759.82+0.44%$33.37B23.621.81.8+19.8%
Blink Charging$0.5730−2.27%$84.2M0.9−24.4%
Median22.115.61.3+17.7%