Orion Energy Systems, Inc. (OESX) Earnings Call Transcripts
Orion Energy Systems, Inc.'s Latest Earnings Call - June 23, 2026
In the fiscal year 2026, Orion Energy Systems, Inc. reported revenue of slightly over $86 million, with a gross margin of 32.4% and an adjusted EBITDA of $2.2 million. For fiscal year 2027, management provided guidance of $95 million to $97 million in revenue, supported by a backlog of $30 million and a maintenance business contributing approximately $15 million. This outlook reflects strong confidence in existing customer relationships and operational improvements that have driven profitability.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $86 million (beat) |
| Gross Margin | 32.4% (beat) |
| Adjusted EBITDA | $2.2 million (beat) |
| Fiscal '27 Revenue Guidance | $95 million to $97 million (positive) |
| Backlog | $30 million (positive) |
| Maintenance Revenue | $15 million (positive) |
Guidance from management
Management maintained a revenue guidance of $95 million to $97 million for FY '27, supported by a strong backlog and recurring maintenance revenue.
What analysts pressed on
Analysts expressed concerns regarding the execution risk associated with the new data center projects and the potential impact of economic conditions on customer spending. There were also questions about the sustainability of the recent operational improvements and whether they can be maintained in a fluctuating market.
Main topics on the call
- Revenue Guidance Increase — Management raised revenue guidance for FY '27 to $95 million to $97 million, citing a backlog of $30 million and $15 million from maintenance services as primary drivers. CEO Sally Washlow stated, "$30 million is the str...
- Operational Efficiency Improvements — Orion has achieved six consecutive quarters of positive adjusted EBITDA, attributed to approximately $6 million in cost reductions implemented over the past year. CFO Per Brodin noted, "That has helped drive our improvem...
- Expansion into Data Centers — The company is entering the data center market, expecting significant revenue to materialize in the back half of FY '27 and ramping up in FY '28. Management highlighted that each data center campus presents a "7-figure l...
- Growth in Electrical Contracting Services — Management anticipates that electrical contracting could grow to represent 40-50% of total revenue in the coming years, driven by existing customer relationships and the need for compliance upgrades. CEO Washlow mentione...
Read the full Orion Energy Systems, Inc. transcript (June 23, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Orion Energy Systems, Inc.
Orion Energy Systems, Inc. (OESX) is a publicly listed company in the Electrical Equipment industry, within the Industrials sector. It trades on NasdaqCM and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 32 calls on record spanning February 6, 2020 to August 5, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 32 Orion Energy Systems, Inc. earnings call transcripts on record, spanning February 6, 2020 to August 5, 2026. Based on this history, Orion Energy Systems, Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- OESX
- Exchange
- NasdaqCM
- Country
- US
- Sector
- Industrials
- Industry
- Electrical Equipment
- Calls on record
- 32
- First call
- February 6, 2020
- Most recent
- August 5, 2026
- Reporting cadence
- quarterly