Orion (OESX) Q3 2026 Earnings Call Transcript

Orion Energy Systems reported Q3 2026 revenue of $21.1 million, up from $19.6 million year-over-year, with improved gross margins and net income of $160,000 versus a $1.5 million loss in the prior year. The company achieved its fifth consecutive quarter of positive adjusted EBITDA and raised full-year guidance to $84-86 million in revenue. Management highlighted major project wins including a $14-15 million exterior lighting project and a $4 million Boston Public Schools EV charging installation, while projecting fiscal 2027 revenue of $95-97 million with continued profitability.