OESX is the ticker symbol for ORION ENERGY SYSTEMS, INC., a publicly traded Technology sector company listed on Nasdaq. 13F Pro tracks OESX with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is OESX a good stock to buy?

13F Pro's AI ranking engine scores OESX at 38.4/100, ranked #2,187 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for OESX is available at https://13fpro.ai/company/OESX. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source OESX data?

All ORION ENERGY SYSTEMS, INC. fundamentals and ownership data come directly from SEC EDGAR. ORION ENERGY SYSTEMS, INC. files with the SEC under CIK 1409375. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

ORION ENERGY SYSTEMS, INC. OESX

NasdaqSmall CapTechnology

13F Pro quality score

Rank #2,187 of 2,925

Why it scores 38 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$25.74M

Quarter to Jun 30

Net income

$1.96M

Quarter to Jun 30

Free cash flow

$1.35M

Quarter to Jun 30

Operating margin

8.2%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$21.20M total

North Star Investment Management Corp.

$6.16M+0.3%

Tieton Capital Management, LLC

$3.33M+6.8%

GRACE & WHITE INC /NY

$3.08M+9.2%

RENAISSANCE TECHNOLOGIES LLC

$2.12M+1.8%

VANGUARD CAPITAL MANAGEMENT LLC

$1.49M+13.9%

US BANCORP \DE\

$820.1K0.0%

MARSHALL WACE, LLP

$717.1K+7.8%

SEI INVESTMENTS CO

$647.7K-57.4%

JANE STREET GROUP, LLC

$627.6K+97.7%

GEODE CAPITAL MANAGEMENT, LLC

$445.8K-4.9%

BlackRock, Inc.

$431.2K+52.4%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$364.0K+30.1%

VANGUARD FIDUCIARY TRUST CO

$266.5K+31.7%

ESSEX INVESTMENT MANAGEMENT CO LLC

$240.9K+64.1%

Quadrature Capital Ltd

$236.4K+100.6%

Farther Finance Advisors, LLC

$113.4KNew

MORGAN STANLEY

$20.4K+99.2%

IAG Wealth Partners, LLC

$19.9K0.0%

Firsthand Capital Management, Inc.

$16.4K0.0%

Axiom Investment Management LLC

$14.1K0.0%

Vanguard Global Advisers, LLC

$8.4K0.0%

ROYAL BANK OF CANADA

$7.0KNew

JPMORGAN CHASE & CO

$7.0KNew

JONES FINANCIAL COMPANIES LLLP

$4.3K+195.3%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$4.0K0.0%

See all 35 institutional holders →

What's Driving OESX's Business? Latest 10-Q Breakdown

28/28 datapoints verified

AI-extracted from the 10-Q filed 2026-08-05 — Q1 FY2027 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Orion swung to $1.96M net income on 31.5% revenue growth to $25.7M, driven by 90% surge in service revenue and improved margins to 34.6%.

Biggest Revenue Drivers

Lighting Segment$17.7M+37.1% YoY

Increased revenue primarily related to additional turnkey projects

Maintenance Segment$4.1M+2.5% YoY

Primarily due to increased work orders from major customer

Biggest Revenue Drivers

Total revenue: $25.7M+31.5% YoY

Lighting Segment$17.7M+37.1% YoY

Increased revenue primarily related to additional turnkey projects

Maintenance Segment$4.1M+2.5% YoY

Primarily due to increased work orders from major customer

Electric Vehicle Charging Segment$4.0M+47.6% YoY

Primarily due to increased projects from a major customer

Largest Expense Items

Cost of service revenue$8.2M+68.3% YoY

Increased in line with 90.1% growth in service revenue

Cost of product revenue$8.7M-1.7% YoY

Decreased slightly despite 5.2% product revenue growth

General and administrative$3.7M-13.9% YoY

Primarily due to reductions in compensation costs

Sales and marketing$2.8M+17.5% YoY

Primarily due to increased commissions expense

Margins: Gross margin expanded to 34.6% from 30.1% YoY, primarily driven by increases in lighting and maintenance segments and favorable service revenue mix which grew 90%. Operating margin improved significantly to 8.2% from negative 5.2% as revenue growth outpaced operating expense growth.

Watch Items from the Filing

One customer represented 38.1% of total revenue in Q1 FY2027, up from 30.2% in prior year quarter. Same customer accounted for 30.9% of accounts receivable as of June 30, 2026.
Backlog decreased to $23.7M at June 30, 2026 from $30.1M at March 31, 2026, representing a 21% decline.
One indefinite-lived trade name was reclassified as definite-lived in Q1 and will be amortized over 10 years, indicating changes in strategy for use of that trade name.
Revolving credit facility has $12.8M of remaining availability net of $3.0M borrowed, with $25M total facility maturing June 30, 2030.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q1 2027

EDGAR

Net Income

Q1 2027

EDGAR

EPS (Diluted)

Q1 2027

EDGAR

Operating Margin

Q1 2027

EDGAR

ROIC

Q1 2027

EDGAR

Free Cash Flow

Q1 2027

EDGAR

Debt/Equity

Q1 2027

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/OESX

Earnings Per Share

13fpro.ai/company/OESX

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ORION ENERGY SYSTEMS, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2026	10-K	$86.3M	$-3.2M	-1.9%
FY 2025	10-K	$79.7M	$-11.8M	-13.3%
FY 2024	10-K	$90.6M	$-11.7M	-11.9%
FY 2023	10-K	$77.4M	$-34.3M	-20.7%
FY 2022	10-K	$124.4M	$6.1M	6.8%
FY 2021	10-K	$116.8M	$26.1M	5.9%

About ORION ENERGY SYSTEMS, INC. (OESX): stock profile, AI score and financials

ORION ENERGY SYSTEMS, INC. (OESX) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores OESX at 38.4/100 on a composite quality score built from its SEC filings, placing it at rank #2,187 of 2,925 stocks — the bottom half of the AI-ranked universe. OESX scores in the top quartile across earnings quality (94.3). Areas of concern include institutional flow (4.5) and revenue scale (14.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), ORION ENERGY SYSTEMS, INC. reports quarterly revenue of $25.7M, net income of $2.0M, an operating margin of 8.2%. Top institutional holders of OESX by reported 13-F value include North Star Investment Management, Tieton Capital Management, GRACE & WHITE, based on the most recent SEC filings. OESX trades on the Nasdaq exchange and files with the SEC under CIK 1409375. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OESX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ORION ENERGY SYSTEMS, INC. directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1409375 →

ORION ENERGY SYSTEMS, INC. OESX

Top Institutional Holders

What's Driving OESX's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

OESX key financials by period

OESX insiders

About ORION ENERGY SYSTEMS, INC. (OESX): stock profile, AI score and financials

ORION ENERGY SYSTEMS, INC. OESX

Top Institutional Holders

What's Driving OESX's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

OESX key financials by period

Companies similar to OESX

OESX insiders

About ORION ENERGY SYSTEMS, INC. (OESX): stock profile, AI score and financials