Orion Energy Systems (OESX) Q4 FY26 earnings call

Orion Energy Systems marked FY26 as a pivot point, achieving significant growth and profitability with $86.3 million in revenue and $2.2 million in positive adjusted EBITDA. The company successfully entered the data center market with a new customized lighting product and is expanding its electrical contracting services. Despite sector-wide uncertainty in EV charging, Orion is focused on leveraging its proprietary supply chain and operational discipline to drive continued profitable growth into FY27.