View ValuationOrion Energy Systems 将来の成長Future 基準チェック /46Orion Energy Systemsは、55%と12%でそれぞれ年率55%で利益と収益が成長すると予測される一方、EPSはgrowで56.1%年率。主要情報55.0%収益成長率56.05%EPS成長率Electrical 収益成長18.7%収益成長率12.0%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日06 Feb 2026今後の成長に関する最新情報お知らせ • May 20Orion Energy Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2026 and Reiterates Earnings Guidance for the Fiscal Year 2027Orion Energy Systems, Inc. provided earnings guidance for the fiscal year 2026 and reiterated earnings guidance for the fiscal year 2027. For the year 2026, the company's preliminary expectations of $86 million in revenue. The Company reiterated expectations for Fiscal Year 2027, which began April 1, 2026, of between $95 million and $97 million in revenue.お知らせ • Apr 17Orion Energy Systems, Inc. Increases Preliminary Earnings Guidance for the Fiscal Year Ended March 31, 2026Orion Energy Systems, Inc. increased preliminary earnings guidance for the fiscal year Ended March 31, 2026. The company announced an increase in its fiscal year 2026 revenue outlook to a range of between $84 million and $86 million — up from its previous outlook of approximately $84 million. For the period, the company reiterated its preliminary expectations for increased revenue growth and profitability.分析記事 • Feb 08Earnings Beat: Orion Energy Systems, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsOrion Energy Systems, Inc. ( NASDAQ:OESX ) shareholders are probably feeling a little disappointed, since its shares...Price Target Changed • Feb 05Price target increased by 26% to US$22.00Up from US$17.50, the current price target is an average from 2 analysts. New target price is 64% above last closing price of US$13.40. Stock is up 65% over the past year. The company is forecast to post a net loss per share of US$0.92 next year compared to a net loss per share of US$3.59 last year.Major Estimate Revision • Jul 03Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$92.6m to US$83.8m. Losses expected to increase from US$0.16 per share to US$0.25. Electrical industry in the US expected to see average net income growth of 28% next year. Consensus price target down from US$2.50 to US$1.75. Share price was steady at US$0.59 over the past week.Breakeven Date Change • Jun 27Forecast breakeven date pushed back to 2028The 2 analysts covering Orion Energy Systems previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 48% per year to 2027. The company is expected to make a profit of US$467.0k in 2028. Average annual earnings growth of 67% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesお知らせ • May 20Orion Energy Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2026 and Reiterates Earnings Guidance for the Fiscal Year 2027Orion Energy Systems, Inc. provided earnings guidance for the fiscal year 2026 and reiterated earnings guidance for the fiscal year 2027. For the year 2026, the company's preliminary expectations of $86 million in revenue. The Company reiterated expectations for Fiscal Year 2027, which began April 1, 2026, of between $95 million and $97 million in revenue.お知らせ • May 19Orion Energy Systems, Inc. to Report Q4, 2026 Results on Jun 04, 2026Orion Energy Systems, Inc. announced that they will report Q4, 2026 results Pre-Market on Jun 04, 2026お知らせ • Apr 17Orion Energy Systems, Inc. Increases Preliminary Earnings Guidance for the Fiscal Year Ended March 31, 2026Orion Energy Systems, Inc. increased preliminary earnings guidance for the fiscal year Ended March 31, 2026. The company announced an increase in its fiscal year 2026 revenue outlook to a range of between $84 million and $86 million — up from its previous outlook of approximately $84 million. For the period, the company reiterated its preliminary expectations for increased revenue growth and profitability.分析記事 • Feb 08Earnings Beat: Orion Energy Systems, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsOrion Energy Systems, Inc. ( NASDAQ:OESX ) shareholders are probably feeling a little disappointed, since its shares...New Risk • Feb 06New major risk - Revenue and earnings growthEarnings have declined by 40% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 40% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (23% increase in shares outstanding). Market cap is less than US$100m (US$53.6m market cap).Reported Earnings • Feb 06Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$0.045 (up from US$0.46 loss in 3Q 2025). Revenue: US$21.1m (up 7.7% from 3Q 2025). Net income: US$160.0k (up US$1.67m from 3Q 2025). Profit margin: 0.8% (up from net loss in 3Q 2025). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.New Risk • Feb 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Shareholders have been diluted in the past year (22% increase in shares outstanding). Market cap is less than US$100m (US$56.0m market cap).Price Target Changed • Feb 05Price target increased by 26% to US$22.00Up from US$17.50, the current price target is an average from 2 analysts. New target price is 64% above last closing price of US$13.40. Stock is up 65% over the past year. The company is forecast to post a net loss per share of US$0.92 next year compared to a net loss per share of US$3.59 last year.分析記事 • Feb 04Orion Energy Systems, Inc.'s (NASDAQ:OESX) Low P/S No Reason For ExcitementWith a price-to-sales (or "P/S") ratio of 0.6x Orion Energy Systems, Inc. ( NASDAQ:OESX ) may be sending bullish...New Risk • Jan 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Market cap is less than US$100m (US$64.8m market cap).お知らせ • Jan 30+ 1 more updateOrion Energy Systems, Inc. has completed a Follow-on Equity Offering in the amount of $7 million.Orion Energy Systems, Inc. has completed a Follow-on Equity Offering in the amount of $7 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 500,000 Price\Range: $14 Discount Per Security: $0.98お知らせ • Jan 22Orion Energy Systems, Inc. to Report Q3, 2026 Results on Feb 05, 2026Orion Energy Systems, Inc. announced that they will report Q3, 2026 results Pre-Market on Feb 05, 2026Reported Earnings • Nov 06Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: US$0.17 loss per share (improved from US$1.10 loss in 2Q 2025). Revenue: US$19.9m (up 2.9% from 2Q 2025). Net loss: US$581.0k (loss narrowed 84% from 2Q 2025). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 78%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.分析記事 • Nov 06Does Orion Energy Systems (NASDAQ:OESX) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Oct 14Orion Energy Systems, Inc. to Report Q2, 2026 Results on Nov 05, 2025Orion Energy Systems, Inc. announced that they will report Q2, 2026 results Pre-Market on Nov 05, 2025分析記事 • Sep 27Orion Energy Systems, Inc.'s (NASDAQ:OESX) Share Price Boosted 26% But Its Business Prospects Need A Lift TooOrion Energy Systems, Inc. ( NASDAQ:OESX ) shares have continued their recent momentum with a 26% gain in the last...New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$21.9m market cap).New Risk • Aug 07New major risk - Revenue and earnings growthEarnings have declined by 45% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 45% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$24.3m market cap).分析記事 • Aug 07Is Orion Energy Systems (NASDAQ:OESX) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 06First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: US$0.037 loss per share (improved from US$0.12 loss in 1Q 2025). Revenue: US$19.6m (down 1.7% from 1Q 2025). Net loss: US$1.24m (loss narrowed 67% from 1Q 2025). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 27%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Jul 23Orion Energy Systems, Inc. to Report Q1, 2026 Results on Aug 06, 2025Orion Energy Systems, Inc. announced that they will report Q1, 2026 results Pre-Market on Aug 06, 2025Major Estimate Revision • Jul 03Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$92.6m to US$83.8m. Losses expected to increase from US$0.16 per share to US$0.25. Electrical industry in the US expected to see average net income growth of 28% next year. Consensus price target down from US$2.50 to US$1.75. Share price was steady at US$0.59 over the past week.Breakeven Date Change • Jun 27Forecast breakeven date pushed back to 2028The 2 analysts covering Orion Energy Systems previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 48% per year to 2027. The company is expected to make a profit of US$467.0k in 2028. Average annual earnings growth of 67% is required to achieve expected profit on schedule.お知らせ • Jun 27Orion Energy Systems, Inc., Annual General Meeting, Aug 07, 2025Orion Energy Systems, Inc., Annual General Meeting, Aug 07, 2025.お知らせ • Jun 26Orion Energy Systems, Inc. Provides Revenue Guidance for the Fiscal Year 2026Orion Energy Systems, Inc. provides revenue guidance for the Fiscal Year 2026. For the period, the company expects revenue growth of 5% to approximately $84 million which, based on the Company’s operating cost and gross profit percentage improvements, should position the Company to approach or achieve positive adjusted EBITDA for the full fiscal year.お知らせ • Jun 05Orion Energy Systems, Inc. to Report Q4, 2025 Results on Jun 26, 2025Orion Energy Systems, Inc. announced that they will report Q4, 2025 results Pre-Market on Jun 26, 2025分析記事 • May 10Little Excitement Around Orion Energy Systems, Inc.'s (NASDAQ:OESX) RevenuesWith a price-to-sales (or "P/S") ratio of 0.3x Orion Energy Systems, Inc. ( NASDAQ:OESX ) may be sending bullish...お知らせ • Apr 24Orion Energy Systems, Inc. to Showcase Its High Quality, USA Manufactured LED Lighting Products at LightFair 2025 in Las Vegas, May 6-8Orion Energy Systems, Inc. announced it will showcase its high quality, USA manufactured LED lighting products at LightFair 2025 in Las Vegas, May 6-8 (Booth #1811). Orion will also host an informal investor gathering at LightFair on Tuesday, May 6th. Orion's USA manufactured LED lighting fixtures are some of the higher quality and best performing LED fixtures in the lighting industry. Orion stands in stark contrast to many other LED lighting companies who are increasing their pricing and lengthening their lead times for delivery. At Orion's booth #1811 will be showcasing full complement of lighting products which will highlight its flexible supply chain and ability to meet the needs of the market.お知らせ • Apr 15+ 2 more updatesOrion Energy Systems, Inc. Confirms Revenue Guidance for the Fiscal Year Ended March 31, 2025Orion Energy Systems, Inc. confirmed revenue guidance for the fiscal year ended March 31, 2025. The company announced that it expects revenue near the midpoint of its $77 million - $83 million revenue outlook range for the fiscal year ended March 31, 2025.お知らせ • Mar 24Nasdaq Grants 180 Days Extension to Orion Energy Systems to Regain Compliance with the Bid Price RuleAs previously disclosed, on September 20, 2024, Orion Energy Systems, Inc. (the Company") received written notice (the Notification") from the Listing Qualifications Department (the Staff") of The NASDAQ Stock Market LLC (Nasdaq") notifying the Company that it was not in compliance with the minimum bid price requirements set in Nasdaq Listing Rule 5550(a)(2) (the Bid Price Rule") for continued listing on The Nasdaq Capital Market, as the closing bid price of the Company's common stock had been below $1.00 per share for 30 consecutive trading days. Pursuant to Nasdaq Listing rule 5810(c)(3)(A), the Company was granted 180 calendar days, or until March 19, 2025, to regain compliance with the Bid Price Rule. In response, on March 19, 2025, the Company submitted a formal request to Nasdaq for an additional 180-calendar day period to regain compliance with the Bid Price Rule and provided written notice to Nasdaq that the Company intends to effectuate a reverse stock split during the additional compliance period if necessary to regain compliance with the Bid Price Rule. On March 20, 2025, the Company received a letter (the Letter") from the Staff notifying the Company that it is eligible for an additional 180 calendar day period from the date of the Letter, or until September 15, 2025 (the Additional Compliance Period") to regain compliance with the Bid Price Rule. Nasdaq's determination was based on the Company meeting the continued listing requirement for market value of publicly held shares and all other applicable requirements for initial listing on the The Nasdaq Capital Market with the exception of the Bid Price Rule, and the Company's written notice of its intention to cure the deficiency during the Additional Compliance Period by effecting a reverse stock split, if necessary. If at any time during the Additional Compliance Period the Company's common stock has a closing bid price of at least $1.00 per share for a minimum of 10 consecutive trading days, Nasdaq will provide the Company with written confirmation of compliance with the Bid Price Rule and this matter will be closed. If the Company does not regain compliance by September 15, 2025, then Nasdaq will notify the Company of its determination to delist the Company's common stock from trading on Nasdaq. Although the Company would have an opportunity to appeal the delisting determination to a hearings panel, under Nasdaq rules, the Company's delisting from Nasdaq would be effective on or about September 16, 2025. The Company intends to monitor the closing bid price of its common stock and may, if appropriate, consider implementing available options to regain compliance with the Bid Price Rule, including a reverse stock split, if necessary. There can be no assurance that the Company will be able to regain compliance with the Bid Price Rule, even if it maintains compliance with the other Nasdaq listing requirements.Major Estimate Revision • Feb 18Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$97.8m to US$80.0m. Forecast losses increased from -US$0.28 to -US$0.33 per share. Electrical industry in the US expected to see average net income growth of 25% next year. Consensus price target of US$2.50 unchanged from last update. Share price rose 2.5% to US$0.83 over the past week.お知らせ • Feb 12+ 1 more updateOrion Energy Systems, Inc. Provides Earning Guidance for the Fourth Quarter of Fiscal Year 2025Orion Energy Systems, Inc. provided earnings guidance for the fourth quarter of fiscal year 2025. For the quarter, the company expects revenue in the range of $19 million to $25 million which would be approximately in line or better than any of the first three quarters of fiscal year 2025.Reported Earnings • Feb 12Third quarter 2025 earnings: EPS in line with expectations, revenues disappointThird quarter 2025 results: US$0.046 loss per share (improved from US$0.069 loss in 3Q 2024). Revenue: US$19.6m (down 25% from 3Q 2024). Net loss: US$1.51m (loss narrowed 33% from 3Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 39% per year whereas the company’s share price has fallen by 37% per year.お知らせ • Jan 30Orion Energy Systems, Inc. to Report Q3, 2025 Results on Feb 11, 2025Orion Energy Systems, Inc. announced that they will report Q3, 2025 results Pre-Market on Feb 11, 2025分析記事 • Nov 09Orion Energy Systems, Inc. (NASDAQ:OESX) Just Reported, And Analysts Assigned A US$2.50 Price TargetOrion Energy Systems, Inc. ( NASDAQ:OESX ) missed earnings with its latest second-quarter results, disappointing...Reported Earnings • Nov 07Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.11 loss per share (improved from US$0.14 loss in 2Q 2024). Revenue: US$19.4m (down 6.0% from 2Q 2024). Net loss: US$3.63m (loss narrowed 17% from 2Q 2024). Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.お知らせ • Oct 29+ 2 more updatesOrion Energy Systems, Inc. to Report Q2, 2025 Results on Nov 06, 2024Orion Energy Systems, Inc. announced that they will report Q2, 2025 results on Nov 06, 2024分析記事 • Oct 23Orion Energy Systems, Inc.'s (NASDAQ:OESX) Price Is Right But Growth Is LackingWith a price-to-sales (or "P/S") ratio of 0.3x Orion Energy Systems, Inc. ( NASDAQ:OESX ) may be sending bullish...お知らせ • Sep 21Orion Energy Systems Receives Written Notice from Nasdaq Due to Non-Compliance with Minimum Bid Price Requirements Under Nasdaq Listing Rule 5550(a)(2)On September 20, 2024, Orion Energy Systems, Inc. (the ‘Company’) received written notice (the ‘Notification Letter’) from the Listing Qualifications Department of The NASDAQ Stock Market LLC (‘Nasdaq’) notifying the Company that it is not in compliance with the minimum bid price requirements set in Nasdaq Listing Rule 5550(a)(2) (the ‘Bid Price Rule’) for continued listing on The Nasdaq Capital Market. The Bid Price Rule requires listed securities to maintain a minimum bid price of $1.00 per share, and Listing Rule 5810(c)(3)(A) provides that a failure to meet the minimum bid price requirement exists if the deficiency continues for a period of 30 consecutive business days. Based on the closing bid price of the Company’s common stock for the 30 consecutive business days prior to the date of the Notification Letter, the Company no longer meets the Bid Price Rule. The Notification Letter does not impact the Company’s current listing on The Nasdaq Capital Market at this time, and shares of the Company’s common stock will continue to trade on the Nasdaq Capital Market under the symbol ‘OESX’. The Notification Letter states that the Company has 180 calendar days, or until March 19, 2025, to regain compliance with the Bid Price Rule. To regain compliance, the Company’s common stock must have a closing bid price of at least $1.00 per share for a minimum of 10 consecutive business days. If the Company does not regain compliance by March 19, 2025, an additional 180 days may be granted to regain compliance, so long as the Company meets The Nasdaq Capital Market initial listing criteria (except for the Bid Price Rule) and notifies Nasdaq in writing of its intention to cure the deficiency during the second compliance period, including the implementation of a reverse stock split, if necessary. If the Company does not qualify for the second compliance period or fails to regain compliance during the second 180-day period, then Nasdaq will notify the Company of its determination to delist the Company’s common stock, at which point the Company would have an opportunity to appeal the delisting determination to a hearings panel. The Company intends to monitor the closing bid price of its common stock and may, if appropriate, consider implementing available options to regain compliance with the Bid Price Rule. The Company’s management remains committed to the Company’s strategy of increasing its revenues and adhering to a strict cost culture. As previously announced, the Company achieved 13% year-over-year growth in the fiscal 2025 first quarter. In addition, the Company is currently targeting year-over-year revenue growth in fiscal 2025 in the range of 10-15%. The Company believes achievement of this performance will enable the Company to regain compliance with the Bid Price Rule.Reported Earnings • Aug 08First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.12 loss per share (improved from US$0.20 loss in 1Q 2024). Revenue: US$19.9m (up 13% from 1Q 2024). Net loss: US$3.76m (loss narrowed 43% from 1Q 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 4.3%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.New Risk • Aug 06New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$11m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$11m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$1.9m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (US$34.1m market cap).分析記事 • Jul 24Investors Don't See Light At End Of Orion Energy Systems, Inc.'s (NASDAQ:OESX) Tunnel And Push Stock Down 33%Orion Energy Systems, Inc. ( NASDAQ:OESX ) shares have retraced a considerable 33% in the last month, reversing a fair...お知らせ • Jul 24Orion Energy Systems, Inc. to Report Q1, 2025 Results on Aug 07, 2024Orion Energy Systems, Inc. announced that they will report Q1, 2025 results Pre-Market on Aug 07, 2024お知らせ • Jul 01Orion Energy Systems, Inc., Annual General Meeting, Aug 08, 2024Orion Energy Systems, Inc., Annual General Meeting, Aug 08, 2024.Reported Earnings • Jun 14Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: US$0.36 loss per share (improved from US$1.08 loss in FY 2023). Revenue: US$90.6m (up 17% from FY 2023). Net loss: US$11.7m (loss narrowed 66% from FY 2023). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 25%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.Reported Earnings • Jun 14Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: US$0.36 loss per share (improved from US$1.08 loss in FY 2023). Revenue: US$90.6m (up 17% from FY 2023). Net loss: US$11.7m (loss narrowed 66% from FY 2023). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 25%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.New Risk • Jun 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$8.2m). Currently unprofitable and not forecast to become profitable over next 3 years (US$1.9m net loss in 3 years). Market cap is less than US$100m (US$34.5m market cap).お知らせ • Jun 09Orion Energy Systems, Inc. Reports Impairment on Intangibles for the Fourth Quarter Ended March 31, 2024Orion Energy Systems, Inc. reported impairment on Intangibles for the fourth quarter ended March 31, 2024. For the quarter, the company reported impairment on Intangibles of $456,000.分析記事 • Jun 08Orion Energy Systems, Inc.'s (NASDAQ:OESX) Price Is Right But Growth Is Lacking After Shares Rocket 29%Orion Energy Systems, Inc. ( NASDAQ:OESX ) shares have had a really impressive month, gaining 29% after a shaky period...お知らせ • Jun 08Orion Energy Systems, Inc. Provides Financial Guidance for Fiscal Year 2025Orion Energy Systems, Inc. provided financial guidance for fiscal year 2025. The company continues to target Fiscal Year 2025 revenue growth of 10%-15% on a consolidated basis compared to Fiscal Year 2024. This outlook is based on expected revenue from large national LED lighting projects for new and existing customers in the automotive, retail, technology, logistics/distribution and banking sectors. In addition, Orion anticipates continued growth in sales to ESCO and Agent partners who are responding favorably to the quality, energy efficiency and value of new LED lighting products developed to meet the needs of this channel. Additionally, Orion expects robust growth in EV charging solutions revenue in Fiscal Year 2025, driven by existing project contracts, a growing pipeline of opportunities developed by its expanded team, and synergies with Orion’s other businesses. Revenue from maintenance services is expected to contract by $4 million-$5 million in Fiscal Year 2025, primarily due to three large legacy customers that did not accept long-term pricing increases during recent RFP processes. These revenue impacts are expected to be partially offset by maintenance expansion opportunities with in the existing customer base.分析記事 • May 22Here's Why Orion Energy Systems (NASDAQ:OESX) Can Afford Some DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • May 18Orion Energy Systems, Inc. to Report Fiscal Year 2024 Results on Jun 06, 2024Orion Energy Systems, Inc. announced that they will report fiscal year 2024 results on Jun 06, 2024お知らせ • Apr 07Orion Energy Systems Receives Written Notice from the Listing Qualifications Department of the NASDAQ Stock MarketOn April 5, 2024, Orion Energy Systems, Inc. received written notice from the Listing Qualifications Department of The NASDAQ Stock Market LLC notifying the Company that it is not in compliance with the minimum bid price requirements set in Nasdaq Listing Rule 5550(a)(2) (the “Bid Price Rule”) for continued listing on The Nasdaq Capital Market. The Bid Price Rule requires listed securities to maintain a minimum bid price of $1.00 per share, and Listing Rule 5810(c)(3)(A) provides that a failure to meet the minimum bid price requirement exists if the deficiency continues for a period of 30 consecutive business days. Based on the closing bid price of the Company’s common stock for the 30 consecutive business days prior to the date of the Notification Letter, the Company no longer meets the Bid Price Rule. The Notification Letter does not impact the Company’s current listing on The Nasdaq Capital Market at this time, and shares of the Company’s common stock will continue to trade on the Nasdaq Capital Market under the symbol “OESX”. The Notification Letter states that the Company has 180 calendar days, or until October 2, 2024, to regain compliance with the Bid Price Rule. To regain compliance, the Company’s common stock must have a closing bid price of at least $1.00 per share for a minimum of 10 consecutive business days. If the Company does not regain compliance by October 2, 2024, an additional 180 days may be granted to regain compliance, so long as the Company meets The Nasdaq Capital Market initial listing criteria (except for the Bid Price Rule) and notifies Nasdaq in writing of its intention to cure the deficiency during the second compliance period, including the implementation of a reverse stock split, if necessary. If the Company does not qualify for the second compliance period or fails to regain compliance during the second 180-day period, then Nasdaq will notify the Company of its determination to delist the Company’s common stock, at which point the Company would have an opportunity to appeal the delisting determination to a hearings panel. The Company intends to monitor the closing bid price of its common stock and may, if appropriate, consider implementing available options to regain compliance with the Bid Price Rule. The Company previously received a similar notification from Nasdaq on December 21, 2023 and announced on January 30, 2024 that it had regained full compliance with the Bid Price Rule on January 25, 2024. The Company’s management remains committed to the Company’s strategy of increasing its revenues and adhering to a strict cost culture. As previously announced, the Company achieved 28% year-over-year growth in the fiscal 2024 third quarter. In addition, the Company expects to achieve fiscal 2024 revenue of between $90 Million to $95 Million and is currently targeting year-over-year revenue growth in fiscal 2025 in the range of 10-15%. The Company believes achievement of this performance will enable the Company to regain compliance with the Bid Price Rule.分析記事 • Feb 12The Consensus EPS Estimates For Orion Energy Systems, Inc. (NASDAQ:OESX) Just Fell DramaticallyOne thing we could say about the analysts on Orion Energy Systems, Inc. ( NASDAQ:OESX ) - they aren't optimistic...New Risk • Feb 08New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$18m Forecast net loss in 3 years: US$1.5m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$8.2m). Currently unprofitable and not forecast to become profitable over next 3 years (US$1.5m net loss in 3 years). Market cap is less than US$100m (US$38.7m market cap).Reported Earnings • Feb 08Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: US$0.069 loss per share (improved from US$0.75 loss in 3Q 2023). Revenue: US$26.0m (up 28% from 3Q 2023). Net loss: US$2.26m (loss narrowed 91% from 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.Price Target Changed • Jan 19Price target decreased by 10.0% to US$4.50Down from US$5.00, the current price target is an average from 2 analysts. New target price is 323% above last closing price of US$1.07. Stock is down 42% over the past year. The company is forecast to post a net loss per share of US$0.50 next year compared to a net loss per share of US$1.08 last year.お知らせ • Jan 19Orion Energy Systems, Inc. to Report Q3, 2024 Results on Feb 07, 2024Orion Energy Systems, Inc. announced that they will report Q3, 2024 results on Feb 07, 2024お知らせ • Jan 18Orion Energy Systems, Inc. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year 2024Orion Energy Systems, Inc. provided earnings guidance for the fourth quarter and fiscal year 2024. For the year, the company expects revenue growth between 16% and 23% to a range of approximately $90 million to $95 million. For the quarter, the company expects revenue in the range of $26 million to $31 million compared to $21.6 million in Fourth Quarter 2023.分析記事 • Jan 08Why Investors Shouldn't Be Surprised By Orion Energy Systems, Inc.'s (NASDAQ:OESX) Low P/SWith a price-to-sales (or "P/S") ratio of 0.4x Orion Energy Systems, Inc. ( NASDAQ:OESX ) may be sending bullish...お知らせ • Dec 24Orion Energy Systems Receives Written Notice from Nasdaq Regarding Non-Compliance with the Minimum Bid Price Requirements Set Forth in Nasdaq Listing Rule 5550(a)(2)On December 21, 2023, Orion Energy Systems, Inc. (the ‘Company’) received written notice (the ‘Notification Letter’) from the Listing Qualifications Department of The NASDAQ Stock Market LLC (‘Nasdaq’) notifying the Company that it is not in compliance with the minimum bid price requirements set forth in Nasdaq Listing Rule 5550(a)(2) (the ‘Bid Price Rule’) for continued listing on The Nasdaq Capital Market. The Bid Price Rule requires listed securities to maintain a minimum bid price of $1.00 per share, and Listing Rule 5810(c)(3)(A) provides that a failure to meet the minimum bid price requirement exists if the deficiency continues for a period of 30 consecutive business days. Based on the closing bid price of the Company’s common stock for the 30 consecutive business days prior to the date of the Notification Letter, the Company no longer meets the Bid Price Rule. The Notification Letter does not impact the Company’s current listing on The Nasdaq Capital Market at this time, and shares of the Company’s common stock will continue to trade on the Nasdaq Capital Market under the symbol ‘OESX’. The Notification Letter states that the Company has 180 calendar days, or until June 18, 2024, to regain compliance with the Bid Price Rule. To regain compliance, the Company’s common stock must have a closing bid price of at least $1.00 per share for a minimum of 10 consecutive business days. If the Company does not regain compliance by June 18, 2024, an additional 180 days may be granted to regain compliance, so long as the Company meets The Nasdaq Capital Market initial listing criteria (except for the Bid Price Rule) and notifies Nasdaq in writing of its intention to cure the deficiency during the second compliance period, including the implementation of a reverse stock split, if necessary. If the Company does not qualify for the second compliance period or fails to regain compliance during the second 180-day period, then Nasdaq will notify the Company of its determination to delist the Company’s common stock, at which point the Company would have an opportunity to appeal the delisting determination to a hearings panel. The Company intends to monitor the closing bid price of its common stock and may, if appropriate, consider implementing available options to regain compliance with the Bid Price Rule. The Company’s management remains committed to the Company’s strategy of increasing its revenues and adhering to a strict cost culture. As previously announced, the Company achieved 17% year-over-year and sequential growth in the fiscal 2024 second quarter. In addition, the Company expects to achieve fiscal 2024 revenue growth of 30% above fiscal 2023 revenue. This anticipated performance in the second half of fiscal 2024 is expected to generate positive Adjusted EBITDA and free cash flow during that period. The Company believes achievement of this performance will enable the Company to regain compliance with the Bid Price Rule.Reported Earnings • Nov 09Second quarter 2024 earnings released: US$0.14 loss per share (vs US$0.074 loss in 2Q 2023)Second quarter 2024 results: US$0.14 loss per share (further deteriorated from US$0.074 loss in 2Q 2023). Revenue: US$20.6m (up 17% from 2Q 2023). Net loss: US$4.39m (loss widened 88% from 2Q 2023). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.お知らせ • Nov 08Orion Energy Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2024Orion Energy Systems, Inc. provided earnings guidance for the fiscal year 2024. For the year, the company expects revenue growth of 30% or more to approximately $100 Million, with the bulk of the increase occurring in the second half of the year.お知らせ • Oct 31Orion Energy Systems, Inc. Announces Release of BABA Act-Compliant LED Lighting FixturesOrion Energy Systems, Inc. announced its latest line of LED lighting fixtures that are compliant with the Build America, Buy America (BABA) Act. These fixtures include LED High Bays, LED Strips, LED Strip Retrofits, LED Troffers, and LED Troffer Retrofits all manufactured at Orion’s facility in Manitowoc, Wisconsin. These new BABA Act-compliant LED lighting fixtures deliver DesignLights Consortium® efficiency while exceeding the Buy American Requirement established by the BABA Act. By incorporating Orion's BABA Act-compliant lighting fixtures in lighting infrastructure projects, non-Federal entity end users such as state governments, local governments, and public institutions of higher education, become eligible to receive federal funding through The Infrastructure Investment and Jobs Act (IIJA).お知らせ • Oct 20Orion Energy Systems, Inc. to Report Q2, 2024 Results on Nov 07, 2023Orion Energy Systems, Inc. announced that they will report Q2, 2024 results Pre-Market on Nov 07, 2023分析記事 • Oct 14Is Orion Energy Systems (NASDAQ:OESX) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Aug 17Orion Energy Systems Introduces TritonPro™ and New Harris Exterior LED Product LinesOrion Energy Systems, Inc. announced the launch of its new TritonPro™ product category and new Harris exterior LED lighting products. The launch comprises five new cutting-edge products that provide proprietary Orion design, quality and value-pricing to expand the Company’s reach into new construction and retrofit markets and to meet requests from channel partners. The new products are designed to provide unparalleled performance, efficiency, and in-field versatility to a broader array of customers and market segments. The new products are: TritonPro™ Compact Linear High Bay? is a compact, LED lighting fixture with a sleek design, minimal footprint, and unmatched performance. Offering powerful illumination and energy-saving capabilities, this fixture is perfect for high-ceiling indoor spaces such as warehouses, manufacturing units, and retail facilities. TritonPro™ LED Slimline Lumen Select Vaportight has a durable, waterproof construction engineered to deliver exceptional lighting performance in harsh environments. The product is ideal for use in parking garages, manufacturing facilities, and other demanding locations with a variety of lighting requirements. TritonPro™ LED Troffer Lumen Select? is an innovative lighting solution offering on-site customizable light settings that is ideal for modern office spaces, educational settings, and healthcare facilities. Configurable for specific needs, it enhances user comfort and productivity while also ensuring energy efficiency. TritonPro™ LED Lumen Select Strip Retrofit? is designed to replace outdated fluorescent lighting with ease. Providing exceptional illumination while reducing maintenance costs, it is an excellent choice for retail stores, supermarkets, and various commercial settings. Harris Area Light Lumen Select? is a high-performance outdoor LED lighting fixture designed for parking lots, pathways, and any large outdoor area. With field selectable capabilities and interchangeable optics lens options, it offers maximum on-site flexibility to match the needs of any environment, ensuring safety and security in previously dark outdoor areas.Major Estimate Revision • Aug 16Consensus EPS estimates fall by 121%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.24 to -US$0.53 per share. Revenue forecast unchanged at US$101.0m. Electrical industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$4.00 unchanged from last update. Share price fell 9.9% to US$1.55 over the past week.お知らせ • Aug 12Orion Energy Systems, Inc. Appoints Heather L. Wishart-Smith as DirectorOrion Energy Systems, Inc. announced that at the Annual Meeting was held on August 10, 2023, the company approved the appointment of Heather L. Wishart-Smith as director.Reported Earnings • Aug 10First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.20 loss per share (further deteriorated from US$0.091 loss in 1Q 2023). Revenue: US$17.6m (down 1.6% from 1Q 2023). Net loss: US$6.64m (loss widened 134% from 1Q 2023). Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 103%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.お知らせ • Aug 10Orion Energy Systems, Inc. Provides Revenue Guidance for the Second Half and Full Year Fiscal Year 2024Orion Energy Systems, Inc. provided revenue guidance for the second half and full year fiscal year 2024. The company continues to expect financial year 2024 revenue growth of 30% or more to apprimately $100 million, generally buildlding as the year progresses with second quarter 2024 and the second half of the year, being stronger than first quarter 2024 and the first half of the year.お知らせ • Jul 29Orion Energy Systems, Inc. to Report Q1, 2024 Results on Aug 09, 2023Orion Energy Systems, Inc. announced that they will report Q1, 2024 results Pre-Market on Aug 09, 2023お知らせ • Jul 01Orion Energy Systems, Inc., Annual General Meeting, Aug 10, 2023Orion Energy Systems, Inc., Annual General Meeting, Aug 10, 2023, at 13:00 Central Standard Time. Agenda: To consider the election of one nominee named in the attached proxy statement as a Class I director to serve for a term expiring at the 2026 annual meeting of shareholders and one nominee named in the attached proxy statement as a Class II director to serve for a term expiring at the 2024 annual meeting of shareholders, in each case until his or her successor has been duly elected and qualified; to consider an advisory vote to approve the compensation of named executive officers as disclosed in the accompanying proxy statement; to consider an advisory vote on the frequency of future advisory shareholder votes on the compensation of named executive officers; and to consider other matters.お知らせ • Jun 07Orion Energy Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2024Orion Energy Systems, Inc. provided earnings guidance for the fiscal year 2024. For the year, the company continues to expect Fiscal Year 2024 revenue growth of 30% or more to approximately $100M, with a greater proportion of revenue expected in the second half. the company's revenue guidance is based on approximately $34 million in aggregate revenue expected from maintenance services and EV charging solutions and the balance from LED lighting products and solutions, including national account projects, ESCO partners and distribution channel sales.分析記事 • Jun 07Health Check: How Prudently Does Orion Energy Systems (NASDAQ:OESX) Use Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Jun 07Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: US$1.08 loss per share (down from US$0.20 profit in FY 2022). Revenue: US$77.4m (down 38% from FY 2022). Net loss: US$34.3m (down US$40.4m from profit in FY 2022). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 9.5%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.お知らせ • May 26Orion Energy Systems, Inc. to Report Q4, 2023 Results on Jun 06, 2023Orion Energy Systems, Inc. announced that they will report Q4, 2023 results Pre-Market on Jun 06, 2023お知らせ • May 24Orion Energy Systems, Inc. Announces the Introduction of New Energy-Efficient Led Lighting Products to Its Expanding PortfolioOrion Energy Systems, Inc. announced the introduction of new energy-efficient LED lighting products to its expanding portfolio. These new innovations will be showcased at Orion booth #1131 at the LIGHTFAIR® 2023 International Trade Show and Conference, taking place at the Jacob K. Javits Convention Center in New York City, New York from Tuesday, May 23rd to Thursday, May 25th. Among the highly anticipated additions to the exterior LED product line is the Harris Area Light Lumen Select, Gen 1. This versatile outdoor area light offers a host of cutting-edge features that provides unparalleled flexibility in the field. The key highlights include: Tool-less lens swap capabilities to effortlessly switch between four lens types, enabling quick and effortless in-field adjustments. Field adjustable CCT options, with a choice of 3000K, 4000K, and 5000K, allowing users to customize the lighting environment. Field adjustable wattage, providing multiple fixture configurations and lumen packages ranging from 12,000 to 42,000 lumens. Pre-wired sensor receptacle, streamlining installation with easy screw-in functionality which eliminates the need for in-field sensor wiring.分析記事 • Apr 13What Is Orion Energy Systems, Inc.'s (NASDAQ:OESX) Share Price Doing?While Orion Energy Systems, Inc. ( NASDAQ:OESX ) might not be the most widely known stock at the moment, it received a...Reported Earnings • Feb 10Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: US$0.75 loss per share (down from US$0.035 profit in 3Q 2022). Revenue: US$20.3m (down 34% from 3Q 2022). Net loss: US$24.1m (down US$25.2m from profit in 3Q 2022). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.分析記事 • Jan 31Some Orion Energy Systems, Inc. (NASDAQ:OESX) Analysts Just Made A Major Cut To Next Year's EstimatesToday is shaping up negative for Orion Energy Systems, Inc. ( NASDAQ:OESX ) shareholders, with the analysts delivering...お知らせ • Jan 31Orion Energy Systems, Inc. Announces Board ChangesOn January 30, 2023, Orion Energy Systems, Inc. announced that Charles McDulin resigned from the Company's board of directors on January 27, 2023. Mr. McDulin tendered his resignation from the Board in connection with his resignation from Kanen Wealth Management, LLC and its affiliates (KWM). Mr. McDulins retirement from the Board is the result of his resignation from KWM, and did not arise or result from any disagreement with the Company on any matters relating to the Companys operations, policies or practices. Mr. McDulin was appointed to the Board as part of that certain cooperation agreement, dated January 3, 2023, by and among Orion Energy Systems, Inc., KWM, David Kanen and Charles McDulin (the Cooperation Agreement). Pursuant to the Cooperation Agreement, the Boards Nominating and Corporate Governance Committee is actively working with Kanen Wealth Management, LLC and David Kanen to identify, vet and mutually agree upon a suitable independent director replacement for Mr. McDulin.Major Estimate Revision • Jan 25Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$99.3m to US$85.9m. Forecast losses increased from -US$0.163 to -US$0.223 per share. Electrical industry in the US expected to see average net income growth of 5.2% next year. Consensus price target down from US$4.33 to US$4.00. Share price fell 10.0% to US$1.71 over the past week.お知らせ • Jan 24+ 1 more updateOrion Energy Systems, Inc. Provides Revenue Guidance for the Fourth Quarter of Fiscal 2023 and for the Fiscal Year 2023 and 2024Orion Energy Systems, Inc. provided revenue guidance for the fourth quarter of fiscal 2023 and for the fiscal year 2023 and 2024. The company continued sequential revenue growth in fourth quarter 2023, which should be the strongest quarter of financial year 2023, and likely will exceed fourth quarter 2022 revenue of $22.1 million.As a result, the company now expects full financial year 2023 revenue of $77 million to $80 million.The company currently preliminarily expects financial year 2024 revenue growth of 30% or more over financial year 2023.お知らせ • Jan 18Orion Energy Systems Adds Ken Poole as EVP of SalesOrion Energy Systems, Inc. announced the addition of Ken Poole, a proven leader in sales strategy, project-based sales leadership and management, as Executive Vice President of Sales. Mr. Poole will report directly to CEO Michael Jenkins.Mr. Poole has over 23 years of sales and leadership experience, most recently as Vice President, Strategic Account Sales at Johnson Controls North America, following prior sales management roles at Tyco Integrated Security and ADT Security Services. In his last position held at Johnson Controls, he had a secured revenue responsibility of more than $1Billion. Prior to that, he led a commercial security sales team consisting of over 600 sales managers, sellers, and support personnel across North America -- and was responsible for generating over $250M in new revenue per year. Ken began his career as a retail clothing entrepreneur, growing his business to three locations. He then focused his career on corporate sales -- where he progressed rapidly -- as a sales representative and sales manager to senior sales management and leadership positions.お知らせ • Jan 05Orion Energy Systems Adds Charles McDulin to Board of DirectorsOrion Energy Systems, Inc. announced that it has increased the size of the board to six members and appointed Charles McDulin to its board of directors effective immediately. Mr. McDulin is an investment analyst at Philotimo Fund, LP, a hedge fund focused on small-cap value and affiliated with Kanen Wealth Management, LLC.Price Target Changed • Nov 16Price target decreased to US$4.33Down from US$5.63, the current price target is an average from 3 analysts. New target price is 153% above last closing price of US$1.71. Stock is down 59% over the past year. The company is forecast to post a net loss per share of US$0.16 compared to earnings per share of US$0.20 last year.Reported Earnings • Nov 09Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.075 loss per share (down from US$0.12 profit in 2Q 2022). Revenue: US$17.6m (down 52% from 2Q 2022). Net loss: US$2.33m (down 164% from profit in 2Q 2022). Revenue missed analyst estimates by 8.1%. Earnings per share (EPS) also missed analyst estimates by 45%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.分析記事 • Oct 13Orion Energy Systems' (NASDAQ:OESX) Returns On Capital Are Heading HigherIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...業績と収益の成長予測NasdaqCM:OESX - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20291244N/AN/A13/31/20281102N/AN/A13/31/20279626723/31/202684-133212/31/202581-500N/A9/30/202580-644N/A6/30/202579-933N/A3/31/202580-1201N/A12/31/202485-711N/A9/30/202492-8-1-1N/A6/30/202493-9-6-6N/A3/31/202491-12-11-10N/A12/31/202386-18-8-7N/A9/30/202380-40-8-7N/A6/30/202377-38-6-5N/A3/31/202377-34-3-2N/A12/31/202278-30-8-8N/A9/30/202288-5-3-3N/A6/30/20221071-3-2N/A3/31/20221246-10N/A12/31/202113829910N/A9/30/2021151331112N/A6/30/20211413166N/A3/31/20211172612N/A12/31/20201073-10N/A9/30/2020971-3-2N/A6/30/202011961011N/A3/31/2020151121920N/A12/31/2019147121011N/A9/30/20191299N/A5N/A6/30/2019940N/A-3N/A3/31/201966-7N/A-5N/A12/31/201858-7N/A-3N/A9/30/201859-8N/A-1N/A6/30/201862-9N/A1N/A3/31/201860-13N/A-4N/A12/31/201761-19N/A-5N/A9/30/201764-19N/A-7N/A6/30/201767-16N/A-5N/A3/31/201770-12N/A-2N/A12/31/201673-16N/A0N/A9/30/201670-17N/A2N/A6/30/201667-19N/A-4N/A3/31/201668-20N/A-3N/A12/31/201568-14N/A-6N/A9/30/201578-17N/A-13N/A6/30/201575-31N/A-14N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: OESXは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。収益対市場: OESX今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: OESX今後 3 年以内に収益を上げることが予想されます。収益対市場: OESXの収益 ( 12% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。高い収益成長: OESXの収益 ( 12% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: OESXの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 22:58終値2026/05/22 00:00収益2025/12/31年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Orion Energy Systems, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Theodore O'NeillAscendiant Capital Markets LLCAlexander RygielB. Riley Securities, Inc.Eric ProutyCanaccord Genuity7 その他のアナリストを表示
お知らせ • May 20Orion Energy Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2026 and Reiterates Earnings Guidance for the Fiscal Year 2027Orion Energy Systems, Inc. provided earnings guidance for the fiscal year 2026 and reiterated earnings guidance for the fiscal year 2027. For the year 2026, the company's preliminary expectations of $86 million in revenue. The Company reiterated expectations for Fiscal Year 2027, which began April 1, 2026, of between $95 million and $97 million in revenue.
お知らせ • Apr 17Orion Energy Systems, Inc. Increases Preliminary Earnings Guidance for the Fiscal Year Ended March 31, 2026Orion Energy Systems, Inc. increased preliminary earnings guidance for the fiscal year Ended March 31, 2026. The company announced an increase in its fiscal year 2026 revenue outlook to a range of between $84 million and $86 million — up from its previous outlook of approximately $84 million. For the period, the company reiterated its preliminary expectations for increased revenue growth and profitability.
分析記事 • Feb 08Earnings Beat: Orion Energy Systems, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsOrion Energy Systems, Inc. ( NASDAQ:OESX ) shareholders are probably feeling a little disappointed, since its shares...
Price Target Changed • Feb 05Price target increased by 26% to US$22.00Up from US$17.50, the current price target is an average from 2 analysts. New target price is 64% above last closing price of US$13.40. Stock is up 65% over the past year. The company is forecast to post a net loss per share of US$0.92 next year compared to a net loss per share of US$3.59 last year.
Major Estimate Revision • Jul 03Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$92.6m to US$83.8m. Losses expected to increase from US$0.16 per share to US$0.25. Electrical industry in the US expected to see average net income growth of 28% next year. Consensus price target down from US$2.50 to US$1.75. Share price was steady at US$0.59 over the past week.
Breakeven Date Change • Jun 27Forecast breakeven date pushed back to 2028The 2 analysts covering Orion Energy Systems previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 48% per year to 2027. The company is expected to make a profit of US$467.0k in 2028. Average annual earnings growth of 67% is required to achieve expected profit on schedule.
お知らせ • May 20Orion Energy Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2026 and Reiterates Earnings Guidance for the Fiscal Year 2027Orion Energy Systems, Inc. provided earnings guidance for the fiscal year 2026 and reiterated earnings guidance for the fiscal year 2027. For the year 2026, the company's preliminary expectations of $86 million in revenue. The Company reiterated expectations for Fiscal Year 2027, which began April 1, 2026, of between $95 million and $97 million in revenue.
お知らせ • May 19Orion Energy Systems, Inc. to Report Q4, 2026 Results on Jun 04, 2026Orion Energy Systems, Inc. announced that they will report Q4, 2026 results Pre-Market on Jun 04, 2026
お知らせ • Apr 17Orion Energy Systems, Inc. Increases Preliminary Earnings Guidance for the Fiscal Year Ended March 31, 2026Orion Energy Systems, Inc. increased preliminary earnings guidance for the fiscal year Ended March 31, 2026. The company announced an increase in its fiscal year 2026 revenue outlook to a range of between $84 million and $86 million — up from its previous outlook of approximately $84 million. For the period, the company reiterated its preliminary expectations for increased revenue growth and profitability.
分析記事 • Feb 08Earnings Beat: Orion Energy Systems, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsOrion Energy Systems, Inc. ( NASDAQ:OESX ) shareholders are probably feeling a little disappointed, since its shares...
New Risk • Feb 06New major risk - Revenue and earnings growthEarnings have declined by 40% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 40% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (23% increase in shares outstanding). Market cap is less than US$100m (US$53.6m market cap).
Reported Earnings • Feb 06Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$0.045 (up from US$0.46 loss in 3Q 2025). Revenue: US$21.1m (up 7.7% from 3Q 2025). Net income: US$160.0k (up US$1.67m from 3Q 2025). Profit margin: 0.8% (up from net loss in 3Q 2025). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
New Risk • Feb 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Shareholders have been diluted in the past year (22% increase in shares outstanding). Market cap is less than US$100m (US$56.0m market cap).
Price Target Changed • Feb 05Price target increased by 26% to US$22.00Up from US$17.50, the current price target is an average from 2 analysts. New target price is 64% above last closing price of US$13.40. Stock is up 65% over the past year. The company is forecast to post a net loss per share of US$0.92 next year compared to a net loss per share of US$3.59 last year.
分析記事 • Feb 04Orion Energy Systems, Inc.'s (NASDAQ:OESX) Low P/S No Reason For ExcitementWith a price-to-sales (or "P/S") ratio of 0.6x Orion Energy Systems, Inc. ( NASDAQ:OESX ) may be sending bullish...
New Risk • Jan 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Market cap is less than US$100m (US$64.8m market cap).
お知らせ • Jan 30+ 1 more updateOrion Energy Systems, Inc. has completed a Follow-on Equity Offering in the amount of $7 million.Orion Energy Systems, Inc. has completed a Follow-on Equity Offering in the amount of $7 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 500,000 Price\Range: $14 Discount Per Security: $0.98
お知らせ • Jan 22Orion Energy Systems, Inc. to Report Q3, 2026 Results on Feb 05, 2026Orion Energy Systems, Inc. announced that they will report Q3, 2026 results Pre-Market on Feb 05, 2026
Reported Earnings • Nov 06Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: US$0.17 loss per share (improved from US$1.10 loss in 2Q 2025). Revenue: US$19.9m (up 2.9% from 2Q 2025). Net loss: US$581.0k (loss narrowed 84% from 2Q 2025). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 78%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
分析記事 • Nov 06Does Orion Energy Systems (NASDAQ:OESX) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Oct 14Orion Energy Systems, Inc. to Report Q2, 2026 Results on Nov 05, 2025Orion Energy Systems, Inc. announced that they will report Q2, 2026 results Pre-Market on Nov 05, 2025
分析記事 • Sep 27Orion Energy Systems, Inc.'s (NASDAQ:OESX) Share Price Boosted 26% But Its Business Prospects Need A Lift TooOrion Energy Systems, Inc. ( NASDAQ:OESX ) shares have continued their recent momentum with a 26% gain in the last...
New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$21.9m market cap).
New Risk • Aug 07New major risk - Revenue and earnings growthEarnings have declined by 45% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 45% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$24.3m market cap).
分析記事 • Aug 07Is Orion Energy Systems (NASDAQ:OESX) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 06First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: US$0.037 loss per share (improved from US$0.12 loss in 1Q 2025). Revenue: US$19.6m (down 1.7% from 1Q 2025). Net loss: US$1.24m (loss narrowed 67% from 1Q 2025). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 27%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Jul 23Orion Energy Systems, Inc. to Report Q1, 2026 Results on Aug 06, 2025Orion Energy Systems, Inc. announced that they will report Q1, 2026 results Pre-Market on Aug 06, 2025
Major Estimate Revision • Jul 03Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$92.6m to US$83.8m. Losses expected to increase from US$0.16 per share to US$0.25. Electrical industry in the US expected to see average net income growth of 28% next year. Consensus price target down from US$2.50 to US$1.75. Share price was steady at US$0.59 over the past week.
Breakeven Date Change • Jun 27Forecast breakeven date pushed back to 2028The 2 analysts covering Orion Energy Systems previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 48% per year to 2027. The company is expected to make a profit of US$467.0k in 2028. Average annual earnings growth of 67% is required to achieve expected profit on schedule.
お知らせ • Jun 27Orion Energy Systems, Inc., Annual General Meeting, Aug 07, 2025Orion Energy Systems, Inc., Annual General Meeting, Aug 07, 2025.
お知らせ • Jun 26Orion Energy Systems, Inc. Provides Revenue Guidance for the Fiscal Year 2026Orion Energy Systems, Inc. provides revenue guidance for the Fiscal Year 2026. For the period, the company expects revenue growth of 5% to approximately $84 million which, based on the Company’s operating cost and gross profit percentage improvements, should position the Company to approach or achieve positive adjusted EBITDA for the full fiscal year.
お知らせ • Jun 05Orion Energy Systems, Inc. to Report Q4, 2025 Results on Jun 26, 2025Orion Energy Systems, Inc. announced that they will report Q4, 2025 results Pre-Market on Jun 26, 2025
分析記事 • May 10Little Excitement Around Orion Energy Systems, Inc.'s (NASDAQ:OESX) RevenuesWith a price-to-sales (or "P/S") ratio of 0.3x Orion Energy Systems, Inc. ( NASDAQ:OESX ) may be sending bullish...
お知らせ • Apr 24Orion Energy Systems, Inc. to Showcase Its High Quality, USA Manufactured LED Lighting Products at LightFair 2025 in Las Vegas, May 6-8Orion Energy Systems, Inc. announced it will showcase its high quality, USA manufactured LED lighting products at LightFair 2025 in Las Vegas, May 6-8 (Booth #1811). Orion will also host an informal investor gathering at LightFair on Tuesday, May 6th. Orion's USA manufactured LED lighting fixtures are some of the higher quality and best performing LED fixtures in the lighting industry. Orion stands in stark contrast to many other LED lighting companies who are increasing their pricing and lengthening their lead times for delivery. At Orion's booth #1811 will be showcasing full complement of lighting products which will highlight its flexible supply chain and ability to meet the needs of the market.
お知らせ • Apr 15+ 2 more updatesOrion Energy Systems, Inc. Confirms Revenue Guidance for the Fiscal Year Ended March 31, 2025Orion Energy Systems, Inc. confirmed revenue guidance for the fiscal year ended March 31, 2025. The company announced that it expects revenue near the midpoint of its $77 million - $83 million revenue outlook range for the fiscal year ended March 31, 2025.
お知らせ • Mar 24Nasdaq Grants 180 Days Extension to Orion Energy Systems to Regain Compliance with the Bid Price RuleAs previously disclosed, on September 20, 2024, Orion Energy Systems, Inc. (the Company") received written notice (the Notification") from the Listing Qualifications Department (the Staff") of The NASDAQ Stock Market LLC (Nasdaq") notifying the Company that it was not in compliance with the minimum bid price requirements set in Nasdaq Listing Rule 5550(a)(2) (the Bid Price Rule") for continued listing on The Nasdaq Capital Market, as the closing bid price of the Company's common stock had been below $1.00 per share for 30 consecutive trading days. Pursuant to Nasdaq Listing rule 5810(c)(3)(A), the Company was granted 180 calendar days, or until March 19, 2025, to regain compliance with the Bid Price Rule. In response, on March 19, 2025, the Company submitted a formal request to Nasdaq for an additional 180-calendar day period to regain compliance with the Bid Price Rule and provided written notice to Nasdaq that the Company intends to effectuate a reverse stock split during the additional compliance period if necessary to regain compliance with the Bid Price Rule. On March 20, 2025, the Company received a letter (the Letter") from the Staff notifying the Company that it is eligible for an additional 180 calendar day period from the date of the Letter, or until September 15, 2025 (the Additional Compliance Period") to regain compliance with the Bid Price Rule. Nasdaq's determination was based on the Company meeting the continued listing requirement for market value of publicly held shares and all other applicable requirements for initial listing on the The Nasdaq Capital Market with the exception of the Bid Price Rule, and the Company's written notice of its intention to cure the deficiency during the Additional Compliance Period by effecting a reverse stock split, if necessary. If at any time during the Additional Compliance Period the Company's common stock has a closing bid price of at least $1.00 per share for a minimum of 10 consecutive trading days, Nasdaq will provide the Company with written confirmation of compliance with the Bid Price Rule and this matter will be closed. If the Company does not regain compliance by September 15, 2025, then Nasdaq will notify the Company of its determination to delist the Company's common stock from trading on Nasdaq. Although the Company would have an opportunity to appeal the delisting determination to a hearings panel, under Nasdaq rules, the Company's delisting from Nasdaq would be effective on or about September 16, 2025. The Company intends to monitor the closing bid price of its common stock and may, if appropriate, consider implementing available options to regain compliance with the Bid Price Rule, including a reverse stock split, if necessary. There can be no assurance that the Company will be able to regain compliance with the Bid Price Rule, even if it maintains compliance with the other Nasdaq listing requirements.
Major Estimate Revision • Feb 18Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$97.8m to US$80.0m. Forecast losses increased from -US$0.28 to -US$0.33 per share. Electrical industry in the US expected to see average net income growth of 25% next year. Consensus price target of US$2.50 unchanged from last update. Share price rose 2.5% to US$0.83 over the past week.
お知らせ • Feb 12+ 1 more updateOrion Energy Systems, Inc. Provides Earning Guidance for the Fourth Quarter of Fiscal Year 2025Orion Energy Systems, Inc. provided earnings guidance for the fourth quarter of fiscal year 2025. For the quarter, the company expects revenue in the range of $19 million to $25 million which would be approximately in line or better than any of the first three quarters of fiscal year 2025.
Reported Earnings • Feb 12Third quarter 2025 earnings: EPS in line with expectations, revenues disappointThird quarter 2025 results: US$0.046 loss per share (improved from US$0.069 loss in 3Q 2024). Revenue: US$19.6m (down 25% from 3Q 2024). Net loss: US$1.51m (loss narrowed 33% from 3Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 39% per year whereas the company’s share price has fallen by 37% per year.
お知らせ • Jan 30Orion Energy Systems, Inc. to Report Q3, 2025 Results on Feb 11, 2025Orion Energy Systems, Inc. announced that they will report Q3, 2025 results Pre-Market on Feb 11, 2025
分析記事 • Nov 09Orion Energy Systems, Inc. (NASDAQ:OESX) Just Reported, And Analysts Assigned A US$2.50 Price TargetOrion Energy Systems, Inc. ( NASDAQ:OESX ) missed earnings with its latest second-quarter results, disappointing...
Reported Earnings • Nov 07Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.11 loss per share (improved from US$0.14 loss in 2Q 2024). Revenue: US$19.4m (down 6.0% from 2Q 2024). Net loss: US$3.63m (loss narrowed 17% from 2Q 2024). Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 29+ 2 more updatesOrion Energy Systems, Inc. to Report Q2, 2025 Results on Nov 06, 2024Orion Energy Systems, Inc. announced that they will report Q2, 2025 results on Nov 06, 2024
分析記事 • Oct 23Orion Energy Systems, Inc.'s (NASDAQ:OESX) Price Is Right But Growth Is LackingWith a price-to-sales (or "P/S") ratio of 0.3x Orion Energy Systems, Inc. ( NASDAQ:OESX ) may be sending bullish...
お知らせ • Sep 21Orion Energy Systems Receives Written Notice from Nasdaq Due to Non-Compliance with Minimum Bid Price Requirements Under Nasdaq Listing Rule 5550(a)(2)On September 20, 2024, Orion Energy Systems, Inc. (the ‘Company’) received written notice (the ‘Notification Letter’) from the Listing Qualifications Department of The NASDAQ Stock Market LLC (‘Nasdaq’) notifying the Company that it is not in compliance with the minimum bid price requirements set in Nasdaq Listing Rule 5550(a)(2) (the ‘Bid Price Rule’) for continued listing on The Nasdaq Capital Market. The Bid Price Rule requires listed securities to maintain a minimum bid price of $1.00 per share, and Listing Rule 5810(c)(3)(A) provides that a failure to meet the minimum bid price requirement exists if the deficiency continues for a period of 30 consecutive business days. Based on the closing bid price of the Company’s common stock for the 30 consecutive business days prior to the date of the Notification Letter, the Company no longer meets the Bid Price Rule. The Notification Letter does not impact the Company’s current listing on The Nasdaq Capital Market at this time, and shares of the Company’s common stock will continue to trade on the Nasdaq Capital Market under the symbol ‘OESX’. The Notification Letter states that the Company has 180 calendar days, or until March 19, 2025, to regain compliance with the Bid Price Rule. To regain compliance, the Company’s common stock must have a closing bid price of at least $1.00 per share for a minimum of 10 consecutive business days. If the Company does not regain compliance by March 19, 2025, an additional 180 days may be granted to regain compliance, so long as the Company meets The Nasdaq Capital Market initial listing criteria (except for the Bid Price Rule) and notifies Nasdaq in writing of its intention to cure the deficiency during the second compliance period, including the implementation of a reverse stock split, if necessary. If the Company does not qualify for the second compliance period or fails to regain compliance during the second 180-day period, then Nasdaq will notify the Company of its determination to delist the Company’s common stock, at which point the Company would have an opportunity to appeal the delisting determination to a hearings panel. The Company intends to monitor the closing bid price of its common stock and may, if appropriate, consider implementing available options to regain compliance with the Bid Price Rule. The Company’s management remains committed to the Company’s strategy of increasing its revenues and adhering to a strict cost culture. As previously announced, the Company achieved 13% year-over-year growth in the fiscal 2025 first quarter. In addition, the Company is currently targeting year-over-year revenue growth in fiscal 2025 in the range of 10-15%. The Company believes achievement of this performance will enable the Company to regain compliance with the Bid Price Rule.
Reported Earnings • Aug 08First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.12 loss per share (improved from US$0.20 loss in 1Q 2024). Revenue: US$19.9m (up 13% from 1Q 2024). Net loss: US$3.76m (loss narrowed 43% from 1Q 2024). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 4.3%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
New Risk • Aug 06New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$11m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$11m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$1.9m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (US$34.1m market cap).
分析記事 • Jul 24Investors Don't See Light At End Of Orion Energy Systems, Inc.'s (NASDAQ:OESX) Tunnel And Push Stock Down 33%Orion Energy Systems, Inc. ( NASDAQ:OESX ) shares have retraced a considerable 33% in the last month, reversing a fair...
お知らせ • Jul 24Orion Energy Systems, Inc. to Report Q1, 2025 Results on Aug 07, 2024Orion Energy Systems, Inc. announced that they will report Q1, 2025 results Pre-Market on Aug 07, 2024
お知らせ • Jul 01Orion Energy Systems, Inc., Annual General Meeting, Aug 08, 2024Orion Energy Systems, Inc., Annual General Meeting, Aug 08, 2024.
Reported Earnings • Jun 14Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: US$0.36 loss per share (improved from US$1.08 loss in FY 2023). Revenue: US$90.6m (up 17% from FY 2023). Net loss: US$11.7m (loss narrowed 66% from FY 2023). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 25%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jun 14Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: US$0.36 loss per share (improved from US$1.08 loss in FY 2023). Revenue: US$90.6m (up 17% from FY 2023). Net loss: US$11.7m (loss narrowed 66% from FY 2023). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 25%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
New Risk • Jun 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$8.2m). Currently unprofitable and not forecast to become profitable over next 3 years (US$1.9m net loss in 3 years). Market cap is less than US$100m (US$34.5m market cap).
お知らせ • Jun 09Orion Energy Systems, Inc. Reports Impairment on Intangibles for the Fourth Quarter Ended March 31, 2024Orion Energy Systems, Inc. reported impairment on Intangibles for the fourth quarter ended March 31, 2024. For the quarter, the company reported impairment on Intangibles of $456,000.
分析記事 • Jun 08Orion Energy Systems, Inc.'s (NASDAQ:OESX) Price Is Right But Growth Is Lacking After Shares Rocket 29%Orion Energy Systems, Inc. ( NASDAQ:OESX ) shares have had a really impressive month, gaining 29% after a shaky period...
お知らせ • Jun 08Orion Energy Systems, Inc. Provides Financial Guidance for Fiscal Year 2025Orion Energy Systems, Inc. provided financial guidance for fiscal year 2025. The company continues to target Fiscal Year 2025 revenue growth of 10%-15% on a consolidated basis compared to Fiscal Year 2024. This outlook is based on expected revenue from large national LED lighting projects for new and existing customers in the automotive, retail, technology, logistics/distribution and banking sectors. In addition, Orion anticipates continued growth in sales to ESCO and Agent partners who are responding favorably to the quality, energy efficiency and value of new LED lighting products developed to meet the needs of this channel. Additionally, Orion expects robust growth in EV charging solutions revenue in Fiscal Year 2025, driven by existing project contracts, a growing pipeline of opportunities developed by its expanded team, and synergies with Orion’s other businesses. Revenue from maintenance services is expected to contract by $4 million-$5 million in Fiscal Year 2025, primarily due to three large legacy customers that did not accept long-term pricing increases during recent RFP processes. These revenue impacts are expected to be partially offset by maintenance expansion opportunities with in the existing customer base.
分析記事 • May 22Here's Why Orion Energy Systems (NASDAQ:OESX) Can Afford Some DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • May 18Orion Energy Systems, Inc. to Report Fiscal Year 2024 Results on Jun 06, 2024Orion Energy Systems, Inc. announced that they will report fiscal year 2024 results on Jun 06, 2024
お知らせ • Apr 07Orion Energy Systems Receives Written Notice from the Listing Qualifications Department of the NASDAQ Stock MarketOn April 5, 2024, Orion Energy Systems, Inc. received written notice from the Listing Qualifications Department of The NASDAQ Stock Market LLC notifying the Company that it is not in compliance with the minimum bid price requirements set in Nasdaq Listing Rule 5550(a)(2) (the “Bid Price Rule”) for continued listing on The Nasdaq Capital Market. The Bid Price Rule requires listed securities to maintain a minimum bid price of $1.00 per share, and Listing Rule 5810(c)(3)(A) provides that a failure to meet the minimum bid price requirement exists if the deficiency continues for a period of 30 consecutive business days. Based on the closing bid price of the Company’s common stock for the 30 consecutive business days prior to the date of the Notification Letter, the Company no longer meets the Bid Price Rule. The Notification Letter does not impact the Company’s current listing on The Nasdaq Capital Market at this time, and shares of the Company’s common stock will continue to trade on the Nasdaq Capital Market under the symbol “OESX”. The Notification Letter states that the Company has 180 calendar days, or until October 2, 2024, to regain compliance with the Bid Price Rule. To regain compliance, the Company’s common stock must have a closing bid price of at least $1.00 per share for a minimum of 10 consecutive business days. If the Company does not regain compliance by October 2, 2024, an additional 180 days may be granted to regain compliance, so long as the Company meets The Nasdaq Capital Market initial listing criteria (except for the Bid Price Rule) and notifies Nasdaq in writing of its intention to cure the deficiency during the second compliance period, including the implementation of a reverse stock split, if necessary. If the Company does not qualify for the second compliance period or fails to regain compliance during the second 180-day period, then Nasdaq will notify the Company of its determination to delist the Company’s common stock, at which point the Company would have an opportunity to appeal the delisting determination to a hearings panel. The Company intends to monitor the closing bid price of its common stock and may, if appropriate, consider implementing available options to regain compliance with the Bid Price Rule. The Company previously received a similar notification from Nasdaq on December 21, 2023 and announced on January 30, 2024 that it had regained full compliance with the Bid Price Rule on January 25, 2024. The Company’s management remains committed to the Company’s strategy of increasing its revenues and adhering to a strict cost culture. As previously announced, the Company achieved 28% year-over-year growth in the fiscal 2024 third quarter. In addition, the Company expects to achieve fiscal 2024 revenue of between $90 Million to $95 Million and is currently targeting year-over-year revenue growth in fiscal 2025 in the range of 10-15%. The Company believes achievement of this performance will enable the Company to regain compliance with the Bid Price Rule.
分析記事 • Feb 12The Consensus EPS Estimates For Orion Energy Systems, Inc. (NASDAQ:OESX) Just Fell DramaticallyOne thing we could say about the analysts on Orion Energy Systems, Inc. ( NASDAQ:OESX ) - they aren't optimistic...
New Risk • Feb 08New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$18m Forecast net loss in 3 years: US$1.5m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$8.2m). Currently unprofitable and not forecast to become profitable over next 3 years (US$1.5m net loss in 3 years). Market cap is less than US$100m (US$38.7m market cap).
Reported Earnings • Feb 08Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: US$0.069 loss per share (improved from US$0.75 loss in 3Q 2023). Revenue: US$26.0m (up 28% from 3Q 2023). Net loss: US$2.26m (loss narrowed 91% from 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
Price Target Changed • Jan 19Price target decreased by 10.0% to US$4.50Down from US$5.00, the current price target is an average from 2 analysts. New target price is 323% above last closing price of US$1.07. Stock is down 42% over the past year. The company is forecast to post a net loss per share of US$0.50 next year compared to a net loss per share of US$1.08 last year.
お知らせ • Jan 19Orion Energy Systems, Inc. to Report Q3, 2024 Results on Feb 07, 2024Orion Energy Systems, Inc. announced that they will report Q3, 2024 results on Feb 07, 2024
お知らせ • Jan 18Orion Energy Systems, Inc. Provides Earnings Guidance for the Fourth Quarter and Fiscal Year 2024Orion Energy Systems, Inc. provided earnings guidance for the fourth quarter and fiscal year 2024. For the year, the company expects revenue growth between 16% and 23% to a range of approximately $90 million to $95 million. For the quarter, the company expects revenue in the range of $26 million to $31 million compared to $21.6 million in Fourth Quarter 2023.
分析記事 • Jan 08Why Investors Shouldn't Be Surprised By Orion Energy Systems, Inc.'s (NASDAQ:OESX) Low P/SWith a price-to-sales (or "P/S") ratio of 0.4x Orion Energy Systems, Inc. ( NASDAQ:OESX ) may be sending bullish...
お知らせ • Dec 24Orion Energy Systems Receives Written Notice from Nasdaq Regarding Non-Compliance with the Minimum Bid Price Requirements Set Forth in Nasdaq Listing Rule 5550(a)(2)On December 21, 2023, Orion Energy Systems, Inc. (the ‘Company’) received written notice (the ‘Notification Letter’) from the Listing Qualifications Department of The NASDAQ Stock Market LLC (‘Nasdaq’) notifying the Company that it is not in compliance with the minimum bid price requirements set forth in Nasdaq Listing Rule 5550(a)(2) (the ‘Bid Price Rule’) for continued listing on The Nasdaq Capital Market. The Bid Price Rule requires listed securities to maintain a minimum bid price of $1.00 per share, and Listing Rule 5810(c)(3)(A) provides that a failure to meet the minimum bid price requirement exists if the deficiency continues for a period of 30 consecutive business days. Based on the closing bid price of the Company’s common stock for the 30 consecutive business days prior to the date of the Notification Letter, the Company no longer meets the Bid Price Rule. The Notification Letter does not impact the Company’s current listing on The Nasdaq Capital Market at this time, and shares of the Company’s common stock will continue to trade on the Nasdaq Capital Market under the symbol ‘OESX’. The Notification Letter states that the Company has 180 calendar days, or until June 18, 2024, to regain compliance with the Bid Price Rule. To regain compliance, the Company’s common stock must have a closing bid price of at least $1.00 per share for a minimum of 10 consecutive business days. If the Company does not regain compliance by June 18, 2024, an additional 180 days may be granted to regain compliance, so long as the Company meets The Nasdaq Capital Market initial listing criteria (except for the Bid Price Rule) and notifies Nasdaq in writing of its intention to cure the deficiency during the second compliance period, including the implementation of a reverse stock split, if necessary. If the Company does not qualify for the second compliance period or fails to regain compliance during the second 180-day period, then Nasdaq will notify the Company of its determination to delist the Company’s common stock, at which point the Company would have an opportunity to appeal the delisting determination to a hearings panel. The Company intends to monitor the closing bid price of its common stock and may, if appropriate, consider implementing available options to regain compliance with the Bid Price Rule. The Company’s management remains committed to the Company’s strategy of increasing its revenues and adhering to a strict cost culture. As previously announced, the Company achieved 17% year-over-year and sequential growth in the fiscal 2024 second quarter. In addition, the Company expects to achieve fiscal 2024 revenue growth of 30% above fiscal 2023 revenue. This anticipated performance in the second half of fiscal 2024 is expected to generate positive Adjusted EBITDA and free cash flow during that period. The Company believes achievement of this performance will enable the Company to regain compliance with the Bid Price Rule.
Reported Earnings • Nov 09Second quarter 2024 earnings released: US$0.14 loss per share (vs US$0.074 loss in 2Q 2023)Second quarter 2024 results: US$0.14 loss per share (further deteriorated from US$0.074 loss in 2Q 2023). Revenue: US$20.6m (up 17% from 2Q 2023). Net loss: US$4.39m (loss widened 88% from 2Q 2023). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 08Orion Energy Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2024Orion Energy Systems, Inc. provided earnings guidance for the fiscal year 2024. For the year, the company expects revenue growth of 30% or more to approximately $100 Million, with the bulk of the increase occurring in the second half of the year.
お知らせ • Oct 31Orion Energy Systems, Inc. Announces Release of BABA Act-Compliant LED Lighting FixturesOrion Energy Systems, Inc. announced its latest line of LED lighting fixtures that are compliant with the Build America, Buy America (BABA) Act. These fixtures include LED High Bays, LED Strips, LED Strip Retrofits, LED Troffers, and LED Troffer Retrofits all manufactured at Orion’s facility in Manitowoc, Wisconsin. These new BABA Act-compliant LED lighting fixtures deliver DesignLights Consortium® efficiency while exceeding the Buy American Requirement established by the BABA Act. By incorporating Orion's BABA Act-compliant lighting fixtures in lighting infrastructure projects, non-Federal entity end users such as state governments, local governments, and public institutions of higher education, become eligible to receive federal funding through The Infrastructure Investment and Jobs Act (IIJA).
お知らせ • Oct 20Orion Energy Systems, Inc. to Report Q2, 2024 Results on Nov 07, 2023Orion Energy Systems, Inc. announced that they will report Q2, 2024 results Pre-Market on Nov 07, 2023
分析記事 • Oct 14Is Orion Energy Systems (NASDAQ:OESX) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Aug 17Orion Energy Systems Introduces TritonPro™ and New Harris Exterior LED Product LinesOrion Energy Systems, Inc. announced the launch of its new TritonPro™ product category and new Harris exterior LED lighting products. The launch comprises five new cutting-edge products that provide proprietary Orion design, quality and value-pricing to expand the Company’s reach into new construction and retrofit markets and to meet requests from channel partners. The new products are designed to provide unparalleled performance, efficiency, and in-field versatility to a broader array of customers and market segments. The new products are: TritonPro™ Compact Linear High Bay? is a compact, LED lighting fixture with a sleek design, minimal footprint, and unmatched performance. Offering powerful illumination and energy-saving capabilities, this fixture is perfect for high-ceiling indoor spaces such as warehouses, manufacturing units, and retail facilities. TritonPro™ LED Slimline Lumen Select Vaportight has a durable, waterproof construction engineered to deliver exceptional lighting performance in harsh environments. The product is ideal for use in parking garages, manufacturing facilities, and other demanding locations with a variety of lighting requirements. TritonPro™ LED Troffer Lumen Select? is an innovative lighting solution offering on-site customizable light settings that is ideal for modern office spaces, educational settings, and healthcare facilities. Configurable for specific needs, it enhances user comfort and productivity while also ensuring energy efficiency. TritonPro™ LED Lumen Select Strip Retrofit? is designed to replace outdated fluorescent lighting with ease. Providing exceptional illumination while reducing maintenance costs, it is an excellent choice for retail stores, supermarkets, and various commercial settings. Harris Area Light Lumen Select? is a high-performance outdoor LED lighting fixture designed for parking lots, pathways, and any large outdoor area. With field selectable capabilities and interchangeable optics lens options, it offers maximum on-site flexibility to match the needs of any environment, ensuring safety and security in previously dark outdoor areas.
Major Estimate Revision • Aug 16Consensus EPS estimates fall by 121%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.24 to -US$0.53 per share. Revenue forecast unchanged at US$101.0m. Electrical industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$4.00 unchanged from last update. Share price fell 9.9% to US$1.55 over the past week.
お知らせ • Aug 12Orion Energy Systems, Inc. Appoints Heather L. Wishart-Smith as DirectorOrion Energy Systems, Inc. announced that at the Annual Meeting was held on August 10, 2023, the company approved the appointment of Heather L. Wishart-Smith as director.
Reported Earnings • Aug 10First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.20 loss per share (further deteriorated from US$0.091 loss in 1Q 2023). Revenue: US$17.6m (down 1.6% from 1Q 2023). Net loss: US$6.64m (loss widened 134% from 1Q 2023). Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 103%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 10Orion Energy Systems, Inc. Provides Revenue Guidance for the Second Half and Full Year Fiscal Year 2024Orion Energy Systems, Inc. provided revenue guidance for the second half and full year fiscal year 2024. The company continues to expect financial year 2024 revenue growth of 30% or more to apprimately $100 million, generally buildlding as the year progresses with second quarter 2024 and the second half of the year, being stronger than first quarter 2024 and the first half of the year.
お知らせ • Jul 29Orion Energy Systems, Inc. to Report Q1, 2024 Results on Aug 09, 2023Orion Energy Systems, Inc. announced that they will report Q1, 2024 results Pre-Market on Aug 09, 2023
お知らせ • Jul 01Orion Energy Systems, Inc., Annual General Meeting, Aug 10, 2023Orion Energy Systems, Inc., Annual General Meeting, Aug 10, 2023, at 13:00 Central Standard Time. Agenda: To consider the election of one nominee named in the attached proxy statement as a Class I director to serve for a term expiring at the 2026 annual meeting of shareholders and one nominee named in the attached proxy statement as a Class II director to serve for a term expiring at the 2024 annual meeting of shareholders, in each case until his or her successor has been duly elected and qualified; to consider an advisory vote to approve the compensation of named executive officers as disclosed in the accompanying proxy statement; to consider an advisory vote on the frequency of future advisory shareholder votes on the compensation of named executive officers; and to consider other matters.
お知らせ • Jun 07Orion Energy Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2024Orion Energy Systems, Inc. provided earnings guidance for the fiscal year 2024. For the year, the company continues to expect Fiscal Year 2024 revenue growth of 30% or more to approximately $100M, with a greater proportion of revenue expected in the second half. the company's revenue guidance is based on approximately $34 million in aggregate revenue expected from maintenance services and EV charging solutions and the balance from LED lighting products and solutions, including national account projects, ESCO partners and distribution channel sales.
分析記事 • Jun 07Health Check: How Prudently Does Orion Energy Systems (NASDAQ:OESX) Use Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Jun 07Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: US$1.08 loss per share (down from US$0.20 profit in FY 2022). Revenue: US$77.4m (down 38% from FY 2022). Net loss: US$34.3m (down US$40.4m from profit in FY 2022). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 9.5%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Electrical industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
お知らせ • May 26Orion Energy Systems, Inc. to Report Q4, 2023 Results on Jun 06, 2023Orion Energy Systems, Inc. announced that they will report Q4, 2023 results Pre-Market on Jun 06, 2023
お知らせ • May 24Orion Energy Systems, Inc. Announces the Introduction of New Energy-Efficient Led Lighting Products to Its Expanding PortfolioOrion Energy Systems, Inc. announced the introduction of new energy-efficient LED lighting products to its expanding portfolio. These new innovations will be showcased at Orion booth #1131 at the LIGHTFAIR® 2023 International Trade Show and Conference, taking place at the Jacob K. Javits Convention Center in New York City, New York from Tuesday, May 23rd to Thursday, May 25th. Among the highly anticipated additions to the exterior LED product line is the Harris Area Light Lumen Select, Gen 1. This versatile outdoor area light offers a host of cutting-edge features that provides unparalleled flexibility in the field. The key highlights include: Tool-less lens swap capabilities to effortlessly switch between four lens types, enabling quick and effortless in-field adjustments. Field adjustable CCT options, with a choice of 3000K, 4000K, and 5000K, allowing users to customize the lighting environment. Field adjustable wattage, providing multiple fixture configurations and lumen packages ranging from 12,000 to 42,000 lumens. Pre-wired sensor receptacle, streamlining installation with easy screw-in functionality which eliminates the need for in-field sensor wiring.
分析記事 • Apr 13What Is Orion Energy Systems, Inc.'s (NASDAQ:OESX) Share Price Doing?While Orion Energy Systems, Inc. ( NASDAQ:OESX ) might not be the most widely known stock at the moment, it received a...
Reported Earnings • Feb 10Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: US$0.75 loss per share (down from US$0.035 profit in 3Q 2022). Revenue: US$20.3m (down 34% from 3Q 2022). Net loss: US$24.1m (down US$25.2m from profit in 3Q 2022). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.
分析記事 • Jan 31Some Orion Energy Systems, Inc. (NASDAQ:OESX) Analysts Just Made A Major Cut To Next Year's EstimatesToday is shaping up negative for Orion Energy Systems, Inc. ( NASDAQ:OESX ) shareholders, with the analysts delivering...
お知らせ • Jan 31Orion Energy Systems, Inc. Announces Board ChangesOn January 30, 2023, Orion Energy Systems, Inc. announced that Charles McDulin resigned from the Company's board of directors on January 27, 2023. Mr. McDulin tendered his resignation from the Board in connection with his resignation from Kanen Wealth Management, LLC and its affiliates (KWM). Mr. McDulins retirement from the Board is the result of his resignation from KWM, and did not arise or result from any disagreement with the Company on any matters relating to the Companys operations, policies or practices. Mr. McDulin was appointed to the Board as part of that certain cooperation agreement, dated January 3, 2023, by and among Orion Energy Systems, Inc., KWM, David Kanen and Charles McDulin (the Cooperation Agreement). Pursuant to the Cooperation Agreement, the Boards Nominating and Corporate Governance Committee is actively working with Kanen Wealth Management, LLC and David Kanen to identify, vet and mutually agree upon a suitable independent director replacement for Mr. McDulin.
Major Estimate Revision • Jan 25Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$99.3m to US$85.9m. Forecast losses increased from -US$0.163 to -US$0.223 per share. Electrical industry in the US expected to see average net income growth of 5.2% next year. Consensus price target down from US$4.33 to US$4.00. Share price fell 10.0% to US$1.71 over the past week.
お知らせ • Jan 24+ 1 more updateOrion Energy Systems, Inc. Provides Revenue Guidance for the Fourth Quarter of Fiscal 2023 and for the Fiscal Year 2023 and 2024Orion Energy Systems, Inc. provided revenue guidance for the fourth quarter of fiscal 2023 and for the fiscal year 2023 and 2024. The company continued sequential revenue growth in fourth quarter 2023, which should be the strongest quarter of financial year 2023, and likely will exceed fourth quarter 2022 revenue of $22.1 million.As a result, the company now expects full financial year 2023 revenue of $77 million to $80 million.The company currently preliminarily expects financial year 2024 revenue growth of 30% or more over financial year 2023.
お知らせ • Jan 18Orion Energy Systems Adds Ken Poole as EVP of SalesOrion Energy Systems, Inc. announced the addition of Ken Poole, a proven leader in sales strategy, project-based sales leadership and management, as Executive Vice President of Sales. Mr. Poole will report directly to CEO Michael Jenkins.Mr. Poole has over 23 years of sales and leadership experience, most recently as Vice President, Strategic Account Sales at Johnson Controls North America, following prior sales management roles at Tyco Integrated Security and ADT Security Services. In his last position held at Johnson Controls, he had a secured revenue responsibility of more than $1Billion. Prior to that, he led a commercial security sales team consisting of over 600 sales managers, sellers, and support personnel across North America -- and was responsible for generating over $250M in new revenue per year. Ken began his career as a retail clothing entrepreneur, growing his business to three locations. He then focused his career on corporate sales -- where he progressed rapidly -- as a sales representative and sales manager to senior sales management and leadership positions.
お知らせ • Jan 05Orion Energy Systems Adds Charles McDulin to Board of DirectorsOrion Energy Systems, Inc. announced that it has increased the size of the board to six members and appointed Charles McDulin to its board of directors effective immediately. Mr. McDulin is an investment analyst at Philotimo Fund, LP, a hedge fund focused on small-cap value and affiliated with Kanen Wealth Management, LLC.
Price Target Changed • Nov 16Price target decreased to US$4.33Down from US$5.63, the current price target is an average from 3 analysts. New target price is 153% above last closing price of US$1.71. Stock is down 59% over the past year. The company is forecast to post a net loss per share of US$0.16 compared to earnings per share of US$0.20 last year.
Reported Earnings • Nov 09Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.075 loss per share (down from US$0.12 profit in 2Q 2022). Revenue: US$17.6m (down 52% from 2Q 2022). Net loss: US$2.33m (down 164% from profit in 2Q 2022). Revenue missed analyst estimates by 8.1%. Earnings per share (EPS) also missed analyst estimates by 45%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
分析記事 • Oct 13Orion Energy Systems' (NASDAQ:OESX) Returns On Capital Are Heading HigherIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...