Orion Energy Systems
OESXMarket price data through November 12, 2026.
Performance
Nov 2021 – Nov 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -58%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$30
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- October 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 1 month
- How long Benson has been tracking this pick.
About Orion Energy Systems
Orion Energy Systems makes energy saving LED lights for stores, warehouses, factories, data centers, and government buildings. It also installs electric car chargers and maintains lighting for big customers. Think of it as the company that swaps old, power hungry bulbs for modern ones made in Manitowoc, Wisconsin, so customers pay less on their electric bills.
The case for and against
Both sides of the story, in plain English.
- Lights Lead Growth
Lighting sales jumped 40% to 14.9 million dollars from 10.7 million a year ago, thanks to bigger projects. That lifted total revenue 9% to 21.7 million dollars. Management is sticking with its raised full year target of 100 to 102 million dollars, up from 95 to 97 million earlier.
- Data Center Demand
Orion won another multimillion dollar lighting order from one of the world's largest data center operators, after its first big order from them in June. A longtime retail customer also committed to a new project worth 10 to 15 million dollars. With AI driving a wave of new data center construction, lights built in Wisconsin are finding a big new market.
- Margin Squeeze
Orion kept 28.7 cents of every sales dollar after product costs, down from 31 cents a year ago and 34.6 cents last quarter. Spending also rose to 7 million dollars from 6.4 million. The result was a net loss of 0.8 million dollars, a bit worse than the 0.6 million dollar loss a year ago.
- Back Half Bet
After 47.4 million dollars of sales in the first half, Orion needs roughly 53 to 55 million in the next two quarters to hit its goal. Electric car charger sales also fell 41% to 2.8 million dollars because funding for those projects is still uncertain. With a market value near 55 million dollars, one delayed project could hit the stock hard.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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