Orion Energy Systems
OESXMarket price data through October 2, 2026.
Performance
Oct 2021 – Oct 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- 0%
- 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
- 0 months
- How long Benson has been tracking this pick.
About Orion Energy Systems
Orion Energy Systems makes energy saving LED lights for stores, factories, and government buildings. It also installs electric vehicle chargers and maintains lighting for big customers. Think of it as the company that swaps old, power hungry bulbs for modern ones so customers pay less on their electric bills. Most of its indoor lighting is built in Manitowoc, Wisconsin.
The case for and against
Both sides of the story, in plain English.
- Turnaround Is Real
Revenue jumped 32% to 25.7 million dollars last quarter, and the company swung from a 1.2 million dollar loss to 2 million dollars of net income. Gross margin rose to 34.6% from 30.1%, and it was the seventh quarter in a row of positive adjusted earnings.
- Data Center Door Opens
Orion landed its first multimillion dollar order for lighting inside a giant data center. A maintenance contract worth about 45 million dollars over three years adds steady income, and management expects 95 to 97 million dollars of revenue this year.
- One Big Customer
A single customer made up 38.1% of revenue last quarter, and one large exterior lighting project helped lift the results. If that customer slows down or a project slips, the whole year can swing.
- Priced For Good News
The stock is up about 240% in a year, and management expects gross margin to settle between 30% and 32%, below last quarter's 34.6%. With a market value near 100 million dollars, this is a tiny company and the price can move sharply either way.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-10-02. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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