Orion Energy (OESX) Raises Guidance. How Firm is the Retailer Opportunity?
Orion Energy Systems (OESX) raised its fiscal 2027 revenue outlook to $100M-$102M, up from $95M-$97M, due to a retailer's $10M-$15M program. Q1 revenue was $25.7M with net income of $2.0M, up from a $1.2M loss a year earlier. Profitability improved with higher gross margins. However, the new program's timing and margins remain uncertain.


