Tearsheet

Energy Focus (EFOI)


Market Price (6/19/2026): $3.17 | Market Cap: $19.8 MilSector: Consumer Discretionary | Industry: Household Appliances

Energy Focus (EFOI)


Market Price (6/19/2026): $3.17
Market Cap: $19.8 Mil
Sector: Consumer Discretionary
Industry: Household Appliances

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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Megatrend and thematic drivers
Megatrends include Sustainable & Green Buildings, Smart Buildings & Proptech, and Sustainable Resource Management. Themes include Energy Efficient Building Materials, Show more.

Weak multi-year price returns
3Y Excs Rtn is -56%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -0.9 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -23%

Expensive valuation multiples
P/SPrice/Sales ratio is 5.0x

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -16%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.8%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -27%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -29%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.9%

High stock price volatility
Vol 12M is 228%

Key risks
EFOI key risks include [1] severe financial instability raising "going concern" doubts from auditors and management, Show more.

0 Megatrend and thematic drivers
Megatrends include Sustainable & Green Buildings, Smart Buildings & Proptech, and Sustainable Resource Management. Themes include Energy Efficient Building Materials, Show more.
1 Weak multi-year price returns
3Y Excs Rtn is -56%
2 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -0.9 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -23%
3 Expensive valuation multiples
P/SPrice/Sales ratio is 5.0x
4 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -16%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.8%
5 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -27%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -29%
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.9%
7 High stock price volatility
Vol 12M is 228%
8 Key risks
EFOI key risks include [1] severe financial instability raising "going concern" doubts from auditors and management, Show more.

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/18/2026

Energy Focus (EFOI) stock has gained about 80% since 2/28/2026 because of the following key factors:

1. Significant Expansion into High-Growth Data Center Infrastructure Market. Energy Focus announced substantial progress in multi-year data center projects, including the completion of Project G and the advancement of Project Y. Project Y alone, a multi-year program spanning fiscal years 2026 through 2027, has an estimated contract value of approximately $6.6 million, contributing to a total contract value of roughly $7.1 million across these initiatives. This expansion positions the company in the high-demand sector of data center and AI-driven infrastructure.

2. Improved Fiscal Q1 2026 Financial Results and Earnings Beat. For fiscal Q1 2026, which ended March 31, 2026, Energy Focus reported net sales of $0.9 million, a 54.1% increase compared to $0.6 million in fiscal Q1 2025. The company also significantly narrowed its net loss to $0.1 million, an improvement from a $0.3 million loss in the prior year. Furthermore, Energy Focus reported an Earnings Per Share (EPS) of -$0.02, substantially beating the consensus estimate of -$1.82.

Show more
Updated on 6/18/2026

Energy Focus (EFOI) stock has gained about 80% since 2/28/2026 because of the following key factors:

1. Significant Expansion into High-Growth Data Center Infrastructure Market. Energy Focus announced substantial progress in multi-year data center projects, including the completion of Project G and the advancement of Project Y. Project Y alone, a multi-year program spanning fiscal years 2026 through 2027, has an estimated contract value of approximately $6.6 million, contributing to a total contract value of roughly $7.1 million across these initiatives. This expansion positions the company in the high-demand sector of data center and AI-driven infrastructure.

2. Improved Fiscal Q1 2026 Financial Results and Earnings Beat. For fiscal Q1 2026, which ended March 31, 2026, Energy Focus reported net sales of $0.9 million, a 54.1% increase compared to $0.6 million in fiscal Q1 2025. The company also significantly narrowed its net loss to $0.1 million, an improvement from a $0.3 million loss in the prior year. Furthermore, Energy Focus reported an Earnings Per Share (EPS) of -$0.02, substantially beating the consensus estimate of -$1.82.

3. Strategic International Market Entries and Strong Growth Outlook. Energy Focus announced its entry into the Japan energy storage market with a joint investment of approximately $1.1 million for a 35% interest in a new joint venture. Concurrently, the company projected a "multi-fold revenue surge" in the Australian market for fiscal years 2026-2027, anticipating individual project awards could yield revenue four to five times its typical annual earnings, driven by strategic partnerships and evolving energy subsidies.

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Stock Movement Drivers

Fundamental Drivers

The 78.9% change in EFOI stock from 2/28/2026 to 6/18/2026 was primarily driven by a 97.7% change in the company's P/S Multiple.
(LTM values as of)22820266182026Change
Stock Price ($)1.753.1378.9%
Change Contribution By: 
Total Revenues ($ Mil)440.8%
P/S Multiple2.55.097.7%
Shares Outstanding (Mil)66-10.2%
Cumulative Contribution78.9%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/18/2026
ReturnCorrelation
EFOI78.9% 
Market (SPY)9.2%15.6%
Sector (XLY)0.5%21.2%

Fundamental Drivers

The 35.5% change in EFOI stock from 11/30/2025 to 6/18/2026 was primarily driven by a 49.7% change in the company's P/S Multiple.
(LTM values as of)113020256182026Change
Stock Price ($)2.313.1335.5%
Change Contribution By: 
Total Revenues ($ Mil)440.8%
P/S Multiple3.45.049.7%
Shares Outstanding (Mil)66-10.2%
Cumulative Contribution35.5%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/18/2026
ReturnCorrelation
EFOI35.5% 
Market (SPY)9.9%14.0%
Sector (XLY)-0.5%18.9%

Fundamental Drivers

The 52.7% change in EFOI stock from 5/31/2025 to 6/18/2026 was primarily driven by a 116.1% change in the company's P/S Multiple.
(LTM values as of)53120256182026Change
Stock Price ($)2.053.1352.7%
Change Contribution By: 
Total Revenues ($ Mil)54-16.2%
P/S Multiple2.35.0116.1%
Shares Outstanding (Mil)56-15.7%
Cumulative Contribution52.7%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/18/2026
ReturnCorrelation
EFOI52.7% 
Market (SPY)28.1%12.0%
Sector (XLY)10.5%15.5%

Fundamental Drivers

The 6.8% change in EFOI stock from 5/31/2023 to 6/18/2026 was primarily driven by a 259.1% change in the company's P/S Multiple.
(LTM values as of)53120236182026Change
Stock Price ($)2.933.136.8%
Change Contribution By: 
Total Revenues ($ Mil)54-19.5%
P/S Multiple1.45.0259.1%
Shares Outstanding (Mil)26-63.0%
Cumulative Contribution6.8%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/18/2026
ReturnCorrelation
EFOI6.8% 
Market (SPY)85.7%8.2%
Sector (XLY)58.4%9.3%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
EFOI Return6%-93%-32%-21%94%26%-90%
Peers Return15%4%17%29%23%6%137%
S&P 500 Return27%-19%24%23%16%8%98%

Monthly Win Rates [3]
EFOI Win Rate42%25%50%42%50%50% 
Peers Win Rate48%37%52%62%57%57% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
EFOI Max Drawdown-73%-93%-80%-51%-44%-57% 
Peers Max Drawdown-31%-34%-30%-24%-46%-27% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: AYI, HUBB, ETN, LYTS, OESX.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/18/2026 (YTD)

How Low Can It Go

EventEFOIS&P 500
2025 US Tariff Shock
  % Loss-41.6%-18.8%
  % Gain to Breakeven71.3%23.1%
  Time to Breakeven98 days79 days
2024 Yen Carry Trade Unwind
  % Loss-10.0%-7.8%
  % Gain to Breakeven11.2%8.5%
  Time to Breakeven1 days18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-45.5%-9.5%
  % Gain to Breakeven83.3%10.5%
  Time to Breakeven104 days24 days
2023 SVB Regional Banking Crisis
  % Loss-58.7%-6.7%
  % Gain to Breakeven141.9%7.1%
  Time to Breakeven1025 days31 days
2020 COVID-19 Crash
  % Loss-56.2%-33.7%
  % Gain to Breakeven128.3%50.9%
  Time to Breakeven48 days140 days
2014-2016 Oil Price Collapse
  % Loss-11.8%-6.8%
  % Gain to Breakeven13.3%7.3%
  Time to Breakeven7 days15 days

Compare to AYI, HUBB, ETN, LYTS, OESX

In The Past

Energy Focus's stock fell -41.6% during the 2025 US Tariff Shock. Such a loss loss requires a 71.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventEFOIS&P 500
2025 US Tariff Shock
  % Loss-41.6%-18.8%
  % Gain to Breakeven71.3%23.1%
  Time to Breakeven98 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-45.5%-9.5%
  % Gain to Breakeven83.3%10.5%
  Time to Breakeven104 days24 days
2023 SVB Regional Banking Crisis
  % Loss-58.7%-6.7%
  % Gain to Breakeven141.9%7.1%
  Time to Breakeven1025 days31 days
2020 COVID-19 Crash
  % Loss-56.2%-33.7%
  % Gain to Breakeven128.3%50.9%
  Time to Breakeven48 days140 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-45.8%-17.9%
  % Gain to Breakeven84.6%21.8%
  Time to Breakeven127 days123 days
2008-2009 Global Financial Crisis
  % Loss-87.7%-53.4%
  % Gain to Breakeven715.9%114.4%
  Time to Breakeven2026 days1085 days
Summer 2007 Credit Crunch
  % Loss-21.6%-8.6%
  % Gain to Breakeven27.5%9.5%
  Time to Breakeven17 days47 days

Compare to AYI, HUBB, ETN, LYTS, OESX

In The Past

Energy Focus's stock fell -41.6% during the 2025 US Tariff Shock. Such a loss loss requires a 71.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Energy Focus (EFOI)

Energy Focus (EFOI) is a technology company that designs, develops, manufactures, markets, and sells a range of energy-efficient lighting systems, lighting controls, and ultraviolet-C (UV-C) light disinfection products. The company focuses on providing advanced solutions to enhance efficiency and safety across various demanding environments.

A primary market for Energy Focus is the military maritime sector, where it supplies specialized LED lighting products to the United States Navy and allied foreign navies. Its offerings for this segment include military-grade Intellitube retrofit TLEDs, Invisitube ultra-low EMI TLEDs, and robust fixtures such as LED globe lights, berth lights, and high-bay fixtures designed for naval vessels.

Beyond military applications, Energy Focus also serves industrial and commercial markets with energy-efficient LED lighting solutions like RedCap emergency battery backup TLEDs, the EnFocus lighting platform for dimming and color tuning, and LED replacement fixtures for various settings. The company has also expanded its product portfolio to include nUVo tower and nUVo traveler portable UV-C air disinfectors, addressing the growing demand for air purification in commercial and industrial spaces.

AI Analysis | Feedback

Here are 1-3 brief analogies for Energy Focus (EFOI):

  1. A specialized Signify (formerly Philips Lighting), focusing on military-grade and demanding industrial LED systems, plus UV-C air disinfection.
  2. Like a focused division of Honeywell, providing advanced and rugged lighting and air purification solutions for critical commercial, industrial, and military applications.

AI Analysis | Feedback

Energy Focus (EFOI) offers the following major products:

  • Military-grade Intellitube retrofit TLED: LED lighting products designed for military maritime retrofit applications.
  • Invisitube ultra-low EMI TLED: Military-grade LED tube lights featuring ultra-low electromagnetic interference.
  • Military-grade LED fixtures: Includes LED globe lights, berth lights, high-bay fixtures, and LED retrofit kits for naval vessels.
  • RedCap emergency battery backup TLEDs: LED tube lights equipped with an integrated emergency battery backup system.
  • EnFocus lighting platform: An advanced lighting platform providing dimming and color tuning functionalities.
  • LED replacement fixtures: Fixtures designed to replace linear fluorescent lamps, downlights, and for retrofit in various commercial and industrial settings.
  • LED dock lights: Specialized LED lighting solutions for dock areas.
  • nUVo UVCD air disinfectors: Portable ultraviolet-C light products, including the nUVo tower and nUVo traveler, for air disinfection.

AI Analysis | Feedback

Major Customers of Energy Focus (EFOI)

Energy Focus (EFOI) primarily sells its products to other companies and organizations across military maritime, industrial, and commercial markets. Based on the provided description, its major customers and customer categories are:

  • United States Navy: As a key customer in the military maritime market, EFOI provides military-grade LED lighting products and fixtures to the U.S. Navy. The United States Navy is a government entity and does not have a public company symbol.
  • Allied Foreign Navies: Similar to the U.S. Navy, EFOI supplies its specialized military-grade LED lighting solutions to various allied foreign navies. These are government/military entities and do not have public company symbols.
  • Industrial Market Companies: Energy Focus sells to various companies within the industrial sector. While specific customer company names are not provided in the description, this category includes businesses that utilize products such as LED replacement fixtures for low-bay, high-bay, and dock light applications.
  • Commercial Market Companies: EFOI serves businesses in the commercial sector. The description does not list specific customer company names but indicates that this category includes entities needing LED replacement fixtures for linear fluorescent lamps, downlights, office applications, and nUVo portable UVCD air disinfectors.

AI Analysis | Feedback

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AI Analysis | Feedback

Chiao Chieh (Jay) Huang, Chief Executive Officer, President, Director, and Chief Financial Officer

Mr. Huang assumed the role of CEO in August 2023. He has served as the President of Sander Electronics, Inc. since 2015, having started with the company in 1997. Mr. Huang possesses over 20 years of experience in engineering and management within the LED lighting industry and holds more than 50 electronic and lighting-related patents. In recent years, he has focused on the development of green energy-related products. He has demonstrated a strong personal commitment to Energy Focus by investing significant personal funds into the company through private stock purchases in 2025.

Kin Fu Chen, Chairman of the Board

Mr. Chen was appointed Chairman of the Board in August 2023, concurrently with Mr. Huang's transition to CEO. He contributes a wealth of experience and a deep understanding of Energy Focus' operations, values, and strategic goals to the board.

Randy Gianas, Senior Vice President

Mr. Gianas serves as the Senior Vice President of Energy Focus, Inc.

Laszlo Takacs, Chief Technology Officer

Mr. Takacs is the Chief Technology Officer at Energy Focus, Inc.

AI Analysis | Feedback

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Key Risks to Energy Focus (EFOI):

  1. Dependence on Government and Military Spending: Energy Focus's significant focus on providing LED lighting products to the United States Navy and allied foreign navies means a substantial portion of its business is reliant on government contracts and defense budgets. Fluctuations in defense spending, changes in procurement priorities, or economic pressures on government budgets could directly and negatively impact the company's military maritime segment.
  2. Intense Competition and Market Dynamics in the LED Lighting Sector: The commercial and industrial LED lighting market, where Energy Focus offers various retrofit and replacement solutions, is highly competitive and mature. The presence of numerous domestic and international manufacturers can lead to pricing pressures, reduced margins, and the constant need for technological innovation to differentiate products and maintain market share.
  3. Variable Demand for UV-C Light Disinfection Products: The company's nUVo tower and nUVo traveler portable UV-C air disinfectors operate in a market segment that may be subject to significant shifts in demand. Factors such as evolving public health concerns, the perceived necessity of such products post-pandemic, and the introduction of alternative disinfection technologies could lead to volatile sales for this product line.
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AI Analysis | Feedback

The emergence and increasing development of Far-UVC light technology poses a clear threat to Energy Focus's traditional UV-C light disinfection products, such as the nUVo tower and nUVo traveler. Far-UVC technology, typically operating at wavelengths around 222nm, is being developed to safely inactivate airborne and surface pathogens in occupied spaces, a significant advantage over conventional UV-C (around 254nm) which generally requires the absence of people or extensive shielding due to safety concerns. If Far-UVC solutions achieve widespread commercial viability and adoption, they could render traditional UV-C disinfection products less competitive or even obsolete in many applications, particularly for continuous disinfection in public and commercial environments where occupants are present.

AI Analysis | Feedback

Energy Focus (EFOI) Addressable Markets

Energy Focus (EFOI) Addressable Markets

Energy Focus, Inc. (EFOI) operates in several key markets with substantial addressable opportunities. Based on their primary product offerings, the market sizes for their main products and services are as follows:

Military Maritime LED Lighting Products

The global military lighting market, which includes the maritime sector, was valued at approximately USD 702.8 million in 2025 and is projected to reach USD 1,258.6 million by 2035, growing at a Compound Annual Growth Rate (CAGR) of 6.0%. LED lighting is anticipated to hold a significant share within this market, projected to lead the technology segment with a 64.7% share by 2035. Specifically for the marine segment, the global marine lighting market was estimated at USD 426.33 million in 2024 and is expected to increase to approximately USD 715.91 million by 2034, expanding at a CAGR of 5.32% from 2025 to 2034. LED technology dominated the marine lighting market, accounting for approximately 46% of the total market share. North America is projected to be the fastest-growing region in the marine lighting market.

Commercial and Industrial LED Lighting Products

The global industrial and commercial LED lighting market was estimated at USD 58.00 billion in 2024 and is projected to reach USD 134.51 billion by 2033, demonstrating a CAGR of 9.6% from 2025 to 2033. Another estimate indicates the market size was USD 54.3 billion in 2024 and is projected to grow to USD 160.7 billion by 2035, at a CAGR of 10.37% from 2025 to 2035. In the United States, the industrial and commercial LED lighting market was valued at USD 11.4 billion in 2024.

UV-C Light Disinfection Products (nUVo tower and nUVo traveler portable UVCD air disinfectors)

The global UV air purifier market, which includes products like the nUVo tower and nUVo traveler, was estimated at USD 1,777.6 million in 2023 and is anticipated to reach USD 3,600.3 million by 2030, growing at a CAGR of 10.7% from 2024 to 2030. Another source indicates a market size of USD 2.55 billion in 2025, projected to reach approximately USD 6.83 billion by 2035, expanding at a CAGR of 10.35% from 2026 to 2035. The portable segment held a significant share of 68% of the UV air purifier market in 2025. The broader global ultraviolet disinfection equipment market, which encompasses air disinfection among other applications, was estimated at USD 4,108.4 million in 2024 and is projected to reach USD 7,532.6 million by 2033, growing at a CAGR of 7.1% from 2025 to 2033. North America held the largest share of the global ultraviolet disinfection equipment market, accounting for 32.1% of revenue in 2024, with the U.S. leading the North American market.

AI Analysis | Feedback

Energy Focus, Inc. (EFOI) is looking to drive future revenue growth over the next 2-3 years through several key strategies:

  1. Growth in Military Maritime Market Sales: The company has demonstrated significant growth in its military maritime product sales, which increased by 95.4% in the second quarter of 2024 compared to the same period in 2023. This growth is attributed to its focused sales strategy and market-adjusted pricing, indicating continued potential in this specialized sector.
  2. Expansion of Product Portfolio with High-Efficiency GaN Power Supply Products: Energy Focus plans to expand its product portfolio to include high-efficiency GaN (gallium nitride) power supply products. This initiative aims to introduce new offerings that can contribute to future revenue streams.
  3. Strategic Initiatives and Market Expansion: The company is committed to driving further growth through ongoing strategic initiatives and broader market expansion efforts, in addition to focusing on its core markets.
  4. Improved Financial Stability and Cost Management: Although not a direct revenue driver, the company's efforts to improve its financial health, as seen in the increased gross profit margin in Q1 2025 and a significant reduction in cost of sales, enable it to sustain operations and invest in future growth opportunities. The reduction in operating expenses and elimination of high-interest debt also contribute to a more stable foundation for pursuing revenue-generating initiatives.

AI Analysis | Feedback

Share Issuance

  • In December 2021, Energy Focus executed a private placement generating approximately $4.5 million in gross proceeds through the issuance and sale of 1,278,413 shares of common stock (or pre-funded warrants) and warrants to purchase up to 1,278,413 shares.
  • In June 2023, the company completed a private placement, issuing 746,875 shares of common stock and raising approximately $1.3 million in gross proceeds, primarily facilitated by purchasers associated with Sander Electronics.
  • Throughout 2025, CEO Chiao Chieh (Jay) Huang participated in multiple private placements, investing approximately $900,000 by purchasing common stock, including a $500,000 private placement in August 2025 involving 264,550 shares.

Inbound Investments

  • A private placement in June 2023 brought in approximately $1.3 million, with participation from purchasers linked to Sander Electronics.
  • The CEO and CFO, Jay Huang, made significant insider investments in 2025, including a $500,000 purchase of 264,550 shares in August. He acquired a total of 526,559 shares for an estimated $1,100,000 in two purchases in the past six months (as of December 2025).
  • In the last 24 months (up to March 2026), institutional investors collectively purchased approximately $100,400 worth of Energy Focus' stock.

Capital Expenditures

  • Energy Focus' capital expenditures were -$443,000 in 2021, -$41,000 in 2022, -$69,000 in 2023, and -$19,000 in 2024.
  • The company invested $49,000 in capital expenditures during the third quarter of 2025.
  • The company has indicated intentions to divert its "war chest" into capital-intensive plays such as AI-powered UPS systems, energy storage, microgrid technology, and expansion into new geographies like the Gulf Cooperation Council and Central Asia.

Better Bets vs. Energy Focus (EFOI)

Latest Trefis Analyses

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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

EFOIAYIHUBBETNLYTSOESXMedian
NameEnergy F.Acuity Hubbell Eaton LSI Indu.Orion En. 
Mkt Price3.13317.62523.69421.7726.609.82172.11
Mkt Cap0.09.727.8163.70.90.05.3
Rev LTM44,5875,99628,522610862,598
Op Inc LTM-16491,2425,18136-2343
FCF LTM-15589093,77638-1298
FCF 3Y Avg-15067893,34839-4272
CFO LTM-16401,0794,74142-1341
CFO 3Y Avg-15749584,19844-4309

Growth & Margins

EFOIAYIHUBBETNLYTSOESXMedian
NameEnergy F.Acuity Hubbell Eaton LSI Indu.Orion En. 
Rev Chg LTM-16.2%15.9%7.2%12.7%11.4%8.3%9.8%
Rev Chg 3Y Avg-5.8%4.1%5.7%10.1%7.3%4.4%5.1%
Rev Chg Q54.1%4.9%11.1%16.8%13.6%23.3%15.2%
QoQ Delta Rev Chg LTM9.4%1.1%2.6%3.9%3.0%6.0%3.5%
Op Inc Chg LTM40.6%19.0%12.0%7.3%9.3%82.6%15.5%
Op Inc Chg 3Y Avg50.3%8.0%15.2%18.0%2.3%41.1%16.6%
Op Mgn LTM-23.0%14.2%20.7%18.2%5.9%-1.9%10.0%
Op Mgn 3Y Avg-38.5%13.9%19.6%18.2%6.6%-8.3%10.2%
QoQ Delta Op Mgn LTM5.7%0.5%0.0%-0.8%-0.5%0.9%0.3%
CFO/Rev LTM-27.3%13.9%18.0%16.6%6.9%-1.3%10.4%
CFO/Rev 3Y Avg-27.7%13.9%16.8%16.2%8.3%-3.9%11.1%
FCF/Rev LTM-28.6%12.2%15.2%13.2%6.2%-1.6%9.2%
FCF/Rev 3Y Avg-28.7%12.2%13.8%12.9%7.4%-4.4%9.8%

Valuation

EFOIAYIHUBBETNLYTSOESXMedian
NameEnergy F.Acuity Hubbell Eaton LSI Indu.Orion En. 
Mkt Cap0.09.727.8163.70.90.05.3
P/S5.02.14.65.71.40.43.4
P/Op Inc-21.815.022.431.624.4-23.118.7
P/EBIT-21.716.722.931.624.5-16.419.8
P/E-21.822.630.741.036.8-12.026.7
P/CFO-18.415.225.834.520.9-35.218.0
Total Yield-4.6%4.6%4.3%2.4%3.1%-8.3%2.7%
Dividend Yield0.0%0.2%1.0%0.0%0.3%0.0%0.1%
FCF Yield 3Y Avg-14.9%6.0%3.6%2.7%7.7%-123.4%3.2%
D/E0.00.10.10.10.40.20.1
Net D/E-0.00.10.10.10.30.10.1

Returns

EFOIAYIHUBBETNLYTSOESXMedian
NameEnergy F.Acuity Hubbell Eaton LSI Indu.Orion En. 
1M Rtn-18.7%16.8%13.8%13.4%17.1%11.8%13.6%
3M Rtn72.0%18.7%6.6%17.4%36.3%5.9%18.0%
6M Rtn42.3%-11.6%21.1%34.3%42.3%-41.3%27.7%
12M Rtn80.9%14.8%32.9%27.4%65.6%72.8%49.3%
3Y Rtn46.3%92.3%69.9%129.3%130.3%-44.2%81.1%
1M Excs Rtn-20.7%14.8%11.8%11.4%15.1%9.8%11.6%
3M Excs Rtn58.4%5.2%-6.9%3.9%22.7%-7.6%4.5%
6M Excs Rtn35.3%-21.3%9.8%18.3%30.8%-43.7%14.1%
12M Excs Rtn50.5%-7.9%10.1%3.7%41.4%51.5%25.7%
3Y Excs Rtn-55.8%21.6%0.9%54.5%51.7%-114.9%11.2%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Military maritime market (MMM) products23425
Commercial products21245
Setup Service0    
Total456610


Operating Income by Segment
$ Mil20142013201220112010
Products4-11-1-2
Solutions-0-1-1-11
Reconciliation-6-5-4-4-6
Total-3-7-5-5-8


Price Behavior

Price Behavior
Market Price$3.13 
Market Cap ($ Bil)0.0 
First Trading Date12/29/2006 
Distance from 52W High-51.8% 
   50 Days200 Days
DMA Price$3.67$2.65
DMA Trendupup
Distance from DMA-14.8%18.2%
 3M1YR
Volatility431.3%229.4%
Downside Capture441.68146.37
Upside Capture445.14176.17
Correlation (SPY)17.9%12.0%
EFOI Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta1.8311.614.493.322.130.85
Up Beta-3.6613.456.925.344.160.24
Down Beta2.044.47-0.57-0.320.150.58
Up Capture235%1092%611%457%228%115%
Bmk +ve Days13283667141432
Stock +ve Days11203259112337
Down Capture513%966%177%196%126%105%
Bmk -ve Days7132757109318
Stock -ve Days9213062128373

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EFOI
EFOI80.3%229.4%0.83-
Sector ETF (XLY)12.3%18.4%0.4915.4%
Equity (SPY)26.5%12.4%1.6112.0%
Gold (GLD)24.2%27.5%0.776.9%
Commodities (DBC)19.8%18.8%0.83-16.1%
Real Estate (VNQ)11.0%13.7%0.5212.0%
Bitcoin (BTCUSD)-38.3%42.4%-1.0210.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EFOI
EFOI-37.8%152.7%0.19-
Sector ETF (XLY)7.1%23.8%0.2610.4%
Equity (SPY)13.5%17.1%0.629.4%
Gold (GLD)17.1%18.3%0.766.9%
Commodities (DBC)7.5%19.4%0.290.8%
Real Estate (VNQ)1.9%18.9%0.009.2%
Bitcoin (BTCUSD)11.6%54.2%0.415.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EFOI
EFOI-33.9%128.3%0.16-
Sector ETF (XLY)12.6%22.1%0.5213.0%
Equity (SPY)15.3%18.0%0.7312.8%
Gold (GLD)12.3%16.1%0.635.7%
Commodities (DBC)5.9%18.0%0.265.5%
Real Estate (VNQ)5.3%20.7%0.2211.0%
Bitcoin (BTCUSD)60.4%66.8%1.002.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity0.2 Mil
Short Interest: % Change Since 5152026-30.6%
Average Daily Volume0.1 Mil
Days-to-Cover Short Interest3.3 days
Basic Shares Quantity6.2 Mil
Short % of Basic Shares2.8%

Earnings Returns History

Updated 6/17/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/12/20260.7%-5.0%-17.7%
11/12/2025-0.4%-2.1%4.7%
8/12/20253.7%-1.6%26.0%
5/13/2025-0.6%-4.6%7.6%
11/12/20242.0%2.8%14.5%
8/12/2024-1.5%9.1%0.0%
5/13/202421.5%10.3%6.1%
3/22/2024-2.2%-4.4%-10.6%
...
SUMMARY STATS   
# Positive7813
# Negative15149
Median Positive5.0%9.7%14.5%
Median Negative-4.1%-4.8%-13.0%
Max Positive21.5%16.9%195.8%
Max Negative-15.0%-28.5%-33.5%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/12/20260.7%-5.0%-17.7%
11/12/2025-0.4%-2.1%4.7%
8/12/20253.7%-1.6%26.0%
5/13/2025-0.6%-4.6%7.6%
11/12/20242.0%2.8%14.5%
8/12/2024-1.5%9.1%0.0%
5/13/202421.5%10.3%6.1%
3/22/2024-2.2%-4.4%-10.6%
11/9/20235.0%2.5%25.8%
8/10/2023-3.4%-1.4%-1.4%
5/11/2023-2.7%-3.6%-16.0%
3/23/2023-4.1%-7.7%-8.1%
11/10/2022-1.1%6.2%15.0%
8/11/2022-10.2%-5.3%-13.0%
5/12/2022-6.1%-1.4%195.8%
3/17/2022-7.2%-7.2%-22.4%
11/12/2021-11.0%-15.0%64.3%
8/12/2021-14.7%-21.7%-9.7%
5/13/2021-7.2%13.3%42.9%
3/25/202111.1%16.9%0.6%
11/12/2020-15.0%-28.5%-33.5%
8/13/202012.6%14.5%11.5%
SUMMARY STATS   
# Positive7813
# Negative15149
Median Positive5.0%9.7%14.5%
Median Negative-4.1%-4.8%-13.0%
Max Positive21.5%16.9%195.8%
Max Negative-15.0%-28.5%-33.5%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/12/202610-Q
12/31/202503/24/202610-K
09/30/202511/12/202510-Q
06/30/202508/12/202510-Q
03/31/202505/13/202510-Q
12/31/202403/25/202510-K
09/30/202411/12/202410-Q
06/30/202408/13/202410-Q
03/31/202405/13/202410-Q
12/31/202303/22/202410-K
09/30/202311/09/202310-Q
06/30/202308/10/202310-Q
03/31/202305/11/202310-Q
12/31/202203/23/202310-K
09/30/202211/10/202210-Q
06/30/202208/11/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/12/202610-Q
12/31/202503/24/202610-K
09/30/202511/12/202510-Q
06/30/202508/12/202510-Q
03/31/202505/13/202510-Q
12/31/202403/25/202510-K
09/30/202411/12/202410-Q
06/30/202408/13/202410-Q
03/31/202405/13/202410-Q
12/31/202303/22/202410-K
09/30/202311/09/202310-Q
06/30/202308/10/202310-Q
03/31/202305/11/202310-Q
12/31/202203/23/202310-K
09/30/202211/10/202210-Q
06/30/202208/11/202210-Q
03/31/202205/12/202210-Q
12/31/202103/17/202210-K
09/30/202111/12/202110-Q
06/30/202108/12/202110-Q
03/31/202105/13/202110-Q
12/31/202003/25/202110-K
09/30/202011/12/202010-Q
06/30/202008/13/202010-Q
03/31/202005/13/202010-Q
12/31/201903/24/202010-K
09/30/201911/13/201910-Q
06/30/201909/13/201910-Q

Insider Activity

Updated 4/26/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Huang, Chiao ChiehChief Executive OfficerDirectBuy123120252.29262,009600,0013,254,592Form
2Huang, Chiao ChiehChief Executive OfficerDirectBuy81920251.89264,550500,0002,190,907Form
3Huang, Chiao ChiehChief Executive OfficerDirectBuy62320251.81110,497200,0001,619,335Form
4Huang, Chiao ChiehChief Executive OfficerDirectBuy62320251.93103,627200,0001,513,435Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Huang, Chiao ChiehChief Executive OfficerDirectBuy123120252.29262,009600,0013,254,592Form
2Huang, Chiao ChiehChief Executive OfficerDirectBuy81920251.89264,550500,0002,190,907Form
3Huang, Chiao ChiehChief Executive OfficerDirectBuy62320251.81110,497200,0001,619,335Form
4Huang, Chiao ChiehChief Executive OfficerDirectBuy62320251.93103,627200,0001,513,435Form
Core Cache Last Updated: 6/18/2026