Orion Energy Systems (OESX)
Market Price (6/8/2026): $9.265 | Market Cap: $35.9 MilSector: Industrials | Industry: Electrical Components & Equipment
Orion Energy Systems (OESX)
Market Price (6/8/2026): $9.265Market Cap: $35.9 MilSector: IndustrialsIndustry: Electrical Components & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -36% Megatrend and thematic driversMegatrends include Sustainable & Green Buildings, Smart Buildings & Proptech, and Sustainable Resource Management. Themes include Energy Efficient Building Materials, Show more. | Weak multi-year price returns2Y Excs Rtn is -41%, 3Y Excs Rtn is -112% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -1.6 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.9% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -1.3%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.6% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -13% High stock price volatilityVol 12M is 952% Key risksOESX key risks include [1] significant financial instability and liquidity constraints, Show more. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -36% |
| Megatrend and thematic driversMegatrends include Sustainable & Green Buildings, Smart Buildings & Proptech, and Sustainable Resource Management. Themes include Energy Efficient Building Materials, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -41%, 3Y Excs Rtn is -112% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -1.6 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.9% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -1.3%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.6% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -13% |
| High stock price volatilityVol 12M is 952% |
| Key risksOESX key risks include [1] significant financial instability and liquidity constraints, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Orion Energy Systems (OESX) stock has lost about 15% since 2/28/2026 because of the following key factors:
1. Significant Earnings Per Share Miss in Fiscal Q4 2026. Despite reporting a 23% year-over-year revenue increase to $25.7 million and achieving its sixth consecutive quarter of positive adjusted EBITDA, Orion Energy Systems reported a diluted loss per share of $(0.39) for fiscal Q4 2026, which ended March 31, 2026. This figure significantly missed analyst expectations of $0.16 per share, representing a miss of 343.8% and likely contributing to negative investor sentiment.
2. Perceived Overvaluation of the Stock. As of June 4, 2026, Orion Energy Systems was considered approximately 5.5% overvalued, with its stock price of $9.20 exceeding its GuruFocus Value of $8.72. This valuation assessment could have prompted investors to sell, contributing to the downward price movement.
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Stock Movement Drivers
Fundamental Drivers
The -14.4% change in OESX stock from 2/28/2026 to 6/7/2026 was primarily driven by a -11.7% change in the company's P/S Multiple.| (LTM values as of) | 2282026 | 6072026 | Change |
|---|---|---|---|
| Stock Price ($) | 11.12 | 9.52 | -14.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 81 | 86 | 6.0% |
| P/S Multiple | 0.5 | 0.4 | -11.7% |
| Shares Outstanding (Mil) | 4 | 4 | -8.5% |
| Cumulative Contribution | -14.4% |
Market Drivers
2/28/2026 to 6/7/2026| Return | Correlation | |
|---|---|---|
| OESX | -14.4% | |
| Market (SPY) | 7.8% | 22.0% |
| Sector (XLI) | -1.4% | 16.5% |
Fundamental Drivers
The -40.0% change in OESX stock from 11/30/2025 to 6/7/2026 was primarily driven by a -38.5% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 6072026 | Change |
|---|---|---|---|
| Stock Price ($) | 15.87 | 9.52 | -40.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 80 | 86 | 8.0% |
| P/S Multiple | 0.7 | 0.4 | -38.5% |
| Shares Outstanding (Mil) | 3 | 4 | -9.6% |
| Cumulative Contribution | -40.0% |
Market Drivers
11/30/2025 to 6/7/2026| Return | Correlation | |
|---|---|---|
| OESX | -40.0% | |
| Market (SPY) | 8.5% | 14.3% |
| Sector (XLI) | 14.0% | 11.9% |
Fundamental Drivers
The 41.9% change in OESX stock from 5/31/2025 to 6/7/2026 was primarily driven by a 64.8% change in the company's P/S Multiple.| (LTM values as of) | 5312025 | 6072026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.71 | 9.52 | 41.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 85 | 86 | 1.2% |
| P/S Multiple | 0.3 | 0.4 | 64.8% |
| Shares Outstanding (Mil) | 3 | 4 | -14.9% |
| Cumulative Contribution | 41.9% |
Market Drivers
5/31/2025 to 6/7/2026| Return | Correlation | |
|---|---|---|
| OESX | 41.9% | |
| Market (SPY) | 26.6% | 13.3% |
| Sector (XLI) | 23.6% | 11.0% |
Fundamental Drivers
The -35.5% change in OESX stock from 5/31/2023 to 6/7/2026 was primarily driven by a -29.7% change in the company's P/S Multiple.| (LTM values as of) | 5312023 | 6072026 | Change |
|---|---|---|---|
| Stock Price ($) | 14.75 | 9.52 | -35.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 78 | 86 | 10.9% |
| P/S Multiple | 0.6 | 0.4 | -29.7% |
| Shares Outstanding (Mil) | 3 | 4 | -17.2% |
| Cumulative Contribution | -35.5% |
Market Drivers
5/31/2023 to 6/7/2026| Return | Correlation | |
|---|---|---|
| OESX | -35.5% | |
| Market (SPY) | 83.4% | 6.7% |
| Sector (XLI) | 88.1% | 6.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| OESX Return | -63% | -50% | -52% | -8% | 92% | -40% | -91% |
| Peers Return | 1% | -6% | -12% | -0% | -19% | 12% | -25% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 102% |
Monthly Win Rates [3] | |||||||
| OESX Win Rate | 17% | 25% | 17% | 33% | 50% | 33% | |
| Peers Win Rate | 43% | 43% | 47% | 53% | 52% | 53% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 67% | |
Max Drawdowns [4] | |||||||
| OESX Max Drawdown | -72% | -67% | -61% | -50% | -94% | -52% | |
| Peers Max Drawdown | -37% | -41% | -49% | -33% | -55% | -31% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: AYI, LYTS, HUBB, CHPT, BLNK.
[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 6/5/2026 (YTD)
How Low Can It Go
| Event | OESX | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -32.3% | -18.8% |
| % Gain to Breakeven | 47.7% | 23.1% |
| Time to Breakeven | 93 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -12.9% | -7.8% |
| % Gain to Breakeven | 14.8% | 8.5% |
| Time to Breakeven | 82 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -49.2% | -9.5% |
| % Gain to Breakeven | 96.7% | 10.5% |
| Time to Breakeven | 719 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -22.7% | -6.7% |
| % Gain to Breakeven | 29.4% | 7.1% |
| Time to Breakeven | 17 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -52.1% | -33.7% |
| % Gain to Breakeven | 108.9% | 50.9% |
| Time to Breakeven | 160 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -52.2% | -19.2% |
| % Gain to Breakeven | 109.1% | 23.8% |
| Time to Breakeven | 103 days | 105 days |
In The Past
Orion Energy Systems's stock fell -32.3% during the 2025 US Tariff Shock. Such a loss loss requires a 47.7% gain to breakeven.
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| Event | OESX | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -32.3% | -18.8% |
| % Gain to Breakeven | 47.7% | 23.1% |
| Time to Breakeven | 93 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -49.2% | -9.5% |
| % Gain to Breakeven | 96.7% | 10.5% |
| Time to Breakeven | 719 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -22.7% | -6.7% |
| % Gain to Breakeven | 29.4% | 7.1% |
| Time to Breakeven | 17 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -52.1% | -33.7% |
| % Gain to Breakeven | 108.9% | 50.9% |
| Time to Breakeven | 160 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -52.2% | -19.2% |
| % Gain to Breakeven | 109.1% | 23.8% |
| Time to Breakeven | 103 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -43.7% | -12.2% |
| % Gain to Breakeven | 77.5% | 13.9% |
| Time to Breakeven | 294 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -74.0% | -6.8% |
| % Gain to Breakeven | 284.7% | 7.3% |
| Time to Breakeven | 1441 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -34.8% | -17.9% |
| % Gain to Breakeven | 53.4% | 21.8% |
| Time to Breakeven | 675 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -46.1% | -15.4% |
| % Gain to Breakeven | 85.5% | 18.2% |
| Time to Breakeven | 1219 days | 125 days |
In The Past
Orion Energy Systems's stock fell -32.3% during the 2025 US Tariff Shock. Such a loss loss requires a 47.7% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
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About Orion Energy Systems (OESX)
AI Analysis | Feedback
Here are 1-2 brief analogies to describe Orion Energy Systems (OESX):
- They are like Signify (formerly Philips Lighting) for commercial and industrial energy-efficient LED retrofits and smart controls.
- They are like Honeywell for commercial lighting and smart building energy management systems.
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- LED High Bay Fixtures: Energy-efficient lighting solutions for commercial, industrial, and retail environments.
- Smart Building Control Systems: Systems providing advanced lighting control options and data intelligence capabilities for building managers.
- LED Troffer Door Retrofits: LED upgrades designed for existing grid ceilings in office and retail spaces.
- Specialty LED and HIF Fixtures: A diverse range of lighting fixtures for agribusinesses, parking lots, roadways, and other outdoor applications.
- Lighting-Related Energy Management Services: Comprehensive services including site assessment, engineering design, project management, installation, and utility incentive management.
- Replacement Lamps and Fixture Components: Sales of parts for lighting maintenance and after-market needs.
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Orion Energy Systems (OESX) sells primarily to other companies. Based on the provided description, its major customers fall into the following categories:
- Commercial and Retail Businesses: This includes companies that operate commercial offices, retail stores, and other related facilities requiring interior and exterior lighting and energy management systems.
- Industrial and Agribusinesses: Companies in the industrial sector (e.g., manufacturing, warehousing) and agribusinesses that utilize OESX's high bay fixtures, smart building controls, and other LED lighting solutions for their operational facilities.
- Channel Partners and Energy Service Companies: This category includes independent sales agencies, distributors, electrical contractors, and energy service companies. These partners purchase OESX products directly for resale, private label resale, or for integration into larger projects and services they provide to their own end-user clients.
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Sally Washlow, Chief Executive Officer
Sally Washlow was appointed Chief Executive Officer of Orion Energy Systems in April 2025. She joined Orion's Board of Directors in 2022. Prior to joining Orion, Ms. Washlow served as COO/President of Nasdaq-listed Cobra Electronics and subsequently became CEO of Cedar Electronics following its transformation under private equity ownership. Her career also includes leadership roles at Motorola and LG Electronics.
Per Brodin, Chief Financial Officer, Executive Vice President, Chief Accounting Officer and Treasurer
Per Brodin joined Orion as Executive Vice President in October 2020 and was named Chief Financial Officer in November 2020. He brings over 30 years of experience as a finance executive, including more than ten years as CFO of publicly registered companies. His previous CFO roles include Claire's Stores (2008–2016), ATI Physical Therapy (2016–2017), and Shopko Stores (2017–2019). Mr. Brodin also served as Interim CFO for KKR-owned Fleet Farm from March to August 2020.
Scott Green, President and Chief Operating Officer
Scott Green was named President and Chief Operating Officer of Orion in April 2025. He joined Orion Energy Systems in July 2013 through the acquisition of Harris Lighting, where he held various leadership positions. Prior to his promotion, Mr. Green served in multiple roles at Orion, including President, Orion Services Group (November 2021 to April 2025), and Chief Operating Officer of Orion Energy Systems (2017 to 2021). Before joining Orion, he served as Executive Vice President of Harris Manufacturing and Harris LED, and CEO of Harris Manufacturing from 1997 to July 2013. He also held CEO positions at Green Enterprises, Inc. (1983-2002) and Restaurants of Southeastern Michigan, Inc. (1989-1993).
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Key Risks to Orion Energy Systems (OESX)
Orion Energy Systems (OESX) faces several key risks, primarily centered around its financial performance and market position.
- Revenue Decline and Profitability Challenges: Orion Energy Systems has reported declining total revenue in recent fiscal years, particularly within its core LED lighting business. For instance, the company reported a total revenue of $79.7 million in fiscal year 2025, a decrease from $90.6 million in fiscal year 2024, and has consistently posted net losses. While the company is working to improve gross margins and aims for modest revenue growth and positive adjusted EBITDA in upcoming fiscal years, consistent profitability remains a significant challenge.
- Liquidity Concerns and Shareholder Dilution: The company has demonstrated a reliance on issuing stock to manage its balance sheet obligations, including payments related to the Voltrek acquisition. This practice leads to shareholder dilution. Furthermore, Orion has faced concerns regarding its compliance with Nasdaq listing requirements due to its stock price, with a reverse stock split being a potential measure to address this. This highlights potential liquidity issues and an ongoing need for external capital.
- Intense Competition and Market Fragmentation: Orion operates in highly fragmented and competitive markets for energy-efficient lighting products, EV charging solutions, and maintenance services. The company competes with numerous manufacturers, distributors, electrical contractors, and other service providers based on factors such as technology, cost, performance, quality, customer experience, energy efficiency, customer service, and marketing support. This intense competition can exert pressure on pricing, market share, and ultimately, the company's revenue and profitability.
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Orion Energy Systems (OESX) operates within several addressable markets in North America, primarily focusing on LED lighting, smart building control systems, and energy management services.
LED Lighting
The North America LED lighting market was valued at approximately USD 22.2 billion in 2024 and is projected to reach USD 44.7 billion by 2033, growing at a Compound Annual Growth Rate (CAGR) of 8.1% from 2025 to 2033. Other estimates indicate the market was USD 26.96 billion in 2024, with projections to reach USD 53.49 billion by 2033 at a CAGR of 7.91% from 2024 to 2033. The commercial segment holds a significant portion of this market.
Smart Building Control Systems and Energy Management Systems
The North America Energy Management Systems market was valued at USD 10.5 billion in 2023 and is anticipated to grow at a CAGR of over 5.6% from 2024 to 2032. Another report estimated the North America Energy Management Systems (EMS) Market at USD 14.39 billion in 2024, projected to grow to USD 44.27 billion by 2033, at a CAGR of 13.3% from 2025 to 2033. The North America building automation systems market, which encompasses smart building controls, reached USD 76.57 billion in 2026 and is forecast to climb to USD 128.93 billion by 2031, reflecting a 10.98% CAGR. The overall global smart building market was estimated at USD 141.79 billion in 2025 and is projected to reach USD 554.02 billion by 2033, with North America accounting for over 35% of the revenue share in 2025.
Energy Management Services
The global building energy management services market, which includes services offered by Orion, is expected to increase from USD 11.00 billion in 2025 to USD 25.87 billion by 2035, expanding at a CAGR of 8.93% from 2026 to 2035. North America held the largest market share, at 40%, in 2025. Within the North America energy management systems market, services alone constituted the largest share of 42.60% in 2025 and are projected to expand at a 16.55% CAGR.
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Orion Energy Systems (OESX) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:
- Growth in Electric Vehicle (EV) Charging Solutions: The company's EV charging business has demonstrated strong performance, with 96% growth in fiscal year 2024, and is anticipated to continue expanding. Orion is focusing on fleet installations to build national infrastructure in the EV charging sector.
- Expansion of Maintenance Services and Recurring Revenue: Orion expects continued improvements in its maintenance services revenue. This growth is bolstered by new customer contracts, the expansion of existing customer relationships, and significant renewals, such as a three-year, $45 million maintenance contract.
- Increased Activity in LED Lighting Projects and Distribution Channels: The company anticipates higher LED lighting revenues in fiscal year 2026, driven by increased project activity and strategic efforts to boost sales through distribution channels. A notable exterior lighting project valued between $14 million and $15 million, with most revenue expected in the first half of fiscal year 2027, further underscores this driver.
- Introduction and Expansion of New Energy-Efficient Solutions, such as Battery Energy Storage Systems (BESS): Orion is actively expanding its service offerings to include new ventures like battery energy storage systems, with initial deployments already underway at multiple sites and plans for further expansion. This diversification into additional energy-efficient solutions represents a new avenue for revenue growth.
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Share Repurchases
- No significant share repurchases have been reported within the last 3-5 years; the company's credit agreement places restrictions on redeeming, retiring, or purchasing its own stock.
Share Issuance
- In October 2025, Orion Energy Systems issued $1 million in common stock to Kathleen Connors to fulfill fiscal 2025 earnout obligations related to the Voltrek acquisition.
- A 1-for-10 reverse stock split was enacted on August 22, 2025, which reduced the number of issued and outstanding shares from approximately 35.2 million to about 3.5 million.
- In January 2026, the company priced a public offering of 500,000 common shares at $14.00 per share, anticipating gross proceeds of approximately $7.0 million to be used for debt reduction, working capital, and general corporate purposes.
Outbound Investments
- Orion Energy Systems acquired Voltrek LLC on October 5, 2022, for a purchase price consisting of $5 million in cash and $1 million in common stock, with potential earnout payments up to an additional $13.65 million through fiscal year 2025.
- In October 2025, the company settled its fiscal 2024 earnout obligations for the Voltrek acquisition with payments totaling $875,000 and issued $1 million in common stock for fiscal 2025 obligations.
- The company acquired Stay-Lite Lighting, a nationwide lighting and electrical maintenance service provider, in January 2022, to accelerate the growth of its Maintenance Services business.
Capital Expenditures
- Capital expenditures were $0.9 million in fiscal 2021, $0.5 million in fiscal 2022, and $0.7 million in fiscal 2023.
- These expenditures primarily focused on general corporate purposes for the corporate headquarters and technology center, production equipment and tooling, and information technology systems.
- Fiscal year 2025 saw investing cash flow of approximately $128,000, indicating minimal capital expenditures or proceeds from asset sales.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Orion Energy Systems Earnings Notes | 12/16/2025 | |
| Would You Still Hold Orion Energy Systems Stock If It Fell 30%? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 16.04 |
| Mkt Cap | 0.5 |
| Rev LTM | 511 |
| Op Inc LTM | 17 |
| FCF LTM | 18 |
| FCF 3Y Avg | 18 |
| CFO LTM | 21 |
| CFO 3Y Avg | 20 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.7% |
| Rev Chg 3Y Avg | 5.1% |
| Rev Chg Q | 9.2% |
| QoQ Delta Rev Chg LTM | 2.2% |
| Op Inc Chg LTM | 16.2% |
| Op Inc Chg 3Y Avg | 12.1% |
| Op Mgn LTM | 2.0% |
| Op Mgn 3Y Avg | -0.9% |
| QoQ Delta Op Mgn LTM | 0.7% |
| CFO/Rev LTM | 2.8% |
| CFO/Rev 3Y Avg | 2.2% |
| FCF/Rev LTM | 2.3% |
| FCF/Rev 3Y Avg | 1.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.5 |
| P/S | 1.1 |
| P/Op Inc | 6.7 |
| P/EBIT | 7.5 |
| P/E | 10.4 |
| P/CFO | 5.9 |
| Total Yield | -2.5% |
| Dividend Yield | 0.1% |
| FCF Yield 3Y Avg | -18.1% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -3.3% |
| 3M Rtn | 6.7% |
| 6M Rtn | -24.7% |
| 12M Rtn | 17.1% |
| 3Y Rtn | 9.1% |
| 1M Excs Rtn | -1.6% |
| 3M Excs Rtn | -2.9% |
| 6M Excs Rtn | -23.6% |
| 12M Excs Rtn | -4.5% |
| 3Y Excs Rtn | -56.6% |
Price Behavior
| Market Price | $9.52 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 12/19/2007 | |
| Distance from 52W High | -48.4% | |
| 50 Days | 200 Days | |
| DMA Price | $9.41 | $11.37 |
| DMA Trend | up | down |
| Distance from DMA | 1.2% | -16.3% |
| 3M | 1YR | |
| Volatility | 55.8% | 957.2% |
| Downside Capture | 147.47 | 429.87 |
| Upside Capture | 48.56 | 381.47 |
| Correlation (SPY) | 27.2% | 13.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.27 | 1.88 | 1.10 | 1.02 | 10.96 | 2.48 |
| Up Beta | -0.15 | 1.83 | 0.63 | 1.45 | 32.64 | 4.54 |
| Down Beta | 6.26 | 4.80 | 1.55 | -0.03 | -1.10 | 0.01 |
| Up Capture | 68% | 100% | 55% | 39% | 1667% | 182% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 10 | 19 | 25 | 51 | 118 | 332 |
| Down Capture | 46% | 237% | 173% | 184% | 212% | 111% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 10 | 22 | 38 | 73 | 132 | 388 |
[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 OESX | |
|---|---|---|---|---|
| OESX | 57.4% | 951.5% | 0.97 | - |
| Sector ETF (XLI) | 22.8% | 15.5% | 1.13 | 11.0% |
| Equity (SPY) | 25.3% | 12.1% | 1.57 | 13.3% |
| Gold (GLD) | 27.6% | 26.9% | 0.88 | 5.0% |
| Commodities (DBC) | 36.9% | 19.0% | 1.52 | 2.6% |
| Real Estate (VNQ) | 12.5% | 13.3% | 0.63 | 13.7% |
| Bitcoin (BTCUSD) | -42.0% | 42.5% | -1.16 | 10.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OESX | |
|---|---|---|---|---|
| OESX | -31.7% | 428.3% | 0.34 | - |
| Sector ETF (XLI) | 12.3% | 17.4% | 0.55 | 5.9% |
| Equity (SPY) | 13.5% | 17.1% | 0.62 | 6.0% |
| Gold (GLD) | 17.3% | 18.1% | 0.78 | 3.7% |
| Commodities (DBC) | 9.5% | 19.4% | 0.38 | 1.9% |
| Real Estate (VNQ) | 3.2% | 18.8% | 0.07 | 5.7% |
| Bitcoin (BTCUSD) | 11.3% | 54.6% | 0.40 | 4.8% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OESX | |
|---|---|---|---|---|
| OESX | -3.3% | 306.5% | 0.32 | - |
| Sector ETF (XLI) | 14.1% | 20.0% | 0.62 | 6.8% |
| Equity (SPY) | 15.3% | 17.9% | 0.73 | 7.0% |
| Gold (GLD) | 13.0% | 16.0% | 0.67 | 3.5% |
| Commodities (DBC) | 7.1% | 18.0% | 0.32 | 3.4% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.24 | 6.1% |
| Bitcoin (BTCUSD) | 63.3% | 66.9% | 1.03 | 3.3% |
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Returns Analyses
Earnings Returns History
Updated 6/8/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 6/4/2026 | 0.4% | ||
| 4/16/2026 | -0.4% | -3.4% | -3.2% |
| 2/5/2026 | -4.8% | 2.9% | -22.1% |
| 11/5/2025 | -7.4% | 47.6% | 82.0% |
| 8/6/2025 | 21.0% | 18.2% | 28.9% |
| 2/11/2025 | -2.4% | 0.0% | -7.2% |
| 11/6/2024 | 2.0% | -4.2% | -15.3% |
| 8/7/2024 | -8.0% | -7.1% | -19.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 11 | 8 |
| # Negative | 12 | 13 | 16 |
| Median Positive | 2.0% | 10.5% | 31.9% |
| Median Negative | -6.1% | -7.1% | -14.2% |
| Max Positive | 21.0% | 47.6% | 82.0% |
| Max Negative | -23.8% | -28.1% | -27.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 06/04/2026 | 10-K |
| 12/31/2025 | 02/05/2026 | 10-Q |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 06/26/2025 | 10-K |
| 12/31/2024 | 02/11/2025 | 10-Q |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 06/12/2024 | 10-K |
| 12/31/2023 | 02/07/2024 | 10-Q |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 06/12/2023 | 10-K |
| 12/31/2022 | 02/09/2023 | 10-Q |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
Recent Forward Guidance
Updated 6/5/2026Latest: Q4 2026 Earnings Reported 6/4/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Revenue | 95.00 Mil | 96.00 Mil | 97.00 Mil | 0 | Affirmed | Guidance: 96.00 Mil for 2027 | |
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Electrical Components & Equipment Resources |
| EC&M (Electrical Construction & Maintenance) |
| Electrical Contracting News (ECN) |
| EE Times |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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