Orion Energy Systems (OESX)
Market Price (2/11/2026): $14.1 | Market Cap: $49.9 MilSector: Industrials | Industry: Electrical Components & Equipment
Orion Energy Systems (OESX)
Market Price (2/11/2026): $14.1Market Cap: $49.9 MilSector: IndustrialsIndustry: Electrical Components & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| 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 -1.8%, 3Y Excs Rtn is -90% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -2.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -3.4% |
| Stock price has recently run up significantly6M Rtn6 month market price return is 108% | ||
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -4.5% | ||
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 59% | ||
| 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 951% | ||
| Key risksOESX key risks include [1] significant financial instability and liquidity constraints, Show more. |
| 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 -1.8%, 3Y Excs Rtn is -90% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -2.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -3.4% |
| Stock price has recently run up significantly6M Rtn6 month market price return is 108% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -4.5% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 59% |
| 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 951% |
| Key risksOESX key risks include [1] significant financial instability and liquidity constraints, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Strong Q3 Fiscal 2026 Earnings Beat and Improved Profitability
Orion Energy Systems reported strong fiscal Q3 2026 results on February 5, 2026, significantly exceeding analyst expectations. The company posted earnings of $0.04 per share, a substantial beat against the Zacks Consensus Estimate of a loss of $0.18 per share. Additionally, revenue reached $21.09 million, surpassing the consensus estimate of $20.81 million. This impressive earnings surprise contributed to the stock's appreciation.
2. Improved Gross Profit Margins and Cost Controls
The company demonstrated enhanced operational efficiency, with its overall gross profit margin rising to 30.9% in Q3 2026 from 29.4% in Q3 2025. This improvement stemmed from effective pricing strategies and cost reductions across all business segments, particularly in LED lighting and EV charging solutions. Furthermore, total operating expenses decreased, leading to positive operating income and marking the fifth consecutive quarter of positive adjusted EBITDA, indicating sustained financial discipline.
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Stock Movement Drivers
Fundamental Drivers
The 44.3% change in OESX stock from 10/31/2025 to 2/10/2026 was primarily driven by a 49.5% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2102026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.70 | 14.00 | 44.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 79 | 81 | 2.6% |
| P/S Multiple | 0.4 | 0.6 | 49.5% |
| Shares Outstanding (Mil) | 3 | 4 | -5.9% |
| Cumulative Contribution | 44.3% |
Market Drivers
10/31/2025 to 2/10/2026| Return | Correlation | |
|---|---|---|
| OESX | 44.3% | |
| Market (SPY) | 1.5% | 1.8% |
| Sector (XLI) | 12.2% | 2.0% |
Fundamental Drivers
The 134.5% change in OESX stock from 7/31/2025 to 2/10/2026 was primarily driven by a 146.6% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2102026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.97 | 14.00 | 134.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 80 | 81 | 2.2% |
| P/S Multiple | 0.2 | 0.6 | 146.6% |
| Shares Outstanding (Mil) | 3 | 4 | -6.9% |
| Cumulative Contribution | 134.5% |
Market Drivers
7/31/2025 to 2/10/2026| Return | Correlation | |
|---|---|---|
| OESX | 134.5% | |
| Market (SPY) | 9.8% | 18.4% |
| Sector (XLI) | 14.9% | 16.0% |
Fundamental Drivers
The 77.2% change in OESX stock from 1/31/2025 to 2/10/2026 was primarily driven by a 115.1% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2102026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.90 | 14.00 | 77.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 92 | 81 | -11.1% |
| P/S Multiple | 0.3 | 0.6 | 115.1% |
| Shares Outstanding (Mil) | 3 | 4 | -7.3% |
| Cumulative Contribution | 77.2% |
Market Drivers
1/31/2025 to 2/10/2026| Return | Correlation | |
|---|---|---|
| OESX | 77.2% | |
| Market (SPY) | 16.0% | 8.2% |
| Sector (XLI) | 27.0% | 8.6% |
Fundamental Drivers
The -15.7% change in OESX stock from 1/31/2023 to 2/10/2026 was primarily driven by a -11.5% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 1312023 | 2102026 | Change |
|---|---|---|---|
| Stock Price ($) | 16.60 | 14.00 | -15.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 88 | 81 | -7.7% |
| P/S Multiple | 0.6 | 0.6 | 3.3% |
| Shares Outstanding (Mil) | 3 | 4 | -11.5% |
| Cumulative Contribution | -15.7% |
Market Drivers
1/31/2023 to 2/10/2026| Return | Correlation | |
|---|---|---|
| OESX | -15.7% | |
| Market (SPY) | 76.6% | 6.6% |
| Sector (XLI) | 78.2% | 6.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| OESX Return | -63% | -50% | -52% | -8% | 92% | -8% | -86% |
| Peers Return | 1% | -6% | -12% | -0% | -19% | 7% | -29% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 2% | 85% |
Monthly Win Rates [3] | |||||||
| OESX Win Rate | 17% | 25% | 17% | 33% | 50% | 0% | |
| Peers Win Rate | 43% | 43% | 47% | 53% | 52% | 80% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| OESX Max Drawdown | -67% | -60% | -54% | -11% | -93% | -14% | |
| Peers Max Drawdown | -25% | -37% | -36% | -25% | -45% | -7% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[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 2/10/2026 (YTD)
How Low Can It Go
| Event | OESX | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -92.9% | -25.4% |
| % Gain to Breakeven | 1308.1% | 34.1% |
| Time to Breakeven | 698 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -55.0% | -33.9% |
| % Gain to Breakeven | 122.1% | 51.3% |
| Time to Breakeven | 166 days | 148 days |
| 2018 Correction | ||
| % Loss | -76.2% | -19.8% |
| % Gain to Breakeven | 320.0% | 24.7% |
| Time to Breakeven | 165 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -86.7% | -56.8% |
| % Gain to Breakeven | 651.2% | 131.3% |
| Time to Breakeven | Not Fully Recovered days | 1,480 days |
Compare to AYI, LYTS, HUBB, CHPT, BLNK
In The Past
Orion Energy Systems's stock fell -92.9% during the 2022 Inflation Shock from a high on 2/9/2021. A -92.9% loss requires a 1308.1% gain to breakeven.
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About Orion Energy Systems (OESX)
AI Analysis | Feedback
Analogy 1: Like Signify (Philips Lighting), but specializing in comprehensive energy-efficient LED lighting and intelligent control systems for commercial and industrial facilities.
AI Analysis | Feedback
- LED Lighting Solutions: Orion designs and manufactures high-performance, energy-efficient LED lighting fixtures primarily for commercial and industrial applications.
- Lighting Controls Systems: The company provides integrated hardware and software solutions designed to optimize lighting usage and energy efficiency within facilities.
- Electric Vehicle (EV) Charging Solutions: Orion offers commercial and industrial electric vehicle charging stations and associated infrastructure services.
- Maintenance and Installation Services: The company provides comprehensive project management, installation, and ongoing support services for its lighting and EV charging systems.
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Major Customers of Orion Energy Systems (OESX)
Orion Energy Systems (OESX) primarily sells its LED lighting and energy management solutions to other companies, operating on a Business-to-Business (B2B) model.
Based on its public filings, Orion Energy Systems does not disclose specific major customer companies by name. This typically indicates that no single customer accounts for a material portion (e.g., 10% or more) of their net sales, leading to a diversified customer base.
Instead, Orion Energy Systems describes its customer base by categories of companies it serves, either directly or through channel partners. These major customer categories and channels include:
- National Account Customers: These are large, multi-location businesses across various industries, such as major retailers, automotive dealership groups, and logistics/warehousing companies, that purchase lighting and energy management solutions for their extensive network of facilities.
- Industrial and Commercial Businesses (Direct Customers): This category encompasses a wide range of companies that directly procure solutions from Orion for their manufacturing plants, warehouses, office buildings, educational institutions, healthcare facilities, and other commercial spaces.
- Distributors: Companies that purchase Orion's products in bulk to resell them to their own customer base, which typically includes various commercial and industrial end-users, contractors, and installers.
- Energy Service Companies (ESCOs): These firms specialize in designing and implementing comprehensive energy efficiency projects for their clients. ESCOs often integrate Orion's advanced LED lighting and control systems as a core component of larger energy-saving initiatives for their own corporate and institutional clients.
As no specific customer companies are named by Orion Energy Systems in their public disclosures, company symbols for specific customers cannot be provided.
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Sally Washlow, Chief Executive Officer
Sally Washlow was appointed Chief Executive Officer of Orion Energy Systems in April 2025, having joined Orion's Board of Directors in 2022. Prior to her role at Orion, Ms. Washlow served as President of Nasdaq-listed Cobra Electronics. She then became CEO of Cedar Electronics following its transition to private equity ownership, successfully leading the integration of the Cobra and Escort brands and growing revenue to over $200 million. Her earlier career includes leadership positions at Motorola and LG Electronics. She has also served as a Practice Leader at LHH's International Center for Executive Options and currently sits on the boards of Data IO and Northbrook Bank & Trust.
J. Per Brodin, Chief Financial Officer
J. Per Brodin joined Orion Energy Systems 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 a decade as CFO for publicly registered companies. His experience includes serving as Interim CFO for Fleet Farm, a KKR-owned retailer, and as CFO for Shopko Stores and ATI Physical Therapy. From 2008 to 2016, he held the CFO position at Claire's Stores and previously at Centene Corporation. Mr. Brodin began his career at Arthur Andersen.
Scott A. Green, President and Chief Operating Officer
Scott A. Green was promoted to President and Chief Operating Officer of Orion in April 2025. He initially joined Orion in 2013 through the acquisition of Harris Lighting, where he held various leadership positions. Mr. Green previously served as Orion's Chief Operating Officer from 2017 to 2021. Before joining Orion, he was Executive Vice President of Harris Manufacturing and Harris LED, and CEO of Harris Manufacturing from 1997 to 2013. His entrepreneurial background also includes serving as CEO of Green Enterprises, Inc., a company involved in real estate brokerage and development from 1983 to 2002, and as CEO of Restaurants of Southeastern Michigan, Inc. from 1989 to 1993.
Anthony L. Otten, Chairman
Anthony L. Otten has served as the Chairman of Orion Energy Systems since August 2022. Prior to this, he was a Director of the company. His career includes serving as Chief Executive Officer at Versar, Inc. from February 2010 to November 2017. Mr. Otten also held positions as Managing Member of Stillwater, LLC, and worked at Cabot Corporation and Marriott Corporation.
AI Analysis | Feedback
The key risks to Orion Energy Systems (OESX) primarily revolve around its financial health, execution of strategic projects, and NASDAQ listing compliance.
1. Financial Health and Liquidity Constraints: Orion Energy Systems faces significant financial challenges, including ongoing losses and liquidity constraints. The company's net cash of $5.7 million must cover these losses until it achieves positive EBITDA. Profitability metrics show a net margin of -11.7% and an operating margin of -10.3%, indicating operational inefficiencies. This financial instability has led to skepticism about near-term profitability, particularly given a net loss of $11.8 million in FY2025. The reliance on debt financing, highlighted by a debt-to-equity ratio of 0.79, could also pose further risks if revenue declines continue.
2. Execution Risks and Revenue Volatility in Key Segments: The company faces substantial execution risks and revenue volatility, particularly in its Electric Vehicle (EV) charging and LED lighting segments. Approximately 40% of its FY2026 EV revenue is dependent on Eversource projects, which are subject to permitting delays. In the LED segment, Q2 2025 revenue could decline by 19.8% sequentially without new contract wins, and the market itself appears mature, with the company's lighting revenue already decreasing by two percent year-over-year in Q2. Delays in converting the EV pipeline into contracts and a potential plateau in demand for large LED retrofit projects could hinder revenue growth and diversification.
3. NASDAQ Compliance and Potential Delisting: Orion Energy Systems faces a near-term risk of delisting from NASDAQ if its stock price remains below $1 until September 2025. This compliance issue could severely impact the company's access to capital and investor confidence.
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Orion Energy Systems (OESX) faces an emerging threat from the increasing prevalence of integrated smart building solutions and Energy-as-a-Service (EaaS) models offered by large, established conglomerates such as Siemens, Schneider Electric, Honeywell, and Johnson Controls. These companies are increasingly providing comprehensive, bundled solutions that encompass LED lighting, advanced controls, HVAC, building management systems, solar, and EV charging infrastructure under a single platform, often financed through a service-based agreement. This model threatens Orion's traditional project-based sales of individual components and systems because commercial and industrial clients are gravitating towards single-vendor, holistic solutions that offer seamless integration, deeper data analytics, and performance guarantees. This shift in market preference and delivery model could marginalize providers like Orion who specialize in specific components or less integrated deployments, much like how Netflix's bundled streaming service disrupted Blockbuster's segmented physical rental model.
AI Analysis | Feedback
Orion Energy Systems (OESX) operates primarily in the markets for energy-efficient LED lighting systems, wireless Internet of Things (IoT)-enabled control solutions, and electric vehicle (EV) charging stations, predominantly in North America.
Addressable Markets:
-
LED Lighting Systems (Commercial and Industrial)
- The global industrial and commercial LED lighting market was valued at approximately USD 54.3 billion in 2024 and is projected to reach USD 138.7 billion by 2033.
- The North America industrial and commercial LED lighting market was valued at USD 14.7 billion in 2024.
- The U.S. industrial and commercial LED lighting market specifically accounted for USD 11.4 billion in 2024.
- The overall U.S. LED market size was valued at USD 13.3 billion in 2024 and is projected to reach USD 31.97 billion by 2032.
-
Lighting Controls and IoT Solutions
- The global lighting control system market was valued at USD 37.07 billion in 2024 and is projected to grow to USD 124.45 billion by 2032. Another source states the global market size at USD 12.8 billion in 2024, projected to reach USD 31.2 billion by 2034.
- North America holds a significant share of the global lighting control system market, accounting for approximately 38.2% in 2024.
- The North America commercial lighting control market size is estimated at USD 8 billion in 2024 and is expected to reach USD 13 billion by 2029.
- The U.S. market size for lighting controls is anticipated to reach USD 10.22 billion in 2025.
-
Electric Vehicle (EV) Charging Stations
- The U.S. Electric Vehicle Charging Infrastructure market was valued at USD 5.48 billion in 2024 and is projected to reach USD 56.73 billion by 2034.
- Another estimate for the U.S. electric vehicle charging infrastructure market size valued it at USD 5.09 billion in 2024, projected to grow to USD 24.07 billion by 2030.
- The United States Electric Vehicle Charging Systems and Equipment Market size is estimated at USD 4.95 billion in 2025 and is expected to reach USD 16.79 billion by 2030.
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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 EV charging segment has demonstrated significant growth, with record Q4 fiscal 2024 revenue of approximately $5 million, a 42% increase year-over-year, and full-year fiscal 2024 revenue exceeding $12 million, up 96% year-over-year. In Q1 fiscal 2025, EV charging revenue rose over 200% to $3.8 million, including $11 million in Eversource Make Ready contracts and a pipeline exceeding $45 million. Q2 fiscal 2025 saw a 40% revenue growth in this segment, driven by construction contracts for Eversource Energy customers and additional work for Boston public schools. The company anticipates flat to slightly lower EV charging revenues for fiscal 2026, but the segment's strong gross margin of 45.8% in Q2 fiscal 2026, bolstered by federal support for EV charging, positions it for future expansion.
- Large-Scale National LED Lighting Projects: Orion continues to secure and execute significant LED lighting retrofit projects. In fiscal 2024, the company successfully completed a large Department of Defense base project in Germany. For fiscal 2025, the company anticipated large national LED lighting projects across various sectors including automotive, retail, technology, logistics and distribution, banking, and the public sector. Orion also secured new LED lighting engagements with a five-year revenue potential of $100 million to $200 million and a five-year, $25 million contract to supply LED lighting fixtures for a major national retailer's new store construction projects. Recent wins include $11 million in government lighting projects and up to $7 million in LED lighting projects for major automotive facilities.
- Expansion in LED Lighting Distribution Channels and Product Offerings: Orion expects growth in its ESCO (Energy Service Company) and agent channels, driven by an expanded focus on new, high-quality, energy-efficient, value-priced LED products. State-led bans on fluorescent lighting are also expected to accelerate the conversion to more energy-efficient LED lighting technologies, which Orion is well-positioned to capitalize on.
- Rebounding Maintenance Services: After a decline in Q1 fiscal 2025 due to non-renewed legacy contracts, the maintenance services segment has shown a strong rebound, with revenue growing in Q2 fiscal 2025 and achieving better-than-expected revenue and solid gross margin profitability. In Q2 fiscal 2026, the maintenance segment saw an 18% increase in revenue, reaching $4.5 million, with gross margins improving significantly to 23.7% from 15.3% in Q2 fiscal 2025. This indicates expanding service offerings and customer base, contributing to recurring revenue.
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Share Issuance
- A 1-for-10 reverse stock split was executed on August 22, 2025, to increase the common stock's bid price and regain compliance with Nasdaq's minimum bid price requirement.
- This reverse stock split reduced the number of issued and outstanding shares from approximately 35.2 million to 3.5 million.
- The total number of authorized shares was also proportionally reduced from 200 million to 20 million.
Outbound Investments
- Orion Energy Systems acquired Voltrek, an electric vehicle (EV) charging solutions firm, in October 2022.
- The acquisition of Voltrek was strategic to bolster Orion's position in the EV charging market, offering end-to-end solutions.
- The company has recognized Voltrek earnout expenses, including $0.3 million in Q1 2025, $0.6 million in Q2 2025, $0.5 million in Q3 2025, and $0.5 million in Q4 2025, with arbitration ongoing for the final amount.
Capital Expenditures
- Capital expenditures are considered part of the company's working capital management.
- The company's business primarily involves light-emitting diode (LED) lighting systems, wireless Internet of Things-enabled control solutions, project engineering, energy project management design, maintenance services, and turnkey electric vehicle charging stations and related installation services.
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 | 18.42 |
| Mkt Cap | 0.4 |
| Rev LTM | 498 |
| Op Inc LTM | 18 |
| FCF LTM | 19 |
| FCF 3Y Avg | 19 |
| CFO LTM | 21 |
| CFO 3Y Avg | 22 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -1.8% |
| Rev Chg 3Y Avg | 4.9% |
| Rev Chg Q | 6.9% |
| QoQ Delta Rev Chg LTM | 1.7% |
| Op Mgn LTM | 1.5% |
| Op Mgn 3Y Avg | -1.6% |
| QoQ Delta Op Mgn LTM | 1.1% |
| CFO/Rev LTM | 3.4% |
| CFO/Rev 3Y Avg | 3.2% |
| FCF/Rev LTM | 2.8% |
| FCF/Rev 3Y Avg | 2.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.4 |
| P/S | 1.0 |
| P/EBIT | 8.8 |
| P/E | 12.1 |
| P/CFO | 7.5 |
| Total Yield | -2.6% |
| Dividend Yield | 0.1% |
| FCF Yield 3Y Avg | -25.7% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -2.9% |
| 3M Rtn | -1.2% |
| 6M Rtn | 10.0% |
| 12M Rtn | 6.9% |
| 3Y Rtn | 22.4% |
| 1M Excs Rtn | -2.5% |
| 3M Excs Rtn | -2.6% |
| 6M Excs Rtn | 4.7% |
| 12M Excs Rtn | -9.0% |
| 3Y Excs Rtn | -43.3% |
Segment Financials
Assets by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Lighting | 26 | 25 | |||
| Electric Vehicle Charging (EV) | 15 | 12 | |||
| Corporate & Other | 13 | 25 | 45 | 50 | 40 |
| Maintenance | 9 | 10 | |||
| Orion Distribution Services Division | 7 | 7 | 6 | ||
| Orion Electric Vehicle Charging Systems Division | 0 | ||||
| Orion Services Group Division | 27 | 30 | 22 | ||
| Orion U.S. Markets Division | 8 | 6 | 5 | ||
| Total | 63 | 72 | 87 | 93 | 73 |
Price Behavior
| Market Price | $14.00 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 12/19/2007 | |
| Distance from 52W High | -24.2% | |
| 50 Days | 200 Days | |
| DMA Price | $16.26 | $9.85 |
| DMA Trend | up | up |
| Distance from DMA | -13.9% | 42.1% |
| 3M | 1YR | |
| Volatility | 99.8% | 953.3% |
| Downside Capture | -19.17 | 286.95 |
| Upside Capture | 11.11 | 302.10 |
| Correlation (SPY) | -4.7% | 8.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -1.14 | -2.08 | -0.52 | 23.63 | 4.03 | 2.38 |
| Up Beta | 7.97 | 5.10 | 7.00 | 95.37 | 6.09 | 4.57 |
| Down Beta | -4.62 | -6.65 | -4.37 | -4.16 | -0.56 | -0.10 |
| Up Capture | -45% | -81% | 88% | 3741% | 1086% | 153% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 9 | 17 | 29 | 63 | 123 | 329 |
| Down Capture | -27% | -2% | -237% | 359% | 159% | 108% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 11 | 24 | 32 | 62 | 127 | 381 |
[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 | 75.4% | 951.4% | 0.98 | - |
| Sector ETF (XLI) | 28.1% | 19.2% | 1.16 | 8.6% |
| Equity (SPY) | 16.3% | 19.3% | 0.65 | 8.2% |
| Gold (GLD) | 76.7% | 25.0% | 2.25 | 5.0% |
| Commodities (DBC) | 9.4% | 16.6% | 0.37 | 4.0% |
| Real Estate (VNQ) | 6.5% | 16.6% | 0.21 | 11.1% |
| Bitcoin (BTCUSD) | -27.3% | 44.7% | -0.58 | 9.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OESX | |
|---|---|---|---|---|
| OESX | -32.7% | 428.4% | 0.34 | - |
| Sector ETF (XLI) | 16.4% | 17.2% | 0.77 | 6.0% |
| Equity (SPY) | 14.1% | 17.0% | 0.66 | 6.2% |
| Gold (GLD) | 22.1% | 16.9% | 1.06 | 4.3% |
| Commodities (DBC) | 11.3% | 18.9% | 0.48 | 2.2% |
| Real Estate (VNQ) | 5.3% | 18.8% | 0.19 | 5.8% |
| Bitcoin (BTCUSD) | 13.4% | 57.9% | 0.45 | 4.7% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OESX | |
|---|---|---|---|---|
| OESX | -3.8% | 306.7% | 0.33 | - |
| Sector ETF (XLI) | 15.5% | 19.8% | 0.69 | 6.8% |
| Equity (SPY) | 15.7% | 17.9% | 0.75 | 6.9% |
| Gold (GLD) | 15.7% | 15.5% | 0.84 | 3.4% |
| Commodities (DBC) | 8.4% | 17.6% | 0.39 | 3.5% |
| Real Estate (VNQ) | 6.2% | 20.7% | 0.27 | 6.1% |
| Bitcoin (BTCUSD) | 68.8% | 66.7% | 1.08 | 3.3% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 1/20/2026 | 8.8% | -1.9% | |
| 11/5/2025 | -7.4% | 47.6% | 82.0% |
| 6/26/2025 | 14.8% | -0.2% | 1.3% |
| 2/11/2025 | -2.4% | 0.0% | -7.2% |
| 10/29/2024 | -1.0% | 1.0% | -14.3% |
| 8/7/2024 | -8.0% | -7.1% | -19.8% |
| 5/16/2024 | 15.5% | 14.8% | 34.6% |
| 1/18/2024 | -1.9% | 9.5% | -2.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 7 | 9 | 7 |
| # Negative | 14 | 12 | 13 |
| Median Positive | 5.7% | 9.5% | 34.6% |
| Median Negative | -7.7% | -7.2% | -15.2% |
| Max Positive | 15.5% | 47.6% | 82.0% |
| Max Negative | -23.8% | -28.1% | -27.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 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 |
| 03/31/2022 | 06/10/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Washlow, Sally A | Chief Executive Officer | Direct | Buy | 11212025 | 14.17 | 21,166 | 299,922 | 659,245 | Form |
| 2 | Washlow, Sally A | Direct | Buy | 2262025 | 1.42 | 1,550 | 2,201 | 72,846 | Form | |
| 3 | Washlow, Sally A | Direct | Buy | 2262025 | 1.22 | 1,200 | 1,464 | 64,050 | Form | |
| 4 | Washlow, Sally A | Direct | Buy | 2262025 | 1.24 | 1,080 | 1,339 | 66,439 | Form | |
| 5 | Jenkins, Michael H | Chief Executive Officer | Direct | Buy | 2262025 | 0.88 | 5,682 | 4,999 | 1,096,454 | Form |
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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