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Did Orion Energy Systems beat or miss consensus estimates last quarter?

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What factors drove the changes in Orion Energy Systems's revenue and profit?

What does Orion Energy Systems do and what are its main business segments?

What is Orion Energy Systems's latest dividend and current dividend yield?

- **Gross profit up 34% YoY**, but EV sector remains cautious.
- **$5B federal funds could drive infrastructure growth**.
- **Operating expenses down 18% YoY** to $6.4M.
- **Q3 EV revenue expected flat to down** due to regulatory uncertainty.

**【CEO Summary Section】**
- Q2 '26 gross profit increased 34% YoY, driven by LED lighting and maintenance services growth.
- EV charging sector remains cautious due to ongoing regulatory uncertainty.
- 3-year contract renewals and new lighting projects in Florida and Massachusetts.

**【CFO Financial Commentary】**
- Q2 '26 revenue $19.9M vs. $19.4M in Q2 '25, with LED lighting segment down 2%.
- Gross margin improved to 31% (from 23.1%), but EV charging revenue expected flat to down in Q3.
- Operating expenses reduced 18% YoY to $6.4M, with $84M+ pipeline for lighting and maintenance.

**【Q&A Key Highlights】**
- $5B federal EV funds may boost infrastructure projects.
- Maintenance services growth offset by unprofitable contract exit.
- Hiring in Florida to expand EV and lighting sales.
- EV sector cautious on $4.8M Q2 '26 vs. $4.7M Q2 '25.

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