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- **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.

Orion Energy Systems, Inc. (OESX) Q2 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

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Loss on Bad Debts

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Loss on Disposal of Assets

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Operating Income

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Other Non-Operating Income (Loss)

Net Interest Expense

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Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

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Total Comprehensive Income Attributable to Owners of the Company

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Diluted EPS from Discontinued Operations

OESX

OESX fundamentals

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