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Orion Energy Systems

OESX on Nasdaq. Market value $734,234.

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Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

None of the long-term investors we follow own it. 34 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

4 investors own more than 5%.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 3 insiders bought $351,374 of shares on the open market.

  • Wishart-Smith Heather L
    Director
    Bought
    Date
    20 August 2026
    Shares
    1,054
    Price
    $18.96
    Value
    $19,988
  • Washlow Sally A.
    Chief Executive Officer, Director
    Bought
    Date
    24 June 2026
    Shares
    1,780
    Price
    $9.47
    Value
    $16,857
  • Washlow Sally A.
    Chief Executive Officer, Director
    Bought
    Date
    23 June 2026
    Shares
    955
    Price
    $9.50
    Value
    $9,073
  • BRODIN J PER
    EVP, CFO, CAO & Treasurer
    Bought
    Date
    27 February 2026
    Shares
    500
    Price
    $11.07
    Value
    $5,535
  • Washlow Sally A.
    Chief Executive Officer, Director
    Bought
    Date
    19 November 2025
    Shares
    21,166
    Price
    $14.17
    Value
    $299,922

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the serious warning signs we check for were found. 1 thing worth knowing.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 4 Jun 2026, plus the 10-Q filed 5 Aug 2026 and 3 later 8-Ks.

  • One big customer

    Worth knowing

    One customer brings in a big share of sales: 26% last year. Losing that customer would hurt.

    “In fiscal 2026, one customer accounted for 26.0% of our total revenue.”

    From the 10-K filed 4 June 2026, Item 1. Business. Read it in the filing

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.