<p>Orion Energy 最近的财报电话会议展现了平衡的前景，强调了毛利润和调整后 EBITDA 的显著改善，同时还获得了大量新业务和维护服务的增长。然而，公司也面临挑战，例如 LED 照明收入下降、净亏损，以及由于年初的不确定性对电动车充电收入的谨慎预测。积极方面包括维持其纳斯达克上市地位和获得联邦对电动车充电的支持。</p>
<h2>毛利润增长</h2>
<p>Orion Energy 报告称，第二季度毛利润同比增长超过 33%，毛利率从去年的 23.1% 上升至 31%。这一改善凸显了公司有效的成本管理和运营效率。</p>
<h2>积极的调整后 EBITDA</h2>
<p>公司实现了连续第四个季度的正调整后 EBITDA，第二季度从去年的负 140 万美元改善至 50 万美元。这标志着 Orion 财务表现的显著好转，表明财务健康状况稳定且改善。</p>
<h2>重要的新业务胜利</h2>
<p>Orion 获得了 1100 万美元的政府照明项目和高达 700 万美元的主要汽车设施 LED 照明项目。这些胜利展示了公司强大的市场存在感和获取大规模合同的能力。</p>
<h2>维护服务增长</h2>
<p>维护部门的收入增长了 18%，达到 450 万美元，毛利率从去年的 15.3% 提升至 23.7%。这一增长突显了 Orion 扩展的服务产品和客户基础。</p>
<h2>电动车充电收入和联邦支持</h2>
<p>电动车充电解决方案的收入为 480 万美元，毛利率高达 45.8%，得益于联邦宣布的 50 亿美元政府电动车充电资金。这一支持使 Orion 在电动车领域的未来增长中处于良好位置。</p>
<h2>纳斯达克上市和市场认可</h2>
<p>Orion 成功维持了其纳斯达克上市地位，重申了其在核心业务中作为长期市场领导者的地位。这一成就增强了公司的信誉和投资者信心。</p>
<h2>LED 照明收入下降</h2>
<p>LED 照明部门的收入下降了 2%，降至 1070 万美元，原因是尽管项目活动和分销渠道销售增加，但 ESCO 渠道销售下降。这表明某些市场领域面临挑战。</p>
<h2>净亏损</h2>
<p>Orion 第二季度的净亏损有所改善，但仍为 60 万美元，或每股 0.17 美元，而去年同期的净亏损为 360 万美元，或每股 1.10 美元。尽管亏损有所缩小，但仍突显了持续的财务挑战。</p>
<h2>电动车充电的不确定性</h2>
<p>对电动车充电收入的前景持谨慎态度，预计全年将持平或略有下降，原因是年初行业的不确定性。这反映出新兴电动车市场的潜在波动性。</p>
<h2>前瞻性指导</h2>
<p>在其 2026 财年指导中，Orion Energy 提供了乐观的前景，并与第二季度的结果相结合。公司目标是实现毛利润同比增长 34%，并维持正的调整后 EBITDA。Orion 的 2026 财年里程碑包括维持其纳斯达克上市地位、在第三季度实施增长计划，并在财年结束时达到 8400 万美元的收入。公司还预计收入增长 5%，并计划利用其现有基础设施进一步扩展。</p>
<p>总之，Orion Energy 的财报电话会议描绘了一幅公司正在崛起的图景，关键财务指标和新业务的战略胜利显著改善。尽管某些领域面临挑战，但公司的前瞻性指导表明其对增长和稳定的承诺，得到了联邦支持和稳固市场地位的支持。</p>

OESX

<p>Orion Energy 最近的财报电话会议强调了其毛利润增长了 33%，并且在 2026 财年第二季度实现了 50 万美元的正向调整后息税折旧摊销前利润（EBITDA）。该公司获得了 1100 万美元的政府项目，并在维护服务方面实现了 18% 的收入增长。然而，它在 LED 照明收入方面面临 2% 的下降，并且净亏损为 60 万美元。尽管对电动车充电收入的预测持谨慎态度，Orion 仍然维持了其在纳斯达克的上市，并获得了联邦对电动车倡议的支持，预计 2026 财年的毛利润将增长 34%</p>

<p>The recent earnings call of Orion Energy presented a balanced outlook, highlighting significant improvements in gross profit and adjusted EBITDA, alongside substantial new business wins and growth in maintenance services. However, the company also faced challenges such as a decline in LED lighting revenue, a net loss, and cautious projections for EV charging revenues due to early-year uncertainty. Positive aspects included maintaining its NASDAQ listing and securing federal support for EV charging.</p>
<div class="lb-trans"><p>Orion Energy 最近的财报电话会议展现了平衡的前景，强调了毛利润和调整后 EBITDA 的显著改善，同时还获得了大量新业务和维护服务的增长。然而，公司也面临挑战，例如 LED 照明收入下降、净亏损，以及由于年初的不确定性对电动车充电收入的谨慎预测。积极方面包括维持其纳斯达克上市地位和获得联邦对电动车充电的支持。</p>
</div><h2>Gross Profit Increase</h2>
<div class="lb-trans"><h2>毛利润增长</h2>
</div><p>Orion Energy reported a notable year-over-year increase of more than 33% in gross profit for Q2, with gross margins rising to 31% from 23.1% in the previous year. This improvement underscores the company’s effective cost management and operational efficiency.</p>
<div class="lb-trans"><p>Orion Energy 报告称，第二季度毛利润同比增长超过 33%，毛利率从去年的 23.1% 上升至 31%。这一改善凸显了公司有效的成本管理和运营效率。</p>
</div><h2>Positive Adjusted EBITDA</h2>
<div class="lb-trans"><h2>积极的调整后 EBITDA</h2>
</div><p>The company achieved its fourth consecutive quarter of positive adjusted EBITDA, improving to $0.5 million in Q2 ’26 from a negative $1.4 million in Q2 ’25. This marks a significant turnaround in Orion’s financial performance, indicating a stable and improving financial health.</p>
<div class="lb-trans"><p>公司实现了连续第四个季度的正调整后 EBITDA，第二季度从去年的负 140 万美元改善至 50 万美元。这标志着 Orion 财务表现的显著好转，表明财务健康状况稳定且改善。</p>
</div><h2>Significant New Business Wins</h2>
<div class="lb-trans"><h2>重要的新业务胜利</h2>
</div><p>Orion secured $11 million in government lighting projects and up to $7 million in LED lighting projects for major automotive facilities. These wins demonstrate the company’s strong market presence and ability to capture large-scale contracts.</p>
<div class="lb-trans"><p>Orion 获得了 1100 万美元的政府照明项目和高达 700 万美元的主要汽车设施 LED 照明项目。这些胜利展示了公司强大的市场存在感和获取大规模合同的能力。</p>
</div><h2>Maintenance Services Growth</h2>
<div class="lb-trans"><h2>维护服务增长</h2>
</div><p>The maintenance segment saw an 18% increase in revenue, reaching $4.5 million, with gross margins improving to 23.7% from 15.3% in Q2 ’25. This growth highlights Orion’s expanding service offerings and customer base.</p>
<div class="lb-trans"><p>维护部门的收入增长了 18%，达到 450 万美元，毛利率从去年的 15.3% 提升至 23.7%。这一增长突显了 Orion 扩展的服务产品和客户基础。</p>
</div><h2>EV Charging Revenue and Federal Support</h2>
<div class="lb-trans"><h2>电动车充电收入和联邦支持</h2>
</div><p>EV charging solutions revenue was $4.8 million, with a robust gross margin of 45.8%, bolstered by a federal declaration of $5 billion in government EV charging funds. This support positions Orion well for future growth in the EV sector.</p>
<div class="lb-trans"><p>电动车充电解决方案的收入为 480 万美元，毛利率高达 45.8%，得益于联邦宣布的 50 亿美元政府电动车充电资金。这一支持使 Orion 在电动车领域的未来增长中处于良好位置。</p>
</div><h2>NASDAQ Listing and Market Recognition</h2>
<div class="lb-trans"><h2>纳斯达克上市和市场认可</h2>
</div><p>Orion successfully maintained its NASDAQ listing, reaffirming its status as a long-term market leader in its core businesses. This achievement enhances the company’s credibility and investor confidence.</p>
<div class="lb-trans"><p>Orion 成功维持了其纳斯达克上市地位，重申了其在核心业务中作为长期市场领导者的地位。这一成就增强了公司的信誉和投资者信心。</p>
</div><h2>LED Lighting Revenue Decline</h2>
<div class="lb-trans"><h2>LED 照明收入下降</h2>
</div><p>The LED lighting segment experienced a 2% revenue decline to $10.7 million, attributed to lower ESCO channel sales despite increased project activity and distribution channel sales. This indicates challenges in certain market segments.</p>
<div class="lb-trans"><p>LED 照明部门的收入下降了 2%，降至 1070 万美元，原因是尽管项目活动和分销渠道销售增加，但 ESCO 渠道销售下降。这表明某些市场领域面临挑战。</p>
</div><h2>Net Loss</h2>
<div class="lb-trans"><h2>净亏损</h2>
</div><p>Orion’s Q2 ’26 net loss improved but remained at $0.6 million or $0.17 per share, compared to a net loss of $3.6 million or $1.10 per share in Q2 ’25. While the loss has narrowed, it highlights ongoing financial challenges.</p>
<div class="lb-trans"><p>Orion 第二季度的净亏损有所改善，但仍为 60 万美元，或每股 0.17 美元，而去年同期的净亏损为 360 万美元，或每股 1.10 美元。尽管亏损有所缩小，但仍突显了持续的财务挑战。</p>
</div><h2>EV Charging Uncertainty</h2>
<div class="lb-trans"><h2>电动车充电的不确定性</h2>
</div><p>There is a cautious outlook for EV charging revenues, expected to be flat to slightly lower for the year due to early-year sector uncertainty. This reflects potential volatility in the emerging EV market.</p>
<div class="lb-trans"><p>对电动车充电收入的前景持谨慎态度，预计全年将持平或略有下降，原因是年初行业的不确定性。这反映出新兴电动车市场的潜在波动性。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>In its fiscal 2026 guidance, Orion Energy provided an optimistic outlook alongside its Q2 results. The company aims to achieve a 34% year-over-year increase in gross profit and maintain positive adjusted EBITDA. Orion’s fiscal 2026 milestones include maintaining its NASDAQ listing, enacting growth initiatives by the third quarter, and reaching $84 million in revenue by the end of the fiscal year. The company also anticipates a 5% revenue growth and plans to leverage its current infrastructure for further expansion.</p>
<div class="lb-trans"><p>在其 2026 财年指导中，Orion Energy 提供了乐观的前景，并与第二季度的结果相结合。公司目标是实现毛利润同比增长 34%，并维持正的调整后 EBITDA。Orion 的 2026 财年里程碑包括维持其纳斯达克上市地位、在第三季度实施增长计划，并在财年结束时达到 8400 万美元的收入。公司还预计收入增长 5%，并计划利用其现有基础设施进一步扩展。</p>
</div><p>In summary, Orion Energy’s earnings call painted a picture of a company on the rise, with significant improvements in key financial metrics and strategic wins in new business. Despite challenges in certain segments, the company’s forward-looking guidance suggests a commitment to growth and stability, backed by federal support and a solid market position.</p>
<div class="lb-trans"><p>总之，Orion Energy 的财报电话会议描绘了一幅公司正在崛起的图景，关键财务指标和新业务的战略胜利显著改善。尽管某些领域面临挑战，但公司的前瞻性指导表明其对增长和稳定的承诺，得到了联邦支持和稳固市场地位的支持。</p>
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Orion Energy 的财报电话会议：在挑战中实现增长