Orion Energy Systems, Inc.

Orion Energy Systems, Inc. is a leading provider of energy-efficient LED lighting systems, wireless Internet of Things (IoT)-enabled control solutions, and comprehensive energy management services. The company's mission is to help its customers achieve sustainability, energy savings, and carbon footprint reduction goals through innovative technology and exceptional service. Headquartered in Manitowoc, Wisconsin, Orion Energy Systems serves a diverse client base predominantly across North America.

Orion's core offerings include a wide range of LED lighting products such as interior high bay fixtures, smart building control systems, and LED troffer door retrofits, catering to industrial, commercial, agricultural, and exterior applications. Beyond products, the company provides extensive services, including maintenance, repair, replacement, and lighting-related energy management services like site assessment, engineering design, project management, and installation. Orion has also expanded into turnkey electric vehicle (EV) charging station installation and support, serving commercial, industrial, and municipal sectors.

In April 2025, Sally Washlow was appointed CEO, succeeding Michael Jenkins, with Scott Green promoted to COO, signaling a strategic focus on growth and profitability. Recent notable developments include securing $21 million in electrical contracting engagements for seven enterprise customers and commencing $10 million in EV charging deployments across the U.S. in March 2026. The company also secured $4.7 million in LED lighting contracts in October 2025 and renewed a significant three-year preventative maintenance contract for LED lighting with a major U.S. retailer, valued at $42-$45 million, starting in March 2026. Orion Energy Systems continues to reiterate expectations for increased growth and profitability in fiscal years 2026 and 2027, emphasizing its strategic expansion into electrical infrastructure services.

Latest updates

Orion/Voltrek Pins EV Charging Push on Key Industry Events

Event summary

  • Orion/Voltrek will participate in three industry events in May 2026: ACT Expo (Las Vegas, May 4-7), Green Drives Conference & Expo (Chicago, May 14), and the AEG Chicago 26Q2 Stakeholder Challenge (Chicago, May 14).
  • ACT Expo attracts approximately 12,000 attendees focused on enterprise vehicular fleet management.
  • Orion/Voltrek Director of Inside Sales and Customer Service, William B. Rigsby, will be present at each event.
  • CEO Sally Washlow highlighted increasing demand for EV charging deployments across various sectors, including utilities, hospitality, and education.

The big picture

Orion/Voltrek's participation in these events underscores the company’s strategic focus on capitalizing on the accelerating electrification of transportation and building infrastructure. The company is positioning itself as a key enterprise provider in a rapidly expanding market, but faces competition from larger players and the inherent challenges of scaling a turnkey service business. The emphasis on diverse customer segments suggests a strategy to mitigate risk associated with reliance on any single sector.

What we're watching

Customer Acquisition
The success of Orion/Voltrek’s expansion hinges on securing and retaining enterprise customers across diverse sectors, which will be tested by competition and project complexity.
Execution Risk
The company’s ability to effectively manage design-through-installation projects, particularly through ESCO and distribution partners, will be crucial for maintaining margins and meeting customer expectations.
Regulatory Landscape
Changes in government incentives and regulations surrounding EV charging infrastructure could significantly impact demand and profitability for Orion/Voltrek.
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