OESX compared with AYI: revenue, margins and what each company keeps, and the suppliers and customers both name

OESXOrion Energy Systems, Inc.

Mkt capRevenueRevenue

AYIAcuity Inc. (de)

Mkt capRevenueRevenue

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OESXOrion Energy Systems, Inc.

AYIAcuity Inc. (de)

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only OESX 3

—Undisclosed customerunlistedcustomer

—BDO USA, P.Cunlistedsupplier

—US Department of Defenseunlistedcustomer

Shared 0

No shared counterparties.

Only AYI 1

—Ernst & Young LLPunlistedsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

OESXOrion Energy Systems, Inc.

13.41▼−29.42%· post 13.56

Mkt cap$55.6MRevenue$22MQ2 FY26Revenue$80MFY25

AYIAcuity Inc. (de)

322.15▼−4.53%· post 322.14

ClosedNov 5 '26

Mkt cap$9.6BRevenue$1.2BQ4 FY26Revenue$4.6BFY26

Compare

ClosedNov 5 '26

OESXOrion Energy Systems, Inc.

AYIAcuity Inc. (de)

13.41▼−29.42%post 13.56

Price

322.15▼−4.53%post 322.14

$55.6M

Mkt cap

$9.6B

Q2 FY26$22M

Revenue

$1.2BQ4 FY26

FY25$80M

Revenue

$4.6BFY26

OESX13.41▼−29.42%vsAYI322.15▼−4.53%ClosedNov 5 '26