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Side-by-side financial comparison of Gloo Holdings, Inc. (GLOO) and ORION ENERGY SYSTEMS, INC. (OESX). Click either name above to swap in a different company.
Gloo Holdings, Inc. is the larger business by last-quarter revenue ($32.6M vs $21.1M, roughly 1.5× ORION ENERGY SYSTEMS, INC.). ORION ENERGY SYSTEMS, INC. runs the higher net margin — 0.8% vs -116.9%, a 117.6% gap on every dollar of revenue. ORION ENERGY SYSTEMS, INC. produced more free cash flow last quarter ($-1.1M vs $-63.4M).
Orion Energy Systems, Inc. is an American LED lighting and intelligent controls enterprise, founded in Plymouth, Wisconsin, and headquartered in Manitowoc, Wisconsin
GLOO vs OESX — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $32.6M | $21.1M |
| Net Profit | $-38.0M | $160.0K |
| Gross Margin | — | 30.9% |
| Operating Margin | -82.0% | 1.8% |
| Net Margin | -116.9% | 0.8% |
| Revenue YoY | — | 7.7% |
| Net Profit YoY | 12.2% | 110.6% |
| EPS (diluted) | $-6.08 | $0.04 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $32.6M | $21.1M | ||
| Q3 25 | — | $19.9M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | — | $20.9M | ||
| Q4 24 | — | $19.6M | ||
| Q3 24 | — | $19.4M | ||
| Q2 24 | — | $19.9M | ||
| Q1 24 | — | $26.4M |
| Q4 25 | $-38.0M | $160.0K | ||
| Q3 25 | — | $-581.0K | ||
| Q2 25 | — | $-1.2M | ||
| Q1 25 | — | $-2.9M | ||
| Q4 24 | — | $-1.5M | ||
| Q3 24 | — | $-3.6M | ||
| Q2 24 | — | $-3.8M | ||
| Q1 24 | — | $1.6M |
| Q4 25 | — | 30.9% | ||
| Q3 25 | — | 31.0% | ||
| Q2 25 | — | 30.1% | ||
| Q1 25 | — | 27.4% | ||
| Q4 24 | — | 29.4% | ||
| Q3 24 | — | 23.1% | ||
| Q2 24 | — | 21.6% | ||
| Q1 24 | — | 25.8% |
| Q4 25 | -82.0% | 1.8% | ||
| Q3 25 | — | -1.2% | ||
| Q2 25 | — | -5.2% | ||
| Q1 25 | — | -12.7% | ||
| Q4 24 | — | -6.4% | ||
| Q3 24 | — | -16.9% | ||
| Q2 24 | — | -17.2% | ||
| Q1 24 | — | 6.8% |
| Q4 25 | -116.9% | 0.8% | ||
| Q3 25 | — | -2.9% | ||
| Q2 25 | — | -6.4% | ||
| Q1 25 | — | -13.9% | ||
| Q4 24 | — | -7.7% | ||
| Q3 24 | — | -18.7% | ||
| Q2 24 | — | -18.9% | ||
| Q1 24 | — | 6.1% |
| Q4 25 | $-6.08 | $0.04 | ||
| Q3 25 | — | $-0.17 | ||
| Q2 25 | — | $-0.04 | ||
| Q1 25 | — | $1.32 | ||
| Q4 24 | — | $-0.46 | ||
| Q3 24 | — | $-1.10 | ||
| Q2 24 | — | $-0.12 | ||
| Q1 24 | — | $0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $15.1M | $4.7M |
| Total DebtLower is stronger | $176.5M | $9.8M |
| Stockholders' EquityBook value | $-444.4M | $11.8M |
| Total Assets | $206.7M | $48.3M |
| Debt / EquityLower = less leverage | — | 0.83× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $15.1M | $4.7M | ||
| Q3 25 | — | $5.2M | ||
| Q2 25 | — | $3.6M | ||
| Q1 25 | — | $6.0M | ||
| Q4 24 | — | $7.5M | ||
| Q3 24 | — | $5.4M | ||
| Q2 24 | — | $5.7M | ||
| Q1 24 | — | $5.2M |
| Q4 25 | $176.5M | $9.8M | ||
| Q3 25 | — | $9.9M | ||
| Q2 25 | — | $8.5M | ||
| Q1 25 | — | $10.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $12.5M | ||
| Q2 24 | — | $13.5M | ||
| Q1 24 | — | $10.0M |
| Q4 25 | $-444.4M | $11.8M | ||
| Q3 25 | — | $11.4M | ||
| Q2 25 | — | $10.8M | ||
| Q1 25 | — | $11.9M | ||
| Q4 24 | — | $14.5M | ||
| Q3 24 | — | $15.8M | ||
| Q2 24 | — | $19.1M | ||
| Q1 24 | — | $22.5M |
| Q4 25 | $206.7M | $48.3M | ||
| Q3 25 | — | $47.9M | ||
| Q2 25 | — | $49.0M | ||
| Q1 25 | — | $52.5M | ||
| Q4 24 | — | $52.7M | ||
| Q3 24 | — | $56.3M | ||
| Q2 24 | — | $59.8M | ||
| Q1 24 | — | $63.2M |
| Q4 25 | — | 0.83× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.79× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.79× | ||
| Q2 24 | — | 0.71× | ||
| Q1 24 | — | 0.44× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-63.0M | $-897.0K |
| Free Cash FlowOCF − Capex | $-63.4M | $-1.1M |
| FCF MarginFCF / Revenue | -194.8% | -5.4% |
| Capex IntensityCapex / Revenue | 1.4% | 1.2% |
| Cash ConversionOCF / Net Profit | — | -5.61× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-905.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-63.0M | $-897.0K | ||
| Q3 25 | — | $1.8M | ||
| Q2 25 | — | $-515.0K | ||
| Q1 25 | — | $-699.0K | ||
| Q4 24 | — | $3.8M | ||
| Q3 24 | — | $498.0K | ||
| Q2 24 | — | $-3.0M | ||
| Q1 24 | — | $175.0K |
| Q4 25 | $-63.4M | $-1.1M | ||
| Q3 25 | — | $1.6M | ||
| Q2 25 | — | $-570.0K | ||
| Q1 25 | — | $-750.0K | ||
| Q4 24 | — | $3.7M | ||
| Q3 24 | — | $493.0K | ||
| Q2 24 | — | $-3.0M | ||
| Q1 24 | — | $144.0K |
| Q4 25 | -194.8% | -5.4% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | — | -2.9% | ||
| Q1 25 | — | -3.6% | ||
| Q4 24 | — | 19.1% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | -15.0% | ||
| Q1 24 | — | 0.5% |
| Q4 25 | 1.4% | 1.2% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.1% |
| Q4 25 | — | -5.61× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.11× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GLOO
| Platform Solutions | $12.7M | 39% |
| Advertising | $11.1M | 34% |
| Marketplace | $3.9M | 12% |
| Midwestern Acquisition | $2.7M | 8% |
| Servant Acquisition | $1.8M | 6% |
OESX
| Lighting Product And Installation | $11.9M | 56% |
| Electric Vehicle Charging Systems | $4.7M | 22% |
| Maintenance Services | $4.4M | 21% |
