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Side-by-side financial comparison of ORION ENERGY SYSTEMS, INC. (OESX) and Ponce Financial Group, Inc. (PDLB). Click either name above to swap in a different company.
Ponce Financial Group, Inc. is the larger business by last-quarter revenue ($31.4M vs $21.1M, roughly 1.5× ORION ENERGY SYSTEMS, INC.). Ponce Financial Group, Inc. runs the higher net margin — 36.3% vs 0.8%, a 35.5% gap on every dollar of revenue. On growth, Ponce Financial Group, Inc. posted the faster year-over-year revenue change (37.6% vs 7.7%). Ponce Financial Group, Inc. produced more free cash flow last quarter ($54.6M vs $-1.1M). Over the past eight quarters, Ponce Financial Group, Inc.'s revenue compounded faster (23.7% CAGR vs -10.6%).
Orion Energy Systems, Inc. is an American LED lighting and intelligent controls enterprise, founded in Plymouth, Wisconsin, and headquartered in Manitowoc, Wisconsin
Ponce Financial Group, Inc. is a U.S.-based financial holding company operating Ponce Bank as its core subsidiary. It serves multicultural, immigrant and low-to-moderate income communities in the New York metro area, offering retail and commercial banking products including deposits, mortgages, small business financing and personal credit.
OESX vs PDLB — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $21.1M | $31.4M |
| Net Profit | $160.0K | $10.1M |
| Gross Margin | 30.9% | — |
| Operating Margin | 1.8% | 43.6% |
| Net Margin | 0.8% | 36.3% |
| Revenue YoY | 7.7% | 37.6% |
| Net Profit YoY | 110.6% | 245.6% |
| EPS (diluted) | $0.04 | $0.43 |
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 | $21.1M | $31.4M | ||
| Q3 25 | $19.9M | $26.7M | ||
| Q2 25 | $19.6M | $26.5M | ||
| Q1 25 | $20.9M | $24.6M | ||
| Q4 24 | $19.6M | $22.8M | ||
| Q3 24 | $19.4M | $20.2M | ||
| Q2 24 | $19.9M | $20.2M | ||
| Q1 24 | $26.4M | $20.5M |
| Q4 25 | $160.0K | $10.1M | ||
| Q3 25 | $-581.0K | $6.5M | ||
| Q2 25 | $-1.2M | $6.1M | ||
| Q1 25 | $-2.9M | $6.0M | ||
| Q4 24 | $-1.5M | $2.9M | ||
| Q3 24 | $-3.6M | $2.4M | ||
| Q2 24 | $-3.8M | $3.2M | ||
| Q1 24 | $1.6M | $2.4M |
| 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 | 1.8% | 43.6% | ||
| Q3 25 | -1.2% | 32.8% | ||
| Q2 25 | -5.2% | 30.2% | ||
| Q1 25 | -12.7% | 32.5% | ||
| Q4 24 | -6.4% | 19.6% | ||
| Q3 24 | -16.9% | 15.2% | ||
| Q2 24 | -17.2% | 21.8% | ||
| Q1 24 | 6.8% | 18.3% |
| Q4 25 | 0.8% | 36.3% | ||
| Q3 25 | -2.9% | 24.3% | ||
| Q2 25 | -6.4% | 23.0% | ||
| Q1 25 | -13.9% | 24.2% | ||
| Q4 24 | -7.7% | 14.1% | ||
| Q3 24 | -18.7% | 12.1% | ||
| Q2 24 | -18.9% | 15.8% | ||
| Q1 24 | 6.1% | 11.8% |
| Q4 25 | $0.04 | $0.43 | ||
| Q3 25 | $-0.17 | $0.27 | ||
| Q2 25 | $-0.04 | $0.25 | ||
| Q1 25 | $1.32 | $0.25 | ||
| Q4 24 | $-0.46 | $0.11 | ||
| Q3 24 | $-1.10 | $0.10 | ||
| Q2 24 | $-0.12 | $0.14 | ||
| Q1 24 | $0.06 | $0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.7M | $126.2M |
| Total DebtLower is stronger | $9.8M | $596.1M |
| Stockholders' EquityBook value | $11.8M | $541.5M |
| Total Assets | $48.3M | $3.2B |
| Debt / EquityLower = less leverage | 0.83× | 1.10× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.7M | $126.2M | ||
| Q3 25 | $5.2M | $146.6M | ||
| Q2 25 | $3.6M | $126.6M | ||
| Q1 25 | $6.0M | $129.9M | ||
| Q4 24 | $7.5M | $139.8M | ||
| Q3 24 | $5.4M | $155.8M | ||
| Q2 24 | $5.7M | $103.2M | ||
| Q1 24 | $5.2M | $134.7M |
| Q4 25 | $9.8M | $596.1M | ||
| Q3 25 | $9.9M | $521.1M | ||
| Q2 25 | $8.5M | $536.1M | ||
| Q1 25 | $10.3M | $521.1M | ||
| Q4 24 | — | $596.1M | ||
| Q3 24 | $12.5M | $580.4M | ||
| Q2 24 | $13.5M | $680.4M | ||
| Q1 24 | $10.0M | $680.4M |
| Q4 25 | $11.8M | $541.5M | ||
| Q3 25 | $11.4M | $529.8M | ||
| Q2 25 | $10.8M | $521.1M | ||
| Q1 25 | $11.9M | $513.9M | ||
| Q4 24 | $14.5M | $505.5M | ||
| Q3 24 | $15.8M | $504.6M | ||
| Q2 24 | $19.1M | $497.7M | ||
| Q1 24 | $22.5M | $493.7M |
| Q4 25 | $48.3M | $3.2B | ||
| Q3 25 | $47.9M | $3.2B | ||
| Q2 25 | $49.0M | $3.2B | ||
| Q1 25 | $52.5M | $3.1B | ||
| Q4 24 | $52.7M | $3.0B | ||
| Q3 24 | $56.3M | $3.0B | ||
| Q2 24 | $59.8M | $2.8B | ||
| Q1 24 | $63.2M | $2.8B |
| Q4 25 | 0.83× | 1.10× | ||
| Q3 25 | 0.87× | 0.98× | ||
| Q2 25 | 0.79× | 1.03× | ||
| Q1 25 | 0.87× | 1.01× | ||
| Q4 24 | — | 1.18× | ||
| Q3 24 | 0.79× | 1.15× | ||
| Q2 24 | 0.71× | 1.37× | ||
| Q1 24 | 0.44× | 1.38× |
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 | $-897.0K | $55.6M |
| Free Cash FlowOCF − Capex | $-1.1M | $54.6M |
| FCF MarginFCF / Revenue | -5.4% | 173.9% |
| Capex IntensityCapex / Revenue | 1.2% | 3.1% |
| Cash ConversionOCF / Net Profit | -5.61× | 5.48× |
| TTM Free Cash FlowTrailing 4 quarters | $-905.0K | $74.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-897.0K | $55.6M | ||
| Q3 25 | $1.8M | $1.4M | ||
| Q2 25 | $-515.0K | $6.2M | ||
| Q1 25 | $-699.0K | $13.1M | ||
| Q4 24 | $3.8M | $7.2M | ||
| Q3 24 | $498.0K | $-14.6M | ||
| Q2 24 | $-3.0M | $-2.6M | ||
| Q1 24 | $175.0K | $1.5M |
| Q4 25 | $-1.1M | $54.6M | ||
| Q3 25 | $1.6M | $786.0K | ||
| Q2 25 | $-570.0K | $5.9M | ||
| Q1 25 | $-750.0K | $12.9M | ||
| Q4 24 | $3.7M | $4.5M | ||
| Q3 24 | $493.0K | $-15.0M | ||
| Q2 24 | $-3.0M | $-2.6M | ||
| Q1 24 | $144.0K | $-315.0K |
| Q4 25 | -5.4% | 173.9% | ||
| Q3 25 | 7.9% | 2.9% | ||
| Q2 25 | -2.9% | 22.4% | ||
| Q1 25 | -3.6% | 52.6% | ||
| Q4 24 | 19.1% | 19.7% | ||
| Q3 24 | 2.5% | -74.1% | ||
| Q2 24 | -15.0% | -13.0% | ||
| Q1 24 | 0.5% | -1.5% |
| Q4 25 | 1.2% | 3.1% | ||
| Q3 25 | 1.3% | 2.3% | ||
| Q2 25 | 0.3% | 1.0% | ||
| Q1 25 | 0.2% | 0.6% | ||
| Q4 24 | 0.1% | 11.9% | ||
| Q3 24 | 0.0% | 2.0% | ||
| Q2 24 | 0.1% | 0.3% | ||
| Q1 24 | 0.1% | 8.7% |
| Q4 25 | -5.61× | 5.48× | ||
| Q3 25 | — | 0.21× | ||
| Q2 25 | — | 1.01× | ||
| Q1 25 | — | 2.20× | ||
| Q4 24 | — | 2.46× | ||
| Q3 24 | — | -5.99× | ||
| Q2 24 | — | -0.80× | ||
| Q1 24 | 0.11× | 0.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OESX
| Lighting Product And Installation | $11.9M | 56% |
| Electric Vehicle Charging Systems | $4.7M | 22% |
| Maintenance Services | $4.4M | 21% |
PDLB
Segment breakdown not available.
