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Side-by-side financial comparison of ORION ENERGY SYSTEMS, INC. (OESX) and Rumble Inc. (RUM). Click either name above to swap in a different company.
Rumble Inc. is the larger business by last-quarter revenue ($27.1M vs $21.1M, roughly 1.3× ORION ENERGY SYSTEMS, INC.). ORION ENERGY SYSTEMS, INC. runs the higher net margin — 0.8% vs -120.8%, a 121.5% gap on every dollar of revenue. On growth, ORION ENERGY SYSTEMS, INC. posted the faster year-over-year revenue change (7.7% vs -10.5%). ORION ENERGY SYSTEMS, INC. produced more free cash flow last quarter ($-1.1M vs $-31.7M). Over the past eight quarters, Rumble Inc.'s revenue compounded faster (15.2% 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
Rumble is a Canadian-American online video platform, web hosting, and cloud services business headquartered in Toronto, Canada, with its U.S. headquarters in Longboat Key, Florida. It was founded in 2013 by Chris Pavlovski, a Canadian technology entrepreneur. Rumble's cloud services business hosts Truth Social, and the video platform is popular among American conservative and far-right users. Rumble has been described as "alt-tech".
OESX vs RUM — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $21.1M | $27.1M |
| Net Profit | $160.0K | $-32.7M |
| Gross Margin | 30.9% | 5.5% |
| Operating Margin | 1.8% | -131.1% |
| Net Margin | 0.8% | -120.8% |
| Revenue YoY | 7.7% | -10.5% |
| Net Profit YoY | 110.6% | 86.2% |
| EPS (diluted) | $0.04 | $-0.13 |
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 | $27.1M | ||
| Q3 25 | $19.9M | $24.8M | ||
| Q2 25 | $19.6M | — | ||
| Q1 25 | $20.9M | $23.7M | ||
| Q4 24 | $19.6M | $30.2M | ||
| Q3 24 | $19.4M | $25.1M | ||
| Q2 24 | $19.9M | $22.5M | ||
| Q1 24 | $26.4M | $17.7M |
| Q4 25 | $160.0K | $-32.7M | ||
| Q3 25 | $-581.0K | $-16.3M | ||
| Q2 25 | $-1.2M | — | ||
| Q1 25 | $-2.9M | $-2.7M | ||
| Q4 24 | $-1.5M | $-236.8M | ||
| Q3 24 | $-3.6M | $-31.5M | ||
| Q2 24 | $-3.8M | $-26.8M | ||
| Q1 24 | $1.6M | $-43.3M |
| Q4 25 | 30.9% | 5.5% | ||
| Q3 25 | 31.0% | -1.8% | ||
| Q2 25 | 30.1% | — | ||
| Q1 25 | 27.4% | -26.7% | ||
| Q4 24 | 29.4% | -14.2% | ||
| Q3 24 | 23.1% | -45.4% | ||
| Q2 24 | 21.6% | -58.8% | ||
| Q1 24 | 25.8% | -79.5% |
| Q4 25 | 1.8% | -131.1% | ||
| Q3 25 | -1.2% | -113.6% | ||
| Q2 25 | -5.2% | — | ||
| Q1 25 | -12.7% | -153.5% | ||
| Q4 24 | -6.4% | -80.1% | ||
| Q3 24 | -16.9% | -131.0% | ||
| Q2 24 | -17.2% | -172.7% | ||
| Q1 24 | 6.8% | -197.4% |
| Q4 25 | 0.8% | -120.8% | ||
| Q3 25 | -2.9% | -65.7% | ||
| Q2 25 | -6.4% | — | ||
| Q1 25 | -13.9% | -11.2% | ||
| Q4 24 | -7.7% | -783.2% | ||
| Q3 24 | -18.7% | -125.9% | ||
| Q2 24 | -18.9% | -119.2% | ||
| Q1 24 | 6.1% | -244.1% |
| Q4 25 | $0.04 | $-0.13 | ||
| Q3 25 | $-0.17 | $-0.06 | ||
| Q2 25 | $-0.04 | — | ||
| Q1 25 | $1.32 | $-0.01 | ||
| Q4 24 | $-0.46 | $-1.17 | ||
| Q3 24 | $-1.10 | $-0.15 | ||
| Q2 24 | $-0.12 | $-0.13 | ||
| Q1 24 | $0.06 | $-0.21 |
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 | $237.9M |
| Total DebtLower is stronger | $9.8M | — |
| Stockholders' EquityBook value | $11.8M | $274.8M |
| Total Assets | $48.3M | $336.8M |
| Debt / EquityLower = less leverage | 0.83× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.7M | $237.9M | ||
| Q3 25 | $5.2M | $269.8M | ||
| Q2 25 | $3.6M | — | ||
| Q1 25 | $6.0M | $301.3M | ||
| Q4 24 | $7.5M | $114.0M | ||
| Q3 24 | $5.4M | $132.0M | ||
| Q2 24 | $5.7M | $154.2M | ||
| Q1 24 | $5.2M | $183.8M |
| Q4 25 | $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 | $11.8M | $274.8M | ||
| Q3 25 | $11.4M | $302.2M | ||
| Q2 25 | $10.8M | — | ||
| Q1 25 | $11.9M | $339.6M | ||
| Q4 24 | $14.5M | $-63.1M | ||
| Q3 24 | $15.8M | $166.1M | ||
| Q2 24 | $19.1M | $192.7M | ||
| Q1 24 | $22.5M | $210.7M |
| Q4 25 | $48.3M | $336.8M | ||
| Q3 25 | $47.9M | $367.2M | ||
| Q2 25 | $49.0M | — | ||
| Q1 25 | $52.5M | $391.1M | ||
| Q4 24 | $52.7M | $195.3M | ||
| Q3 24 | $56.3M | $217.2M | ||
| Q2 24 | $59.8M | $243.2M | ||
| Q1 24 | $63.2M | $263.0M |
| 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 | $-897.0K | $-29.4M |
| Free Cash FlowOCF − Capex | $-1.1M | $-31.7M |
| FCF MarginFCF / Revenue | -5.4% | -117.2% |
| Capex IntensityCapex / Revenue | 1.2% | 8.5% |
| Cash ConversionOCF / Net Profit | -5.61× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-905.0K | $-70.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-897.0K | $-29.4M | ||
| Q3 25 | $1.8M | $-10.6M | ||
| Q2 25 | $-515.0K | — | ||
| Q1 25 | $-699.0K | $-14.5M | ||
| Q4 24 | $3.8M | $-12.4M | ||
| Q3 24 | $498.0K | $-19.1M | ||
| Q2 24 | $-3.0M | $-21.7M | ||
| Q1 24 | $175.0K | $-33.9M |
| Q4 25 | $-1.1M | $-31.7M | ||
| Q3 25 | $1.6M | $-12.0M | ||
| Q2 25 | $-570.0K | — | ||
| Q1 25 | $-750.0K | $-14.6M | ||
| Q4 24 | $3.7M | $-12.4M | ||
| Q3 24 | $493.0K | $-19.9M | ||
| Q2 24 | $-3.0M | $-23.1M | ||
| Q1 24 | $144.0K | $-34.3M |
| Q4 25 | -5.4% | -117.2% | ||
| Q3 25 | 7.9% | -48.6% | ||
| Q2 25 | -2.9% | — | ||
| Q1 25 | -3.6% | -61.7% | ||
| Q4 24 | 19.1% | -40.9% | ||
| Q3 24 | 2.5% | -79.5% | ||
| Q2 24 | -15.0% | -102.8% | ||
| Q1 24 | 0.5% | -193.3% |
| Q4 25 | 1.2% | 8.5% | ||
| Q3 25 | 1.3% | 5.7% | ||
| Q2 25 | 0.3% | — | ||
| Q1 25 | 0.2% | 0.6% | ||
| Q4 24 | 0.1% | 0.1% | ||
| Q3 24 | 0.0% | 3.4% | ||
| Q2 24 | 0.1% | 6.1% | ||
| Q1 24 | 0.1% | 2.4% |
| 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
OESX
| Lighting Product And Installation | $11.9M | 56% |
| Electric Vehicle Charging Systems | $4.7M | 22% |
| Maintenance Services | $4.4M | 21% |
RUM
| Audience Monetization | $23.8M | 88% |
| Other Initiatives | $3.3M | 12% |
