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Side-by-side financial comparison of ORION ENERGY SYSTEMS, INC. (OESX) and TRANSACT TECHNOLOGIES INC (TACT). Click either name above to swap in a different company.
ORION ENERGY SYSTEMS, INC. is the larger business by last-quarter revenue ($21.1M vs $11.5M, roughly 1.8× TRANSACT TECHNOLOGIES INC). On growth, TRANSACT TECHNOLOGIES INC posted the faster year-over-year revenue change (11.9% vs 7.7%). TRANSACT TECHNOLOGIES INC produced more free cash flow last quarter ($589.0K vs $-1.1M). Over the past eight quarters, TRANSACT TECHNOLOGIES INC's revenue compounded faster (3.5% 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
Roper Technologies, Inc. is a holding company that owns companies in the technology sector.
OESX vs TACT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $21.1M | $11.5M |
| Net Profit | $160.0K | — |
| Gross Margin | 30.9% | 47.6% |
| Operating Margin | 1.8% | -10.1% |
| Net Margin | 0.8% | — |
| Revenue YoY | 7.7% | 11.9% |
| Net Profit YoY | 110.6% | — |
| EPS (diluted) | $0.04 | $-0.11 |
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 | $11.5M | ||
| Q3 25 | $19.9M | $13.2M | ||
| Q2 25 | $19.6M | $13.8M | ||
| Q1 25 | $20.9M | $13.1M | ||
| Q4 24 | $19.6M | $10.2M | ||
| Q3 24 | $19.4M | $10.9M | ||
| Q2 24 | $19.9M | $11.6M | ||
| Q1 24 | $26.4M | $10.7M |
| Q4 25 | $160.0K | — | ||
| Q3 25 | $-581.0K | $15.0K | ||
| Q2 25 | $-1.2M | $-143.0K | ||
| Q1 25 | $-2.9M | $19.0K | ||
| Q4 24 | $-1.5M | — | ||
| Q3 24 | $-3.6M | $-551.0K | ||
| Q2 24 | $-3.8M | $-319.0K | ||
| Q1 24 | $1.6M | $-1.0M |
| Q4 25 | 30.9% | 47.6% | ||
| Q3 25 | 31.0% | 49.8% | ||
| Q2 25 | 30.1% | 48.2% | ||
| Q1 25 | 27.4% | 48.7% | ||
| Q4 24 | 29.4% | 44.2% | ||
| Q3 24 | 23.1% | 48.1% | ||
| Q2 24 | 21.6% | 52.7% | ||
| Q1 24 | 25.8% | 52.6% |
| Q4 25 | 1.8% | -10.1% | ||
| Q3 25 | -1.2% | 0.1% | ||
| Q2 25 | -5.2% | -1.9% | ||
| Q1 25 | -12.7% | -0.1% | ||
| Q4 24 | -6.4% | -10.3% | ||
| Q3 24 | -16.9% | -7.7% | ||
| Q2 24 | -17.2% | -3.8% | ||
| Q1 24 | 6.8% | -12.2% |
| Q4 25 | 0.8% | — | ||
| Q3 25 | -2.9% | 0.1% | ||
| Q2 25 | -6.4% | -1.0% | ||
| Q1 25 | -13.9% | 0.1% | ||
| Q4 24 | -7.7% | — | ||
| Q3 24 | -18.7% | -5.1% | ||
| Q2 24 | -18.9% | -2.8% | ||
| Q1 24 | 6.1% | -9.7% |
| Q4 25 | $0.04 | $-0.11 | ||
| Q3 25 | $-0.17 | $0.00 | ||
| Q2 25 | $-0.04 | $-0.01 | ||
| Q1 25 | $1.32 | $0.00 | ||
| Q4 24 | $-0.46 | $-0.80 | ||
| Q3 24 | $-1.10 | $-0.06 | ||
| Q2 24 | $-0.12 | $-0.03 | ||
| Q1 24 | $0.06 | $-0.10 |
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 | $20.4M |
| Total DebtLower is stronger | $9.8M | — |
| Stockholders' EquityBook value | $11.8M | $31.1M |
| Total Assets | $48.3M | $44.8M |
| Debt / EquityLower = less leverage | 0.83× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.7M | $20.4M | ||
| Q3 25 | $5.2M | $20.0M | ||
| Q2 25 | $3.6M | $17.7M | ||
| Q1 25 | $6.0M | $14.2M | ||
| Q4 24 | $7.5M | $14.4M | ||
| Q3 24 | $5.4M | $11.3M | ||
| Q2 24 | $5.7M | $11.1M | ||
| Q1 24 | $5.2M | $10.6M |
| 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 | $31.1M | ||
| Q3 25 | $11.4M | $31.8M | ||
| Q2 25 | $10.8M | $31.3M | ||
| Q1 25 | $11.9M | $30.9M | ||
| Q4 24 | $14.5M | $30.6M | ||
| Q3 24 | $15.8M | $38.4M | ||
| Q2 24 | $19.1M | $38.5M | ||
| Q1 24 | $22.5M | $38.6M |
| Q4 25 | $48.3M | $44.8M | ||
| Q3 25 | $47.9M | $45.0M | ||
| Q2 25 | $49.0M | $44.5M | ||
| Q1 25 | $52.5M | $44.2M | ||
| Q4 24 | $52.7M | $44.0M | ||
| Q3 24 | $56.3M | $50.5M | ||
| Q2 24 | $59.8M | $50.4M | ||
| Q1 24 | $63.2M | $51.9M |
| 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 | $609.0K |
| Free Cash FlowOCF − Capex | $-1.1M | $589.0K |
| FCF MarginFCF / Revenue | -5.4% | 5.1% |
| Capex IntensityCapex / Revenue | 1.2% | 0.2% |
| Cash ConversionOCF / Net Profit | -5.61× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-905.0K | $7.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-897.0K | $609.0K | ||
| Q3 25 | $1.8M | $3.6M | ||
| Q2 25 | $-515.0K | $3.6M | ||
| Q1 25 | $-699.0K | $-161.0K | ||
| Q4 24 | $3.8M | $2.4M | ||
| Q3 24 | $498.0K | $327.0K | ||
| Q2 24 | $-3.0M | $636.0K | ||
| Q1 24 | $175.0K | $-1.5M |
| Q4 25 | $-1.1M | $589.0K | ||
| Q3 25 | $1.6M | $3.6M | ||
| Q2 25 | $-570.0K | $3.6M | ||
| Q1 25 | $-750.0K | $-171.0K | ||
| Q4 24 | $3.7M | $2.4M | ||
| Q3 24 | $493.0K | $259.0K | ||
| Q2 24 | $-3.0M | $499.0K | ||
| Q1 24 | $144.0K | $-1.6M |
| Q4 25 | -5.4% | 5.1% | ||
| Q3 25 | 7.9% | 27.1% | ||
| Q2 25 | -2.9% | 25.9% | ||
| Q1 25 | -3.6% | -1.3% | ||
| Q4 24 | 19.1% | 23.2% | ||
| Q3 24 | 2.5% | 2.4% | ||
| Q2 24 | -15.0% | 4.3% | ||
| Q1 24 | 0.5% | -14.9% |
| Q4 25 | 1.2% | 0.2% | ||
| Q3 25 | 1.3% | 0.5% | ||
| Q2 25 | 0.3% | 0.1% | ||
| Q1 25 | 0.2% | 0.1% | ||
| Q4 24 | 0.1% | 0.1% | ||
| Q3 24 | 0.0% | 0.6% | ||
| Q2 24 | 0.1% | 1.2% | ||
| Q1 24 | 0.1% | 1.0% |
| Q4 25 | -5.61× | — | ||
| Q3 25 | — | 242.00× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -8.47× | ||
| 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% |
TACT
Segment breakdown not available.
