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Matthew Dunn

Research Analyst at Hanover Investors Management

Matthew Dunn is a Research Analyst at Hanover Investors Management, with a focus on fundamental research in public equity investments. He has engaged actively by asking 2 earnings call questions covering ORION ENERGY SYSTEMS, though specific performance metrics such as success rates or generated returns are not publicly available. Dunn joined the firm recently, serving previously as Portfolio Company Senior Finance Manager starting in January 2023 before transitioning to Associate - Hanover Catalyst Fund in January 2024; professional credentials including FINRA registrations or securities licenses are not detailed in available sources.

Matthew Dunn's questions to ORION ENERGY SYSTEMS (OESX) leadership

Question · Q3 2026

Matthew Dunn inquired about the drivers behind the success in the distribution segment and its future growth potential. He also sought to understand the current revenue contribution and long-term opportunity of the electrical infrastructure business.

Answer

CEO Sally Washlow attributed distribution segment success to expanding customer relationships, an enlarged sales team, and developing products based on customer requests, expecting further engagement. Regarding electrical infrastructure, CEO Sally Washlow explained that revenue is evolving from traditional product sales, often stemming from expansions of existing installation jobs with seven-figure scopes, but a hard revenue number is not yet available as it's still being built. CFO Per Brodin added that some wins are from overall jobs and lighting project expansions, with recognition expected in Q4 and fiscal 2027, making it difficult to size currently.

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Question · Q3 2026

Matthew Dunn inquired about the drivers behind the success in the distribution segment and its future runway. He also asked about the current revenue contribution from the electrical infrastructure opportunity and its potential size over time.

Answer

Sally Washlow, CEO, attributed distribution segment success to expanding customer relationships, an expanded sales team, and developing products based on customer requests, expecting further engagement and product delivery. Regarding electrical infrastructure, Sally explained that revenue is evolving from traditional product sales, including EV segment installations and expansions of existing lighting jobs, with some projects reaching seven figures. Per Brodin, CFO, added that some wins are not fully reflected in Q3 results, with recognition expected in Q4 and fiscal 2027, and the company aims to build on these successes, making it hard to size precisely at this point.

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