HERZLIYA, Israel, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Nayax Ltd. (Nasdaq: NYAX; TASE: NYAX), a global commerce enablement, payments, and loyalty platform designed to help merchants scale their business, today announced a new global partnership with Tritium, a leading manufacturer of DC fast charging solutions. This collaboration enables Tritium to deploy a single card-present payment solution across its expansive network of chargers in more than 50 countries. Nayax is integrated with Tritium through its cloud ...

Financial Data and Key Metrics Changes - Orion reported fiscal Q3 2026 revenue of $21.1 million, an increase from $19.6 million in Q3 2025, marking a growth of approximately 7.6% [11] - The net income for Q3 2026 was $160,000 or $0.04 per share, compared to a net loss of $1.5 million or $0.46 per share in Q3 2025 [14] - Adjusted EBITDA improved to positive $761,000 in Q3 2026 from $32,000 in Q3 2025, indicating continued cost control and financial discipline [14] Business Line Data and Key Metrics Changes - LED lighting segment revenue decreased to $12.1 million in Q3 2026 from $13.2 million in Q3 2025, attributed to decreased project activity and ESCO channel sales [11] - Maintenance segment revenue increased by 13% to $4.4 million in Q3 2026 from $3.9 million in Q3 2025, driven by new customer contracts [12] - EV charging solutions revenue rose to $4.7 million in Q3 2026 from $2.4 million in Q3 2025, reflecting the completion of a significant project [12] Market Data and Key Metrics Changes - The U.S. EV charging market is expected to grow by 8% in 2026, according to Perrin Research, indicating a positive outlook for the industry [10] - Orion anticipates benefiting from market tailwinds in building, reshoring, and refurbishing industrial facilities, which includes data centers and manufacturing plants [9] Company Strategy and Development Direction - Orion's strategy includes expanding products and services, as evidenced by a three-year renewal of a maintenance contract and a growing backlog [7] - The company aims to achieve $84 million to $86 million in revenue for FY 2026, with positive Adjusted EBITDA, and expects continued profitable growth in FY 2027 with revenue between $95 million and $97 million [4][16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about meeting or exceeding growth milestones, citing increasing orders and successful cost structure improvements [4][5] - The company is focused on maintaining its NASDAQ listing and maximizing shareholder value, with a strong outlook for the remainder of the fiscal year and into FY 2027 [3][10] Other Important Information - Orion raised net proceeds of approximately $6.4 million through the issuance of 500,000 shares of common stock, providing growth capital and the ability to pay down revolving credit [15] - Total operating expenses declined to $6.1 million in Q3 2026 from $7 million in Q3 2025, reflecting ongoing cost control efforts [14] Q&A Session Summary Question: Revenue linearity for the $14 million-$15 million external lighting project - Management expects the majority of the revenue to hit in the first half of FY 2027, with initial revenue and ramp in Q4 2026 [20] Question: Expansion potential tied to the external lighting project - Management believes there is potential for expansion within the customer, but it may not materialize in the first half of the year [22] Question: Future operating expenses outlook - Management indicated ongoing efforts to manage operating expenses, suggesting they may remain at current levels or slightly increase [23] Question: Adoption of preventative maintenance models by smaller enterprises - Management noted that while no smaller enterprises have reached the scale of their large retailer customer, there are month-over-month increases in other customers [32] Question: Underwriting execution risk with large customers - Management acknowledged ongoing execution risk but stated they have accounted for potential issues in their outlook [33] Question: Success in the distribution segment - Management attributed success to expanding relationships and developing products based on customer requests [36] Question: Revenue from electrical infrastructure opportunities - Management indicated that revenue from electrical infrastructure is evolving and is not yet fully reflected in results, but they expect growth in this area [40]

Financial Data and Key Metrics Changes - Orion reported Q3 2026 revenue of $21.1 million, an increase from $19.6 million in Q3 2025, marking a year-over-year growth of approximately 7.6% [11] - The company achieved a net income of $160,000 or $0.04 per share in Q3 2026, compared to a net loss of $1.5 million or $0.46 per share in Q3 2025 [13] - Adjusted EBITDA improved to positive $761,000 in Q3 2026 from $32,000 in Q3 2025, representing a significant turnaround [13] Business Line Data and Key Metrics Changes - LED lighting segment revenue decreased to $12.1 million in Q3 2026 from $13.2 million in Q3 2025, attributed to decreased project activity and ESCO channel sales [11] - Maintenance segment revenue increased by 13% to $4.4 million in Q3 2026 from $3.9 million in Q3 2025, benefiting from new customer contracts [12] - EV charging solutions revenue rose to $4.7 million in Q3 2026 from $2.4 million in Q3 2025, reflecting the completion of a significant project [12] Market Data and Key Metrics Changes - The overall gross profit margin increased to 30.9% in Q3 2026 from 29.4% in Q3 2025, driven by pricing and cost improvements across all segments [12] - The company expects continued profitable growth in FY 2027 with revenue projected between $95 million and $97 million [16] Company Strategy and Development Direction - Orion's strategy includes expanding products and services, exemplified by a recent three-year renewal of a maintenance contract and a growing backlog [6] - The company is focusing on electrical infrastructure, integrating offerings within LED lighting and EV charging lines, and developing localized battery storage solutions [6][10] - Orion aims to leverage market tailwinds in building, reshoring, and refurbishing industrial facilities, as well as opportunities in the EV fast charging sector [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about meeting or exceeding revenue milestones, raising FY 2026 revenue outlook to between $84 million and $86 million [4][16] - The company anticipates a strong Q4 2026 and continued growth in FY 2027, supported by increasing orders and successful cost structure improvements [5][16] - Management acknowledged ongoing risks related to execution and project delays but indicated that they have accounted for potential issues in their outlook [33] Other Important Information - Orion raised net proceeds of approximately $6.4 million through the issuance of 500,000 shares of common stock, providing growth capital and enabling debt paydown [15] - The company reported a decline in total operating expenses to $6.1 million in Q3 2026 from $7 million in Q3 2025, reflecting ongoing cost control measures [13] Q&A Session Summary Question: External lighting project revenue expectations - Management expects the majority of the $14 million-$15 million project revenue to be recognized in the first half of FY 2027, with some initial revenue in Q4 2026 [20] Question: Expansion potential tied to the project - There is potential for expansion within the customer relationship, but it is not expected to materialize in the first half of the year [22] Question: Maintenance model adoption by smaller enterprises - While no smaller enterprise has matched the scale of the large retailer, there are month-over-month increases in other customers, and efforts to pursue new contracts continue [31] Question: Underwriting execution risk - Management acknowledged ongoing execution risks and indicated that they have accounted for potential issues in their guidance [33] Question: Success in the distribution segment - Success is driven by expanding customer relationships and developing products based on customer requests, with expectations for further engagement in the channel [36] Question: Revenue from electrical infrastructure opportunities - Revenue from electrical infrastructure is evolving, with some projects expanding beyond initial lighting jobs, but it is still in the early stages of development [38]

ORION ENERGY SYSTEMS, INC. LED Lighting & Controls Lighting Maintenance EV Charging NASDAQ: OESX FEBRUARY 2026 orionlighting.com | 1.800.660.9340 | | 1 SAFE HARBOR Certain matters discussed in this press release are "forward-looking statements" intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. These forward- looking statements may generally be identified as such because the context of such statements will include words such as "antici ...

Core Insights - Orion Energy Systems, Inc. announced a $4 million contract for the installation of 105 EV charging stations in the Boston Public School system [1][2] Group 1: Project Details - The project involves the installation of 105 DC fast charging stations at the Freeport Bus Yard, which is part of the Boston Public Schools [2] - The charging stations will utilize an innovative above-ground mounting method with Jersey barriers, similar to previous installations for BPS [2] Group 2: Strategic Importance - Orion/Voltrek is a key partner in the Boston Public Schools' initiative to electrify 100% of its 750 school buses, marking it as the largest school-bus electrification program in the Northeastern United States [3] - The company is actively involved in various fleet-electrification initiatives across the Northeast, including multiple-location deployments and electric van charging capabilities in school districts [4] Group 3: Market Outlook - The U.S. EV Charging market is expected to grow by 8% this year, indicating a positive trend for companies like Orion that are involved in EV infrastructure [5]

Core Insights - Milepost AB, Sweden's first independent EV-charging operator, is expanding its services in Norrköping in collaboration with the local municipality [1][2] - The deployment of EV-charging stations is in response to new legislation effective from 2025, mandating charging stations in heated buildings with over 20 parking spaces [3] - Milepost's services are now available in 38 municipalities across Sweden, indicating significant growth and market penetration [3] Company Overview - Milepost develops and operates EV-charging solutions in partnership with municipalities and property owners, facilitating charging access where people live, work, or visit [5] - The company is supported by Obligo Investment Management and its management team, highlighting a strong backing for its operations [5] Project Details - The first charging station in Norrköping has been put into operation, with additional sites planned for establishment throughout 2026 [2] - The collaboration between Milepost and Norrköping Municipality is aimed at accelerating the rollout of charging stations in key locations [4]

Core Insights - Beam Global announced the sale of ten EV ARC™ off-grid electric vehicle charging systems at a new residential development in New York, marking its largest sale of such systems into a residential setting to date [1][2] Group 1: Sales and Market Demand - The sale reflects strong customer diversification achieved during 2025, with increasing demand from commercial customers beyond the federal government [1] - The EV ARC™ systems provide on-site EV charging without the need for construction, trenching, electrical upgrades, or utility coordination, addressing challenges in deploying conventional EV charging in dense urban environments [2][4] - The systems generate and store their own renewable electricity, allowing for rapid deployment and minimal disruption to existing site designs [2][3] Group 2: Strategic Growth Opportunities - Historically, Beam Global's customer base has been primarily federal, state, and municipal agencies, but there is now growing interest from residential and commercial developers [4] - The U.S. market presents significant growth opportunities, particularly in the tens of millions of apartments and condominiums that have not been aggressively targeted by Beam Global [4] - Research indicates that national property values could increase by approximately $77.3 billion if all vehicles in the U.S. were electric, highlighting the economic benefits of EV adoption in residential settings [4]

Core Insights - ABM has been selected by DASH to provide EV charging infrastructure for the electrification of Alexandria's public bus fleet [2][3] - The project includes the installation of an in-route pantograph charger, power cabinets, and electrical infrastructure, allowing buses to charge while in service [3] - This initiative is part of a broader electrification plan for DASH, which serves over 15,000 riders daily and aims to enhance operational efficiency and reduce greenhouse gas emissions [4][6] Company Overview - ABM is a leading provider of integrated facility, engineering, and infrastructure solutions, with over 100,000 team members [7] - The company generates over $8 billion in annual revenue and serves various sectors including commercial real estate, aviation, and education [8] - ABM focuses on innovative technologies and sustainable solutions to enhance facilities and meet evolving challenges [8]

ChargePoint Conference Call Summary Company Overview - **Company**: ChargePoint - **Industry**: Electric Vehicle (EV) Charging - **Key Executives**: Rick Wilmer (CEO), Mansi Khetani (CFO) Core Insights and Arguments - **Market Position**: ChargePoint is emerging from a challenging period and expects steady growth due to a less competitive landscape and new innovations in the market [2][5] - **Financial Improvements**: Significant debt restructuring has reduced outstanding debt from $340 million to approximately $157 million, extending maturity to 2030 and cutting annual interest expenses by about $10 million [3][43][44] - **Operational Efficiency**: Operating expenses (OpEx) have decreased from nearly $90 million per quarter to the mid-$50 million range, indicating improved cash management [5] - **Growth Strategy**: Focus on partnerships with grid builders like Eaton to lower infrastructure costs and enhance operational efficiency [6][26] - **Market Share**: ChargePoint holds a 70% market share in Level 2 charging in North America and aims to expand its presence in Europe with new product offerings [21][56] Industry Dynamics - **EV Adoption**: The company emphasizes that EV adoption is crucial but is also influenced by charging infrastructure availability and costs [11] - **Competitive Landscape**: The EV charging market has seen a reduction in competition, with many smaller players struggling to secure funding, leading to consolidation [19][20] - **Partnerships**: Collaborations with auto OEMs and energy sector players are essential for enhancing customer experience and driving growth [7][8][26] Financial Metrics and KPIs - **Active Ports**: As of the last quarter, ChargePoint managed approximately 400,000 active ports, which are critical for generating recurring revenue [34] - **Subscription Revenue**: The company reported nearly $170 million in annual recurring revenue from subscriptions, with a gross margin of 63% [34][36] - **Cash Flow Management**: The average cash burn has been halved compared to the previous year, with a focus on reaching cash flow break-even soon [36] Innovations and Product Development - **Next-Gen Charging Solutions**: ChargePoint is developing a next-gen DC charger that separates AC to DC conversion, significantly reducing costs and increasing capacity [27][28] - **Home Charging Solutions**: Innovations include smart panel technology that allows for efficient home energy management, enabling vehicle-to-home power during outages [29][31] - **Software Integration**: The company has integrated software solutions from acquisitions to create a scalable platform for managing public DC fast chargers and fleet telematics [56] Customer Segmentation - **Market Segments**: ChargePoint serves two main segments: fleet (mission-critical electric vehicle operations) and commercial (discretionary charging installations) [22][23] - **Retail Demand**: Increasing EV penetration in retail areas is driving demand for charging solutions, as businesses seek to attract customers by offering charging facilities [24][25] Future Outlook - **Growth Expectations**: ChargePoint anticipates a return to growth, with significant customer wins and partnerships expected to be announced [10][66] - **European Expansion**: The company plans to leverage favorable regulatory conditions in Europe to drive growth, with new products set to launch in the region [56][57] - **Cost Management**: Ongoing efforts to reduce product costs through lower-cost manufacturing and innovative designs are expected to enhance gross margins [45][47] Additional Considerations - **Tariffs Impact**: Tariffs have negatively affected the company's bottom line, but operations in Europe are less impacted due to direct sales [61][62] - **Inventory Management**: ChargePoint is transitioning from high inventory levels to a more balanced approach, expecting to generate cash flow as inventory is sold down [62][63] This summary encapsulates the key points discussed during the ChargePoint conference call, highlighting the company's strategic direction, financial health, and market dynamics within the EV charging industry.

Core Viewpoint - Blink Charging Co. (NASDAQ:BLNK) is positioned for significant growth, particularly following recent capital raises and strategic contracts that enhance its market presence in the electric vehicle charging sector [2][3][4]. Group 1: Financial Developments - Blink Charging priced a public offering of 26,666,666 shares at $0.75 per share, raising approximately $20 million in gross proceeds before fees, which will fund capital expenditures for its DC fast-charging network expansion and support working capital needs [3]. - The company has recorded a strong share price momentum, achieving about a 17% return over the past five days as of January 8, 2026 [2]. Group 2: Strategic Partnerships - Blink Charging secured a Sourcewell contract effective through September 18, 2029, with potential one-year extensions, allowing over 50,000 government, education, and nonprofit agencies to procure its Level 2 and DC fast chargers, software, installation, and maintenance [4]. - This strategic win positions the company to capitalize on public-sector demand while expanding its fast-charging footprint across the nation [4]. Group 3: Business Focus - Blink Charging specializes in operating and providing electric vehicle charging equipment and networked charging services, including Level 2 and DC fast chargers, software, and support solutions for commercial, residential, and public-sector customers [5].