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Earnings are out

LTRX · NASDAQ · Communication Equipment

Lantronix

Combines intelligent computing, secure connectivity, and remote management for connected products and networks.

$5.40

After-hours close+0.03 (+0.65%)

At close$5.37(−11.03%)

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Profile

Lantronix, Inc.LTRXInformation Technology

Supplies Edge AI and Industrial IoT hardware, software, and engineering services for connected products and networks. Its offerings combine intelligent computing, secure connectivity, and remote management for smart cities, enterprise IT, and unmanned systems.

Combines intelligent computing, secure connectivity, and remote management in Edge AI and Industrial IoT hardware, software, and engineering services. The portfolio serves connected products and networks used in smart cities, enterprise IT, critical infrastructure, and commercial and defense unmanned systems.

Acquisitions added cellular connectivity, embedded product development, network infrastructure, and out-of-band remote management. NetComm added enterprise IoT gateways, routers, and modems, creating an entry point to customers in Australia and New Zealand.

The integrated offering enables customers to deploy and manage connected products and networks as integrated solutions across their technical layers.

Company facts

CEOSaleel Awsare

ListedAug 4, 2000

ExchangeNASDAQ

HeadquartersIrvine, CA

CountryUnited States

Employees300

CIK0001114925

ISINUS5165482036

Key statistics

Market cap$239.5M

EPS (ttm)−$0.1094

P/E (ttm)−49.09

ROE-4.9%

P/B1.90

P/S1.98

Dividend yield—

Beta2.77vs XLK 1.30

Year to date −12.8% · Average volume (30d) 892.5K

Analysts

Price target, next 12 months$11.00+104.8%Median of 6 analysts · vs the Aug 28 close

ConsensusBuy6 of 6 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $5.37

High$11.00+104.8%

Median$11.00+104.8%

Low$10.50+95.5%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Jul 9, 2026	Industrial Alliance Securities	Target			$11
Jun 12, 2026	Needham	Reiterate	Buy	$8.50	$11
Jun 8, 2026	Canaccord Genuity	Target		$7.50	$10.50
Feb 5, 2026	Needham	Target		$5.50	$8.50
Feb 5, 2026	Craig-Hallum	Target		$6	$10

Earnings

EPS

Estimate$0.05

ReportedDue Nov 4, 2026

Revenue

Estimate$32.0M

ReportedDue Nov 4, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 26, 2026Q4 FY26	$0.03	$0.04	+33.3%	$30.7M	$31.2M	+1.5%	+6.54%
May 6, 2026Q3 FY26	$0.05	$0.04	−20.0%	$30.5M	$30.2M	−1.0%	−13.88%
Feb 4, 2026Q2 FY26	$0.03	$0.04	+33.3%	$29.9M	$29.8M	−0.5%	−6.58%
Nov 5, 2025Q1 FY26	$0.03	$0.04	+33.3%	$30.1M	$29.8M	−0.9%	+9.25%

View details

Financial highlights

	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26	Q4 FY26
Revenue	$28.5M	$28.8M	$29.8M	$29.8M	$30.2M	$31.2M
Gross profit	$12.4M	$11.5M	$13.3M	$12.2M	$12.5M	$13.6M
Operating income	−$3.6M	−$3.1M	−$1.5M	−$991.0K	−$792.0K	−$392.0K
Net income	−$3.9M	−$2.6M	−$1.4M	−$1.3M	−$1.2M	−$269.0K
Diluted EPS	−$0.10	−$0.07	−$0.04	−$0.03	−$0.03	−$0.01
Gross margin	43.5%	40.0%	44.8%	40.9%	41.4%	43.7%
Operating margin	-12.6%	-10.9%	-5.1%	-3.3%	-2.6%	-1.3%

Fiscal years (4-quarter sums)FY22 $129.7M · FY23 $131.2M · FY24 $160.3M · FY25 $122.9M · FY26 $120.9M

Revenue by product · Q3 FY26

Software And Services$2.3M · 100%

Revenue by geography · Q4 FY26

Americas$22.9M · 73%

EMEA$5.2M · 17%

Asia Pacific Japan$3.1M · 10%

Balance sheet, Jun 30, 2026Cash & short-term investments $60.5M · Total debt $0 · Total assets $160.3M · Shareholders' equity $119.3M

Dividends

No dividends on record.

Ownership

Institutions 37.96%16.94M sharesInsiders 2.33%1.04M sharesOther 59.71%26.63M shares

Shares outstanding 44.61M · Float 34.59M · 77.5% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Needham Investment Management L.L.C.	3.15M	7.10%	13G	Jul 2, 2026
Bruscha Bernhard	2.35M	6.00%	13D	Dec 8, 2025
Vanguard Capital Management LLC	1.47M	3.29%	13F	May 15, 2026
Arrowstreet Capital, Limited Partnership	945.0K	2.12%	13F	May 14, 2026
Heartland Advisors Inc	900.0K	2.02%	13F	May 6, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Mar 13, 2026	Mathi Gurusamy	officer: Chief Product & Strategy Ofcr	−14,467	$6.21
Sep 5, 2025	Bernhard Bruscha	10 percent owner	−12,993	$4.64
Sep 2, 2025	Bernhard Bruscha	10 percent owner	−10,000	$5.03