Lantronix's earnings call highlighted significant new opportunities, particularly in the drone and telecommunications markets, which are expected to drive future growth. However, current financial results show some challenges in margins and revenue impact from Gridspertise, leading to a balanced view of both positive strategic positioning and operational hurdles.

Company Guidance

During the Lantronix Fourth Quarter and Full Year 2025 Results Conference Call, the company provided guidance for fiscal 2026, anticipating revenue in the range of $28.5 million to $30.5 million and non-GAAP EPS between $0.02 and $0.04 per share. The call highlighted the company's strategic focus on the growing demand for unmanned aerial systems, driven by a projected $13 billion in funding from the U.S. Department of Defense for 2026. Lantronix's recent collaboration with Red CAT steel drones and the successful integration of their solutions into Teal's Black Widow drones for the U.S. Army's short-range reconnaissance program were emphasized as key achievements. Additionally, Lantronix's partnership with a major U.S. mobile carrier to enhance backup power systems at wireless cell sites further demonstrates the company's strategic platform transition, which is expected to contribute to high-margin annual recurring revenue. The call also addressed the company's efforts to optimize its cost structure and supply chain, resulting in a leaner operating model and improved financial performance, including a GAAP gross margin of 40% in the fourth quarter.

Revenue Growth and Diversification

Lantronix reported revenue of $28.8 million for the fourth quarter, which represents a sequential increase from $28.5 million in the prior quarter and approximately 4% higher than fiscal Q4 2024 when excluding Gridspertise. This growth is driven by Edge IoT products and underscores a diversified revenue base.

Drone Market Opportunities

Lantronix is capitalizing on a growing market for unmanned aerial systems, with significant partnerships such as Red CAT steel drones for the U.S. Army. Over 10 different drone makers are being worked with, primarily in military or industrial applications. This market has the potential to contribute meaningfully to revenue in fiscal 2026 and beyond.

Improved Financial Position

The company ended June with cash and cash equivalents of $20.1 million and reduced term debt by approximately $4.5 million. Lantronix recently refinanced its term debt into an asset-backed line of credit, improving liquidity and capital structure efficiency.

Strategic Wins and Partnerships

Lantronix secured a multi-year agreement with a major U.S. mobile carrier to modernize backup power systems at wireless cell sites. This includes both hardware and the perception platform for remote monitoring, contributing to high-margin annual recurring revenue.

Lantronix (LTRX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LTRX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2026 (Q1)	0.03 / -	0.06	―	―	―
Aug 27, 2025	2025 (Q4)	0.01 / 0.01	0.15	-93.33% (-0.14)	―
May 08, 2025	2025 (Q3)	0.03 / 0.03	0.11	-72.73% (-0.08)	―
Feb 06, 2025	2025 (Q2)	0.03 / 0.04	0.08	-50.00% (-0.04)	―
Nov 07, 2024	2025 (Q1)	0.09 / 0.06	0.07	-14.29% (-0.01)	―
Sep 05, 2024	2024 (Q4)	0.15 / 0.15	0.06	150.00% (+0.09)	―
Apr 29, 2024	2024 (Q3)	0.10 / 0.11	0.06	83.33% (+0.05)	―
Feb 08, 2024	2024 (Q2)	0.08 / 0.08	0.04	100.00% (+0.04)	―
Nov 08, 2023	2024 (Q1)	0.03 / 0.07	0.07	0.00% (0.00)	―
Sep 07, 2023	2023 (Q4)	0.06 / 0.06	0.08	-25.00% (-0.02)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LTRX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 27, 2025	$3.71	$4.65	+25.34%
May 08, 2025	$2.27	$2.10	-7.49%
Feb 06, 2025	$4.20	$3.18	-24.29%
Nov 07, 2024	$3.90	$2.82	-27.69%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Lantronix (LTRX) report earnings?

Lantronix (LTRX) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is Lantronix (LTRX) earnings time?

Lantronix (LTRX) earnings time is at Nov 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LTRX EPS forecast?

LTRX EPS forecast for the fiscal quarter 2026 (Q1) is 0.03.

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