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Lantronix Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.0500 |
| EPS actual | $0.0400 |
| EPS Surprise | -20.00% |
| Revenue estimate | 30.49M |
| Revenue actual | 30.177M |
| Revenue Surprise | -1.03% |
| Release date | Feb 04, 2026 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0400 |
| EPS Surprise | 33.33% |
| Revenue estimate | 29.936M |
| Revenue actual | 29.774M |
| Revenue Surprise | -0.540% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0400 |
| EPS Surprise | 33.33% |
| Revenue estimate | 30.076M |
| Revenue actual | 29.794M |
| Revenue Surprise | -0.94% |
| Release date | Aug 27, 2025 |
| EPS estimate | $0.0100 |
| EPS actual | $0.0100 |
| Revenue estimate | 29.624M |
| Revenue actual | 28.839M |
| Revenue Surprise | -2.65% |
Last 4 Quarters for Lantronix
Below you can see how LTRX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 27, 2025 |
| Price on release | $3.71 |
| EPS estimate | $0.0100 |
| EPS actual | $0.0100 |
| Date | Price |
|---|---|
| Aug 21, 2025 | $3.44 |
| Aug 22, 2025 | $3.47 |
| Aug 25, 2025 | $3.65 |
| Aug 26, 2025 | $3.68 |
| Aug 27, 2025 | $3.71 |
| Aug 28, 2025 | $4.65 |
| Aug 29, 2025 | $4.97 |
| Sep 02, 2025 | $4.70 |
| Sep 03, 2025 | $4.60 |
| 4 days before | 7.85% |
| 4 days after | 23.99% |
| On release day | 25.34% |
| Change in period | 33.72% |
| Release date | Nov 05, 2025 |
| Price on release | $4.65 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0400 |
| EPS surprise | 33.33% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $5.09 |
| Oct 31, 2025 | $4.93 |
| Nov 03, 2025 | $4.92 |
| Nov 04, 2025 | $4.66 |
| Nov 05, 2025 | $4.65 |
| Nov 06, 2025 | $5.08 |
| Nov 07, 2025 | $5.03 |
| Nov 10, 2025 | $5.01 |
| Nov 11, 2025 | $5.07 |
| 4 days before | -8.64% |
| 4 days after | 9.03% |
| On release day | 9.25% |
| Change in period | -0.393% |
| Release date | Feb 04, 2026 |
| Price on release | $6.23 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0400 |
| EPS surprise | 33.33% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $6.80 |
| Jan 30, 2026 | $6.64 |
| Feb 02, 2026 | $6.80 |
| Feb 03, 2026 | $7.20 |
| Feb 04, 2026 | $6.23 |
| Feb 05, 2026 | $5.82 |
| Feb 06, 2026 | $6.18 |
| Feb 09, 2026 | $6.32 |
| Feb 10, 2026 | $6.22 |
| 4 days before | -8.38% |
| 4 days after | -0.161% |
| On release day | -6.58% |
| Change in period | -8.53% |
| Release date | May 06, 2026 |
| Price on release | $6.77 |
| EPS estimate | $0.0500 |
| EPS actual | $0.0400 |
| EPS surprise | -20.00% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $6.71 |
| May 01, 2026 | $7.08 |
| May 04, 2026 | $6.74 |
| May 05, 2026 | $6.90 |
| May 06, 2026 | $6.77 |
| May 07, 2026 | $5.83 |
| May 08, 2026 | $6.16 |
| May 11, 2026 | $6.25 |
| May 12, 2026 | $6.11 |
| 4 days before | 0.89% |
| 4 days after | -9.75% |
| On release day | -13.88% |
| Change in period | -8.94% |
Lantronix Earnings Call Transcript Summary of Q1 2026
Lantronix reported fiscal Q1 2026 revenue of $29.8M and non-GAAP EPS of $0.04, both at the high end of guidance. Revenue was up 3% sequentially and ~3% year-over-year excluding Gridspertise. Gross margins expanded meaningfully (GAAP 44.8%, non-GAAP 45.3%), driven by better product mix, lower inventory charges and royalties. GAAP operating expense declined year-over-year and the company generated positive operating cash flow of ~$3.6M; cash was $22.2M with net debt of ~$10.7M (net cash position ~$11.5M). Management highlighted strong momentum in three verticals: unmanned aerial systems (drones), asset monitoring/industrial IoT (including a Kompress.ai SaaS partnership with Vodafone IoT), and core network infrastructure (out-of-band management, switches). Drone engagements increased from 10 to 17 OEMs with design wins and shipping in some cases; management sees potential for drones to reach ~10–15% of company revenue (possible by FY2027). Company introduced EdgeFabric.ai (visual orchestration for Edge AI) and an Edge AI drone solution, positioning for recurring software/service revenue over time. Q2 guidance: revenue $28M–$32M and non-GAAP EPS $0.02–$0.04. Management reiterated disciplined cost structure, operating leverage from prior optimization, and confidence in continued profitable growth.
