Lantronix (LTRX) Q4 2025

Q3 2026 Q2 2026 Q1 2026 Q4 2025

Earnings

Lantronix delivered a mixed fiscal fourth quarter, posting a narrow revenue beat alongside an earnings miss as the company navigates a significant top-line reset. The IoT and edge computing specialist reported Q4 FY2025 revenue of $28.84 million, edg… Read more Lantronix delivered a mixed fiscal fourth quarter, posting a narrow revenue beat alongside an earnings miss as the company navigates a significant top-line reset. The IoT and edge computing specialist reported Q4 FY2025 revenue of $28.84 million, edging past the $28.48 million consensus by 1.28%, but non-GAAP EPS of $0.01 fell short of the $0.01 analyst estimate by 20.00%. The headline revenue figure also reflected a steep 41.2% year-over-year decline, a drop management attributed primarily to the wind-down of Gridspertise, a major EMEA smart grid customer that had contributed roughly 25% of FY2024 revenue; excluding that customer, core revenue grew approximately 4%. Gross margins compressed sequentially to 40.0% from 43.5%, pressured by aged inventory charges and tariff headwinds, though the company has shifted manufacturing outside China to reduce exposure. Looking ahead, Lantronix guided Q1 FY2026 revenue of $28.50 million to $30.50 million with non-GAAP EPS of $0.02 to $0.04, citing improving visibility and new contracts in drone and wireless infrastructure markets as emerging growth catalysts.