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Lantronix
Lantronix (LTRX) investor relations material
Lantronix Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary5 Nov, 2025
Executive summary
Fiscal Q1 2026 revenue was $29.8 million, at the high end of guidance, with non-GAAP EPS of $0.04 and GAAP EPS of ($0.04); revenue grew 3% sequentially and year-over-year, excluding GRIT/Gridspertise, but declined 13.4% year-over-year including all product lines and regions.
Gross margin expanded to 44.8% GAAP and 45.3% non-GAAP, up from 40% last quarter and 42.1% a year ago, driven by favorable product mix and cost management.
Net loss improved to $1.4 million ($0.04 per share), from $2.5 million loss ($0.07 per share) a year ago, due to lower operating expenses and gross margin expansion.
Strong momentum in drone and asset monitoring businesses, with OEM engagements rising from 10 to 17, new product launches (EdgeFabric.ai, Kompress.ai/compress.ai), and expanded partnerships.
Core network infrastructure business delivered solid growth and margins, supported by demand in government, smart city, and industrial applications.
Financial highlights
GAAP gross margin was 44.8%, non-GAAP gross margin 45.3%, both up year-over-year and sequentially.
GAAP net loss was $1.4 million (EPS: -$0.04); non-GAAP net income was $1.5 million (EPS: $0.04).
Cash and cash equivalents ended at $22.2 million, up over $2 million sequentially, with positive operating cash flow of $3.6 million.
Paid down $1 million in debt, leaving $10.7 million outstanding and a net cash position of $11.5 million.
Americas revenue grew to $20.7 million, while EMEA and APJ regions declined to $5.1 million and $4.1 million, respectively.
Outlook and guidance
Q2 2026 revenue expected between $28 million and $32 million; non-GAAP EPS guidance of $0.02–$0.04.
At midpoint, Q2 guidance implies sequential revenue growth and nearly 20% year-over-year growth, excluding GRIT/Gridspertise.
Gross margin expected to remain healthy and consistent with first-half fiscal 2025 levels (43–44%), but may fluctuate due to product mix and costs.
Management anticipates continued sequential revenue progression and overall growth for fiscal 2026; liquidity and cash flow are sufficient for at least 12 months.
What's the key differentiator for drone wins?
Strategy for recurring revenue growth?
Drivers of Q2's strong YOY revenue growth?
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Next Lantronix earnings date
Q2 20264 Feb, 2026
Lantronix
Next Lantronix earnings date
Q2 20264 Feb, 2026
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Frequently asked questions
Lantronix, Inc. offers console managers to remotely monitor, control, and manage servers, networking equipment, storage devices, and data center environment devices through the out-of-band management. It serves field service professionals who need access to devices they cannot physically be near; and technology companies with products that require network configuration or management from anywhere. Lantronix, Inc. was founded in 1989 and is headquartered in Irvine, California.
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