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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, with non-GAAP EPS of $0.04 at the high end of guidance, and GAAP net loss of $1.4 million, improved from $2.5 million loss a year ago.
Revenue grew 3% sequentially and year-over-year, excluding GRIT/Gridspertise, but declined 13.4% year-over-year including all segments.
Gross margin expanded to 44.8% (GAAP) and 45.3% (non-GAAP), driven by favorable product mix, lower inventory charges, and cost optimization.
Strong momentum in drone and asset monitoring businesses, with 17 OEM engagements and new product launches in edge AI and SaaS platforms.
Core network infrastructure business delivered solid growth and margins, supported by demand in government, smart city, and industrial markets.
Financial highlights
GAAP gross margin was 44.8%, up from 40% last quarter and 42.1% a year ago; non-GAAP gross margin was 45.3%.
GAAP net loss was $1.4 million ($0.04 per share), improved from $2.5 million loss ($0.07 per share) a year ago.
Non-GAAP net income was $1.5 million ($0.04 per share), up from $400,000 ($0.01 per share) in the prior quarter.
Cash and cash equivalents ended at $22.2 million, 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.
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%).
Management anticipates continued sequential revenue progression and overall growth for fiscal 2026.
Liquidity and cash flow are expected to be sufficient to fund operations for at least the next 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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Q2 20265 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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