Overview

* Lantronix ( LTRX ) fiscal Q4 revenue of $28.8 mln beats analyst expectations, per LSEG data

* Non-GAAP EPS for fiscal Q4 at $0.01, GAAP loss per share of $0.07

* Co secures multi-year contract with Tier-1 U.S. wireless operator

Outlook

* Company sees Q1 FY2026 revenue between $28.5 mln and $30.5 mln

* Lantronix ( LTRX ) expects Q1 FY2026 non-GAAP EPS of $0.02 to $0.04

* Company anticipates high-margin growth opportunities in fiscal 2026

Result Drivers

* STRATEGIC TRANSFORMATION - Co cites execution of strategic transformation, streamlining operations, and targeted investments in high-value markets as key drivers of Q4 results

* NEW CONTRACTS - Secured multi-year contract with Tier-1 U.S. wireless operator and partnership with Red Cat's Teal Drones to power U.S. Army-approved drones, contributing to revenue visibility and positioning for growth

* PRODUCT LAUNCHES - Introduced NTC-500 Series 5G routers and expanded leadership team to accelerate growth in Edge IoT and Network Infrastructure

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $28.84 $28.50

Revenue mln mln (4

Analysts

)

Q4 Net -$2.63

Income mln

Q4 Basic -$0.07

EPS

Q4 Gross $11.54

Profit mln

Q4 -$3.13

Income mln

From

Operatio

ns

Q4 -$3.29

Pretax mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the communications & networking peer group is "buy"

* Wall Street's median 12-month price target for Lantronix Inc ( LTRX ) is $4.25, about 13.4% above its August 26 closing price of $3.68

* The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 6 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)