---
schema_version: "secwatch.filing_event.v1"
accession: "0001683168-26-003534"
form_type: "8-K"
ticker: "LTRX"
cik: "0001114925"
company_name: "LANTRONIX INC"
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T22:31:24.791221+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Lantronix Q3 FY2026: Revenue $30.2M, Non-GAAP EPS $0.04; Drone revenue outlook raised to $10M-$14M

## Summary
- Net revenue $30.2M; GAAP EPS ($0.03), Non-GAAP EPS $0.04.
- FY26 drone revenue expectation raised to $10M-$14M from prior range.
- Q4 FY2026 guidance: revenue $29M-$33M, Non-GAAP EPS $0.03-$0.05.
- Embedded IoT Solutions revenue up 22% YoY; new counter-UAS customer win secured.
- Collaborated with Unusual Machines (UMAC) on autonomous drone components and with MediaTek on multi-silicon strategy.

## SEC filing metadata
- accession: 0001683168-26-003534
- form_type: 8-K
- ticker: LTRX
- cik: 0001114925
- company_name: LANTRONIX INC
- filed_at: 2026-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1114925/000168316826003534/0001683168-26-003534-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1114925/000168316826003534/lantronix_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001683168-26-003534
- JSON: https://secwatch.observer/filing/0001683168-26-003534.json
- Plain text: https://secwatch.observer/filing/0001683168-26-003534.txt

## Source-grounded claims
- claim_id: 40fc82d883cf7df4e471c379e9e9b0f18fcc79ea
  claim: LANTRONIX INC reported fiscal third quarter ended March 31, 2026 results: revenue $30.2 million, EPS $0.04.
  evidence_excerpt: --- EX-99.1 (PRESS RELEASE) --- EX-99.1 2 lantronix_ex9901.htm PRESS RELEASE Exhibit 99.1 Lantronix Reports Fiscal Third-Quarter 2026 Financial Results · Net Revenue of $30.2 Million · GAAP EPS of ($0.03) · Non-GAAP EPS of $0.04 · Increases FY26 Drone Revenue Expectation to a range of $10 Million–$14 Million, driven by strong momentum across UAS ecosystem
  evidence_url: https://www.sec.gov/Archives/edgar/data/1114925/000168316826003534/0001683168-26-003534-index.htm
- claim_id: cd89fdb194a7eef755e10ed9b9490170d592fad5
  claim: LANTRONIX INC reported Q4 FY2026 results: revenue $29.0 million to $33.0 million, or $31.0 million at the midpoint, EPS $0.03 to $0.05. Guidance initiated.
  evidence_excerpt: Q4 FY2026 Financial Outlook · Revenue: $29.0 million to $33.0 million, or $31.0 million at the midpoint · Non-GAAP EPS: $0.03 to $0.05
  evidence_url: https://www.sec.gov/Archives/edgar/data/1114925/000168316826003534/0001683168-26-003534-index.htm
- claim_id: ddca55250e9ffb3c84cf54b3e7e19e61d9962a59
  claim: LANTRONIX INC reported third fiscal quarter ended March 31, 2026 results: revenue $30.2 million, EPS ($0.03).
  evidence_excerpt: Lantronix Reports Fiscal Third-Quarter 2026 Financial Results · Net Revenue of $30.2 Million · GAAP EPS of ($0.03) · Non-GAAP EPS of $0.04
  evidence_url: https://www.sec.gov/Archives/edgar/data/1114925/000168316826003534/0001683168-26-003534-index.htm
- claim_id: f95f94e85cb0e9ed885ae5bd8bbd0ef61e93222f
  claim: LANTRONIX INC updated its FY26 guidance (raised).
  evidence_excerpt: Increases FY26 Drone Revenue Expectation to a range of $10 Million–$14 Million
  evidence_url: https://www.sec.gov/Archives/edgar/data/1114925/000168316826003534/0001683168-26-003534-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.