earnings
confidence high
sentiment positive
materiality 0.75
Lantronix Q4 revenue $31.2M (+8% YoY), non-GAAP EPS $0.04; guides FY27 double-digit growth
LANTRONIX INC
- Q4 revenue $31.2M, up 8% YoY; GAAP EPS ($0.01), non-GAAP EPS $0.04.
- FY26 revenue $120.9M, GAAP EPS ($0.10), non-GAAP EPS $0.15; cash $60M, no debt.
- Unmanned systems revenue $12.6M in FY26, above $10-14M guidance; expects 15-20% of revenue in FY27.
- Acquired Vecima Networks' IoT business (Nero Global Tracking) adding ~$5.3M annual revenue, ~$4.5M ARR, 125k asset tags.
- Q1 FY27 guidance: revenue $31-33M, non-GAAP EPS $0.04-0.06; expects double-digit revenue growth in FY27.