secwatch.observer — SEC 8-K summary
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Issuer:     LANTRONIX INC (LTRX)
CIK:        0001114925
Form:       8-K
Filed at:   2026-08-26T20:10:14+00:00
Accession:  0001683168-26-006732
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Lantronix Q4 revenue $31.2M (+8% YoY), non-GAAP EPS $0.04; guides FY27 double-digit growth
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1114925/000168316826006732/0001683168-26-006732-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1114925/000168316826006732/lantronix_8k.htm
  HTML page:      https://secwatch.observer/filing/0001683168-26-006732

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