The technology sector surged in 2025, driven by AI, cloud and digital transformation, and investors are eyeing continued momentum heading into 2026.
LTRX advances its Edge AI reach with new Trillium and Sightline wins as it targets growth in drone tech and eyes Q2 revenue of up to $32M.
Lantronix, Inc. ( LTRX ) Q1 2026 Earnings Call November 5, 2025 4:30 PM EST Company Participants Brent Stringham - Chief Financial Officer Saleel Awsare - President, CEO & Director Conference Call Participants Ryan Koontz - Needham & Company, LLC, Research Division Scott Searle - ROTH Capital Partners, LLC, Research Division Christian Schwab - Craig-Hallum Capital Group LLC, Research Division Jaeson Schmidt - Lake Street Capital Markets, LLC, Research Division Presentation Operator Good day, and welcome to the Lantronix, Inc. 2026 First Quarter Results Conference Call. [Operator Instructions] Please note, this event is being recorded.
Lantronix, Inc. (LTRX) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.06 per share a year ago.
Lantronix is stabilizing core operations, expanding in drones and telecom, and shifting toward higher-margin Edge IoT and recurring software revenue. Gross margin pressures from tariffs and inventory charges are temporary; management expects a return to mid-40% margins as cost actions and supply chain shifts take hold. Valuation is mixed: shares are cheap on sales/book but expensive on profit/cash flow, reflecting market optimism for margin normalization and growth in new verticals.
Lantronix, Inc. (NASDAQ:LTRX ) Q4 2025 Earnings Conference Call August 27, 2025 5:00 PM ET Company Participants Brent Stringham - Chief Financial Officer Saleel Awsare - President, CEO & Director Conference Call Participants Christian David Schwab - Craig-Hallum Capital Group LLC, Research Division Jaeson Allen Min Schmidt - Lake Street Capital Markets, LLC, Research Division Ryan Boyer Koontz - Needham & Company, LLC, Research Division Scott Wallace Searle - ROTH Capital Partners, LLC, Research Division Operator Good day, and welcome to the Lantronix Fourth Quarter and Full Year 2025 Results Conference Call. [Operator Instructions] Please note that this event is being recorded.
Lantronix partners with Tier-1 U.S. carrier to upgrade 50,000+ cell site generators with IoT gateways and cloud software.
LTRX teams with Aerora to fast-track Edge AI drone tech, combining powerful compute and NDAA-compliant imaging tools.
Lantronix, Inc. (NASDAQ:LTRX ) Q3 2025 Results Conference Call May 8, 2025 4:30 PM ET Company Participants Brent Stringham - Chief Financial Officer Saleel Awsare - Chief Executive Officer Conference Call Participants Jaeson Schmidt - Lake Street Scott Searle - ROTH Capital Christian Schwab - Craig-Hallum Capital Group Operator Good day, and welcome to the Lantronix 2025 Q3 Results Conference Call. All participants will be in a listen only mode.
Lantronix, Inc. (LTRX) came out with quarterly earnings of $0.03 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.11 per share a year ago.
Lantronix gains from its unique portfolio and innovation, but ongoing issues in IoT System Solutions and Software & Services segments remain a concern.
LTRX launches the Open-Q 8550CS SOM, backed by the Qualcomm Dragonwing QCS8550 processor, to accelerate the creation of next-generation industrial applications.