Edge networking solutions firm Lantronix slightly beats Q1 revenue expectations

Lantronix

05/11/2025 22:02

Overview

Lantronix fiscal Q1 2026 revenue slightly beats analysts' expectations

Non-GAAP EPS for fiscal Q1 2026 aligns with co's guidance

Company grew drone OEM engagements to 17, highlighting UAS market demand

Outlook

Lantronix forecasts Q2 FY2026 revenue between $28 mln and $32 mln

Company expects Q2 FY2026 non-GAAP EPS between $0.02 and $0.04

Lantronix sees long-term opportunities in UAS market supported by defense funding

Result Drivers

DRONE OEM ENGAGEMENTS - Lantronix increased OEM engagements from 10 to 17, reflecting demand in the UAS market

TECHNOLOGY INTEGRATION - Integrated Gremsy and Teledyne FLIR technologies into Edge AI drone solutions, enhancing performance

NEW PLATFORM LAUNCHES - Launched Kompress.ai and EdgeFabric.ai to advance asset monitoring and edge AI deployment

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Slight Beat*
$29.79 mln
$29.55 mln (4 Analysts)
Q1 Net Income
-$1.40 mln
Q1 Basic EPS
-$0.04
Q1 Gross Profit
$13.35 mln
Q1 Income From Operations
-$1.53 mln
Q1 Pretax Profit
-$1.36 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

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 is $5.25, about 11.2% above its November 4 closing price of $4.66

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nGNX1T1Jp3

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(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.)