Lantronix Q4 revenue beats estimates

Lantronix

27/08/2025 21:16

Overview

Lantronix fiscal Q4 revenue of $28.8 mln beats analyst expectations, per LSEG data

Non-GAAP EPS for fiscal Q4 at $0.01, GAAP loss per share of $0.07

Co secures multi-year contract with Tier-1 U.S. wireless operator

Outlook

Company sees Q1 FY2026 revenue between $28.5 mln and $30.5 mln

Lantronix expects Q1 FY2026 non-GAAP EPS of $0.02 to $0.04

Company anticipates high-margin growth opportunities in fiscal 2026

Result Drivers

STRATEGIC TRANSFORMATION - Co cites execution of strategic transformation, streamlining operations, and targeted investments in high-value markets as key drivers of Q4 results

NEW CONTRACTS - Secured multi-year contract with Tier-1 U.S. wireless operator and partnership with Red Cat's Teal Drones to power U.S. Army-approved drones, contributing to revenue visibility and positioning for growth

PRODUCT LAUNCHES - Introduced NTC-500 Series 5G routers and expanded leadership team to accelerate growth in Edge IoT and Network Infrastructure

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$28.84 mln
$28.50 mln (4 Analysts)
Q4 Net Income
-$2.63 mln
Q4 Basic EPS
-$0.07
Q4 Gross Profit
$11.54 mln
Q4 Income From Operations
-$3.13 mln
Q4 Pretax Profit
-$3.29 mln


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 $4.25, about 13.4% above its August 26 closing price of $3.68

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 6 three months ago

Press Release: ID:nGNXbLmRB7

(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.)