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Lantronix Inc.

LTRX

Lantronix Inc. is a global provider of Edge AI and Industrial IoT solutions designed for unmanned systems, critical infrastructure, and resilient enterprise networks.

Market cap
$248.94M+38.8%
Revenue$120.9M-1.7%
Net income-$4.2M+63.2%
Free cash flow$9.3M+36.7%
EPS (diluted)-$0.10+65.5%
Trailing twelve months · change vs. prior year

Earnings

Next report

Nov 4, 2026 (in 2 months)
Revenue estimate$32.0M
EPS estimate$0.04

Financials

Q4 2026

Income statement

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Revenue$31.2M+8.0%
Gross profit$13.6M+17.9%
Operating income-$392.0K+87.5%
Net income-$269.0K+89.8%
EPS (diluted)$0.00+100%

Balance sheet

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Cash & equivalents$60.5M+201%
Total equity$119.3M+60.4%
Total assets$160.3M+29.6%

Cash flow

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Operating cash flow$1.9M+83.2%
CapEx$209.0K+46.2%
Free cash flow$1.7M+89.0%

Valuation & ratios

Valuation

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Market cap$248.94M+38.8%
P/S2.1×+0.6×

Profitability

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Gross margin43.8%+1.7pp
Operating margin-3.4%-1.3pp
Net margin-3.5%-1.3pp
FCF margin7.7%+2.1pp

Returns & leverage

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Return on equity-4.3%-1.8pp
Current ratio3.7×+1.1×

Segments

By product

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Io T System Solutions$15.3M-8.1%
Embedded Io T Solutions$13.7M+33.7%
Software And Services$2.2M+11.6%

Competitors

Profile

Lantronix Inc. is a global provider of Edge AI and Industrial IoT solutions designed for unmanned systems, critical infrastructure, and resilient enterprise networks. The company delivers a comprehensive portfolio of intelligent computing, secure connectivity, and remote management hardware and software for mission-critical applications. Its value proposition centers on bringing intelligence to the network edge to optimize operations and enhance security in an AI-driven environment.

Competitive position

Lantronix positions itself as a strategic partner providing NDAA-compliant solutions for mission-critical autonomous platforms and edge analytics.

GeographiesAmericas, EMEA, Asia Pacific Japan
Customer segmentsNational Defense, Critical Infrastructure, Financial Services, Public Safety, Transportation
Business modelHardware-as-a-Service, Subscription SaaS, Professional Services, B2B Manufacturing
SuppliersSemiconductor manufacturers, Third-party contract manufacturers, Integrated circuit suppliers
CustomersTier-1 mobile network operators, Tier-1 banking institutions, Government entities, Industrial fleet operators
Listed2000
Employees348.0
CEOSaleel Awsare
FilingsSEC EDGAR

FAQ

What is Lantronix Inc.'s market cap?
Lantronix Inc. (LTRX) has a market capitalization of $248.9M and trades on NASDAQ.
What is Lantronix Inc.'s revenue and profitability?
Lantronix Inc. generated $120.9M in trailing twelve-month revenue with a net loss of $4.2M, representing a net margin of -3.5%. Gross margin stands at 43.8%, with free cash flow of $9.3M. The latest reported period is Q4 2026.
Who are Lantronix Inc.'s competitors?
Lantronix Inc.'s key competitors include Digi International, Itron Inc, Semtech Corp, and others. These companies compete in similar markets and product categories.
Who does Lantronix Inc. partner with?
Lantronix Inc.'s notable partners include Amazon.com, CDW, ProVantage, and others.
What subsidiaries does Lantronix Inc. have?
Lantronix Inc.'s subsidiaries include Nero Global Tracking.
Where is Lantronix Inc. headquartered?
Lantronix Inc. is headquartered in United States of America and employs approximately 348 people. It has been publicly traded since 2000.