Lantronix (LTRX) Q4 FY26 earnings call

Lantronix concluded fiscal 2026 with strong Q4 results, driven by significant growth in its embedded IoT solutions, particularly unmanned systems, and a strategic acquisition that boosted recurring revenue. The company transformed its operating model, strengthened its balance sheet, and is now positioned for double-digit revenue growth in fiscal 2027, leveraging its focus on edge compute and connectivity. Management also highlighted the positive impact of recent regulatory changes favoring domestic drone suppliers.