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Lantronix (LTRX) earnings
Lantronix earnings: last reported Wed, 26 Aug 2026, for the quarter ended Jun 2026.
Lantronix earnings callsLantronix earnings calls (LTRX)
Latest concall · Q2 2026 · call held call held 26 Aug 2026
Lantronix Q4 FY26 — Strong Growth in Unmanned Systems and Strategic Acquisition
What went well
- Achieved 8% year-over-year revenue growth to $31.2 million in Q4 FY26.
- Reported a 300% increase in non-GAAP EPS to $0.04 in Q4 FY26.
- Embedded IoT solutions, including the drone business, grew 34% year-over-year in Q4 FY26.
What to watch
- Memory availability has tightened and prices have increased, affecting the embedded compute market broadly.
Performance +60.6% 1Y
1Y: $4.49 on 29 Sept 2025 → $7.21. High $8.45 (28 May 2026), low $4.48 (18 Nov 2025).
Quarterly results
Q2 FY26: revenue up 8.0%, net profit up 89.8% against the same quarter last year.
| Line item | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 34 | 31 | 29 | 29 | 30 −13% | 30 −4% | 30 +6% | 31 +8% |
| EBITDA | -2 | -2 | -4 | -3 | -2 +28% | -1 +50% | -1 +68% | -0 +87% |
| Net profit | -3 | -2 | -4 | -3 | -1 +44% | -1 +44% | -1 +69% | -0 +90% |
How to read this
US$ million, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Balance sheet
| Year ending | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|
| Equity capital | $3.0K | $4.0K | $4.0K | $4.0K | $4.0K | $5.0K |
| Reserves | -$204.16M | -$209.53M | -$218.50M | -$223.02M | -$234.39M | -$238.57M |
| Total liabilities | $26.47M | $57.48M | $74.07M | $54.85M | $49.34M | $41.06M |
| Fixed assets | $1.58M | $3.65M | $4.63M | $4.02M | $2.46M | $1.45M |
| Total assets | $72.57M | $137.37M | $151.62M | $136.21M | $123.72M | $160.34M |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
83 filings between Oct 7, 2025 and Sep 9, 2026.
Open market
decisions to buy or sellPurchases
$77.7K
1 purchase by 1 insider
Sales
$89.8K
1 sale by 1 insider
Compensation
not trading decisions- 7
- Award — granted as compensation
- 45
- Option exercise — converted options into shares
- 24
- Tax withheld — shares kept back by the company to cover tax
Also filed: 5 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Gurusamy Mathi | — | $89.8K | Mar 13, 2026 |
| Awsare Saleel | $77.7K | — | Sep 9, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 9, 2026 | Awsare Saleel President & CEO | Purchase | 15,000 | $77.7K |
| Sep 1, 2026 | Gurusamy Mathi Chief Product & Strategy Ofcr | Option exercise | 7,118 | $0 |
| Sep 1, 2026 | Hoff Kurt W Chief Revenue Officer | Tax withheld | 6,992 | $36.0K |
| Sep 1, 2026 | Stringham Brent Michael Chief Financial Officer | Option exercise | 8,571 | $0 |
| Sep 1, 2026 | Gurusamy Mathi Chief Product & Strategy Ofcr | Option exercise | 15,335 | $0 |
| Sep 1, 2026 | Stringham Brent Michael Chief Financial Officer | Tax withheld | 8,101 | $41.7K |
| Sep 1, 2026 | Hoff Kurt W Chief Revenue Officer | Tax withheld | 7,197 | $37.1K |
| Sep 1, 2026 | Gurusamy Mathi Chief Product & Strategy Ofcr | Tax withheld | 7,035 | $36.2K |
| Sep 1, 2026 | Gurusamy Mathi Chief Product & Strategy Ofcr | Option exercise | 3,334 | $0 |
| Sep 1, 2026 | Hoff Kurt W Chief Revenue Officer | Option exercise | 5,200 | $0 |
| Sep 1, 2026 | Stringham Brent Michael Chief Financial Officer | Option exercise | 551 | $0 |
| Sep 1, 2026 | Hoff Kurt W Chief Revenue Officer | Option exercise | 7,118 | $0 |
| Sep 1, 2026 | Hoff Kurt W Chief Revenue Officer | Option exercise | 3,468 | $0 |
| Sep 1, 2026 | Stringham Brent Michael Chief Financial Officer | Option exercise | 3,224 | $0 |
| Sep 1, 2026 | Gurusamy Mathi Chief Product & Strategy Ofcr | Option exercise | 7,975 | $0 |
| Sep 1, 2026 | Awsare Saleel President & CEO | Tax withheld | 9,852 | $50.7K |
| Sep 1, 2026 | Awsare Saleel President & CEO | Award | 14,428 | $0 |
| Sep 1, 2026 | Gurusamy Mathi Chief Product & Strategy Ofcr | Tax withheld | 8,452 | $43.5K |
| Sep 1, 2026 | Hoff Kurt W Chief Revenue Officer | Option exercise | 15,335 | $0 |
| Sep 1, 2026 | Awsare Saleel President & CEO | Award | 5,825 | $0 |
| Sep 1, 2026 | Awsare Saleel President & CEO | Tax withheld | 15,121 | $77.9K |
| Sep 1, 2026 | Awsare Saleel President & CEO | Award | 31,083 | $0 |
| Sep 1, 2026 | Stringham Brent Michael Chief Financial Officer | Tax withheld | 5,415 | $27.9K |
| Sep 1, 2026 | Stringham Brent Michael Chief Financial Officer | Option exercise | 18,463 | $0 |
| Aug 25, 2026 | PRINTER HOSHI Director | Gift | 58,016 | $0 |
| Aug 25, 2026 | PRINTER HOSHI Director | Gift | 58,016 | $0 |
| Aug 7, 2026 | PRINTER HOSHI Director | Gift | 34,558 | $0 |
| Aug 7, 2026 | PRINTER HOSHI Director | Gift | 34,558 | $0 |
| Jul 11, 2026 | Awsare Saleel President & CEO | Award | 56,849 | $0 |
| Jul 11, 2026 | Gurusamy Mathi Chief Product & Strategy Ofcr | Option exercise | 28,046 | $0 |
| Jul 11, 2026 | Stringham Brent Michael Chief Financial Officer | Tax withheld | 14,818 | $83.0K |
| Jul 11, 2026 | Awsare Saleel President & CEO | Tax withheld | 26,520 | $148.5K |
| Jul 11, 2026 | Stringham Brent Michael Chief Financial Officer | Option exercise | 33,770 | $0 |
| Jul 11, 2026 | Hoff Kurt W Chief Revenue Officer | Tax withheld | 12,788 | $71.6K |
| Jul 11, 2026 | Hoff Kurt W Chief Revenue Officer | Option exercise | 28,046 | $0 |
| Jul 11, 2026 | Gurusamy Mathi Chief Product & Strategy Ofcr | Tax withheld | 10,062 | $56.3K |
| Jun 1, 2026 | Gurusamy Mathi Chief Product & Strategy Ofcr | Tax withheld | 4,057 | $30.8K |
| Jun 1, 2026 | Gurusamy Mathi Chief Product & Strategy Ofcr | Option exercise | 3,335 | $0 |
| Jun 1, 2026 | Gurusamy Mathi Chief Product & Strategy Ofcr | Option exercise | 7,975 | $0 |
| Jun 1, 2026 | Stringham Brent Michael Chief Financial Officer | Tax withheld | 1,466 | $11.1K |
| Jun 1, 2026 | Stringham Brent Michael Chief Financial Officer | Option exercise | 3,223 | $0 |
| Jun 1, 2026 | Stringham Brent Michael Chief Financial Officer | Option exercise | 550 | $0 |
| Jun 1, 2026 | Awsare Saleel President & CEO | Tax withheld | 3,124 | $23.7K |
| Jun 1, 2026 | Awsare Saleel President & CEO | Award | 5,824 | $0 |
| Jun 1, 2026 | Hoff Kurt W Chief Revenue Officer | Tax withheld | 3,952 | $30.0K |
| Jun 1, 2026 | Hoff Kurt W Chief Revenue Officer | Option exercise | 3,469 | $0 |
| Jun 1, 2026 | Hoff Kurt W Chief Revenue Officer | Option exercise | 5,201 | $0 |
| May 4, 2026 | PRINTER HOSHI Director | Option exercise | 8,540 | $0 |
| May 4, 2026 | Derhacobian Narbeh Director | Option exercise | 8,540 | $0 |
| May 4, 2026 | Chittipeddi Sailesh Director | Option exercise | 8,540 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.