Lantronix Q4 Earnings and Revenue Miss Expectations, Shares Plummet After Hours

Wednesday, Aug 27, 2025 4:53 pm ET1min read

Lantronix reported Q4 adjusted earnings and revenue that fell short of expectations, leading to a slump in shares after hours. The company specializes in IoT solutions for industries such as smart cities, automotive, and enterprise. Its products include Edge AI, OOB, network infrastructure, and industrial IoT solutions. The company's SmartLV, powered by Qualcomm's IQ-615 processor, is an AI-enabled IoT Edge Compute Cellular Gateway.

Lantronix, a leading provider of IoT solutions, reported its fiscal Q4 revenue of $28.8 million, which exceeded analyst expectations. The company's non-GAAP EPS for the quarter stood at $0.01, while GAAP loss per share was $0.07. Key drivers behind the performance included strategic transformation, new contracts, and product launches.

The company secured a multi-year contract with a Tier-1 U.S. wireless operator and partnered with Red Cat's Teal Drones to power U.S. Army-approved drones. Additionally, Lantronix introduced the NTC-500 Series 5G routers and expanded its leadership team to accelerate growth in Edge IoT and Network Infrastructure.

Despite the revenue beat, Lantronix's stock experienced a post-earnings slump. The company expects Q1 FY2026 revenue to range between $28.5 million and $30.5 million, with non-GAAP EPS projected between $0.02 and $0.04. Analysts maintain a "buy" rating on the stock, with a median 12-month price target of $4.25, about 13.4% above its August 26 closing price of $3.68.

References:
[1] https://www.tradingview.com/news/reuters.com,2025:newsml_PLXF2EE55:0-lantronix-q4-revenue-beats-estimates/
[2] https://www.marketscreener.com/news/lantronix-q4-revenue-beats-estimates-ce7c50ded088f72c

Lantronix Q4 Earnings and Revenue Miss Expectations, Shares Plummet After Hours

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