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Lantronix
Lantronix (LTRX) investor relations material
Lantronix Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary4 Feb, 2026
Executive summary
Q2 revenue was $29.8 million, with non-GAAP EPS of $0.04 and GAAP EPS of ($0.03), both within guidance.
Net loss improved to $1.3 million from $2.4 million a year ago, driven by reduced operating expenses.
Edge AI and drone strategies drove strong customer adoption and broader deployment across end markets.
Gross margin increased to 43.6% from 42.6% year-over-year, supported by favorable product mix and software/services growth.
New partnerships and product launches reinforced transition to a platform provider and expanded into public safety and threat detection.
Financial highlights
Q2 GAAP gross margin was 43.6%, up from 42.6% a year ago; non-GAAP gross margin was 44.0%, up from 43.2%.
GAAP net loss for Q2 was $1.3 million ($0.03/share); non-GAAP net income was $1.6 million ($0.04/share).
Cash and cash equivalents at quarter end were $23.0 million, up sequentially.
Operating expenses for Q2 were $14.0 million, down from $15.4 million year-over-year.
Positive operating cash flow of nearly $2.2 million in Q2.
Outlook and guidance
Q3 revenue expected between $28.5 million and $32.5 million; non-GAAP EPS guidance is $0.03–$0.06.
Fiscal 2026 drone revenue outlook raised to $8 million–$12 million, up from $5 million–$10 million.
Drones expected to represent 15%–20% of total revenue in fiscal 2027, or $20 million–$30 million.
Management expects gross margin to fluctuate due to product mix, pricing, and manufacturing costs.
Current liquidity and available credit are expected to be sufficient for at least the next 12 months.
What secures Lantronix's drone market position?
Path to doubling software/services revenue mix?
Key drivers for long-term gross margin expansion
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Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist.
Next Lantronix earnings date
Q3 20267 May, 2026
Lantronix
Next Lantronix earnings date
Q3 20267 May, 2026
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Frequently asked questions
Lantronix, Inc. offers console managers to remotely monitor, control, and manage servers, networking equipment, storage devices, and data center environment devices through the out-of-band management. It serves field service professionals who need access to devices they cannot physically be near; and technology companies with products that require network configuration or management from anywhere. Lantronix, Inc. was founded in 1989 and is headquartered in Irvine, California.
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