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Lantronix (LTRX) earnings and revenue breakdown
Latest: Q4 FY26 · 10-K filed Aug 27, 2026 · Lantronix (LTRX) Q4 FY26 earnings results →
Q4 FY26 Revenue up 8% year over year to $31.2M · 1¢ of every $1 of revenue lost · operating margin -1.3%
Lantronix made $31.2M in Q4 FY26 (+8% Y/Y): IoT System Solutions $15.3M, Embedded IoT Solutions $13.7M, Software & Services $2.2M. Operating margin -1.3%, net loss $269K. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-K filed Aug 27, 2026.
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What changed this quarter
Revenue was $31.2M in Q4 FY26, up 8% year over year and up 3% from the previous quarter. IoT System Solutions was the largest line at 49% of revenue.
Gross margin was 43.7%, up 3.7 points from Q4 FY25. Operating costs exceeded revenue by $392K, an operating margin of -1.3%. Operating expenses fell 5% while revenue rose 8%. The quarter ended with a net loss of $269K, narrower than the previous quarter's $1.2M loss. Non-operating items added $83K, -27% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was $1.9M (up 83% year over year). Non-cash charges added back $354K of depreciation and amortization and $1.3M of share-based compensation. Working capital and other items added $526K. Capital expenditures of $209K left free cash flow of $1.7M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q4 FY26 | 10-K | Aug 27, 2026 | $31.2M | +8% | -1.3% | −$269K | $1.9M |
| Q3 FY26 | 10-Q | May 7, 2026 | $30.2M | +6% | -3.7% | −$1.2M | $2.2M |
| Q2 FY26 | 10-Q | Feb 5, 2026 | $29.8M | -4% | -3.6% | −$1.3M | $2.2M |
| Q1 FY26 | 10-Q | Nov 6, 2025 | $29.8M | -13% | -5.1% | −$1.4M | $3.6M |
| Q4 FY25 | 10-K | Aug 29, 2025 | $28.8M | -41% | -10.9% | −$2.6M | $1.1M |
| Q3 FY25 | 10-Q | May 9, 2025 | $28.5M | -31% | -12.6% | −$3.9M | $3.2M |
| Q2 FY25 | 10-Q | Feb 7, 2025 | $31.2M | -16% | -6.9% | −$2.4M | $340K |
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📈Investments: gains and what it boughtinteractive
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About Lantronix
Lantronix Inc. (NASDAQ: LTRX) is a global leader in Edge AI and Industrial IoT solutions that power NDAA-compliant unmanned systems, critical infrastructure and resilient enterprise networks. It delivers intelligent computing, secure connectivity and remote management for mission-critical applications enabling customers to optimize operations, enhance security and accelerate digital transformation. Its comprehensive portfolio of hardware, software and services powers applications ranging from mission-critical autonomous platforms and edge analytics for critical infrastructure to intelligent surveillance and secure network management. By bringing intelligence to the network edge, Lantronix helps organizations achieve efficiency, security and a competitive edge in today’s AI-driven world. For more information, visit the Lantronix website.
In its own words, from its 8-K, filed Aug 26, 2026.
Lantronix against its Computer Communications Equipment peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +8% against the peers' median +11%. Operating margin: -1.3% against the peers' median 16.5%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| LTRX Lantronix | Q4 FY26 | $31.2M | +8% | -1.3% |
| CSCO Cisco Systems | Q4 FY26 | $17.3B | +18% | 24.7% |
| ANET Arista Networks | Q3 2026 | $3.7B | +58% | 44.9% |
| FFIV F5 | Q3 FY26 | $865M | +11% | 24.7% |
| EXTR Extreme Networks | Q1 FY27 | $341M | +10% | 6.8% |
| NTGR Netgear | Q3 2026 | $167M | -9% | -8.2% |
| DGII Digi International | Q3 FY26 | $139M | +29% | 16.5% |
| ATEN A10 Networks | Q3 2026 | $91.5M | +23% | 20.0% |
| FOXX Foxx Development Holdings | Q4 FY26 | $7.0M | -50% | -97.7% |
Source: Lantronix 10-K on SEC EDGAR · CIK 1114925 · Computer Communications Equipment
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History
Every quarter: Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results