Filing Flows › Lantronix (LTRX) › Q4 FY26 › vs Q3 FY26
Lantronix (LTRX) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Lantronix's revenue rose $977K (+3%) from $30.2M in Q3 FY26 to $31.2M in Q4 FY26. The biggest changes: IoT System Solutions +$2.1M (+16%); Embedded IoT Solutions −$957K (-7%); Software & Services −$138K (-6%).
Lantronix, Q4 FY26: revenue $31.2M (+8% year over year), operating margin -1.3%, net loss $269K, operating cash flow $1.9M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Free cash flow margin | 5.5% | 6.4% | -0.9 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| IoT System Solutions | $15.3M | $13.2M | $2.1M | +16% |
| Embedded IoT Solutions | $13.7M | $14.6M | −$957K | -7% |
| Software & Services | $2.2M | $2.3M | −$138K | -6% |
| Revenue | $31.2M | $30.2M | $977K | +3% |
| Income tax benefit | $40K | −$34K | $74K | — |
| Net loss | $269K | $1.2M | −$912K | -77% |
| Costs & expenses | $31.5M | $31.4M | $188K | +0.6% |
| Operating costs | $31.5M | $31.3M | $241K | +0.8% |
| Cost of revenue | $17.5M | $17.2M | $377K | +2% |
| Research & development | $4.2M | $4.1M | $38K | +0.9% |
| SG&A | $9.3M | $9.4M | −$98K | -1% |
| Other operating costs | $476K | $552K | −$76K | -14% |
| Operating cash sources | $2.2M | $3.3M | −$1.2M | -34% |
| Depreciation & amortization | $354K | $395K | −$41K | -10% |
| Share-based compensation | $1.3M | $1.6M | −$285K | -18% |
| Working capital & other | $526K | $1.4M | −$826K | -61% |
| Net loss absorbed | $269K | $1.2M | −$912K | -77% |
| Operating cash flow | $1.9M | $2.2M | −$240K | -11% |
| Free cash flow (OCF − capex) | $1.7M | $1.9M | −$212K | -11% |
| Capital expenditures | $209K | $237K | −$28K | -12% |
Questions
How much did Lantronix's revenue grow quarter over quarter in Q4 FY26?
Lantronix's revenue rose $977K (+3%) from $30.2M in Q3 FY26 to $31.2M in Q4 FY26.
What drove Lantronix's revenue change in Q4 FY26?
IoT System Solutions +$2.1M (+16%); Embedded IoT Solutions −$957K (-7%); Software & Services −$138K (-6%).