Monitor Q1 FY2027 results for revenue trajectory toward the $33M high end and unmanned systems contribution (targeted 15-20% of FY2027 revenue).
Price Chart
Executive Summary
Lantronix reported fiscal Q4 2026 revenue of $31.2M, up 8% YoY, and non-GAAP EPS of $0.04, in line with consensus. GAAP EPS was ($0.01). The company guided Q1 FY2027 revenue of $31-33M and non-GAAP EPS of $0.04-0.06, with double-digit revenue growth expected for FY2027. Unmanned systems revenue of $12.6M for FY2026 exceeded guidance midpoint, and the balance sheet strengthened to $60M cash with no debt.
Key Financial Metrics
Key Facts
- Q4 FY2026 revenue $31.2M, up 8% YoY from $28.8M
- Non-GAAP EPS $0.04 vs consensus $0.04 (in line)
- GAAP EPS ($0.01) vs ($0.07) YoY
- Q1 FY2027 guidance: revenue $31-33M, non-GAAP EPS $0.04-0.06
- FY2026 unmanned systems revenue $12.6M, above $10-14M guidance midpoint
- Cash $60M, no debt at year-end
- Nero Global Tracking acquisition adds ~$5.3M annual revenue, ~$4.5M ARR
- FY2026 total revenue $120.9M, down 1.6% YoY from $122.9M
- FY2026 GAAP net loss ($4.2M) vs ($11.4M) YoY, non-GAAP net income $6.4M vs $5.5M YoY
Financial Impact
Q4 revenue $31.2M, non-GAAP EPS $0.04; FY2026 revenue $120.9M, non-GAAP EPS $0.15; Q1 guidance $31-33M revenue, $0.04-0.06 non-GAAP EPS
Risk Factors
- FY2026 total revenue declined 1.6% YoY despite Q4 growth, indicating uneven recovery
- GAAP profitability remains negative; reliance on non-GAAP adjustments for positive EPS
- Integration risk from Nero Global Tracking acquisition and potential dilution from share count growth (shares outstanding up 19% YoY)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3351677 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | Press Release | $5.61 | awaiting T+20 | — | $6.26 (+11.59%) |
Oct 13, 2026 13d ago | SC 13G | $5.91 | awaiting T+20 | — | $6.26 (+6.01%) |
Sep 28, 2026 28d ago | SC 13G | $7.22 | awaiting T+20 | — | $6.26 (−13.30%) |
Sep 22, 2026 5w ago | Institutional Cluster | $6.25 $5.82 | ▼ −6.88% | ▼ −6.32% | $6.26 (+0.16%) |
Sep 9, 2026 6w ago | Insider Buy | $5.06 $6.83 | ▲ +34.98% | ▲ +32.60% | $6.26 (+23.72%) |
Aug 26, 2026 8w ago | Press Release | $6.03 $6.60 | ▲ +9.45% | ▲ +9.96% | $6.26 (+3.81%) |
Jun 11, 2026 19w ago | Institutional Cluster | $6.88 $5.70 | ▼ −17.15% | ▼ −19.04% | $6.26 (−9.01%) |
Jun 1, 2026 21w ago | 8-K | $7.94 $5.92 | ▲ +25.44% | ▲ +23.88% | $6.26 (+21.16%) |
May 8, 2026 24w ago | 8-K / 424B5 | $6.25 $6.37 | ▲ +1.92% | ▲ +2.22% | $6.26 (+0.16%) |
Apr 22, 2026 26w ago | Press Release | $6.47 $6.36 | ▼ −1.70% | ▼ −4.87% | $6.26 (−3.25%) |
US Market Status
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