Lantronix, Inc. LTRX

7.02 0.42 6.36% as of 25 Sep
Market cap
$309.4M
P/E
0.0×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.08
Total sells 0.09
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — 1
Sell — — — — — 1 — — — — — —
Insider Ownership 0.00%

Capital & Financial Ratios

Market Cap 309.40
Revenue 120.90
Net Income (4.18)
Free Cash Flow 9.27
Net Debt (60.47)
Current Ratio 3.66
Debt/Equity 0.00
P/E ratio 0.00
P/S ratio 2.33
P/B ratio 2.36
Past 5Y EPS Growth (44.92%)
This Y EPS Growth 49.52%
Next Y EPS Growth 41.56%
Next 5Y EPS Growth 37.00%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 2026
Cash 13 26 20 60
Receivables 31 33 28 29
Inventory 50 28 26 26
Other — — — —
97 89 77 117
2023 2024 2025 2026
Payables 12 10 13 17
ST’ Debt 3 3 3 —
Other 29 11 11 10
46 30 30 32
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 11.53% 11.08% (2.69%)
Cash Flow 46.77% 18.07% 246.70%
Earnings 0.00% 0.00% 0.00%
Book Value 19.72% 20.94% 15.43%

Revenue

Sep Dec Mar Jun Year
’26 — — — — —
’26 30 30 30 31 121
’25 34 31 29 29 123
’24 33 37 41 49 160
’23 32 32 33 35 131
’22 28 34 32 36 130
’21 17 17 17 21 71
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Sep Dec Mar Jun Year
’26 — — — — —
’26 4 2 2 2 10
’25 3 0 3 1 7
’24 7 5 4 2 19
’23 (5) (5) 9 1 0
’22 (1) (5) (1) (3) (9)
’21 1 0 1 2 4
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Sep Dec Mar Jun Year
’26 — — — — —
’26 4 2 2 2 9
’25 3 0 3 1 7
’24 7 5 3 2 17
’23 (6) (6) 9 1 (2)
’22 (1) (5) (1) (4) (12)
’21 1 0 1 2 4
in millions of $ · fiscal quarters ending in the months shown

EPS

Sep Dec Mar Jun Year
’26 — — — — —
’26 (0.04) (0.03) (0.03) (0.01) (0.10)
’25 (0.07) (0.06) (0.10) (0.07) (0.29)
’24 (0.05) (0.07) (0.01) 0.01 (0.12)
’23 (0.05) (0.07) (0.08) (0.05) (0.25)
’22 (0.08) (0.08) (0.09) 0.07 (0.16)
’21 (0.01) (0.05) (0.04) (0.04) (0.14)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
1.46 1.98 2.34 1.58 4.06 3.79 3.52 2.49 1.91 4.93

Analyst estimates 2027–2029

Powerpack
Low Price
4.09 6.47 4.24 5.48 10.25 8.66 6.25 6.95 6.75 8.75
High Price
131 147 210 242 312 348 370 373 352 330
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
45 46 47 60 71 130 131 160 123 121
Revenue
52.72% 55.74% 56.03% 44.92% 46.20% 42.87% 42.89% 40.14% 42.06% 43.77%
Gross Margin
0 1 0 (11) (4) (7) (8) (4) (12) (4)
EBT
(0.47%) 1.71% (0.57%) (17.69%) (5.38%) (5.55%) (6.27%) (2.35%) (9.45%) (3.23%)
EBT Margin
0 1 0 (11) (4) (5) (9) (5) (11) (4)
Net Income
1 0 0 3 4 7 8 8 6 3
Depreciation
2.56 2.51 2.17 2.37 2.49 3.97 3.62 4.29 3.18 3.01
Revenue/Sh
(0.02) 0.04 (0.02) (0.42) (0.14) (0.16) (0.25) (0.12) (0.29) (0.10)
Earnings/Sh
0.12 0.03 (0.08) (0.10) 0.15 (0.29) 0.01 0.50 0.19 0.25
Cash Flow/Sh
(0.01) (0.01) (0.04) (0.02) (0.03) (0.06) (0.07) (0.04) (0.01) (0.02)
Capex/Sh
0.11 0.02 (0.12) (0.12) 0.12 (0.35) (0.07) 0.46 0.18 0.23
Free CF/Sh
1.19 1.31 1.73 1.84 1.61 2.45 2.14 2.18 1.93 2.97
Book Value/Sh
17 18 22 25 29 33 36 37 39 40
Shares
0.00 92.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
PE Ratio
0.95 1.10 1.53 1.57 2.07 1.36 1.16 0.84 0.90 1.95
PS Ratio
2.05 2.11 1.92 2.02 3.21 2.20 1.97 1.66 1.49 1.98
PB Ratio
0.78 0.91 1.15 1.52 1.99 1.35 1.21 0.78 0.83 1.55
EV/Sales
19.11 147.46 (20.49) (29.50) 40.35 (15.13) (64.92) 7.29 15.11 20.22
EV/FCF
2 1 (2) (3) 4 (9) 0 19 7 10
Op' Cash Flow
0 0 (1) (1) (1) (2) (3) (1) (1) (1)
Capex
2 0 (3) (3) 4 (12) (2) 17 7 9
FCF
10 14 27 19 20 55 50 59 47 85
Working Cap'
0 0 0 5 4 16 19 16 12 —
Total Debt
(8) (10) (18) (3) (6) (1) 6 (10) (8) (60)
Net Debt
21 24 37 47 46 80 78 81 74 119
Sh' Equity
(0.96%) 2.13% (0.99%) (18.37%) (5.76%) (5.11%) (6.21%) (3.14%) (8.75%) (2.94%)
ROA
(0.90%) 3.51% (1.61%) (14.97%) (5.21%) (3.98%) (5.02%) (2.51%) (10.41%) (4.38%)
ROIC
(1.37%) 3.06% (1.34%) (25.63%) (8.73%) (8.51%) (11.41%) (5.68%) (14.61%) (4.32%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Jun 2026 · latest quarter Jun 2026

Lantronix, Inc. peers in Communication Equipment

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Lantronix, Inc. (LTRX) key facts

  • Lantronix, Inc. (LTRX) is a Communication Equipment company in the Technology sector, listed on Nasdaq.
  • Lantronix, Inc.’s revenue for fiscal 2026 (year ended June 2026) was $120.9 million, down 1.65% from fiscal 2025.
  • Lantronix, Inc. reported a net loss of $4.2 million, or a loss of $0.10 per share, for fiscal 2026.
  • As of September 25, 2026, LTRX traded at $7.02, a market capitalization of $309.4 million.
  • Trailing earnings are negative, so a P/E ratio is not meaningful; the stock trades at 2.3× sales.
  • Return on equity was −4.32% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

Lantronix, Inc. (LTRX) Latest News

News by impact score

Fine-tune

22 Sep

4

Lantronix announced that Jason Lamb, a former Navy SEAL and defense technology executive, has been nominated for election as an independent director at the 2026 Annual Meeting on Nov. 3. In a planned board refresh, Chair Hoshi Printer and Director Jim Auker will not stand for re-election and will conclude service at the meeting. Printer credited the board’s discipline and Lantronix's balance sheet; CEO Saleel Awsare thanked both for their service. Lamb, CEO of The LGL Group, brings 20+ years in special operations, intelligence, technology development and private equity, and serves on AUVSI’s board. Lantronix notes its unmanned systems business generated $12.6 million in fiscal 2026 and is expected to represent 15%-20% of revenue in fiscal 2027, with more than 30 active engagements across defense, commercial and public safety applications. NDAA-compliant Edge AI platforms are highlighted. Adds a defense-focused board member likely to steer growth in NDAA-compliant unmanned systems.

1 Sep

4

Lantronix converts its drone technology investment into a substantial growth engine. Drone business shift drives significant company growth and market performance.

31 Aug

3 transcript

Lantronix (LTRX) held its Q4 2026 earnings call discussing financial results, operations and outlook. Earnings call provides quarterly metrics and guidance that moderately shape near-term market views on Lantronix performance.

27 Aug

4 transcript

Lantronix reports Q4 2026 earnings call results with 300% EPS surge and strong finish. 300% EPS surge indicates major positive financial performance shift affecting trajectory.

3

Lantronix, Inc. held its Q4 2026 earnings call, outlining quarterly financial results, revenue figures, profitability metrics, and forward-looking operational guidance. Quarterly earnings data and guidance directly inform near-term financial expectations and valuation adjustments.

3

Lantronix beats Q4 earnings expectations, triggering a surge in its stock price. Q4 earnings beat drives immediate stock gains and signals improved financial performance.

26 Aug

3 transcript

Lantronix Q4 earnings call covered financial results, revenue figures, product updates in IoT and connectivity, and forward guidance on growth and margins. Quarterly earnings and guidance offer moderate updates to financial trajectory and investor expectations without indicating major strategic shifts.

18 Aug

3

Lantronix reports commercial momentum from Swarmer’s SkyKnight product and platform expansion in its quarterly update. SkyKnight and platform expansion are generating commercial momentum that may lift Lantronix sales and positioning but remains a standard quarterly development.

15 Aug

4

Lantronix targets drone market growth via Edge AI solutions and U.S.-based supply chain initiatives. Lantronix's Edge AI push into drones and U.S. supply focus signals major growth potential in high-demand sectors.

5 Aug

3

Vecima closes sale of its telematics business, a transaction involving Lantronix. Telematics asset transfer adds product lines and revenue streams to Lantronix.

30 Jul

3

Lantronix partners with Swarmer to develop custom compute module for Group 1 unmanned aerial systems. Partnership targets niche unmanned systems hardware potentially expanding product reach in defense markets.

28 Jul

4

Lantronix enters DoD solution partnership to deploy Edge AI drone platform in Ukraine. DoD partnership for Edge AI drone deployment in Ukraine signals major defense contract potential and revenue growth for Lantronix.

7 Jul

4

Lantronix acquires Vecima Networks’ Industrial IoT business, adding high-margin annual recurring revenue and expanding its critical infrastructure monitoring platform. Acquisition adds high-margin recurring revenue and expands monitoring platform capabilities.

3

Vecima agrees to sell its mobile and fixed-asset tracking business to Lantronix. Acquisition adds tracking business line to Lantronix portfolio.

27 Jun

3

Analysts endorse Lantronix Edge AI growth, lifting the company's stock fair value. Analyst backing of Edge AI lifts LTRX fair value and may moderately influence sentiment and positioning.

26 Jun

3

Lantronix Inc (LTRX) powers rapid connectivity for critical infrastructure. Connectivity solutions for critical infrastructure may moderately lift product positioning and near-term sentiment without altering core trajectory.

10 Jun

3

Lantronix partners with Cherry & White to launch a rapid Wi-Fi platform delivering enterprise-grade connectivity to critical infrastructure in minutes. New platform launch may moderately strengthen Lantronix positioning in infrastructure connectivity without major immediate financial shifts.

1 Jun

4

Lantronix launches SLC 9000 to secure AI data centers and mission-critical networks at scale. SLC 9000 launch targets AI data center security, positioning Lantronix for major revenue growth and competitive gains.

29 May

3

Lantronix priced a $30 million underwritten public offering of common stock. Offering raises fresh capital but dilutes shareholders and typically pressures near-term stock price.

20 May

3

Billionaires are selling Nvidia and buying Lantronix shares as an AI stock trading under $10. Billionaire buying interest may lift near-term sentiment and trading volume for Lantronix.

3

Lantronix advances collaboration with Safe Pro to deliver AI-driven edge intelligence for defense and commercial autonomous systems. Collaboration advancement enables Lantronix to expand AI edge solutions targeting defense and autonomous systems markets.

12 May

4

Lantronix launches xPico 600, a single embedded module delivering Wi-Fi 6, enterprise security, and cloud management for Industrial IoT applications. xPico 600 launch provides cutting-edge Wi-Fi 6 integration for Industrial IoT, positioning Lantronix for growth in a high-demand market segment.

10 May

4

Lantronix (LTRX) shares dropped 13.1% following an ATM equity offering announcement and the launch of a new drone platform, raising questions about the persistence of the bull case. ATM equity offering dilutes shareholders while drone platform launch represents a major product expansion, significantly impacting stock price and investor sentiment.

7 May

4 transcript

Lantronix (LTRX) released Q3 2026 earnings call transcript detailing quarterly financial results, management discussion, and future outlook. Q3 2026 earnings transcript discloses financial performance, strategic updates, and guidance that significantly shape investor expectations and stock trajectory.

6 May

4

Lantronix, Inc. (LTRX) missed Q3 earnings and revenue estimates. Missing Q3 earnings and revenue estimates erodes investor confidence and pressures short-term stock performance.

4

Lantronix released Q3 earnings call highlights detailing financial results, strategic updates, and future outlook. Q3 earnings highlights reveal financial performance and guidance that could significantly shift investor sentiment and company trajectory.

4

Lantronix, Inc. (LTRX) reported fiscal third-quarter 2026 financial results. Quarterly earnings reports reveal financial performance and guidance that significantly affect stock price and investor outlook.

30 Apr

4

Lantronix debuts NDAA-compliant Open-Q 8550CS µSOM for next-generation autonomous drones at XPONENTIAL 2026. NDAA-compliant µSOM launch targets high-growth drone market, boosting Lantronix's defense and autonomy positioning.

21 Apr

4

Pentagon's drone program expansion is boosting Lantronix, Inc. (LTRX), a provider of IoT and edge computing solutions critical for unmanned systems. Pentagon's drone push opens major government contract opportunities for LTRX's edge intelligence tech, potentially transforming revenue and market position.

4

Forescout identifies 22 new vulnerabilities in serial-to-IP converters and finds thousands of such devices exposed online. Discovery of 22 vulnerabilities in core serial-to-IP products with thousands exposed online threatens Lantronix's reputation, customer trust, and market performance.

stockrow.com/LTRX · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com