Lantronix releases transcript of Q3 FY2026 earnings call

Lantronix, Inc.

Lantronix, Inc.

LTRX

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  • Lantronix Q3 2026 earnings call featured remarks from President and CEO Saleel Awsare, CFO Brent Stringham.
  • Revenue USD 30.2 million, non-GAAP EPS USD 0.04; gross margin above 43% on mix shift toward higher-margin products, rising recurring revenue.
  • Embedded IoT Solutions revenue rose 22% year over year, driven by embedded compute strength tied to aerospace and defense programs, unmanned systems.
  • Drone revenue outlook raised to USD 10 million-USD 14 million for fiscal 2026; management targets unmanned systems at 15%-20% of total revenue in fiscal 2027, citing US regulatory tailwinds favoring domestic, NDAA- and TAA-compliant platforms.
  • Software and services mix climbed to 8%-9% of revenue from 5%-6% over prior two quarters; enterprise and networking demand flagged as delayed by slower federal spending and longer procurement cycles, viewed as timing rather than demand.


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