Q4 FY2026 EarningsFY26 Q4 (fiscal year ended June 30, 2026) results were mixed relative to consensus: revenue of $120.9M marginally beat the $120.5M expected, while GAAP EPS of -$0.10 significantly beat the consensus mean of -$0.125. Gross margin of 43.8% slightly missed the 44.0% consensus. Embedded IoT Solutions grew 15.6% YoY, driven by aerospace and defense demand, while IoT System Solutions revenue fell 15.2% due to the loss of a major customer. The acquisition of Vecima’s Industrial IoT business in August 2026 points to a strategic shift toward higher-margin recurring revenue.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Lantronix(LTRX) the Revenue is 31.15 M (+8.03%), Beat estimate;the EBIT is 1.654 M (+813.8%), Beat estimate;the EPS is -0.01 (+85.71%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.03B8.03%
0.03B6.54%
+0.00B1.49%
EBITExceed expectations
0.00B813.81%
0.00B740.19%
+0.00B73.62%
EPSExceed expectations
-0.0185.71%
-0.01677.14%
+0.00608.57%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf