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Dec 31, 2025
Lantronix Q2 2026 Earnings Report
Lantronix reported fiscal second quarter 2026 financial results, with net revenue of $29.8 million and GAAP EPS of ($0.03).
Key Takeaways
Lantronix reported a net revenue of $29.8 million for the fiscal second quarter ended December 31, 2025, aligning with their guidance range. The company achieved a GAAP EPS of ($0.03) and a Non-GAAP EPS of $0.04. They also increased their FY26 drone revenue expectation to a range of $8 million-$12 million, up from the prior range of $5 million-$10 million, driven by strong momentum in the unmanned systems industry and advancements in their Edge AI strategy.
Net Revenue for Q2 FY2026 was $29.8 million, within the company's guidance range.
GAAP EPS for the quarter was ($0.03), while Non-GAAP EPS was $0.04.
Lantronix increased its FY26 drone revenue expectation to $8 million-$12 million, reflecting strong performance in the unmanned systems industry.
The company's Edge AI strategy continued to strengthen, with several customer programs advancing to initial production and deployment.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For Q3 FY2026, Lantronix expects revenue to be in the range of $28.5 million to $32.5 million, with Non-GAAP EPS projected between $0.03 and $0.06.
Positive Outlook
- Increased FY26 drone revenue expectation to $8 Million-$12 Million, up from the prior range of $5 Million-$10 Million.
- Continued momentum in the unmanned systems industry with deeper customer engagement and expansion in program scope.
- Advancement of Edge AI strategy with customer programs moving from development and pilot phases into initial production and deployment.
- Lantronix's platform is increasingly operating as a platform partner, supporting longer-duration engagements with attractive lifetime value.
- Inclusion of partners and customers in the Department of War's Drone Dominance initiative underscores the relevance of Lantronix's platform.
Challenges Ahead
- Potential negative or worsening regional and worldwide economic conditions or market instability affecting purchasing decisions.
- Risks related to disruptions in supply chains due to changes in U.S. trade policy, tariffs, pandemics, or conflicts.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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