Loading...
Lantronix Q3 2025 Earnings Report
Lantronix reported its financial results for the third quarter of fiscal year 2025, with net revenue of $28.5 million and GAAP EPS of ($0.10).
Key Takeaways
Lantronix delivered revenue within guidance despite a complex macroeconomic environment, continuing to execute its long-term strategy towards becoming a leader in intelligent edge computing. The company highlighted key initiatives in AI edge intelligence and industrial connectivity, including enabling Teledyne/FLIR's AI-driven drone thermal camera and launching the Open-Q™ 8550CS SoM.
Net Revenue for Q3 FY2025 was $28.5 million, falling within the guidance range of $27.0 million to $31.0 million.
GAAP EPS for Q3 FY2025 was ($0.10), compared to ($0.01) in Q3 FY2024 and ($0.06) in Q2 FY2025.
Non-GAAP EPS for Q3 FY2025 was $0.03, compared to $0.11 in Q3 FY2024 and $0.04 in Q2 FY2025.
Lantronix continued its leadership in AI edge intelligence and industrial connectivity, validating its Open-Q™ platform and launching new AI-capable compute portfolios.
Lantronix
Lantronix
Lantronix Revenue by Segment
Lantronix Revenue by Geographic Location
Revenue by Segment
Embedded IoT Solutions Revenue
CapyFin.comIoT System Solutions Revenue
CapyFin.comSoftware & Services Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.comEMEA Revenue
CapyFin.comAsia Pacific & Japan Revenue
CapyFin.com Forward Guidance
Lantronix expects net revenue for the fourth fiscal quarter ending June 30, 2025, to be between $26.5 million and $30.5 million, with Non-GAAP EPS projected to be between $0.00 and $0.02.
Positive Outlook
- Continued focus on high-growth areas like AI-enabled gateways and 5G connectivity.
- Advancement of innovation roadmap and global partnerships.
- Strategic positioning to lead the next wave of industrial and enterprise transformation at the edge.
- Commitment to talent base development.
- Guidance for Non-GAAP EPS remains positive, albeit with a narrow range.
Challenges Ahead
- Projected net revenue for Q4 FY2025 is slightly lower than Q3 FY2025, indicating potential ongoing macroeconomic challenges.
- Non-GAAP EPS guidance for Q4 FY2025 is very low, suggesting continued profitability pressures.
- The macroeconomic environment remains complex, which could impact future performance.
- The company acknowledges inherent difficulties in forecasting certain non-GAAP items, which could lead to variability.
- Potential risks related to supply chain disruptions, intense competition, and inventory levels as mentioned in forward-looking statements.
Revenue & Expenses
Visualization of income flow from segment revenue to net income