Loading...
•
Jun 30
Lantronix Q4 2025 Earnings Report
reported a small non-GAAP profit but a GAAP loss as revenues fell year-over-year
Key Takeaways
Lantronix ended Q4 FY25 with a GAAP net loss but achieved positive non-GAAP EPS. Revenue declined compared to Q4 FY24, but strategic contracts and product launches support a positive outlook.
Revenue was $28,839,000, down from $49,075,000 in Q4 FY24
GAAP net loss was $2,631,000, or -$0.07 per share
Non-GAAP EPS came in at $0.01
Company secured key contracts in defense and industrial edge markets
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 guided Q1 FY26 revenue between $28.5M and $30.5M and expects non-GAAP EPS of $0.02 to $0.04.
Positive Outlook
- Strong Q1 FY26 revenue guidance between $28.5M and $30.5M
- Non-GAAP EPS expected to be positive at $0.02 to $0.04
- Design wins in U.S. Army drone programs provide early revenue visibility
- Launch of NTC-500 5G routers for industrial IoT
- Expanded leadership team to support Edge IoT and network growth
Challenges Ahead
- Year-over-year revenue decline of over 40%
- EMEA revenue dropped significantly from $26.2M to $5.3M YoY
- GAAP net loss continues, with -$2.6M in Q4
- Operating income remained negative at -$3.1M
- R&D and SG&A costs remain high relative to revenue
Revenue & Expenses
Visualization of income flow from segment revenue to net income