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Jun 30, 2025
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
Revenue by Segment
Revenue by Geographic Location
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
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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