Lantronix Q4 FY2026: Revenue Up 8% to $31.2M, Debt-Free with $60M Cash, Guides to Double-Digit FY2027 Growth
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Summary
Lantronix reported strong Q4 FY2026 results with 8% revenue growth, a debt-free balance sheet with $60M cash, and guided to double-digit FY2027 growth driven by its unmanned systems and software businesses.
Key Events · Earnings and Guidance · LTRX
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Q4 Revenue Up 8% to $31.2M
Fourth-quarter revenue grew 8% year-over-year to $31.2 million, with non-GAAP EPS of $0.04 versus a GAAP loss of $0.01 per share. Full-year revenue was $120.9 million.
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Debt-Free with $60M Cash
Lantronix ended fiscal 2026 with $60.5 million in cash and zero debt after repaying the remaining $8.7 million of borrowings. The company raised over $44 million in net proceeds during the quarter through public and ATM offerings.
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Unmanned Systems Reaches $12.6M
Unmanned Systems revenue hit $12.6 million for fiscal 2026, above the midpoint of guidance, and is expected to represent 15-20% of total revenue in fiscal 2027. Active engagements tripled from ~10 to over 30 during the year.
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FY2027 Guidance: Double-Digit Growth
Management guided to Q1 FY2027 revenue of $31.0-$33.0 million and non-GAAP EPS of $0.04-$0.06, with confidence in double-digit revenue growth for the full fiscal year.
Analysis · LTRX · Technology
Lantronix closed fiscal 2026 with accelerating momentum: Q4 revenue grew 8% year-over-year to $31.2 million, non-GAAP EPS tripled to $0.04, and the company ended the year debt-free with over $60 million in cash. The unmanned systems business — powered by defense tailwinds from DJI restrictions and new tariffs — generated $12.6 million in revenue and is expected to reach 15-20% of total revenue in fiscal 2027. Management guided to double-digit revenue growth for the coming year, supported by the recently closed Vecima Industrial IoT acquisition and a recovering federal procurement environment.
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