NASDAQ$LTRX

Lantronix Inc · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

Lantronix reported fiscal Q3 2026 net revenue of $30.2M and a net loss of $1.2M ($0.03 per share).

Fiscal Q3 2026 net revenue was $30.2 million (+6% YoY) with gross profit of $13.0 million. Operating loss narrowed to $1.1 million from $3.6 million; net loss was $1.2 million ($0.03 per share) versus $3.9 million ($0.10). Nine-month revenue was $89.7 million.

  • Net revenue $30.2M (+6%); gross profit $13.0M.
  • Net loss $(1.2)M; EPS $(0.03) vs $(0.10).
  • Operating loss $(1.1)M vs $(3.6)M.
  • R&D $4.1M; restructuring charges $0.3M.
  • IoT connectivity and edge compute focus.

Headline financials

Total Revenue

$30.2M

Previous: $28.5M+5.9%
EPS (adj)

-$0.03

Previous: -$0.10+70.0%
Capital Expenditures

-$403K

Previous: -$362K-11.3%
Net Income

-$1.18M

Previous: -$3.87M+69.5%
Operating Income

-$1.13M

Previous: -$3.58M+68.5%
Gross Profit

$13M

Previous: $12.4M+4.9%

Revenue & EPS history

Lantronix · Revenue · Quarterly

$30.2M

Q3 2026+5.9%vs Q3 2025
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Forward guidance

MD&A discusses design wins, SaaS attach, and cost actions without formal quarterly EPS guidance.

Tailwinds

  • Loss narrowed materially YoY.
  • Gross margin stable above 43%.

Headwinds

  • Still loss-making at operating line.
  • Small-cap IoT demand cyclicality.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

-0.6%

Avg return

Earnings day

+2.4%

Avg return

5 days after

-0.5%

Avg return

30 days after

41%

26 / 64 earnings

Positive

+30.3%

Q2 2017

Best reaction

-32.8%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+5.7%+5.2%+12.4%
Q2 2026-6.6%-0.2%-9.3%
Q1 2026-0.8%+2.2%+9.3%
Q3 2025-7.1%+3.5%+1.3%
Q2 2025-24.1%-28.2%-32.9%
Q1 2025-26.2%-33.5%-14.9%
Q4 2024+7.2%+13.9%+12.8%
Q3 2024+15.0%+11.3%+15.3%
Q2 2024-32.8%-33.4%-34.6%
Q1 2024+14.1%+14.1%+38.7%
Q4 2023+29.9%+32.4%+6.1%
Q3 2023+9.0%+25.3%+13.7%
Q2 2023+12.1%+5.2%-8.7%
Q1 2023+29.1%+27.9%+11.7%
Q4 2022-11.5%-14.2%-36.3%
Q3 2022+4.8%+3.0%+10.9%
Q2 2022-15.0%-12.5%-16.1%
Q1 2022-16.3%-11.2%-28.9%
Q4 2021+9.1%+24.2%+17.0%
Q3 2021+14.2%+24.5%+16.3%
Q2 2021-6.7%+0.6%-8.4%
Q1 2021-7.0%-8.0%+1.0%
Q4 2020-6.7%-7.1%+7.3%
Q3 2020+19.2%+21.4%+26.1%
Q2 2020-10.2%-14.9%-48.6%
Q1 2020+4.2%+10.4%+5.5%
Q4 2019-6.5%-10.1%-1.1%
Q3 2019-0.3%-4.2%-4.7%
Q2 2019-5.0%-10.6%-7.8%
Q1 2019-11.3%-4.6%-22.9%
Q4 2018+22.9%+52.8%+0.5%
Q3 2018+9.1%+2.2%+33.9%
Q2 2018-0.8%-13.0%-6.9%
Q1 2018-7.9%-14.5%-1.9%
Q4 2017+20.2%+11.3%+3.0%
Q3 2017-6.0%-6.0%-15.4%
Q2 2017+30.3%+42.4%+52.1%
Q1 2017+4.7%+0.7%-2.7%
Q4 2016-5.0%-13.8%-12.5%
Q3 2016-0.9%
Q2 2016+2.2%
Q1 2016-3.2%
Q4 2015-3.8%
Q3 2015-4.8%
Q2 2015-17.4%
Q1 2015+4.9%
Q4 2014+1.1%
Q3 2014-11.3%
Q2 2014-15.2%
Q1 2014+2.9%
Q4 2013-6.3%
Q3 2013-19.1%
Q2 2013-0.5%
Q1 2013+6.2%
Q4 2012-10.3%
Q3 2012-3.4%
Q2 2012-3.7%
Q1 2012-8.7%
Q4 2011+15.0%
Q3 2011-0.0%
Q2 2010+2.5%
Q1 2010-6.2%
Q4 2010-4.7%
Q3 2010+1.9%

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