Lantronix Inc. (LTRX)
Nasdaq · Computer Communications Equipment · Manufacturing · CIK 1114925 · fiscal year ends in Jun
Closing price $6.02 on 30 Oct 2026; 52-week range $4.48 to $8.45.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $120.9M
- Revenue growth
- -1.6%
- Net income, last twelve months
- -$4.2M
- Earnings per share
- -$0.11
- Gross margin
- 43.8%
- Operating margin
- -3.4%
- Net margin
- -3.5%
- Free cash flow
- $9.3M
- Return on equity
- -3.5%
- Market value
- $280.5M
- Cash
- $60.5M
- Debt
- $0
- Debt to equity
- 0.00
- Shares outstanding
- 46.6M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2026 | 30 Jun 2026 | $120.9M | -$4.1M | -$4.2M | -$0.10 | $9.3M | 10-K filed 27 Aug 2026 |
| FY2025 | 30 Jun 2025 | $122.9M | -$11.0M | -$11.4M | -$0.29 | $6.8M | 10-K filed 29 Aug 2025 |
| FY2024 | 30 Jun 2024 | $160.3M | -$2.9M | -$4.5M | -$0.12 | $17.1M | 10-K filed 29 Aug 2025 |
| FY2023 | 30 Jun 2023 | $131.2M | -$6.7M | -$9.0M | -$0.25 | -$2.4M | 10-K filed 12 Sep 2023 |
| FY2022 | 30 Jun 2022 | $129.7M | -$5.0M | -$5.4M | -$0.16 | -$11.5M | 10-K filed 29 Aug 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q4 FY2026 | 30 Jun 2026 | $31.2M | -$269.0K | -$0.01 |
| Q3 FY2026 | 31 Mar 2026 | $30.2M | -$1.2M | -$0.03 |
| Q2 FY2026 | 31 Dec 2025 | $29.8M | -$1.3M | -$0.03 |
| Q1 FY2026 | 30 Sep 2025 | $29.8M | -$1.4M | -$0.04 |
| Q4 FY2025 | 30 Jun 2025 | $28.8M | -$2.6M | -$0.07 |
| Q3 FY2025 | 31 Mar 2025 | $28.5M | -$3.9M | -$0.10 |
| Q2 FY2025 | 31 Dec 2024 | $31.2M | -$2.4M | -$0.06 |
| Q1 FY2025 | 30 Sep 2024 | $34.4M | -$2.5M | -$0.07 |
Revenue by segment
As the company reports it in the segment note of its annual report.
By product, FY2026
| Segment | Revenue | Share |
|---|---|---|
| IoT System Solutions | $58.3M | 48.2% |
| Embedded IoT Solutions | $53.6M | 44.3% |
| Software & Services | $9.0M | 7.5% |
Company events
The newest 8-K filings of 262 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 27 Aug 2026 | 8-K | Leadership change | 5.02, 9.01 |
| 26 Aug 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 1 Jun 2026 | 8-K | Material agreement, Investor update | 1.01, 7.01, 9.01 |
| 8 May 2026 | 8-K | Material agreement | 1.01, 9.01 |
| 6 May 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 4 Feb 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 6 Jan 2026 | 8-K | Leadership change | 5.02, 9.01 |
| 6 Nov 2025 | 8-K | Shareholder vote | 5.07 |
| 5 Nov 2025 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 27 Aug 2025 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 21 Aug 2025 | 8-K | Material agreement, New debt | 1.01, 2.03, 9.01 |
| 11 Jul 2025 | 8-K | Leadership change | 5.02 |
Every filing
The newest filings with the SEC of 606 held.
| Filed | Form | Period |
|---|---|---|
| 22 Sep 2026 | ARS | 30 Jun 2026 |
| 22 Sep 2026 | DEFA14A | – |
| 22 Sep 2026 | DEF 14A | 3 Nov 2026 |
| 27 Aug 2026 | 10-K | 30 Jun 2026 |
| 27 Aug 2026 | 8-K | 26 Aug 2026 |
| 26 Aug 2026 | 8-K | 26 Aug 2026 |
| 1 Jun 2026 | 8-K | 29 May 2026 |
| 29 May 2026 | SD | – |
| 8 May 2026 | 8-K | 8 May 2026 |
| 7 May 2026 | 10-Q | 31 Mar 2026 |
| 6 May 2026 | 8-K | 6 May 2026 |
| 27 Mar 2026 | 11-K | 31 Dec 2025 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 9 Sep 2026 | Awsare Saleel, President & CEO | Purchase | 15,000 | $5.18 | $77.7K | 453,381 | 9 Sep 2026 |
| 13 Mar 2026 | Gurusamy Mathi, Chief Product & Strategy Ofcr | Sale outside a trading plan | 14,467 | $6.21 | $89.8K | 55,569 | 13 Mar 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 23 Mar 2026 | Gurusamy Mathi, Officer | 13,917 | $86.5K | 13 Mar 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 13 Oct 2026 | Portolan Capital Management, LLC | 13G | 5.15% | 2.4M |
| 28 Sep 2026 | STRIDER CAPITAL, LLC | 13G | 5.5% | 2.6M |
| 2 Jul 2026 | Needham Investment Management L.L.C. | 13G | 7.1% | 3.1M |
| 12 Mar 2026 | Chain of Lakes Investment Fund, LLC | 13D amended | 3% | 1.2M |
| 6 Feb 2026 | TL Stiftung | 13G amended | 0% | 0 |
| 30 Jan 2026 | Chain of Lakes Investment Fund, LLC | 13D amended | 3.6% | 1.4M |
| 8 Dec 2025 | TL Stiftung | 13G | 7.6% | 3.0M |
| 8 Dec 2025 | TL Investment GmbH | 13D amended | 6% | 2.3M |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 2.4M | -7.52% | 3.61 |
| 30 Sep 2026 | 2.6M | +5.09% | 1.71 |
| 15 Sep 2026 | 2.5M | -12.04% | 2.81 |
| 31 Aug 2026 | 2.9M | +36.26% | 2.06 |
| 14 Aug 2026 | 2.1M | -1.78% | 3.18 |
| 31 Jul 2026 | 2.1M | -13.49% | 2.88 |
| 15 Jul 2026 | 2.5M | +3.69% | 2.61 |
| 30 Jun 2026 | 2.4M | +146.6% | 1.25 |
Funds that hold it
From each fund's latest Form 13F.
142 funds held it at 30 Jun 2026: 87 added and 16 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| Needham Investment Management LLC | 3,150,000 | $18.5M | +3,150,000 |
| BlackRock, Inc. | 2,220,337 | $13.1M | +1,920,103 |
| Vanguard Capital Management LLC | 1,550,312 | $9.1M | +84,434 |
| State Street Corp. | 1,380,831 | $8.1M | +1,128,430 |
| AWM Investment Company, Inc. | 1,250,000 | $7.3M | +1,250,000 |
| Royce & Associates LP | 1,216,086 | $7.2M | +389,760 |
| Heartland Advisors Inc. | 900,000 | $5.3M | 0 |
| Geode Capital Management, LLC | 897,115 | $5.3M | +497,805 |
| Two Sigma Investments, LP | 838,158 | $4.9M | +313,756 |
| Dimensional Fund Advisors LP | 815,064 | $4.8M | +16,946 |
Peers
Companies in the same industry.
- Cisco Systems, Inc. (CSCO): revenue $63.3B, market value $412.5B
- Arista Networks, Inc. (ANET): revenue $10.5B, market value $212.9B
- F5, Inc. (FFIV): revenue $3.3B, market value $19.2B
- Extreme Networks Inc. (EXTR): revenue $1.3B, market value $3.0B
- Digi International Inc. (DGII): revenue $506.2M, market value $2.8B
- A10 Networks, Inc. (ATEN): revenue $310.2M, market value $1.8B
- Netgear, Inc. (NTGR): revenue $694.4M, market value $613.6M