Lantronix Drone and Carrier Deals Boost

Lantronix(NASDAQ:LTRX) reported revenue of $28.8 million in Q4 FY2025 and non-GAAP earnings per share (EPS) of $0.10, driven by core growth excluding the Gridspertise customer and key design wins in defense and telecom markets. Management guided FY2026 revenue to a range of $28.5 million to $30.5 million, highlighting rising recurring revenue, improved gross margin (non-GAAP gross margin was 40.6% in Q4), and expanding opportunities in the drone and edge infrastructure segments. The following analysis identifies three pivotal developments with direct consequences for the company’s long-term value proposition and risk profile.Lantronix's momentum in unmanned aerial systems accelerated, with active engagement across over 10 military and industrial drone customers, an average dollar content of $500 per unit, and initial production shipments starting in June. Strategic alignment with U.S. Department of Defense priorities and regulatory compliance (NDAA/TAA) is unlocking volume opportunities in both defense and commercial drone platforms.This rapid expansion into defense and commercial drone verticals should diversify the company’s revenue and reduce customer concentration risk.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool