After-hours price
$6.37
+$0.71 · +12.5% from close
Lantronix Shares Surge 12.5% After Market as Unmanned Systems Set Sights on 15%–20% of Revenue
IRVINE, August 26, 2026, 18:49 – Lantronix shares climbed 12.5% in after-hours trade as the company reported its unmanned systems segment is on track to account for 15%–20% of total sales.
NASDAQ: LTRX · Post-earnings monitor
Lantronix investor dashboard
Market data: August 26, 2026, 18:49 EDT (00:49 CEST). Financials: quarter and year ended June 30, 2026.
Net daily move
+8.7%
Versus August 25 close of $5.86
Value added
≈$23.8M
$0.51 × 46.59M shares
Regular volume
2.14M
August 26 regular session
What changed after the close
The 12.5% after-hours jump more than offset the regular-session decline. The combined gain was $0.51, or 8.7%, from Tuesday's close.
Quarter and near-term guide
Q4 revenue$31.2M · +8% YoY
Q4 adjusted gross margin44.1% · +350 bps
Q4 GAAP / adjusted EPS−$0.01 / $0.04
Q1 FY27 revenue guide$31M–$33M
Q1 FY27 adjusted EPS$0.04–$0.06
Fiscal 2026 revenue mix
+15.6%Embedded YoY
−15.2%Systems YoY
+15.6%Software YoY
Unmanned systems: the rerating case
| Signal | FY26 actual | FY27 target / context |
|---|---|---|
| Revenue | $12.6M | 15%–20% of total revenue |
| Share of company sales | 10.4% | +4.6 to +9.6 points |
| Active engagements | >30 | About 10 at FY26 start |
| Equity value added | ≈$23.8M | 1.9× FY26 unmanned revenue |
The valuation calculation uses the $0.51 gain from the August 25 close and 46.59 million year-end shares.
Balance sheet and dilution
| Metric | June 2026 | June 2025 | Change |
|---|---|---|---|
| Cash | $60.5M | $20.1M | +$40.4M |
| Debt | $0 | $11.8M | Eliminated |
| Shares outstanding | 46.59M | 39.10M | +19.2% |
| GAAP net loss | $4.2M | $11.4M | 63.2% narrower |
Acquisition signal
Vecima Industrial IoT / NeroExpected annual revenue$5.3M
Expected recurring revenue$4.5M
Managed tracking tags≈125,000
Pro forma software mix>10%
Analyst expectations
ConsensusModerate Buy
Analysts7
Average target$10.40
Range$8–$12
Upside from $6.3763.3%
Published consensus before post-results revisions; checked August 26, 2026.
What investors should test next
Growth proofQ1 revenue at or above $32M midpoint
Mix proofUnmanned systems approaching 15%–20%
Quality proofGross margin holds near recent gains
Legacy dragIoT Systems decline stabilizes
Risk monitor
Long drone qualification cycles can delay revenue, while project timing makes quarterly orders uneven. Rising memory costs could compress margins. Acquisition integration and further share issuance would weaken per-share gains. The central invalidation signal is failure to convert more than 30 engagements into volume shipments while legacy systems revenue continues to fall.
Sources: Lantronix fiscal Q4/FY2026 release and earnings call; Yahoo Finance market data; MarketBeat analyst consensus. Non-GAAP measures exclude items defined by Lantronix and are not substitutes for GAAP results.
Lantronix stock jumps 26% in premarket as drone-defense AI tie-up grabs attention ahead of earnings
Lantronix Inc shares surged roughly 26% in premarket trading Wednesday, building on gains driven by news of a new defense-focused partnership. The stock was last seen at $8.68, up from Tuesday’s close of $6.89.
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