Lantronix Stock Price, News & Analysis

Lantronix (NASDAQ: LTRX) launched Kompress.ai by Lantronix, an AI-powered subscription platform for industrial air compressor fleets, powered by Lantronix Edge hardware, cloud intelligence and Vodafone IoT connectivity. Available this fall in the United States and Canada, the turnkey, brand-agnostic solution targets the >$27 billion global compressor market with predictive analytics, energy optimization and compliance automation.

Key disclosed metrics: demonstrated energy savings of up to 30%, support for ISO 50001 and positioning to expand Lantronix’s recurring revenue model and infrastructure strategy; the company will showcase Kompress.ai at Best Practices Expo 2025 (Oct 21–23).

Lantronix (NASDAQ: LTRX) will present its NDAA/TAA‑compliant Edge AI drone platform at AUSA 2025, Oct 13–15 in Washington, D.C.

The company said it is in production with Teal Drones (Red Cat) supporting the U.S. Army Short‑Range Reconnaissance (SRR) program, offering early revenue visibility, and announced integrations with Gremsy Lynx gimbals and Teledyne FLIR Hadron 640R payloads. The platform uses the Open‑Q 5165RB SoM with Qualcomm Dragonwing processor to enable lower power, longer UAV flight times and real‑time AI analytics. Lantronix highlighted DoD‑grade cybersecurity and recurring revenue potential from defense and commercial UAV deployments.

Lantronix (NASDAQ: LTRX) has announced a strategic collaboration with Gremsy, integrating its NDAA/TAA-compliant Edge AI drone solution with Teledyne FLIR platforms. The solution, built on Lantronix's Open-Q™ 5165RB System on Module with Qualcomm® Dragonwing™ processor, powers Gremsy's new drone platform and Lynx ISR payload.

The integration enables enhanced power efficiency, longer flight times, and real-time AI capabilities while meeting strict compliance requirements for defense applications. The solution is already in production, generating early revenue across government, energy, agriculture, and infrastructure sectors. Key features include edge-based AI processing, real-time analytics, and operation in extreme environments from -25°C to +85°C.

Lantronix (NASDAQ: LTRX) has launched EdgeFabric.ai, a revolutionary no-code development platform designed exclusively for their Open-Q System-on-Module solutions. The platform enables businesses to deploy Edge AI applications rapidly without requiring AI expertise, reducing deployment time from months to minutes.

The platform targets high-growth markets including smart surveillance, drones, transportation, and Industrial IoT. EdgeFabric.ai features drag-and-drop functionality, seamless integration with Lantronix hardware, auto-generated production code, and pre-built templates for common use cases. The global Edge AI market is projected to grow from $25.65 billion in 2025 to $143.06 billion by 2034.

Lantronix (NASDAQ: LTRX), a leader in IoT solutions, has received the 2025 IoT Evolution Product of the Year Award for its TAA/NDAA-compliant Open-Q™ System-on-Module (SOM) used in drone development. The company has successfully collaborated with 10 drone manufacturers, including notable implementations in Teledyne/FLIR thermal cameras and Teal Drones' Black Widow™ drones for the U.S. Army's Short-Range Reconnaissance Program.

The Open-Q SOM solution, powered by Qualcomm® Dragonwing™ QRB5165 processor, delivers advanced Edge AI processing while meeting strict U.S. security requirements. This positions Lantronix strategically in the defense and autonomous systems market, particularly for Department of Defense (DoD) missions.

Lantronix (NASDAQ: LTRX) reported its fiscal Q4 and full year 2025 results, with Q4 net revenue of $28.8 million and non-GAAP EPS of $0.01. For the full fiscal year 2025, the company achieved net revenue of $122.9 million with non-GAAP EPS of $0.14.

The company secured significant wins including a multi-year contract with a Tier-1 U.S. wireless operator and was selected by Red Cat's Teal Drones for U.S. Army-approved Black Widow™ drones. Lantronix also expanded its leadership team with three strategic hires and launched the NTC-500 Series industrial-grade 5G routers.

Looking ahead to Q1 FY2026, Lantronix projects revenue between $28.5-30.5 million with non-GAAP EPS of $0.02-0.04.

Lantronix (NASDAQ: LTRX), a global provider of compute and connectivity IoT solutions for Edge AI applications, has announced its participation in the 2025 Gateway Conference. CEO Saleel Awsare and CFO Brent Stringham will engage in a fireside chat on September 3, 2025, at 10:00 AM PT at the Four Seasons Hotel in San Francisco. The presentation will be available via webcast on Lantronix's investor relations website, and the executives will conduct one-on-one meetings during the event.

Lantronix (NASDAQ: LTRX) announced that its TAA- and NDAA-compliant solution has been selected by Teal Drones, a Red Cat Holdings subsidiary, for the production of Black Widow™ drones under the U.S. Army's Short-Range Reconnaissance Program.

The solution, powered by Qualcomm® Dragonwing™ QRB5165 processor, delivers advanced Edge AI processing while meeting strict U.S. security requirements. Production shipments have already begun, providing early revenue visibility. As part of the Blue UAS-approved vendors, Teal Drones' Black Widow will be deployed in frontline DoD missions.

With the global drone market projected to reach $57.8 billion by 2030, this partnership positions Lantronix for growth in the secure defense and commercial drone segment.

Lantronix (NASDAQ: LTRX), a global provider of compute and connectivity IoT solutions for Edge AI Intelligence, has scheduled its fiscal 2025 fourth quarter earnings release and conference call. The company will announce its financial results for the quarter ended June 30, 2025, after market close on Wednesday, August 27, 2025.

Management will host an investor conference call and webcast at 2:00 p.m. Pacific Time. Investors can join via phone by dialing 1-844-802-2442 (U.S.) or 1-412-317-5135 (international). The webcast will be available through the company's investor relations website. A replay will be accessible until September 3, 2025.