Lantronix Stock Price, News & Analysis
Company Description
Lantronix Inc (NASDAQ: LTRX) is a technology company that focuses on Edge AI and Industrial Internet of Things (IoT) solutions. According to its public disclosures and recent news releases, Lantronix delivers intelligent computing, secure connectivity and remote management for mission‑critical applications. The company’s stock is listed on Nasdaq under the ticker symbol LTRX.
Lantronix describes itself as a global leader in Edge AI and Industrial IoT solutions. Its offerings combine hardware, software and services to support applications that require reliable processing and connectivity close to where data is generated. Across its communications, Lantronix highlights that its portfolio powers use cases such as secure video surveillance, intelligent utility infrastructure and resilient out‑of‑band network management. By bringing intelligence to the network edge, the company aims to help organizations improve efficiency, enhance security and support digital transformation.
Business focus and solutions
Lantronix’s public materials emphasize compute and connectivity solutions that enable Edge AI applications. The company develops embedded compute technology and edge platforms that support AI workloads, remote management and secure connectivity. Its solutions are designed for mission‑critical environments where latency, reliability and security are important. In addition to hardware, Lantronix offers software platforms and engineering services intended to help customers integrate and deploy edge computing and IoT systems.
Lantronix has described a portfolio that includes Edge AI gateways, smart switches, system‑on‑module (SOM) products and software platforms for visual orchestration and optimization. For example, the company has announced SmartEdge.ai Edge AI gateways and SmartSwitch.ai aggregation switches that form an integrated Edge AI surveillance and intelligent connectivity platform designed for real‑time video analytics and AI‑driven insights. It has also introduced software platforms such as EdgeFabric.ai for visual orchestration of AI workloads and Kompress.ai for optimization in high‑compute industrial environments, as described in its fiscal 2026 first quarter results release.
End markets and applications
In its repeated “About Lantronix” descriptions across news releases and SEC‑related communications, the company states that it serves high‑growth markets including smart cities, enterprise IT and commercial and defense unmanned systems. Its solutions are used in applications such as secure video surveillance, intelligent utility infrastructure and out‑of‑band network management. Other news releases highlight Lantronix’s role in defense and commercial drone ecosystems, where its Edge AI technology supports intelligence, surveillance and reconnaissance (ISR), security and perimeter monitoring, industrial inspection and infrastructure monitoring, and navigation and obstacle avoidance in challenging environments.
Lantronix also reports that its technology is being used in gimbaled imaging systems for uncrewed aircraft systems and in AI‑driven video processors for drone and defense platforms. These engagements illustrate how the company’s Edge AI compute and connectivity offerings are applied in mission‑critical drone and defense technology markets.
Industry classification and stock information
For industry classification purposes, Lantronix is associated with Electronic Computer Manufacturing within the broader Manufacturing sector. Its shares trade on the Nasdaq Stock Market under the symbol LTRX. The company files periodic and current reports with the U.S. Securities and Exchange Commission (SEC), including Forms 10‑K, 10‑Q and 8‑K, and distributes press releases on financial results, strategic collaborations and product introductions.
Corporate governance and regulatory disclosures
Lantronix is incorporated in Delaware and is subject to the reporting requirements of the Securities Exchange Act of 1934. Its definitive proxy statement on Schedule 14A for the 2025 Annual Meeting of Stockholders describes matters such as the election of directors, ratification of independent auditors and advisory votes on executive compensation and the frequency of such votes. The company also discloses board composition changes, cooperation agreements with shareholders and loan agreements through Form 8‑K filings.
For example, Lantronix has reported entering into a cooperation agreement with certain shareholders that included the appointment of an additional non‑employee director to its board and provisions related to voting and standstill obligations. It has also disclosed a revolving credit facility under a loan and security agreement with a bank, which provides working capital and general corporate financing capacity, subject to customary covenants and events of default.
Financial reporting and investor communications
Lantronix issues quarterly earnings press releases and furnishes them to the SEC via Form 8‑K. In its fiscal first quarter 2026 results, the company highlighted net revenue, earnings per share measures and non‑GAAP metrics, along with business highlights such as increased engagements with drone original equipment manufacturers (OEMs), new product launches and industry awards. The company explains its use of non‑GAAP financial measures and provides reconciliations to GAAP measures in its financial communications.
Lantronix also participates in investor conferences and hosts conference calls and webcasts to discuss its financial results and outlook. Transcripts of prepared remarks and related materials are furnished as exhibits to Form 8‑K filings, and replays of webcasts are made available for a period of time on the company’s website, as referenced in those filings.
Edge AI and Industrial IoT positioning
Across multiple news releases, Lantronix characterizes itself as a global leader in Edge AI and Industrial IoT solutions. It emphasizes that its technology delivers intelligent computing, secure connectivity and remote management for mission‑critical applications. The company states that by bringing intelligence to the network edge, its solutions help organizations achieve efficiency, security and a competitive edge in an AI‑driven environment.
Lantronix’s communications also refer to its engagement with technology partners and ecosystem participants, including companies that provide processors, imaging systems and connectivity services. These collaborations are presented as part of the company’s approach to delivering edge compute and connectivity platforms for drones, surveillance, smart infrastructure and other industrial IoT use cases.
FAQs about Lantronix Inc (LTRX)
- What does Lantronix Inc do?
Lantronix Inc focuses on Edge AI and Industrial IoT solutions, providing intelligent computing, secure connectivity and remote management for mission‑critical applications. Its portfolio includes hardware, software and services that support use cases such as secure video surveillance, intelligent utility infrastructure and out‑of‑band network management, as described in its public “About Lantronix” statements. - Which markets does Lantronix serve?
According to its news releases, Lantronix serves high‑growth markets including smart cities, enterprise IT and commercial and defense unmanned systems. It also reports activity in defense and commercial drone ecosystems, where its Edge AI technology supports ISR, security monitoring, industrial inspection and infrastructure monitoring. - How is Lantronix involved in the drone and defense sectors?
Lantronix has announced that its Edge AI solutions and engineering services are used in gimbaled imaging systems for uncrewed aircraft systems and in AI‑driven video processors for defense and commercial drone platforms. It has also introduced a Drone Reference Platform designed to accelerate unmanned aerial vehicle development and support mission‑critical applications such as ISR and security monitoring. - What types of Edge AI products has Lantronix announced?
In its news releases, Lantronix has described products such as SmartEdge.ai Edge AI gateways and SmartSwitch.ai aggregation switches for surveillance and connectivity, a Drone Reference Platform built around its Open‑Q series system‑on‑modules, and software platforms like EdgeFabric.ai for visual orchestration and Kompress.ai for optimization in industrial environments. - How does Lantronix communicate financial performance to investors?
Lantronix reports financial results through press releases that are furnished to the SEC on Form 8‑K. These releases include GAAP and non‑GAAP metrics, management commentary and business highlights. The company also hosts conference calls and webcasts, with prepared remarks and replay information referenced in its 8‑K filings. - What is Lantronix’s industry classification?
Lantronix is associated with the Electronic Computer Manufacturing industry within the Manufacturing sector. Its business activities, as described in public materials, center on compute and connectivity solutions for Edge AI and Industrial IoT applications. - On which exchange does Lantronix trade and what is its ticker?
Lantronix Inc’s common stock trades on the Nasdaq Stock Market under the ticker symbol LTRX, as stated in its news releases and SEC filings. - How does Lantronix describe its role in Edge AI and Industrial IoT?
Lantronix repeatedly describes itself as a global leader in Edge AI and Industrial IoT solutions, stating that it delivers intelligent computing, secure connectivity and remote management for mission‑critical applications and that its portfolio helps organizations optimize operations and accelerate digital transformation.
Stock Performance
Lantronix (LTRX) stock last traded at $5.27, up 2.56% from the previous close. Over the past 12 months, the stock has gained 116.4%. At a market capitalization of $208.0M, LTRX is classified as a micro-cap stock with approximately 39.7M shares outstanding.
Latest News
Lantronix has 10 recent news articles. Of the recent coverage, 7 articles coincided with positive price movement and 3 with negative movement. Key topics include AI, partnership, earnings, earnings date. View all LTRX news →
SEC Filings
Lantronix has filed 5 recent SEC filings, including 3 Form 4, 1 Form 144, 1 Form SCHEDULE 13D/A. The most recent filing was submitted on March 23, 2026. SEC filings provide transparency into a company's financial condition, material events, and regulatory compliance. View all LTRX SEC filings →
Insider Radar
Insider selling at Lantronix over the past 90 days can reflect routine portfolio management, scheduled trading plans (Rule 10b5-1), tax planning, or compensation-related dispositions rather than a directional view on the stock.
Financial Highlights
Lantronix generated $122.9M in revenue over the trailing twelve months, retaining a 42.1% gross margin, operating income reached -$11.0M (-8.9% operating margin), and net income was -$11.4M, reflecting a -9.3% net profit margin. Diluted earnings per share stood at $-0.29. The company generated $7.3M in operating cash flow. With a current ratio of 2.54, the balance sheet reflects a strong liquidity position.
Upcoming Events
Short Interest History
Short interest in Lantronix (LTRX) currently stands at 367.9 thousand shares, down 40.4% from the previous reporting period, representing 1.1% of the float. Over the past 12 months, short interest has decreased by 56.6%. This relatively low short interest suggests limited bearish sentiment.
Days to Cover History
Days to cover for Lantronix (LTRX) currently stands at 1.0 days. This low days-to-cover ratio indicates high liquidity, allowing short sellers to quickly exit positions if needed. The days to cover has decreased 69.7% over the past year, suggesting improved liquidity for short covering. The ratio has shown significant volatility over the period, ranging from 1.0 to 3.3 days.
LTRX Company Profile & Sector Positioning
Lantronix (LTRX) operates in the Communication Equipment industry within the broader Computer Communications Equipment sector and is listed on the NASDAQ.
Investors comparing LTRX often look at related companies in the same sector, including Ceragon Networks Ltd (CRNT), Inseego Corp (INSG), Audiocodes (AUDC), Bk Technologies, Inc. (BKTI), and Silicom Ltd (SILC). Comparing financial metrics, valuation ratios, and stock performance across these peers can help investors evaluate LTRX's relative position within its industry.