Lantronix (LTRX) posts Q2 FY2026 results release and call transcript

Rhea-AI Filing Summary

Lantronix, Inc. furnished an update on its business by issuing a press release detailing its financial results for the second fiscal quarter ended December 31, 2025. The company also prepared a transcript of management’s remarks for its second quarter fiscal 2026 investor conference call and audio webcast.

The press release is provided as Exhibit 99.1 and the transcript as Exhibit 99.2. A replay of the webcast is available on the company’s website for one year, giving investors ongoing access to the quarter’s discussion and commentary.

8-K Event Classification

3 items: 2.02, 7.01, 9.01

3 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C.  20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 4, 2026

LANTRONIX, INC.

(Exact Name of Registrant as Specified in Charter)

Delaware		1-16027		33-0362767
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)
48 Discovery, Suite 250 Irvine, California 92618
(Address of Principal Executive Offices, including zip code)
Registrant’s telephone number, including area code: (949) 453-3990
Not Applicable
(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each Class	Trading Symbol	Name of each exchange on which registered
Common Stock, $0.0001 par value	LTRX	The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 7(a)(2)(B) of Securities Act. ☐

Item 2.02. Results of Operations and Financial Condition.

On February 4, 2026, Lantronix, Inc., a Delaware corporation (the “Company”), issued a press release setting forth the Company’s financial results for its second fiscal quarter ended December 31, 2025.  A copy of the press release is attached hereto as Exhibit 99.1. In addition, a transcript of management’s prepared remarks for the Company’s second quarter fiscal 2026 investor conference call and audio webcast, scheduled for 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time) on February 4, 2026, is attached hereto as Exhibit 99.2.

Following the conference call, a replay of the webcast will be available on the Company’s website at www.lantronix.com for one year from the date of the call.

The information furnished under this Item 2.02, including Exhibits 99.1 and 99.2, shall not be deemed “filed” for purposes of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

Item 7.01. Regulation FD Disclosure.

The information disclosed in Item 2.02 of this Current Report on Form 8-K is incorporated by reference into this Item 7.01.

The information furnished pursuant to this Item 7.01 shall not be deemed “filed” for purposes of Section 18 of the Exchange Act or incorporated by reference in any filing under the Securities Act or the Exchange Act, except as shall be expressly set forth by specific reference in such filing. 

Item 9.01. Financial Statements and Exhibits.

The following exhibits are filed with this Current Report on Form 8-K:

Exhibit No.		Description
99.1		Press Release, dated February 4, 2026, reporting the Company’s financial results for the second fiscal quarter ended December 31, 2025
99.2		Transcript of management’s prepared remarks for second quarter fiscal 2026 investor conference call and audio webcast, scheduled for February 4, 2026.
104		Cover Page Interactive Data File (embedded within the Inline XBRL document).

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	LANTRONIX, INC.
	By:		/s/ Brent Stringham
			Brent Stringham Chief Financial Officer

Date: February 4, 2026

3

FAQ

What did Lantronix (LTRX) disclose in its February 4, 2026 8-K?

Lantronix disclosed that it issued a press release with financial results for its second fiscal quarter ended December 31, 2025, and provided a transcript of management’s prepared remarks for its second quarter fiscal 2026 investor conference call and webcast.

Which period do Lantronix (LTRX)’s newly released results cover?

The financial results discussed in the Lantronix materials cover the company’s second fiscal quarter ended December 31, 2025. These results are summarized in a press release that is attached to the filing as Exhibit 99.1 for investors to review.

What exhibits did Lantronix (LTRX) attach to this 8-K filing?

Lantronix attached three exhibits: Exhibit 99.1 is the press release reporting second fiscal quarter results, Exhibit 99.2 is the transcript of management’s prepared remarks for the second quarter fiscal 2026 investor call, and Exhibit 104 is the cover page Inline XBRL data file.

How can investors access Lantronix (LTRX)’s second quarter fiscal 2026 webcast replay?

Investors can access a replay of Lantronix’s second quarter fiscal 2026 investor conference call and audio webcast on the company’s website, www.lantronix.com. The replay will remain available for one year from the date of the call, offering extended listening access.

Are Lantronix (LTRX)’s Q2 results materials considered filed with the SEC?

The company states that the information under Items 2.02 and 7.01, including Exhibits 99.1 and 99.2, is furnished rather than filed. As a result, it is not subject to certain Exchange Act liabilities or automatically incorporated into other Securities Act or Exchange Act filings.

Who signed the February 4, 2026 Lantronix (LTRX) 8-K report?

The February 4, 2026 report was signed on behalf of Lantronix, Inc. by Brent Stringham, the company’s Chief Financial Officer. His signature indicates that he is the duly authorized officer executing the submission under the requirements of the Securities Exchange Act of 1934.