Lantronix INC

Market Movers (8-K)

NASDAQ
Lantronix has entered into a sales agreement to sell up to $30 million of its common stock through an at-the-market offering program.
Capital raise
NASDAQ
Lantronix announced its third fiscal quarter 2026 financial results, reporting $30.2 million in net revenue and $0.04 in non-GAAP EPS, while increasing its full-year drone revenue expectation to $10-$14 million.
NASDAQ
Lantronix reported fiscal second quarter 2026 financial results within guidance, driven by strong Edge AI execution and a significant increase in drone revenue expectations.
Delay expected
NASDAQ
Lantronix, Inc. announced an amendment to its Chief Financial Officer Brent Stringham's compensation agreement, increasing his annual base salary to $375,000, effective January 1, 2026.
NASDAQ
Lantronix, Inc. announced the results of its 2025 Annual Meeting, where stockholders elected six directors, ratified Baker Tilly US, LLP as auditors, and approved executive compensation and annual frequency for future advisory votes.
NASDAQ
Lantronix reported strong fiscal first quarter 2026 financial results, with revenue and non-GAAP EPS at the high end of guidance, driven by growth in drone OEM engagements and new Edge AI solutions.
Better than expected

Quarterly Earnings (10-Q)

NASDAQ
Lantronix, a leader in Edge AI and IoT solutions, reported a significant reduction in net loss and increased cash from operations for the quarter and six months ended December 31, 2025, despite an overall revenue decline driven by a specific customer's absence.
Capital raise
Better than expected
NASDAQ
Lantronix, a leader in Edge AI and IoT solutions, reported a 13.4% decrease in net revenue to $29.79 million for Q1 2026, while significantly narrowing its net loss to $1.40 million.
Better than expected
Capital raise
NASDAQ
Lantronix's Q3 2025 results reveal a revenue decrease primarily due to lower IoT System Solutions sales, despite efforts to diversify and integrate recent acquisitions.
Worse than expected
NASDAQ
Lantronix's Q2 2025 results reveal a revenue decrease, partially offset by cost reductions and a recent acquisition aimed at strengthening its IoT solutions.
Worse than expected
NASDAQ
Lantronix's first quarter of fiscal year 2025 saw a revenue increase of 4.2% year-over-year, but a net loss widened due to higher operating expenses.
Worse than expected
NASDAQ
Lantronix's Q3 2024 revenue increased by 24.9% year-over-year, driven by strong growth in IoT System Solutions, though the company still reported a net loss.
Better than expected
Capital raise

Annual Reports (10-K)

NASDAQ
Lantronix, a leader in Edge AI and IoT solutions, reported a 23.3% decrease in net revenue and a significantly wider net loss for fiscal year 2025, despite an improved gross margin and reduced operating expenses.
Capital raise
Worse than expected
NASDAQ
Lantronix, a global leader in compute and connectivity solutions, saw a significant 22% increase in revenue for fiscal year 2024, primarily driven by its IoT System Solutions product line.
Better than expected

Insider Trading (Form 4)

NASDAQ
Brent Michael Stringham, Chief Financial Officer of Lantronix Inc, reported multiple transactions in common stock on July 11, 2026.
NASDAQ
Kurt W Hoff, Chief Revenue Officer of Lantronix Inc, reported multiple transactions in common stock on July 11, 2026.
NASDAQ
Mathi Gurusamy, Chief Product & Strategy Ofcr of Lantronix Inc, reported multiple transactions in common stock on July 11, 2026.
NASDAQ
Saleel Awsare, President & CEO and a Director of Lantronix Inc, reported multiple transactions in common stock on July 11, 2026.
NASDAQ
Lantronix CFO Brent Stringham reported transactions involving restricted stock units and common stock, including shares withheld for tax purposes.
NASDAQ
Lantronix Chief Revenue Officer Kurt Hoff reports transactions involving restricted stock units and common stock, including tax withholdings.

Proxy Statements (Def-14A)

NASDAQ
Lantronix, Inc. has filed a Definitive Proxy Statement with the SEC, providing information for an upcoming shareholder meeting.
NASDAQ
Lantronix, Inc. announces its 2025 Annual Meeting of Stockholders to be held on November 4, 2025, to elect directors, ratify auditors, and vote on executive compensation.
Worse than expected
NASDAQ
Lantronix is holding its 2024 Annual Meeting of Stockholders on November 5, 2024, to vote on key proposals including the election of directors, ratification of auditors, executive compensation, and an amendment to the 2020 Performance Incentive Plan.
NASDAQ
Lantronix and 180 Degree Capital Corp. have entered into a cooperation agreement resulting in the nomination of two new directors, Narbeh Derhacobian and Kevin Palatnik, to Lantronix's Board at the 2024 Annual Meeting of Stockholders.

Schedule 13D - Activist Investments

NASDAQ
Chain of Lakes Investment Fund and associated individuals have reduced their beneficial ownership in Lantronix Inc. to 4.26%, falling below the 5% threshold.
Worse than expected
NASDAQ
A group of activist investors, including Chain of Lakes Investment Fund, LLC, Haluk L. Bayraktar, and Emre Aciksoz, have significantly reduced their beneficial ownership in Lantronix Inc. to 5.73% through recent open market sales.
Worse than expected
NASDAQ
TL Investment GmbH and Bernhard Bruscha significantly reduce their beneficial ownership in Lantronix Inc. through a series of transfers and a charitable gift.
NASDAQ
Lantronix, Inc. has entered into a cooperation agreement with activist shareholders, including Chain of Lakes Investment Fund, LLC, to resolve a proxy contest by appointing a new director and committing to evaluate strategic alternatives for the company.
NASDAQ
A group of activist investors, including Chain of Lakes Investment Fund, LLC, have acquired a 7.7% stake in Lantronix Inc., asserting the company is materially undervalued and proposing a strategic sale to unlock shareholder value, potentially at $6 per share.
Worse than expected

Schedule 13G - Passive Investments

NASDAQ
Needham Investment Management L.L.C. and affiliated entities have reported a significant beneficial ownership stake in Lantronix Inc., holding a combined 7.1% of the company's common stock.
NASDAQ
TL Stiftung and Michael Heiss have reported a complete divestment of their beneficial ownership in Lantronix Inc., reducing their stake to 0%.
NASDAQ
TL Stiftung and its Chairman Michael Heiss have reported a passive beneficial ownership of 7.6% in Lantronix Inc., totaling 3,000,000 shares.