LANTRONIX INC (LTRX)
Information Technology · Edge AI and Industrial IoT Solutions · NASDAQ
Lantronix brings Edge AI and intelligent IoT to mission-critical applications through compute modules, gateway systems, and cloud-based management platforms serving smart cities, enterprise IT, and unmanned systems.
What LANTRONIX INC does
Lantronix is a global leader in Edge AI and Industrial IoT solutions, delivering intelligent computing, secure connectivity, and remote management for mission-critical applications. The company provides embedded compute modules, IoT systems, and SaaS-based management platforms that enable customers across smart cities, enterprise IT, and unmanned systems to optimize operations and accelerate digital transformation. Its portfolio spans System-on-Module (SoM) and System-in-Package (SiP) solutions with AI/ML capabilities, routing and gateway systems with Power over Ethernet functionality, and out-of-band management and monitoring services.
Themes: ["Edge AI / intelligent computing at the network edge","Industrial IoT solutions","Out-of-band network management","Smart cities and critical infrastructure","Unmanned systems / drones","Secure video surveillance","Enterprise IT remote management","IoT SaaS platforms"]
Fundamentals
- Price$5.70 as of 2026-07-09 close
- Market cap$252M as of 2026-07-10
- 1-year return+75.6% as of 2026-07-09 close
- Net margin-5.5% as of 2026-07-10
- Gross margin+42.9% as of 2026-07-10
- ROE-8.8% as of 2026-07-10
- Debt / equity0.12 as of 2026-07-10
- Revenue growth (YoY)-17.2% as of 2026-07-10
- Revenue CAGR (3y)+14.5% SEC XBRL
- Beta1.70 as of 2026-07-10
Key risks (from latest filing)
["Negative revenue growth (-17.17% YoY) and unprofitability (-5.52% net margin) indicate significant operational challenges and market headwinds affecting the company's financial performance.","Exposure to tariff-related liabilities and potential refund uncertainty; as of March 31, 2026, the company has not recognized recovery amounts from IEEPA-based tariffs paid on imported products and materials.","Dependence on semiconductor evolution and integration of AI/ML capabilities into compute modules; delays or supply constraints in semiconductor technology could impact product roadmap and competitive positioning."]
Competitors & peers
- Sierra Wireless
- Advantech
- Moxa
- Digi International
- Aaeon Technologies
- Kontron
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.