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Earnings transcript
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LTRX
Lantronix, Inc.
$6.37
-0.35
(-5.21%)
| Exchange: | NASDAQ |
| Market Cap: | 253.634M |
| Shares Outstanding: | 4.496M |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Communication Equipment | |||||
| CEO: | Saleel Awsare | |||||
| Full Time Employees: | 367 | |||||
| Address: |
| |||||
| Website: | https://www.lantronix.com |
Lantronix, Inc. is a technology company specializing in the delivery of hardware, software-as-a-service (SaaS), and professional engineering services. Its solutions are designed to support edge computing, the Internet of Things (IoT), and remote environment management (REM) for clients across the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. Within its IoT portfolio, Lantronix offers a diverse range of products, categorized broadly into Connectivity, Compute, and Telematics solutions. Its IoT Connectivity offerings facilitate robust wired and wireless connections, significantly boosting the functionality and effectiveness of contemporary electronic systems. These solutions encompass secure network access, Power over Ethernet (PoE) for device power, application hosting, and essential protocol and media conversion, ensuring secure and efficient operation for geographically dispersed IoT implementations. The IoT Compute segment delivers processing power tailored to customer demands for advanced data transformation, computer vision, machine learning, augmented/virtual reality (AR/VR) applications, as well as audio/video aggregation, distribution, and bespoke software solutions. Furthermore, IoT Telematics provides energy-efficient products that enable seamless communication across various interfaces and industrial protocols, vital for comprehensive vehicle, fleet, and asset tracking and management. Complementing its core IoT offerings, Lantronix supplies a variety of networking hardware, including switches, media converters, Power over Ethernet (PoE) devices, NICs, and optical SFPs. It also provides specialized embedded computing components such as system-on-modules (SoMs), single board computers (SBCs), and development kits. Additionally, the company extends its expertise through engineering services covering mechanical, hardware, and software development, particularly for camera, audio, and AI/machine learning projects, alongside support for its xPrintServer technology. For Remote Environment Management (REM), Lantronix delivers solutions like out-of-band management, console management, power management, and IP-enabled Keyboard-Video-Mouse (KVM) technologies. These tools are crucial for enabling secure and efficient remote access to critical IT and networking infrastructure located in diverse settings such as test labs, data centers, branch offices, and distributed server rooms. Moreover, its robust SaaS platform empowers customers to seamlessly deploy, continuously monitor, effectively manage, and automate their operations across worldwide installations, all accessible via a unified platform login. Established in 1989, Lantronix, Inc. maintains its corporate headquarters in Irvine, California.
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Revenue Segmentation
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Earnings Call
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 131,189 | 160,327 | 122,923 |
| Gross Profit | 56,264 | 64,354 | 51,699 |
| EBITDA | 792 | 4,622 | -5,066 |
| Operating Income | -6,674 | -2,862 | -11,001 |
| Net Income | -8,980 | -4,516 | -11,373 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 151,624 | 136,208 | 123,722 |
| Total Liabilities | 74,068 | 54,853 | 49,344 |
| Total Stockholders Equity | 77,556 | 81,355 | 74,378 |
| Total Debt | 18,964 | 16,221 | 21,159 |
| Cash and Cash Equivalents | 13,452 | 26,237 | 20,098 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 237 | 18,623 | 7,285 |
| Capital Expenditure | -2,673 | -1,479 | -505 |
| Free Cash Flow | -2,436 | 17,144 | 6,780 |
| Net Income | -8,980 | -4,516 | -11,373 |
| Net Change in Cash | -3,769 | 12,785 | -6,139 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 184,725.746 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 186,132.562 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 185,378.500 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 215.684 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 217.326 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 216.446 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 23,061.614 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 23,290.203 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 23,167.800 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 50,058.724 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 50,439.956 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 50,235.613 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 0.600 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 0.600 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 0.600 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 1 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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LTRX
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Daily snapshot
-5.21
Trading Metrics:
| Open: | 6.76 | Previous Close: | 6.72 | |
| Day Low: | 6.04 | Day High: | 6.85 | |
| Year Low: | 2.28 | Year High: | 8.75 | |
| Price Avg 50: | 6.39 | Price Avg 200: | 5.68 | |
| Volume: | 1.351M | Average Volume: | 891380 |
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