Lantronix Inc is expected to report a consensus revenue of $31.98 million and non-GAAP EPS of $0.04 for the quarter ending September 30, 2026, with its current $5.55 stock price trading well below the average analyst price target of $10.38.
Investors are primarily focused on the growth trajectory of the Unmanned Systems segment, which management expects to scale toward a 15% to 20% contribution of total revenue in fiscal 2027.
Following a turnaround year in 2026, the company is leveraging its Edge AI and Industrial IoT solutions to secure high-margin government drone and defense contracts.
Analysts will also watch for updates on recurring revenue growth from recent software acquisitions like Nero Global Tracking as the company guides for double-digit top-line expansion in the coming year.