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Stock impact report

Lantronix, Inc. (LTRX): Pentagon's Drone Push Is Being Felt Here [Yahoo! Finance]

Lantronix, Inc. (LTRX) 
Last lantronix, inc. earnings: 2/12 04:30 pm Check Earnings Report
US:NASDAQ Investor Relations: lantronix.com/investor-relations
Company Research Source: Yahoo! Finance
Lantronix Inc (LTRX): Pentagon's Drone Push Is Being Felt Here Dmitry Kalinovsky/Shutterstock.com On March 24, 2026, Lantronix, Inc. (NASDAQ:LTRX) presented at the 38th Annual Roth Conference, highlighting its shift from hardware manufacturing to AI-driven systems and edge intelligence. The company is positioning itself as a leader in “Physical AI,” with strong momentum in drones, robotics, aerospace, defense, and critical infrastructure. Partnerships with FLIR and MediaTek are central to expanding AI capabilities in imaging, robotics, and autonomous systems, while recurring revenue (ARR) is targeted to reach 10–12% of total revenue within two years. Financially, Lantronix maintains a solid balance sheet and consistent non-GAAP EPS, with drone revenue projected at $8–$12 million in FY26 and expected to double by FY27. The company is also pursuing M&A opportunities to strengthen AI offerings in drones and infrastructure, while federal contracts and collaborations with Vodafone a Show less Read more
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