Lantronix Inc. has published the transcript of its First Quarter 2026 Results Conference Call, held on November 5, 2025. The event was attended by key company executives, including President and Chief Executive Officer Saleel Awsare and Chief Financial Officer Brent Stringham. During the call, management discussed the company's strong performance for the quarter, reporting revenues of $29.8 million and a non-GAAP EPS of $0.04, both at the high end of guidance. Revenues grew 3% sequentially and 3% year-over-year, excluding Gridspertise, highlighting the company's progress in achieving profitable growth. The improvement in non-GAAP EPS from $0.01 in Q4 to $0.04 in Q1 was attributed to "gross margin expansion and the operating leverage created by last year's cost optimization initiatives." Management also highlighted favorable industry dynamics, citing "record defense funding and supportive regulatory momentum driving long-term opportunities across our three verticals." The company continues to see strong demand for its networking and connectivity solutions, particularly in government and smart city applications. The full transcript can be accessed through the link below.

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