Companies Covered · Zero Hour Group

LANTRONIX

Nasdaq: $LTRX  ·  Edge AI · Industrial IoT · Drone Computing

Lantronix
$LTRX Lantronix, Inc. Edge AI · Industrial IoT · Drone Computing

Global leader in Edge AI and Industrial IoT solutions delivering intelligent computing, secure connectivity, and remote management for mission-critical applications. Serves high-growth markets including smart cities, enterprise IT, and commercial and defense unmanned systems. NDAA/TAA-compliant Edge AI technology is being integrated into next-generation video processing solutions for defense and commercial drone applications — the compute backbone inside other companies' drone systems.

Raised FY2026 drone revenue expectation to $10M–$14M in Q3, driven by strong momentum across the UAS ecosystem. Grew drone OEM engagements to 17 in Q1 FY2026. Partners include Teledyne/FLIR (AI-driven drone thermal cameras) and Aerora (autonomous navigation in drones and robotics).

Key products: Open-Q System-on-Module (SoM) compute platforms, EdgeFabric.ai visual orchestration, industrial 5G routers, embedded IoT connectivity modules.

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Lantronix · $LTRX

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