Allot vs Lantronix
Lantronix is the larger business, with $121m of revenue in fiscal 2026 against $102m for Allot (1.2 times as much). Allot grew faster (10.6% against -1.6%). Allot kept more of each dollar of sales as profit: a net margin of 3.6% against -3.5%.
| Latest fiscal year | AllotALLT, 2025 | LantronixLTRX, 2026 |
|---|---|---|
| Revenue | $102m | $121m |
| Revenue growth | 10.6% | -1.6% |
| Net income | $3.7m | −$4.2m |
| Operating margin | 3.5% | — |
| Net margin | 3.6% | -3.5% |
| Return on equity | 4.5% | -4.3% |
| Free cash flow | $15.5m | $9.3m |
| Cash | $17.1m | $60.5m |
| Total debt | $0 | $0 |
| Debt to equity | 0.0% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | — |
| Employees | — | — |
| Market value | $401m | $272m |
| Price vs our value range | — | Above our value range |
| Moat score | 48 (Moderate) | 50 (Moderate) |
| Insider trades, 12 months | 0 buys, 13 sales | 1 buys, 1 sales |