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LTRX: Drone Compute Platform Play Trading at Beat+Raise Discount
LTRX is a $220M small-cap supplying edge compute modules to US defense drone OEMs. Beat Q2 EPS by 33% ($0.04 vs $0.03), raised FY26 drone revenue guidance 60% (from $5-10M to $8-12M), and guided FY27 drones to 15-20% of revenue (~$20-30M). Stock down 13% since earnings despite beat+raise. Post-earni