Bessemer Group Inc. Sells 234,671 Shares of Transcat, Inc. $TRNS
Bessemer Group Inc. significantly reduced its stake in Transcat, Inc. by selling 234,671 shares, cutting its holdings by 96.0% to 9,820 shares. This move leaves Bessemer Group with a 0.11% ownership of Transcat, valued at approximately $718,000. Despite the sell-off, other institutional investors have altered their positions in Transcat, and analysts currently have a "Hold" rating on the stock with an average price target of $105.33.
Transcat’s Q4 Earnings Call: Our Top 5 Analyst Questions
Transcat reported a positive Q4 with revenue beating analyst estimates but adjusted EPS and EBITDA missing expectations. The underlying growth was driven by strong demand in calibration services and distribution, especially in regulated industries. Analysts' questions focused on service growth drivers, start-up costs from new customer onboarding, opportunities in AI and data centers, continued high single-digit growth, and the impact of increased manufacturing and defense spending.
Optimistic Investors Push Transcat, Inc. (NASDAQ:TRNS) Shares Up 27% But Growth Is Lacking
Transcat, Inc. (NASDAQ:TRNS) shares have seen a 27% increase in the last thirty days, bringing the stock back to its year-ago level. Despite this rise, the company's price-to-sales (P/S) ratio of 2.2x is higher than the industry average of 1.4x, which, coupled with slower revenue growth compared to competitors and a projected future growth of 7% per annum against an industry average of 10%, suggests its P/S may be overvalued. The article warns that optimistic investor sentiment driving the high P/S might not be sustainable given the weaker growth outlook.
Optimistic Investors Push Transcat, Inc. (NASDAQ:TRNS) Shares Up 27% But Growth Is Lacking
Transcat, Inc. (NASDAQ:TRNS) shares have seen a 27% increase over the last thirty days, bringing the stock back to its level from a year ago. Despite this recent surge, the company's price-to-sales (P/S) ratio of 2.2x is higher than the industry average, which is concerning given its projected revenue growth of 7.0% per annum over the next three years, compared to the industry's 10%. Analysts indicate that investors may be overly bullish on Transcat, as its lower growth forecast suggests a potential risk of declining share prices.
Transcat, DXP, Caterpillar, MYR Group, and Allient Shares Are Soaring, What You Need To Know
Shares of Transcat, DXP, Caterpillar, MYR Group, and Allient all surged following a broader market rebound driven by a recovery in technology stocks, a bounce in Bitcoin, and improved U.S. consumer sentiment. The Dow Jones Industrial Average crossed 50,000 for the first time. Caterpillar notably reached a new 52-week high, demonstrating significant performance since the beginning of the year.
Transcat, DXP, Caterpillar, MYR Group, and Allient Shares Are Soaring, What You Need To Know
Shares of Transcat, DXP, Caterpillar, MYR Group, and Allient all saw significant jumps as the broader market rebounded from a tech-driven sell-off. The rally was fueled by a recovery in technology stocks, a bounce in Bitcoin, improved U.S. consumer sentiment, and recognition of large AI-related capital expenditures benefiting chipmakers. The Dow Jones Industrial Average also crossed the 50,000 threshold for the first time.
Northland Securities Reduces Earnings Estimates for Transcat
Northland Securities has reduced its FY2029 EPS estimate for Transcat (NASDAQ:TRNS) to $2.89 from $2.96, while maintaining a "Strong-Buy" rating and forecasting FY2030 EPS at $3.18. The company recently missed Q4 EPS expectations but exceeded revenue estimates. Transcat stock trades at a high valuation with a P/E of 82.8, and institutional investors own approximately 98.34% of the shares.
Transcat, Inc. (NASDAQ:TRNS) Q3 2026 Earnings Call Transcript
Transcat, Inc. reported strong Q3 fiscal year 2026 results with consolidated revenue up 26% to $83.9 million, driven by double-digit growth in both its distribution and service segments, including 7% organic service growth. The company's performance was bolstered by robust demand in regulated end markets, strategic acquisitions, and significant growth in instrument rentals. Transcat reaffirmed its high single-digit organic service revenue growth expectations for Q4, anticipating continued momentum and emphasizing its strong balance sheet for further organic and inorganic growth.
Transcat FY2026 EPS Estimate Lifted by Northland Securities
Northland Securities has increased its FY2026 earnings per share estimate for Transcat (NASDAQ:TRNS) to $1.83 from $1.75, maintaining a "Strong-Buy" rating. Despite this upgrade, the estimate remains below the MarketBeat consensus of $2.30. Transcat recently reported Q4 EPS of $0.26, missing the $0.30 consensus, but surpassed revenue expectations with $83.86 million against an $80.99 million estimate.
Transcat (NASDAQ:TRNS) Downgraded by Zacks Research to "Strong Sell"
Zacks Research has downgraded Transcat (NASDAQ:TRNS) from "hold" to "strong sell," despite mixed analyst opinions and a consensus "Hold" rating on MarketBeat with a $105.33 average price target. The company recently missed EPS expectations but beat revenue estimates in its latest quarter, with institutional ownership remaining high at 98.34%. Transcat is a leading provider of calibration and metrology services, specializing in instrument accuracy and compliance.
Transcat (TRNS): An Investment into Recurring Revenue Excellence
Diamond Hill Capital's Small Cap Strategy highlighted Transcat, Inc. (NASDAQ: TRNS) in its Q4 2025 investor letter, praising its recurring revenue streams from calibration and laboratory instrument services for highly regulated industries. Despite the stock losing 9.21% over the last 52 weeks, the company demonstrated strong consolidated revenue growth, up 21% to $83 million in fiscal Q2 2026. The investment firm values Transcat's strong balance sheet and track record of successful acquisitions.
Transcat (TRNS) Quarterly Loss Challenges Bullish Earnings Growth Narratives
Transcat (TRNS) reported a Q3 2026 loss of US$0.12 EPS and US$1.1 million net loss, despite revenue growth to US$83.9 million. While the company still shows a profit over the trailing twelve months, the quarterly loss and compressed net profit margin of 2.5% challenge bullish earnings growth forecasts of 26.2% annually. The stock's high P/E of 83.5x and a DCF fair value significantly below the current price suggest a rich valuation, prompting investors to scrutinize future profitability and growth execution.
Transcat (NASDAQ:TRNS) Shares Up 11.4% - Should You Buy?
Transcat (NASDAQ:TRNS) shares jumped 11.4% on heavy trading volume, despite missing EPS estimates but beating revenue expectations in its recent quarterly report. Analyst sentiment is mixed but generally positive, with a consensus "Buy" rating and a target price of $105.33. The company, a provider of calibration and metrology services, has a market cap of $659 million and high institutional ownership.
Transcat, Inc. (TRNS) Misses Q3 Earnings Estimates
Transcat, Inc. (TRNS) reported Q3 earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.30 per share and falling below the $0.45 per share from the prior year. Despite exceeding revenue expectations with $83.86 million, the unfavorable earnings estimate revisions have led the stock to a Zacks Rank #4 (Sell), suggesting potential underperformance in the near future.
Transcat: Q3 Earnings Insights
Transcat (NASDAQ: TRNS) announced its Q3 earnings, reporting an EPS of $0.26, missing the estimate of $0.35 by 26.0%. The company's revenue increased by $17.10 million compared to the same period last year. Historically, a previous EPS miss led to a 12.0% drop in share price the following day.
Transcat earnings missed by $0.18, revenue topped estimates
Transcat (NASDAQ: TRNS) reported third-quarter earnings per share (EPS) of $0.26, missing analyst estimates by $0.18, despite revenue reaching $83.9 million, which topped the consensus estimate of $80.52 million. The company's stock closed at $63.33, showing a 14.42% increase in the last three months but a 20.14% decrease over the past 12 months. InvestingPro assesses Transcat’s financial health as "fair performance."
Transcat Reports Strong Fiscal Third Quarter 2026 Financial Results with a Return to High Single-Digit Service Organic Revenue Growth*
Transcat, Inc. reported robust financial results for its fiscal third quarter ended December 27, 2025, with revenue increasing 25.6% to $83.9 million, driven by strong growth in both service and distribution segments. The company highlighted a 7% service organic revenue growth and a 27% adjusted EBITDA growth, largely attributed to successful acquisitions and increased demand for rentals. Management expressed optimism for continued high single-digit service organic revenue growth in the fourth quarter of Fiscal 2026.
Transcat Q3 Earnings Beat Expectations Despite EPS Miss
Transcat reported strong Q3 financial results, with total revenue reaching $83.9 million, a 25.7% year-over-year increase, significantly beating market expectations. Both service and distribution segments showed substantial growth, driven by rising rental demand and successful business enhancements. The company also improved its gross margin to 30.1%, demonstrating enhanced cost control and operational efficiency.
Transcat (NASDAQ:TRNS) Issues Quarterly Earnings Results
Transcat (NASDAQ:TRNS) announced its quarterly earnings, reporting an EPS of $0.26, missing consensus estimates by $0.04, despite a 26% increase in revenue to $83.9 million and a 27% rise in Adjusted EBITDA to $10.1 million. The company's GAAP results showed a net loss of $1.1 million due to acquisition-related amortization and other charges. Analysts currently rate Transcat as a "Buy" with a consensus target price of $105.33, and institutional investors have been actively adjusting their holdings.
Calibration Perfected: Transcat Defies Gravity with 26% Growth and a Masterclass in Margin Expansion
Transcat, Inc. reported strong Q3 fiscal 2026 results, with total revenue surging 26% to $83.9 million, exceeding analyst expectations. This growth was driven by a 29% increase in Service revenue and a 20% rise in Distribution revenue, with the latter benefiting from a strategic shift towards high-margin instrument rentals. The company's "Service-First" strategy and focus on recession-resistant industries like life sciences and aerospace position it for continued growth and reaffirmed full-year guidance.
Analysts Offer Insights on Industrial Goods Companies: Transcat (TRNS), Moog (MOG.A) and Enerpac Tool Group (EPAC)
Analysts have provided varied ratings for Transcat (TRNS), Moog (MOG.A), and Enerpac Tool Group (EPAC). Transcat received a Strong Buy consensus with a significant upside, while Moog got a Moderate Buy rating. Enerpac Tool Group was given a Moderate Buy consensus with a Hold recommendation from one analyst.
Earnings Breakdown: Transcat Q3
Transcat (NASDAQ: TRNS) reported its Q3 earnings, missing estimated EPS by 26% with an EPS of $0.26 against an estimate of $0.35. Despite this, revenue increased by $17.10 million compared to the same period last year. The company's stock previously saw a 12% drop after missing EPS in the prior quarter.
An Overview of Transcat's Earnings
Transcat (NASDAQ: TRNS) is set to release its quarterly earnings on February 3, 2026, with analysts forecasting an EPS of $0.35. Investors are keenly watching for results that beat estimates and positive guidance for the next quarter, as historical data shows that earnings misses can significantly impact stock price. The company's shares were trading at $60.31 as of January 30, and have experienced a 20.97% decline over the past 52 weeks, indicating a bearish sentiment among long-term shareholders ahead of the announcement.
Transcat (TRNS) Reports Earnings Tomorrow: What To Expect
Transcat (TRNS) is set to report earnings tomorrow, with analysts expecting a 21.3% year-on-year revenue growth to $80.98 million and adjusted earnings of $0.35 per share. Despite beating revenue expectations last quarter, the company significantly missed EPS estimates. While the industrial distributors segment has shown positive investor sentiment, Transcat's stock is down 3.6% over the last month.
Transcat's (NASDAQ:TRNS) five-year total shareholder returns outpace the underlying earnings growth
Transcat (NASDAQ:TRNS) shareholders have seen their stock drop 19% in the last quarter, yet the company's shares are up 44% over five years, although this lags the overall market return of 69%. The company's earnings per share (EPS) grew at 5.8% annually over the past five years, slower than its 7% annual share price growth, indicating increased market confidence in the business. Despite a recent 24% year-to-date drop, the five-year positive return suggests potential long-term growth, which could make the current sell-off an opportunity.
Broadcrest Asset Management LLC Sells 69,198 Shares of Transcat, Inc. $TRNS
Broadcrest Asset Management LLC has reduced its stake in Transcat, Inc. (NASDAQ:TRNS) by 34.6%, selling 69,198 shares but still holding 130,802 shares valued at $9.575 million. This divestment makes Transcat approximately 21.7% of Broadcrest's total portfolio. Despite the sale, analysts maintain a "Buy" rating for Transcat with a consensus price target of $105.33, significantly higher than its recent trading price.
Transcat's (NASDAQ:TRNS) five-year total shareholder returns outpace the underlying earnings growth
Transcat (NASDAQ:TRNS) shareholders have seen their stock rise 44% over five years, outperforming its underlying earnings per share growth of 5.8% annually during the same period. While the stock has dropped 19% in the last quarter and 24% over the past year, the long-term trend suggests market sentiment has become more optimistic about the company. The article notes a P/E ratio of 48.08 and suggests the recent sell-off could be an opportunity if fundamental data supports sustained growth.
Transcat to Host Third Quarter Fiscal Year 2026 Conference Call and Webcast on Tuesday, February 3,
Transcat, Inc. announced it will release its third-quarter fiscal year 2026 results on Tuesday, February 3, 2026, after market close. The company will host a conference call and webcast at 4:30 p.m. ET on the same day to discuss the financial and operating results, corporate strategy, and outlook. Investors can find dial-in information and webcast links for the event.
Transcat (TRNS) Schedules Q3 FY2026 Earnings Release and Conference Call
Transcat (TRNS) is set to release its third-quarter fiscal year 2026 earnings on February 3, 2026, after market close, followed by a conference call at 4:30 PM ET. The company plans to expand its calibration market through acquisitions and investments, indicating growth potential in regulated industries. Wall Street analysts have an average 1-year price target of $100.00 for TRNS, with recent upgrades and new coverage suggesting a positive outlook.
Transcat to Host Third Quarter Fiscal Year 2026 Conference Call and Webcast on Tuesday, February 3, 2026 at 4:30 p.m. Eastern Time
Transcat, Inc. (Nasdaq: TRNS) will release its third-quarter fiscal year 2026 results after market close on Tuesday, February 3, 2026. President and CEO Lee Rudow and CFO Thomas Barbato will host a conference call and webcast at 4:30 p.m. ET on the same day to discuss the financial and operating results, corporate strategy, and outlook. A telephonic replay and webcast archive will be available following the call.
Transcat (TRNS) to Release Earnings on Monday
Transcat (NASDAQ:TRNS) is scheduled to release its Q3 2026 earnings before the market opens on Monday, January 26th, with analysts expecting earnings of $0.36 per share. The company previously reported Q2 EPS of $0.44, missing estimates, but revenue exceeded expectations at $82.27 million. Analysts project $2 EPS for the current fiscal year and $3 for the next, with a consensus "Moderate Buy" rating and an average target price of $105.33.
Conestoga Capital Advisors, LLC Increases Stake in Transcat Inc
Conestoga Capital Advisors, LLC increased its stake in Transcat Inc (TRNS) by acquiring an additional 38,629 shares on December 31, 2025, bringing their total holdings to over 1 million shares. This strategic move highlights confidence in Transcat Inc, a company specializing in calibration and laboratory instrument services, which has shown strong growth and outperformance potential. While the stock presents an intriguing opportunity for value investors due to its growth metrics, potential investors are advised to consider its valuation and associated financial risks.
Craig-Hallum Maintains Transcat(TRNS.US) With Buy Rating
Craig-Hallum analyst Greg Palm has maintained a "Buy" rating on Transcat (TRNS.US). According to TipRanks, the analyst has a 54.5% success rate and a 13.2% average return over the past year. TipRanks provides data on financial analysts' performance, including success rates and average returns, to inform investors.
Conestoga Capital Advisors LLC Has $71.35 Million Stock Position in Transcat, Inc. $TRNS
Conestoga Capital Advisors LLC reduced its stake in Transcat, Inc. (NASDAQ:TRNS) by 10.4% in the third quarter, while still holding 974,736 shares valued at approximately $71.35 million. Despite this reduction, several other institutional investors increased their holdings. Analysts currently have a "Moderate Buy" consensus rating for Transcat, with an average price target of $105.33, though the company recently missed EPS estimates but beat revenue forecasts.
Transcat grants retention awards amid CEO transition
Transcat has granted special one-time equity retention awards to four executive officers, vesting in 2028, to ensure leadership continuity during CEO Lee D. Rudow's transition. Rudow will retire in March 2026 and then serve in an advisory role through March 2027. Despite strong financial performance, an AI analyst rates TRNS as "Neutral," citing bearish technical indicators and a high valuation.
Has Transcat, Inc.'s (NASDAQ:TRNS) Impressive Stock Performance Got Anything to Do With Its Fundamentals?
Transcat, Inc. (NASDAQ:TRNS) has seen a 21% stock price increase over the last month. Despite this, the company's Return on Equity (ROE) of 3.8% is low compared to the industry average of 14%. However, with all profits being reinvested, Transcat has achieved a modest net income growth of 12% over the past five years, aligning with the industry's 13% growth rate.
Has Transcat, Inc.'s (NASDAQ:TRNS) Impressive Stock Performance Got Anything to Do With Its Fundamentals?
Transcat, Inc.'s stock has risen 21% in the last month, prompting an examination of its fundamentals, specifically its Return on Equity (ROE). The company's ROE of 3.8% is low compared to the industry average of 14%. Despite the low ROE, Transcat has shown a modest net income growth of 12% over five years, attributed to high earnings reinvestment and efficient management.
3 Reasons TRNS is Risky and 1 Stock to Buy Instead
This article analyzes Transcat Inc (TRNS), highlighting three reasons investors should be cautious: shrinking operating margins, weak EPS growth, and declining return on invested capital (ROIC). Despite a recent stock price drop making the valuation fair, the author suggests TRNS does not pass a quality test and recommends looking into other stocks, particularly a favorite software stock. The article also provides a list of other high-quality stocks that have outperformed the market.
Transcat approves multimillion dollar awards package ahead of CEO transition
Transcat Inc. has approved one-time equity retention awards worth approximately $2.8 million for four executive officers as the company prepares for a CEO transition. These awards, vesting on January 6, 2028, are intended to ensure leadership continuity and incentivize ongoing contributions during and after the retirement of current President and CEO Lee D. Rudow, who will transition to an advisory role by March 2027. The company's board is currently evaluating candidates for the new CEO position.
Transcat Announces Executive Equity Retention Awards Ahead of CEO Succession in FY2026
Transcat, Inc. has approved one-time equity retention awards for key executive officers to ensure leadership stability during the upcoming CEO transition. Current CEO Lee D. Rudow plans to retire in March 2026 and will then move to an advisory role until March 2027 to ensure continuity. The company's Compensation Committee made this strategic decision to incentivize the executive team to focus on business operations and the successful CEO succession, with the Board's Search Committee actively evaluating candidates.
Transcat Announces Executive Equity Retention Awards Ahead of CEO Succession in FY2026
Transcat, Inc. has announced one-time equity retention awards for certain executive officers to ensure leadership stability during the transition period leading up to CEO Lee D. Rudow's retirement in March 2026. These awards incentivize the executive team to remain focused on operations and the successful CEO succession, with Mr. Rudow moving to an advisory role through March 2027. The company's Search Committee is currently evaluating both internal and external candidates for the CEO position.
Transcat grants retention awards amid CEO transition
Transcat (TRNS) has issued one-time equity retention awards to four executive officers, vesting in January 2028, to ensure leadership continuity during CEO Lee D. Rudow's transition and retirement. Rudow will remain CEO until March 2026 and then serve in an advisory role until March 2027. The company's stock currently holds a "Buy" rating from analysts but a "Neutral" AI Analyst rating from Spark, citing strong finances tempered by technical indicators and high valuation.
Transcat's (NASDAQ:TRNS) investors will be pleased with their decent 84% return over the last five years
Transcat (NASDAQ:TRNS) shareholders have seen an 84% return over the last five years, outperforming the market's 74% return, despite a 41% decline in the past twelve months. The company's EPS grew by 5.8% annually over five years, indicating a higher market sentiment. Investors should consider the potential opportunity in the current sell-off if fundamental data suggests long-term sustainable growth.
Analysts Offer Insights on Industrial Goods Companies: TriNet Group (TNET) and Transcat (TRNS)
Two industrial goods companies, TriNet Group (TNET) and Transcat (TRNS), recently received bullish sentiments from analysts. Stifel Nicolaus maintained a Buy rating for TriNet Group with a price target of $97.00, while Craig-Hallum maintained a Buy rating for Transcat. Analysts currently hold a Hold consensus for TriNet Group and a Strong Buy consensus for Transcat.
Is Transcat Inc the Quiet Stock That Could Go Loud? Here’s the Real Talk
Transcat Inc. is an under-the-radar company specializing in calibration and test-equipment, operating quietly but steadily gaining momentum. Despite not being a typical "meme stock," its focus on essential services for various industries makes it a "boring-but-strong compounder." The article discusses its price action, business model, and valuation, concluding that while not for quick profit, it could be a valuable long-term addition to a portfolio for investors who prioritize real revenue and consistent performance.
Transcat, Inc. (NASDAQ:TRNS) Given Consensus Recommendation of "Moderate Buy" by Analysts
Transcat, Inc. (NASDAQ:TRNS) has received a consensus "Moderate Buy" rating from seven analysts, with an average 1-year price target of $105.33. The company recently reported mixed quarterly results, missing EPS estimates but exceeding revenue expectations. Institutional investors hold a significant portion of the stock, at approximately 98.34%.
Transcat launches comprehensive hiring initiative
Transcat has announced a significant hiring initiative to expand its workforce and enhance operational capacity as the new year approaches. The company is offering competitive salaries, comprehensive benefits, and a supportive work environment to attract new talent. Interested candidates can find available opportunities through the company's provided link.
Transcat, Inc. $TRNS Holdings Decreased by Riverbridge Partners LLC
Riverbridge Partners LLC has reduced its stake in Transcat, Inc. by 7.6%, selling 33,534 shares and now holding 407,213 shares valued at approximately $29.8 million. Despite missing recent EPS estimates, Transcat maintains a "Moderate Buy" analyst consensus with a target price of $105.33, while institutional investors collectively own 98.34% of the company's stock. Other hedge funds have either increased or initiated positions in Transcat during recent quarters.
Is Transcat (NASDAQ:TRNS) Using Too Much Debt?
Transcat (NASDAQ:TRNS) is utilizing debt, with net debt at US$106.8m as of September 2025, up significantly from the previous year. While the company demonstrates strong free cash flow generation that exceeds EBIT, its debt-to-EBITDA ratio of 2.6 and a 15% decline in EBIT over the last year suggest that managing this debt load requires close monitoring. However, its market capitalization of US$552.6m indicates it could raise capital if needed.
Is Transcat (NASDAQ:TRNS) Using Too Much Debt?
Transcat, Inc. carries a noticeable amount of debt, with net debt to EBITDA at 2.6 and total debt of US$111.9m as of September 2025. While the company's EBIT covers interest expenses 8.5 times, its EBIT declined by 15% over the last year. Despite this, Transcat shows strong free cash flow generation, which helps manage its debt levels, but shareholders should monitor the situation closely.
