Repositrak Q3 revenue flat, operating income rises 24%

Repositrak

14/05/2026 21:19

Overview

US supply chain platform's fiscal Q3 revenue flat yr/yr as traceability onboardings did not recur

Operating income for fiscal Q3 rose 24% as operating expenses declined 12%

Company repurchased $550,000 in shares and declared $0.02 quarterly dividend

Outlook

Company highlights growing demand for Touchless Traceability solution after recent patent filings

ReposiTrak expects continued quarterly dividend payments of $0.02 per share

Result Drivers

TRACEABILITY ONBOARDINGS - Co said flat Q3 revenue reflected lack of repeat of prior-year increase in traceability onboardings due to FSMA 204 deadline extension

COST CONTROL - Operating expenses fell 12% yr/yr, supporting higher operating income

TOUCHLESS TRACEABILITY DEMAND - Co said demand for its Touchless Traceability solution accelerated after key patents were filed and deployments began at major customers

Company press release: ID:nBwlwccXa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Meet
$5.90 mln
$5.90 mln (1 Analyst)
Q3 EPS
Beat
$0.10
$0.09 (1 Analyst)
Q3 Net Income
$2 mln
Q3 Dividend
$0.02
Q3 Operating Expenses
$3.60 mln
Q3 Operating Income
$2.25 mln


Analyst Coverage

The one available analyst rating on the shares is "buy"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for ReposiTrak Inc is $16.00, about 77.4% above its May 13 closing price of $9.02

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 23 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)