Repositrak Q4 revenue falls

Repositrak

28/09/2026 21:18

Overview
US supply chain platform's fiscal Q4 revenue fell 3% yr/yr, net income rose 16%
EPS for fiscal Q4 increased 20% yr/yr to $0.11 per share
Company returned $5.3 mln to shareholders via dividends, buybacks, and preferred redemptions

Outlook
Company expects demand for traceability solutions to accelerate as regulatory deadline approaches
ReposiTrak sees strong customer interest in new Touchless Merchandising solution
Company plans to continue investing in technology and returning capital to shareholders

Result Drivers
OPERATING EXPENSE REDUCTION - Co said an 11% decrease in total operating expenses contributed to higher net income in Q4
TOUCHLESS MERCHANDISING INITIATIVE - Co cited progress in developing and scaling its new offering with SPAR Group, with initial supplier agreements signed

Company press release: ID:nBwM15TXa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
 
$5.6 mln
$5.90 mln (1 Analyst)
Q4 EPS
 
$0.11
$0.09 (1 Analyst)
Q4 Net Income
 
$2.1 mln
 
Q4 Dividend
 
$0.02
 
Q4 Operating Expenses
 
$3.7 mln
 
Q4 Operating Income
 
$1.9 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 94.4% above its September 25 closing price of $8.23
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 24 three months ago

Reuters Recommended Reads
Sept 28 - UK's Checkit returns to EBITDA profit in H1 on higher recurring revenue, lower costs
Sept 28 - NETSOL Technologies Q4 revenue rises on subscription strength

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)