TransAct Q2 net loss narrows on higher gross profit; reviews casino unit

TransAct Technologies

11/08/2026 21:15

Overview
SaaS hardware solutions provider's preliminary Q2 net sales rose 1% yr/yr
Company posted small net loss and improved adjusted EBITDA for Q2
Company launched strategic review of casino and gaming business, engaging BofA Securities

Outlook
TransAct reiterates 2026 net sales guidance of $55 mln to $57 mln
Company raises 2026 adjusted EBITDA guidance to $1.5 mln to $2.0 mln
TransAct begins strategic review of Casino and Gaming business, no timetable set

Result Drivers
FST RECURRING REVENUE - FST recurring revenue rose 13% yr/yr, with software revenue up 47% and growth in active BOHA! units expanding the install base
CASINO AND GAMING SALES - Casino and gaming segment remained strong, though Q2 sales were reduced by a $1 mln tariff surcharge refund; excluding this, sales would have risen 9% yr/yr
GROSS MARGIN IMPROVEMENT - Gross margin rose to 50.2% from 48.2% a year earlier

Company press release: ID:nBw9F16SQa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$13.95 mln
$13.70 mln (1 Analyst)
Q2 EPS
 
$0
 
Q2 Net Loss
 
$50,000
 
Q2 Adjusted EBITDA
 
$514,000
 
Q2 Gross Margin
 
50.20%
 
Q2 Operating Loss
 
$54,000
 

Analyst Coverage
Wall Street's median 12-month price target for TransAct Technologies Inc is $7.00, about 24.8% above its August 10 closing price of $5.61

Reuters Recommended Reads
Aug 10 - Galaxy Gaming Q2 revenue rises 5% on record recurring sales
Aug 10 - Israel's Nayax Q2 revenue rises on SaaS, hardware demand
Aug 11 - Playstudios Q2 revenue misses estimates on legacy portfolio pressure 

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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.)