TransAct Technologies Q4 prelim sales rise, partly on FST recurring rev growth

TransAct Technologies

10/03/2026 20:17

Corrects first bullet in Result Drivers to specify BOHA! sales growth is full-year metric, not Q4

Overview

U.S. software-driven tech firm's preliminary Q4 net sales rose 12% yr/yr

Company reported preliminary Q4 adjusted net loss of $1.1 mln, with gross margin at 47.6%

TransAct guides 2026 revenue to $55-$57 mln, driven by high-margin software sales

Outlook

TransAct expects 2026 net sales of $55-$57 mln

Company sees 2026 adjusted EBITDA between $800 thousand and $1.5 mln

TransAct says 2026 growth will be driven by anticipated high-margin software sales

Result Drivers

FST GROWTH - Results benefited from 36% full-year growth in BOHA! terminal sales and record label revenue in Q4, reflecting increased customer adoption of food service technology solutions

RECURRING REVENUE - FST recurring revenue rose 24% yr/yr in Q4, contributing to overall sales growth

CASINO AND GAMING - Casino and gaming market continued to provide steady cash flow to fund FST investments

Company press release: ID:nBw3Q00bxa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
$11.50 mln
Q4 EPS
-$0.11
Q4 Net Income
-$1.10 mln
Q4 Adjusted EBITDA
-$499,000
Q4 Gross Margin
47.60%
Q4 Operating Income
-$1.20 mln


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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.)