Transcat Q4 revenue slightly misses analyst expectations

Transcat

26/05/2026 21:17

Overview
US test measurement and calibration firm's fiscal Q4 revenue rose 16%, slightly missing analyst expectations
Adjusted EPS for fiscal Q4 met analyst expectations
Adjusted EBITDA for fiscal Q4 beat analyst expectations

Outlook
Transcat guides to high single-digit service organic revenue growth for fiscal 2027
Company expects service segment growth supported by customer retention and new business wins
Transcat says strategic M&A and recent acquisitions to drive future growth

Result Drivers
SERVICE REVENUE GROWTH - Q4 service revenue rose 18%, driven by organic growth and acquisitions, per CEO Jaime Irick
DISTRIBUTION RENTALS - Distribution revenue increased 11% on improved rental demand and a shift toward higher-margin rental offerings
OPERATING EXPENSES - Higher operating expenses from acquisitions, increased amortization, stock-based compensation, executive transition costs, and marketing spend weighed on profitability

Company press release: ID:nBw3ZT6sda

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$89.3 mln
$89.79 mln (4 Analysts)
Q4 Adjusted EPS
Meet
$0.56
$0.56 (4 Analysts)
Q4 EPS
 
$0.21
 
Q4 Adjusted EBITDA
Beat
$14.8 mln
$13.90 mln (4 Analysts)
Q4 Gross Profit
 
$30.5 mln
 
*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the business support services peer group is "buy"
Wall Street's median 12-month price target for Transcat Inc is $104.00, about 42.4% above its May 22 closing price of $73.02
The stock recently traded at 34 times the next 12-month earnings vs. a P/E of 26 three months ago

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.)