Inferra AI / Company / TRNS

Transcat Inc.

TRNS · Industrials

Last earnings Aug 4, 2026

Key results

Service revenuequarter

12%

Service Revenue Increased 12% to $49.1 Million Q1 26

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Distribution revenuequarter

19%

Distribution Revenue Grew 19% to $27.3 Million on Increased Demand for

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Distribution revenue grew 19% in the quarter with a record 35% gross margin driven primarily by strong rentals performance.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Revenuequarter

15%

Our talented team s execution paired with robust revenue growth enabled us to deliver 15% adjusted EBITDA growth.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Consolidated revenuequarter

$76.4 million

Consolidated revenue was $76.4 million, an increase of $9.7 million or 14.6%, driven by growth in both service and distribution segments.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Net incomequarter

$0.35

Net income per diluted share was $0.35 compared to $0.48 last year.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Adjusted EPSquarter

$0.59

Adjusted diluted earnings per share were $0.59 versus $0.68 last year.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Service Segment revenuequarter

12.3 %

($ in thousand) Change FY26 Q1 FY25 Q1 $'s % Service Segment Revenue $ 49,144 $ 43,778 $ 5,366 12.3 % Gross Profit $ 16,209 $ 14,883 $ 1,326 8.9 % Gross Margin 33.0 % 34.0 % Operating Income $ 2,567 $ 4,090 $ (1,523 ) (37.2 )% Operating Margin 5.2 % 9.3 % Adjusted EBITDA* $ 6,930 $ 6,964 $ (34 ) (0.5 )% Adjusted EBITDA* Margin 14.1 % 15.9 % *See Note 1 on page 5 for a description of this non-GAAP financial measure and pages 10 and 11 for the Adjusted EBITDA Reconciliation tables.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

AI analysis

Q1 2026 · reported Aug 7, 2025

Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held

Consolidated revenue · Q1 2026

$76.4M

EX-99 · Aug 7, 2025

Adjusted EPS · Q1 2026

$0.59

EX-99 · Aug 7, 2025

Net income · Q1 2026

$0.35

-27.1% vs year ago computed from stated figures

EX-99 · Aug 7, 2025

Headline figures

Metric	Q1 2026	Prior qtr	Year ago
Service revenue	12%	—	—
Distribution revenue	19%	—	—
Revenue	15%	—	—
Consolidated revenue	$76.4 million	—	—
Net income	$0.35	—	$0.48
Adjusted EPS	$0.59	—	—
Service Segment revenue	12.3 %	—	—

EX-99 · Aug 7, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

We are extremely excited about the recent acquisition of Essco Calibration, the largest deal in Transcat history, supported by our new, larger credit facility.

Balance Sheet and Cash Flow Overview On June 28, 2025, the Company had $1.9 million in cash and cash equivalents on hand and $46.8 million available for borrowing under its secured revolving credit facility.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

(Nasdaq: TRNS) ( Transcat or the Company ), a leader in test measurement, control and calibration, has reported its financial and operational results for its first quarter ended June 28, 2025 (the first quarter ) of fiscal year 2026

Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

We are extremely excited about the recent acquisition of Essco Calibration, the largest deal in Transcat history, supported by our new, larger credit facility.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Total debt was $34.4 million versus $32.7 million on March 29, 2025.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

On July 29, 2025, Transcat announced a new 5-Year $150 Million syndicated secured credit facility with M&T Bank and included additional lenders, Wells Fargo Bank, N.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

and Bank of America, replacing its existing $80 million credit facility with M&T and payoff of the term debt.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

We recently closed a new 5-Year $150 Million syndicated secured credit facility that supported the acquisition of the premier Calibration Services provider in the New England market, Essco Calibration Laboratory.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Strategy & priorities

" "Acquisitions continue to be a cornerstone of our growth strategy.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

The inherent operating leverage in our Service model, along with automation of our calibration processes and focus on productivity, remain key enablers of Service margin expansion.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

The increased credit capacity now provides capital resources to execute on our proven acquisition and growth strategies.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Management will review the financial and operating results for the first quarter, as well as the Company s strategy and outlook.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

The Company is focused on providing best-in-class services and products to highly regulated industries, particularly the Life Science industry, which includes pharmaceutical, biotechnology, medical device, and other FDA-regulated businesses, as well as aerospace and defense, and energy and utilities.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Risks & headwinds

" "Looking forward, the macro environment continues to be a challenge, but our diversified portfolio of products and services along with a strong financial profile will continue to differentiate Transcat in fiscal 2026 and beyond.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

We are confident in a return to high single-digit Service organic revenue growth in the second half of Fiscal 2026, barring any further economic uncertainty.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Forward-looking statements are not statements of historical fact and thus are subject to risks, uncertainties and assumptions.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Forward-looking statements should be evaluated in light of important risk factors and uncertainties.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

These risk factors and uncertainties include those more fully described in Transcat s Annual Report and Quarterly Reports filed with the Securities and Exchange Commission, including under the heading entitled Risk Factors.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Should one or more of these risks or uncertainties materialize or should any of the Company s underlying assumptions prove incorrect, actual results may vary materially from those currently anticipated.

SEC original ↗Transcat Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Documents

Earnings deck slides

0 decks with slide view

Transcat Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

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