Transcat, Inc.
TRNS
NASDAQ·Industrials·Specialty Business Services·Mkt cap $800.1M
$85.48
▼ -0.25%
P/E
73.06
Mkt Cap
$800.1M
52-Wk Range
$50.23–$100.00
52-Week Range
$50.23 - $100.00
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 7.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Specialized expertise in highly regulated life sciences and FDA-regulated industries with high switching costs
- Proprietary software platform (CalTrak) creating recurring revenue and customer lock-in through integrated workflow management
- Dual-segment business model enabling cross-selling, recurring service revenue, and diversified customer base
- 60+ year operational history and established relationships in mission-critical compliance and quality assurance
Bear Case
2 risks
- Low volatility (beta 0.7).
- Significant premium - growth priced in
Growth
Moderate growth ahead
Increasing regulatory compliance requirements in pharmaceutical, biotechnology, and medical device industries
Value
Significant premium - growth priced in
Momentum
Stable
-4.8% over 3m
Quality
Stable
Solid business
Dividend
None
No dividend
Smart-money signal
Who's buying TRNS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 2, 2026
AUG 4, 2026
Reported EPS of $0.14 vs $0.38 consensus (-62.9% surprise). Revenue of $92.9M vs $86.6M expected (+7.4%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-62.9%
Revenue trend · last 8Q
—
—
+4%
+9%
+16%
+21%
+8%
+21%
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q1 27
$66.7M
$67.8M
$67.8M
$77.1M
$77.1M
$82.3M
$73.3M
$92.9M
Margins · last 8Q
Gross
33.1%
Operating
4.0%
Profit
1.4%
Wall Street consensus
Analyst coverage
Live ratings and price targets aggregated across covering analysts.
vs Industry
How TRNS stacks vs Specialty Business Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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