Transcat Q4 revenue slightly misses analyst expectations

[출처/시간] Reuters - 4:17 PM ET, 05/26/2026

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:

Key Details



Metric Beat/Mis Actual Consensu
s s
Estimate


Q4 Slight $89.3 $89.79
Revenue Miss* mln mln (4
Analysts
)
Q4 Meet $0.56 $0.56 (4
Adjusted Analysts
EPS )
Q4 EPS $0.21
Q4 Beat $14.8 $13.90
Adjusted mln mln (4
EBITDA Analysts
)
Q4 Gross $30.5
Profit 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 .

(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.)