Transcat, Inc.

NasdaqGM:TRNS Rapport sur les actions

Capitalisation boursière : US$711.6m

Transcat Croissance future

Future contrôle des critères 1/6

Transcat devrait augmenter ses bénéfices et ses revenus de 13.9% et de 7.9% par an respectivement, tandis que le BPA devrait croître de croître de 26.7% par an.

Informations clés

13.9%

Taux de croissance des bénéfices

26.66%

Taux de croissance du BPA

Trade Distributors croissance des bénéfices16.5%
Taux de croissance des recettes7.9%
Rendement futur des capitaux propresn/a
Couverture par les analystes

Low

Dernière mise à jour10 Apr 2026

Mises à jour récentes de la croissance future

Article d'analyse Nov 06

Transcat, Inc. Just Missed EPS By 42%: Here's What Analysts Think Will Happen Next

It's been a sad week for Transcat, Inc. ( NASDAQ:TRNS ), who've watched their investment drop 18% to US$60.97 in the...

Recent updates

Mise à jour de l'analyse Apr 23

TRNS: CEO Transition And Margin Outlook Will Support Higher Future P/E

Analysts hold their price target for Transcat steady at $105.00. They point to modest adjustments in revenue growth expectations, profit margin assumptions and a slightly lower future P/E estimate as the key factors shaping their updated view.
Mise à jour de l'analyse Apr 08

TRNS: Leadership Transition And Profitability Reset Will Support Future Upside

Analysts have maintained their $95.00 price target for Transcat, noting that adjustments in key assumptions offset one another. Slightly higher modeled revenue growth and a marginally lower discount rate are counterbalanced by a reduced profit margin outlook and a significantly higher future P/E expectation.
Mise à jour de l'analyse Mar 25

TRNS: Leadership Transition And Margin Outlook Will Drive Future Upside

Analysts have reset their price target on Transcat from $105.00 to $95.00, citing more moderate revenue growth assumptions and a slightly lower future P/E. These changes are partly offset by a modestly improved profit margin outlook and a small reduction in the discount rate.
Mise à jour de l'analyse Mar 10

TRNS: Leadership Transition And Margin Outlook Will Support Higher Future P/E

Analysts are keeping their price target for Transcat steady at $105.00. This suggests only minor adjustments to assumptions for the discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall view.
Mise à jour de l'analyse Feb 24

TRNS: Higher Margin Outlook Will Support More Confident Future P/E Framework

Analysts have kept their $105.00 price target for Transcat unchanged, with only small tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E used to support that valuation. Valuation Changes Fair Value: Modelled fair value remains at $105.00, with no change from the prior estimate.
Mise à jour de l'analyse Feb 10

TRNS: Higher Margin Outlook Will Support More Optimistic Forward P/E Framework

Analysts have revised their price target on Transcat to $105 from $116, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that together point to a more conservative valuation framework. Valuation Changes Fair value estimate reduced from $116 to $105, reflecting a tighter valuation range.
Article d'analyse Feb 07

Optimistic Investors Push Transcat, Inc. (NASDAQ:TRNS) Shares Up 27% But Growth Is Lacking

Despite an already strong run, Transcat, Inc. ( NASDAQ:TRNS ) shares have been powering on, with a gain of 27% in the...
Mise à jour de l'analyse Jan 26

TRNS: Service Outlook And Higher Earnings Multiple Will Drive Future Upside

Analysts now see Transcat's fair value at US$105.00, up from US$95.00, citing updated assumptions for revenue growth, profit margins, and future P/E that feed into a slightly higher discount rate. What's in the News Transcat issued earnings guidance for the second half of fiscal 2026, outlining expectations for service organic revenue growth in that period (Key Developments).
Mise à jour de l'analyse Jan 11

TRNS: Acquisitions And Fading NEXA Headwinds Will Drive Future Upside

Analysts have raised their price target on Transcat to $95 from $85, citing confidence in Q2 and FY26 expectations, improving financial performance linked to recent acquisitions, and reduced headwinds from NEXA that bring EBITDA forecasts in line with consensus. Analyst Commentary Recent research points to a more constructive stance on Transcat, with the new US$95 price target framed around confidence in Q2 and FY26 expectations and the contribution from recent acquisitions.
Mise à jour de l'analyse Dec 27

TRNS: Future Upside Will Be Driven By Acquisitions And Fading NEXA Headwinds

Narrative Update on Transcat Analysts have lifted their price target on Transcat by $10 to $95, citing growing confidence in the company’s ability to meet near term expectations and deliver improved financial performance as recent acquisitions integrate and prior headwinds recede. Analyst Commentary While the latest rating change reflects growing confidence in Transcat's near term outlook, investor conversations continue to highlight a cautious undercurrent around the durability of the current growth trajectory and the sustainability of valuation multiples at higher price targets.
Article d'analyse Dec 16

Is Transcat (NASDAQ:TRNS) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Dec 15

Transcat: The Storm Has Passed (Upgrade)

Summary Transcat is upgraded from "Sell" to a very soft "Hold" as valuation normalizes and revenue growth persists. TRNS's top-line expansion is driven by both acquisitions and steady performance across the Service and Distribution segments, despite a 1.7% organic sales decline in Transcat Solutions. Profitability faces headwinds from higher taxes and acquisition-related costs, but operating and adjusted cash flows, as well as EBITDA, are improving. Relative to peers, TRNS appears fairly valued on cash flow and EBITDA multiples, though earnings multiples remain elevated. Read the full article on Seeking Alpha
Mise à jour de l'analyse Dec 12

TRNS: Raised Outlook Will Be Driven By Acquisitions And Easing NEXA Headwinds

Analysts have raised their price target on Transcat to $95 from $85, citing growing confidence in the company’s ability to meet near term and FY26 expectations as recent acquisitions contribute to improving financial performance and prior headwinds diminish. Analyst Commentary While the latest price target increase reflects growing confidence in Transcat’s ability to execute on its strategy, some Bearish analysts remain cautious around the durability of the recent momentum.
Article d'analyse Nov 19

Transcat, Inc.'s (NASDAQ:TRNS) Popularity With Investors Under Threat As Stock Sinks 25%

To the annoyance of some shareholders, Transcat, Inc. ( NASDAQ:TRNS ) shares are down a considerable 25% in the last...
Article d'analyse Nov 06

Transcat, Inc. Just Missed EPS By 42%: Here's What Analysts Think Will Happen Next

It's been a sad week for Transcat, Inc. ( NASDAQ:TRNS ), who've watched their investment drop 18% to US$60.97 in the...
Mise à jour de l'analyse Sep 06

Automation And Onshoring Will Expand Life Sciences Markets Despite Headwinds

With Transcat’s discount rate and future P/E both remaining essentially flat, analysts held their consensus price target steady at $104.25. What's in the News CEO Lee D.
Article d'analyse Jul 22

These 4 Measures Indicate That Transcat (NASDAQ:TRNS) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d'analyse Jul 01

Transcat (NASDAQ:TRNS) Will Be Hoping To Turn Its Returns On Capital Around

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Article d'analyse Apr 12

Does Transcat (NASDAQ:TRNS) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Mar 22

Transcat Is Nearing An Inflection Point

Summary Transcat's stock remains a 'sell' due to mixed financial results and high valuation compared to similar firms, despite some growth in revenue and cash flow. Recent financial performance shows slight revenue growth driven by acquisitions, but organic revenue declined, and net income fell due to higher operating expenses. Management's focus on service revenue, which is higher margin and recurring, is logical, but recent acquisitions have not fully offset bottom-line weaknesses. Without detailed guidance, it's hard to predict year-end figures, but current valuations suggest Transcat is expensive relative to peers, warranting a cautious stance. Read the full article on Seeking Alpha
Article d'analyse Jan 12

Transcat, Inc.'s (NASDAQ:TRNS) Popularity With Investors Is Under Threat From Overpricing

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Article d'analyse Dec 02

Transcat (NASDAQ:TRNS) Could Be Struggling To Allocate Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Seeking Alpha Oct 14

Transcat: Growth Is Great, But Not Enough To Prevent A Bearish Outlook

Summary Transcat has shown consistent revenue and cash flow growth, but its current high valuation makes it a less attractive investment. Despite strong financial performance, shares have underperformed the S&P 500 since January, leading to a downgrade from 'hold' to a soft 'sell'. The company's impressive growth in 2024 and early 2025 is overshadowed by its high price-to-earnings and other ratios compared to similar firms. Given the expensive valuation and lack of guidance, I believe Transcat will likely underperform the S&P 500 moving forward. Read the full article on Seeking Alpha
Article d'analyse Oct 02

Does Transcat (NASDAQ:TRNS) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
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Nouvelle analyse Sep 24

Acquisitions And Focus On Regulated Industries Drive Revenue And Margin Growth

Expansion through acquisitions and increased service offerings improves market reach and revenue, promising growth in highly regulated sectors.
Article d'analyse Sep 17

Market Participants Recognise Transcat, Inc.'s (NASDAQ:TRNS) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Article d'analyse Jul 13

Transcat (NASDAQ:TRNS) Might Be Having Difficulty Using Its Capital Effectively

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Article d'analyse Jun 17

Transcat (NASDAQ:TRNS) Ticks All The Boxes When It Comes To Earnings Growth

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Article d'analyse May 29

Transcat's (NASDAQ:TRNS) Promising Earnings May Rest On Soft Foundations

Transcat, Inc. ( NASDAQ:TRNS ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Article d'analyse May 21

Does Transcat (NASDAQ:TRNS) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d'analyse Apr 24

Some Confidence Is Lacking In Transcat, Inc.'s (NASDAQ:TRNS) P/S

When you see that almost half of the companies in the Trade Distributors industry in the United States have...
Seeking Alpha Apr 16

Transcat Stock: Time To Recalibrate

Summary Transcat, Inc.'s business has seen significant growth of its well-positioned calibration services and equipment, with organic growth being complemented by bolt-on dealmaking. The company relies on the life science industry for 60% of its sales, warranting a premium multiple, and it just announced an acquisition. Despite strong growth, valuations are high, and management has been selling shares to shore up the balance sheet as well as to take some profits themselves. Read the full article on Seeking Alpha
Seeking Alpha Feb 01

Transcat Scores Wins On The Top And Bottom Lines, But Is Still Too Expensive

Summary Transcat's latest quarterly report shows sales and profits exceeding analysts' expectations, indicating positive performance in the industries it serves. Revenue growth came from both the Distribution and Service segments, driven by acquisitions and strong end market demand. While Transcat's financial performance is impressive, the expensive stock price suggests caution for investors. Read the full article on Seeking Alpha
Article d'analyse Dec 19

There Are Reasons To Feel Uneasy About Transcat's (NASDAQ:TRNS) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Article d'analyse Nov 08

Transcat's (NASDAQ:TRNS) Problems Go Beyond Weak Profit

The latest earnings report from Transcat, Inc. ( NASDAQ:TRNS ) disappointed investors. We did some digging and believe...
Article d'analyse Aug 03

Capital Allocation Trends At Transcat (NASDAQ:TRNS) Aren't Ideal

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Article d'analyse Apr 06

Transcat (NASDAQ:TRNS) Hasn't Managed To Accelerate Its Returns

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

Prévisions de croissance des bénéfices et des revenus

NasdaqGM:TRNS - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/2027355826494
3/31/2026332625614
12/27/202532082539N/A
9/27/2025303112540N/A
6/28/2025288132034N/A
3/29/2025278152639N/A
12/28/2024272171934N/A
9/28/2024271181732N/A
6/29/2024266152034N/A
3/30/2024259141933N/A
12/23/2023251101930N/A
9/23/202324391828N/A
6/24/2023237111322N/A
3/25/202323111817N/A
12/24/202222410819N/A
9/24/202221810415N/A
6/25/202221211618N/A
3/26/202220511718N/A
12/25/2021198121220N/A
9/25/2021191121119N/A
6/26/2021182111522N/A
3/27/202117381724N/A
12/26/202017071319N/A
9/26/202016971621N/A
6/27/20201707815N/A
3/28/20201738512N/A
12/28/20191728714N/A
9/28/20191708N/A11N/A
6/29/20191677N/A10N/A
3/30/20191617N/A13N/A
12/29/20181597N/A11N/A
9/29/20181587N/A13N/A
6/30/20181566N/A16N/A
3/31/20181556N/A10N/A
12/23/20171515N/A9N/A
9/23/20171484N/A4N/A
6/24/20171474N/A5N/A
3/25/20171445N/A8N/A
12/24/20161385N/A7N/A
9/24/20161314N/A11N/A
6/25/20161264N/A8N/A
3/26/20161224N/A11N/A
12/26/20151224N/A11N/A
9/26/20151234N/A10N/A
6/27/20151244N/A9N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de TRNS ( 13.9% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de TRNS ( 13.9% par an) devraient croître plus lentement que le marché US ( 16.7% par an).

Croissance élevée des bénéfices: Les bénéfices de TRNS devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de TRNS ( 7.9% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de TRNS ( 7.9% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de TRNS devrait être élevé dans 3 ans


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/11 20:46
Cours de l'action en fin de journée2026/05/08 00:00
Les revenus2025/12/27
Revenus annuels2025/03/29

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Transcat, Inc. est couverte par 6 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Kara AndersonB. Riley Securities, Inc.
Gregory PalmCraig-Hallum Capital Group LLC
Maxwell MichaelisLake Street Capital Markets, LLC