Transcat（TRNS）株式概要
Transcat, Inc.は、米国、カナダ、および国際的に校正およびラボ用機器サービスを提供しています。 詳細
TRNS Community Fair Values
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Analyst Price Targets
Capital Goods opportunity
Transcat, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$76.25 |
| 52週高値 | US$97.08 |
| 52週安値 | US$50.23 |
| ベータ | 0.68 |
| 1ヶ月の変化 | -6.12% |
| 3ヶ月変化 | -4.36% |
| 1年変化 | -7.45% |
| 3年間の変化 | -10.65% |
| 5年間の変化 | 57.74% |
| IPOからの変化 | 5,204.35% |
最新ニュース
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...
ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 AlphaSeeking 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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| TRNS | US Trade Distributors | US 市場 | |
|---|---|---|---|
| 7D | 8.0% | -0.5% | 2.2% |
| 1Y | -7.5% | 27.0% | 31.1% |
業界別リターン: TRNS過去 1 年間で27 % の収益を上げたUS Trade Distributors業界を下回りました。
リターン対市場: TRNSは、過去 1 年間で31.1 % のリターンを上げたUS市場を下回りました。
価格変動
| TRNS volatility | |
|---|---|
| TRNS Average Weekly Movement | 5.7% |
| Trade Distributors Industry Average Movement | 7.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: TRNS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TRNSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1964 | 1,245 | Jaime Irick | www.transcat.com |
トランスキャット社は、米国、カナダ、そして国際的に校正とラボ用機器サービスを提供している。サービス部門と流通部門の2つの部門で事業を展開している。サービス部門では、校正、修理、検査、分析資格認定、予防保守、コンサルティング、その他関連サービスを提供している。また、校正サービスセンターと顧客の資産のワークフローを管理するために使用される独自の文書・資産管理システム「CalTrak」や、顧客にウェブベースの資産管理機能を提供し、校正やその他のサービス記録の安全でセキュアなオフサイト・アーカイブを提供するオンライン顧客ポータル「Compliance, Control, and Cost」も提供している。ディストリビューション部門は、顧客の試験・計測機器ニーズに対応した試験・計測・制御機器の販売・レンタルのほか、機器購入時の校正・認証、機器レンタル、中古機器販売、機器キッティングなどの付加価値サービスを提供している。当セグメントは、ウェブサイト、デジタル広告、印刷広告、積極的なアウトバウンドセールス、インバウンドコールセンターを通じて、製品のマーケティングと販売を行っている。同社は、規制の厳しい業界、主にライフサイエンス業界（製薬、バイオテクノロジー、医療機器、その他FDA規制の業界を含む）、および航空宇宙・防衛、工業製造、エネルギー・公益事業、化学製造、その他工程の正確性や機器の能力確認を必要とする業界にサービスと製品を提供している。トランスキャット社は1964年に設立され、ニューヨーク州ロチェスターに本社を置いている。
Transcat, Inc. 基礎のまとめ
| TRNS 基礎統計学 | |
|---|---|
| 時価総額 | US$711.58m |
| 収益（TTM） | US$7.89m |
| 売上高(TTM) | US$319.69m |
90.2x
PER（株価収益率2.2x
P/SレシオTRNS は割高か？
公正価値と評価分析を参照収益と収入
| TRNS 損益計算書（TTM） | |
|---|---|
| 収益 | US$319.69m |
| 売上原価 | US$215.94m |
| 売上総利益 | US$103.75m |
| その他の費用 | US$95.86m |
| 収益 | US$7.89m |
直近の収益報告
Dec 27, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.85 |
| グロス・マージン | 32.45% |
| 純利益率 | 2.47% |
| 有利子負債／自己資本比率 | 33.7% |
TRNS の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/11 20:30 |
| 終値 | 2026/05/08 00:00 |
| 収益 | 2025/12/27 |
| 年間収益 | 2025/03/29 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Transcat, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6
| アナリスト | 機関 |
|---|---|
| Kara Anderson | B. Riley Securities, Inc. |
| Gregory Palm | Craig-Hallum Capital Group LLC |
| Maxwell Michaelis | Lake Street Capital Markets, LLC |