Transcat, Inc.

NasdaqGM:TRNS 株式レポート

時価総額：US$837.2m

Transcat 将来の成長

Future 基準チェック /36

Transcat利益と収益がそれぞれ年間32.1%と6.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.6% 31.5%なると予測されています。

主要情報

32.1%

収益成長率

31.50%

EPS成長率

Trade Distributors 収益成長13.7%
収益成長率6.4%
将来の株主資本利益率7.59%
アナリストカバレッジ

Low

最終更新日28 May 2026

今後の成長に関する最新情報

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...

Recent updates

Seeking Alpha • 12h

Transcat: Mission Critical Company With A Strong Moat

Summary Transcat, Inc. is rated BUY, leveraging recurring revenue from government-mandated calibration services and a strong competitive moat. TRNS's growth is driven by high-margin services, strategic M&A, and recent expansion into Latin America, targeting life sciences and regulated industries. Despite a 58% YTD share price gain, TRNS trades at 18x forward EV/EBITDA, well below its historical peak valuation multiples. Short-term margin volatility may arise from M&A integration, but robust cash flow, manageable leverage, and ongoing AI-driven efficiency support the investment case. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 17

TRNS: Acquisition-Led Expansion And Profitability Shift Will Shape Future Share Price

Analysts have maintained their $95.00 price target for Transcat, citing updated assumptions for the discount rate, revenue growth, profit margin, and a lower projected future P/E multiple as the key drivers behind the unchanged valuation. What’s in the News for Transcat Transcat is actively seeking acquisitions, with management highlighting mergers and acquisitions as a core part of its growth approach during the Fourth Quarter Fiscal Year 2026 results call.
ナラティブの更新 • Jun 02

TRNS: M&A Pipeline And New Leadership Will Support Higher Future P/E

Analysts have kept their $105 price target for Transcat steady, pointing to updated assumptions that reflect a slightly higher discount rate, a lower projected revenue growth rate of 7.57%, a higher profit margin of 5.30%, and a more moderate future P/E of 55.18x. What's in the News Transcat is actively seeking acquisitions, with management highlighting a focus on continuing M&A alongside service organic revenue growth, service gross margin expansion, and rentals growth.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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...
ナラティブの更新 • 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...
User avatar
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 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
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...

業績と収益の成長予測

NasdaqGM:TRNS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20294102141601
3/31/20283871032484
3/31/2027362425654
3/28/202633252035N/A
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
12/28/20191728N/A14N/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

アナリストによる今後の成長予測

収入対貯蓄率: TRNSの予測収益成長率 (年間32.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TRNSの収益 ( 32.1% ) はUS市場 ( 18.5% ) よりも速いペースで成長すると予測されています。

高成長収益: TRNSの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: TRNSの収益 ( 6.4% ) US市場 ( 12.7% ) よりも低い成長が予測されています。

高い収益成長: TRNSの収益 ( 6.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TRNSの 自己資本利益率 は、3年後には低くなると予測されています ( 7.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/25 22:54
終値2026/06/25 00:00
収益2026/03/28
年間収益2026/03/28

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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