Transcat, Inc.

NasdaqGM:TRNS 株式レポート

時価総額:US$649.9m

Transcat マネジメント

マネジメント 基準チェック /14

現在、CEO に関する十分な情報がありません。

主要情報

Jaime Irick

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間less than a year
CEOの所有権n/a
経営陣の平均在職期間1.9yrs
取締役会の平均在任期間4.3yrs

経営陣の近況

Recent updates

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...
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...
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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...
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...

CEO

Jaime Irick (51 yo)

less than a year
在職期間

Mr. Jaime A. Irick is CEO, President & Director of Transcat, Inc. from March 29, 2026. He serves as Director of Illinois Tool Works Inc. since February 01, 2024. He served as Chief Executive Officer of The...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Thomas Barbato
CFO & Treasurer3.8yrsUS$922.85k0.040%
$ 257.0k
Michael West
Chief Operating Officer2.1yrsUS$848.87k0.28%
$ 1.8m
Michael Haddad
Chief Information officer1.7yrsUS$483.06kデータなし
Theresa Conroy
Senior Vice President of Human Resources4.1yrsUS$536.04k0.021%
$ 134.5k
Lee Rudow
Senior Advisorless than a yearUS$1.82m1.01%
$ 6.5m
Jaime Irick
CEO, President & Directorless than a yearデータなしデータなし
Kristina Johnston
Controller & Principal Accounting Officerless than a yearデータなしデータなし
Marcy Bosley
Vice President of Sales5.8yrsデータなしデータなし
1.9yrs
平均在職期間
52.5yo
平均年齢

経験豊富な経営陣: TRNSの経営陣は 経験豊富 とはみなされません ( 1.9年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Jaime Irick
CEO, President & Directorless than a yearデータなしデータなし
Mbago Kaniki
Independent Director5yrsUS$152.50k0.028%
$ 180.6k
Charles Hadeed
Independent Director19.3yrsUS$147.50k0.24%
$ 1.6m
Gary Haseley
Independent Chairman11.3yrsUS$192.50k0.43%
$ 2.8m
Craig Cairns
Independent Director5yrsUS$152.50k0.079%
$ 511.3k
Christopher Gillette
Independent Director2.7yrsUS$137.50k0.0075%
$ 49.0k
Dawn DePerrior
Independent Director2.6yrsUS$137.50k0.0075%
$ 49.0k
Oksana Dominach
Independent Director6.6yrsUS$165.00k0.047%
$ 302.7k
Cynthia Langston
Independent Director3.7yrsUS$145.00k0.020%
$ 127.9k
Robert Mecca
Independent Director2.3yrsUS$137.50k0.0075%
$ 49.0k
4.3yrs
平均在職期間
63yo
平均年齢

経験豊富なボード: TRNSの 取締役会経験豊富 であると考えられます ( 4.3年の平均在任期間)。


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2026/05/20 09:44
終値2026/05/20 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
  • 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

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