Transcat 향후 성장
Future 기준 점검 1/6
Transcat은 연간 수입과 매출이 각각 13.9%와 7.9% 증가할 것으로 예상되고 EPS는 연간 26.7%만큼 증가할 것으로 예상됩니다.
핵심 정보
13.9%
이익 성장률
26.66%
EPS 성장률
| Trade Distributors 이익 성장 | 16.4% |
| 매출 성장률 | 7.9% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 10 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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 Alpha내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...
내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...
새 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2027 | 355 | 8 | 26 | 49 | 4 |
| 3/31/2026 | 332 | 6 | 25 | 61 | 4 |
| 12/27/2025 | 320 | 8 | 25 | 39 | N/A |
| 9/27/2025 | 303 | 11 | 25 | 40 | N/A |
| 6/28/2025 | 288 | 13 | 20 | 34 | N/A |
| 3/29/2025 | 278 | 15 | 26 | 39 | N/A |
| 12/28/2024 | 272 | 17 | 19 | 34 | N/A |
| 9/28/2024 | 271 | 18 | 17 | 32 | N/A |
| 6/29/2024 | 266 | 15 | 20 | 34 | N/A |
| 3/30/2024 | 259 | 14 | 19 | 33 | N/A |
| 12/23/2023 | 251 | 10 | 19 | 30 | N/A |
| 9/23/2023 | 243 | 9 | 18 | 28 | N/A |
| 6/24/2023 | 237 | 11 | 13 | 22 | N/A |
| 3/25/2023 | 231 | 11 | 8 | 17 | N/A |
| 12/24/2022 | 224 | 10 | 8 | 19 | N/A |
| 9/24/2022 | 218 | 10 | 4 | 15 | N/A |
| 6/25/2022 | 212 | 11 | 6 | 18 | N/A |
| 3/26/2022 | 205 | 11 | 7 | 18 | N/A |
| 12/25/2021 | 198 | 12 | 12 | 20 | N/A |
| 9/25/2021 | 191 | 12 | 11 | 19 | N/A |
| 6/26/2021 | 182 | 11 | 15 | 22 | N/A |
| 3/27/2021 | 173 | 8 | 17 | 24 | N/A |
| 12/26/2020 | 170 | 7 | 13 | 19 | N/A |
| 9/26/2020 | 169 | 7 | 16 | 21 | N/A |
| 6/27/2020 | 170 | 7 | 8 | 15 | N/A |
| 3/28/2020 | 173 | 8 | 5 | 12 | N/A |
| 12/28/2019 | 172 | 8 | 7 | 14 | N/A |
| 9/28/2019 | 170 | 8 | N/A | 11 | N/A |
| 6/29/2019 | 167 | 7 | N/A | 10 | N/A |
| 3/30/2019 | 161 | 7 | N/A | 13 | N/A |
| 12/29/2018 | 159 | 7 | N/A | 11 | N/A |
| 9/29/2018 | 158 | 7 | N/A | 13 | N/A |
| 6/30/2018 | 156 | 6 | N/A | 16 | N/A |
| 3/31/2018 | 155 | 6 | N/A | 10 | N/A |
| 12/23/2017 | 151 | 5 | N/A | 9 | N/A |
| 9/23/2017 | 148 | 4 | N/A | 4 | N/A |
| 6/24/2017 | 147 | 4 | N/A | 5 | N/A |
| 3/25/2017 | 144 | 5 | N/A | 8 | N/A |
| 12/24/2016 | 138 | 5 | N/A | 7 | N/A |
| 9/24/2016 | 131 | 4 | N/A | 11 | N/A |
| 6/25/2016 | 126 | 4 | N/A | 8 | N/A |
| 3/26/2016 | 122 | 4 | N/A | 11 | N/A |
| 12/26/2015 | 122 | 4 | N/A | 11 | N/A |
| 9/26/2015 | 123 | 4 | N/A | 10 | N/A |
| 6/27/2015 | 124 | 4 | N/A | 9 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: TRNS 의 연간 예상 수익 증가율(13.9%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: TRNS 의 연간 수익(13.9%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: TRNS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: TRNS 의 수익(연간 7.9%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: TRNS 의 수익(연간 7.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: TRNS의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 20:28 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2025/12/27 |
| 연간 수익 | 2025/03/29 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Transcat, Inc.는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Kara Anderson | B. Riley Securities, Inc. |
| Gregory Palm | Craig-Hallum Capital Group LLC |
| Maxwell Michaelis | Lake Street Capital Markets, LLC |