NASDAQ$TRNS
Transcat Inc · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Transcat reported Q4 results with strong revenue growth driven by its calibration services, despite a decline in net income and operating income.
Transcat's Q4 2025 performance showed growth in consolidated and service revenues, but net and operating income declined due to increased expenses from acquisitions and incentives.
- Q4 revenue rose to $77.1 million, an 8.8% increase year-over-year.
- Service segment revenue grew 11.3%, supported by acquisitions and automation productivity.
- Adjusted EBITDA increased 9.1% to $12.7 million.
- Net income declined 35.2% to $4.5 million due to higher operating expenses.
Headline financials
Revenue & EPS history
Transcat · Revenue · Quarterly
$77.1M
Revenue by segment
Transcat · $89.3M total across 2 segments · Q4 2026
- Service$61.6M—68.9%
- Distribution$27.8M—31.1%
Forward guidance
Transcat expects its resilient business model, regulatory-driven demand, and automation strategy to support long-term growth despite economic volatility.
Tailwinds
- Continued automation expected to improve productivity and margins.
- Strategic acquisitions driving service revenue growth.
- Resilient demand from regulated industries like FDA, FAA, DoD.
- Strong balance sheet with low leverage supports growth.
- Recurring revenue base with Fortune 500 clients.
Headwinds
- Economic volatility may exert pressure on revenue.
- Tariff-related uncertainty poses risks to operations.
- Service organic growth impacted by one less week in FY25.
- Distribution gross margin declined due to sales mix.
- Operating expenses increased from acquisitions and incentives.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q4 2025
+0.8%
Avg return
Earnings day
+2.4%
Avg return
5 days after
+3.7%
Avg return
30 days after
58%
37 / 64 earnings
Positive
+16.9%
Q4 2013
Best reaction
-17.0%
Q2 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | — | — | — | |
| Q3 2026 | +8.9% | +26.0% | +11.6% | |
| Q2 2026 | -11.5% | -21.6% | -24.3% | |
| Q1 2026 | +2.7% | +6.6% | +0.3% | |
| Q4 2025 | +15.7% | +12.5% | -0.1% | |
| Q3 2025 | -12.7% | -22.3% | -18.5% | |
| Q2 2025 | -17.0% | -20.3% | -12.3% | |
| Q1 2025 | -16.5% | -23.1% | -13.8% | |
| Q4 2024 | +15.2% | +9.3% | -1.5% | |
| Q3 2024 | +10.9% | +15.1% | +5.7% | |
| Q2 2024 | -1.6% | -5.4% | +7.6% | |
| Q1 2024 | +4.5% | +7.4% | +22.7% | |
| Q4 2023 | +4.8% | +1.5% | +3.4% | |
| Q3 2023 | +2.6% | +6.7% | +9.4% | |
| Q2 2023 | -12.2% | -9.8% | -2.6% | |
| Q1 2023 | +8.8% | +16.6% | +18.9% | |
| Q4 2022 | -2.8% | -0.1% | -6.8% | |
| Q3 2022 | -12.9% | -21.3% | -17.6% | |
| Q2 2022 | +11.4% | +18.8% | +18.7% | |
| Q1 2022 | +4.0% | +5.3% | +9.9% | |
| Q4 2021 | +15.8% | +17.9% | +14.0% | |
| Q3 2021 | +8.7% | +14.7% | +21.3% | |
| Q2 2021 | +8.5% | +12.4% | +14.8% | |
| Q1 2021 | +1.9% | +8.5% | +11.2% | |
| Q4 2020 | +0.4% | -6.7% | -9.2% | |
| Q3 2020 | +0.4% | +5.2% | +0.5% | |
| Q2 2020 | +9.5% | +12.6% | +20.2% | |
| Q1 2020 | -1.1% | -1.8% | -6.8% | |
| Q4 2019 | +4.5% | +3.7% | +8.8% | |
| Q3 2019 | +1.1% | +2.7% | -0.3% | |
| Q2 2019 | +2.4% | +1.5% | +0.5% | |
| Q1 2019 | -4.6% | -0.9% | +6.8% | |
| Q4 2018 | +4.9% | +6.5% | +21.9% | |
| Q3 2018 | +8.6% | +8.2% | +7.9% | |
| Q2 2018 | -1.5% | -2.7% | +0.6% | |
| Q1 2018 | -0.4% | +0.0% | -1.9% | |
| Q4 2017 | -4.5% | -2.8% | -3.2% | |
| Q3 2017 | +10.3% | +4.3% | +10.2% | |
| Q2 2017 | +2.3% | +2.7% | +6.2% | |
| Q1 2017 | +1.0% | +4.2% | +9.5% | |
| Q4 2016 | -6.9% | — | — | |
| Q3 2016 | -1.3% | — | — | |
| Q2 2016 | -4.5% | — | — | |
| Q1 2016 | +2.1% | — | — | |
| Q4 2015 | +1.5% | — | — | |
| Q3 2015 | -3.0% | — | — | |
| Q2 2015 | +4.5% | — | — | |
| Q1 2015 | -8.9% | — | — | |
| Q4 2014 | -3.0% | — | — | |
| Q3 2014 | -8.1% | — | — | |
| Q2 2014 | -3.9% | — | — | |
| Q1 2014 | +5.9% | — | — | |
| Q4 2013 | +16.9% | — | — | |
| Q3 2013 | +7.8% | — | — | |
| Q2 2013 | -1.7% | — | — | |
| Q1 2013 | -0.8% | — | — | |
| Q4 2010 | +1.9% | — | — | |
| Q4 2012 | -2.7% | — | — | |
| Q3 2011 | -7.7% | — | — | |
| Q3 2012 | +1.0% | — | — | |
| Q2 2012 | +0.0% | — | — | |
| Q1 2011 | +1.1% | — | — | |
| Q2 2011 | +1.1% | — | — | |
| Q4 2011 | +1.1% | — | — | |
| Q1 2012 | -10.1% | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro