Transcat FY2026 EPS Estimate Lifted by Northland Securities

Transcat, Inc. (NASDAQ:TRNS) – Investment analysts at Northland Securities lifted their FY2026 earnings estimates for Transcat in a research report issued to clients and investors on Wednesday, February 4th. Northland Securities analyst E. Jackson now expects that the scientific and technical instruments company will post earnings per share of $1.83 for the year, up from their prior estimate of $1.75. Northland Securities currently has a “Strong-Buy” rating on the stock. The consensus estimate for Transcat’s current full-year earnings is $2.30 per share. Northland Securities also issued estimates for Transcat’s Q4 2026 earnings at $0.55 EPS, FY2027 earnings at $1.86 EPS and FY2028 earnings at $2.15 EPS.

Transcat (NASDAQ:TRNS) last issued its quarterly earnings data on Tuesday, February 3rd. The scientific and technical instruments company reported $0.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.30 by ($0.04). The business had revenue of $83.86 million for the quarter, compared to the consensus estimate of $80.99 million. Transcat had a net margin of 2.47% and a return on equity of 6.17%.

Several other research analysts also recently commented on the company. Zacks Research downgraded Transcat from a “hold” rating to a “strong sell” rating in a research note on Tuesday. Weiss Ratings restated a “sell (d+)” rating on shares of Transcat in a research note on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have given a Sell rating to the company. According to data from MarketBeat, Transcat has an average rating of “Hold” and a consensus price target of $105.33.

Transcat Price Performance

NASDAQ TRNS opened at $70.64 on Thursday. The business’s fifty day moving average is $59.55 and its 200 day moving average is $68.45. Transcat has a fifty-two week low of $50.23 and a fifty-two week high of $97.08. The company has a debt-to-equity ratio of 0.38, a quick ratio of 2.06 and a current ratio of 2.43. The company has a market capitalization of $659.07 million, a PE ratio of 83.11 and a beta of 0.79.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TRNS. Conestoga Capital Advisors LLC raised its position in shares of Transcat by 13.7% during the second quarter. Conestoga Capital Advisors LLC now owns 1,088,471 shares of the scientific and technical instruments company’s stock valued at $93,565,000 after buying an additional 131,217 shares during the last quarter. Vanguard Group Inc. grew its stake in Transcat by 0.4% during the third quarter. Vanguard Group Inc. now owns 530,771 shares of the scientific and technical instruments company’s stock valued at $38,852,000 after acquiring an additional 2,041 shares in the last quarter. Bessemer Group Inc. increased its holdings in Transcat by 35.8% in the 2nd quarter. Bessemer Group Inc. now owns 244,491 shares of the scientific and technical instruments company’s stock valued at $21,016,000 after acquiring an additional 64,422 shares during the last quarter. Geode Capital Management LLC lifted its stake in Transcat by 1.8% in the 2nd quarter. Geode Capital Management LLC now owns 223,202 shares of the scientific and technical instruments company’s stock worth $19,189,000 after purchasing an additional 4,030 shares in the last quarter. Finally, Bamco Inc. NY boosted its holdings in shares of Transcat by 14.2% during the 3rd quarter. Bamco Inc. NY now owns 191,566 shares of the scientific and technical instruments company’s stock valued at $14,023,000 after purchasing an additional 23,853 shares during the last quarter. 98.34% of the stock is currently owned by institutional investors.

About Transcat

Transcat, Inc (NASDAQ: TRNS) is a leading provider of calibration, laboratory, and metrology services in North America. Founded in 1964 and headquartered in Ronkonkoma, New York, the company specializes in ensuring the accuracy and compliance of measurement instruments across a wide range of industries. Transcat operates a network of ISO/IEC 17025–accredited laboratories and offers on-site field calibration, instrument repair, and preventive maintenance services.

In addition to its calibration services, Transcat distributes precision instrumentation and related software solutions from top manufacturers.