Transcat Inc is a public company that specializes in providing calibration services and analytical instrumentation solutions. With a strong focus on quality and compliance, the company serves a diverse range of industries, including pharmaceuticals, healthcare, and manufacturing. Transcat operates calibration laboratories and offers a wide selection of measurement and test equipment, along with maintenance and repair services. Their expertise helps clients ensure the accuracy and reliability of their testing processes, thereby enhancing operational efficiency and regulatory compliance. Read More
A number of stocks fell in the afternoon session after an unexpectedly sharp rise in wholesale inflation fueled concerns about rising costs and their impact on corporate profits. The primary catalyst was the July 2025 Producer Price Index (PPI), a measure of inflation at the wholesale level, which jumped 0.9% against forecasts of a 0.2% rise. This represents the most significant monthly increase in over three years, pointing to mounting cost pressures for manufacturers, with tariffs cited as a key factor. This data complicates the Federal Reserve's upcoming interest rate decisions, as persistent inflation may prevent rate cuts, creating a headwind for cyclical sectors like Industrials.
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the maintenance and repair distributors industry, including Fastenal (NASDAQ:FAST) and its peers.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential.
However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
Measurement equipment distributor Transcat (NASDAQ:TRNS) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 14.6% year on year to $76.42 million. Its non-GAAP profit of $0.59 per share was 49% above analysts’ consensus estimates.
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
Measurement equipment distributor Transcat (NASDAQ:TRNS) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 14.6% year on year to $76.42 million. Its non-GAAP profit of $0.59 per share was 49% above analysts’ consensus estimates.
Transcat (TRNS) beats Q1 revenue and EPS estimates with strong growth, but stock remains flat post-earnings. Acquisitions and new credit facility bolster future outlook.
Transcat, Inc. (Nasdaq: TRNS) (“Transcat” or the “Company”), a leader in test measurement, control and calibration, has reported its financial and operational results for its first quarter ended June 28, 2025 (the “first quarter”) of fiscal year 2026.
Transcat, Inc. (Nasdaq: TRNS) (“Transcat” or the “Company”), a leading provider of accredited calibration services, cost control and optimization services, and distribution and rental of value-added professional grade handheld test, measurement, and control instrumentation, announced that it has acquired privately-held Essco Calibration Laboratory (“Essco”) effective August 5, 2025. The $84 million purchase price was paid in cash and is subject to certain customary adjustments and holdback provisions. The transaction was supported by Transcat’s recently announced new $150 million syndicated credit facility jointly led by M&T Bank and Wells Fargo Bank.
Transcat, Inc. (Nasdaq: TRNS) (“Transcat” or the “Company”), a leader in test measurement, control and calibration, today announced the successful closing of a new 5-year $150 million secured credit facility with a syndicate led by Manufacturers and Traders Trust Company (“M&T”), a leading superregional bank known for its commitment to fostering economic growth, and includes additional lenders Wells Fargo Bank, N.A. (“Wells Fargo”) and Bank of America, N.A. (“Bank of America”), replacing the existing $80 million credit facility with M&T which has been terminated.
Transcat, Inc. (Nasdaq: TRNS) (“Transcat” or the “Company”), a leader in test measurement, control and calibration, announced that it will release its first quarter fiscal year 2026 results after the close of financial markets on Wednesday, August 6, 2025.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But they are at the whim of volatile macroeconomic factors that sway capital spending, like interest rates.
Wariness surrounding these influences has caused the industry to underperform the market as it was flat over the past six months while the S&P 500 climbed by 4.1%.
As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the maintenance and repair distributors industry, including Transcat (NASDAQ:TRNS) and its peers.
"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution.
While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
Transcat, Inc. (Nasdaq: TRNS) (“Transcat” or the “Company”), a leading provider of accredited calibration services, cost control and optimization services, and distribution and rental of value-added professional grade handheld test, measurement, and control instrumentation, will participate in the Northland Growth Conference 2025 being held virtually on Wednesday, June 25, 2025.
Measurement equipment distributor Transcat (NASDAQ:TRNS) missed Wall Street’s revenue expectations in Q1 CY2025, but sales rose 8.8% year on year to $77.13 million. Its non-GAAP EPS of $0.64 per share was 3.8% above analysts’ consensus estimates.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the market seems convinced that demand will slow.
Due to this bearish outlook, the industry has tumbled by 10.7% over the past six months. This drawdown was worse than the S&P 500’s 1.9% loss.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Global Industrial (NYSE:GIC) and the best and worst performers in the maintenance and repair distributors industry.
Transcat, Inc. (Nasdaq: TRNS) (“Transcat” or the “Company”), a leading provider of accredited calibration services, cost control and optimization services, and distribution and rental of value-added professional grade handheld test, measurement, and control instrumentation, will participate in the 22nd Annual Craig-Hallum Institutional Investor Conference being held on May 28, 2025, at the Depot Renaissance Hotel in Minneapolis, Minnesota.
