TRANSCAT INC — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Transcat reported Q2 FY27 (ended Sept 26, 2026) consolidated revenue of $97.1M (+18% YoY), with Service revenue at $64.8M (+23% YoY; +16% organic) and Distribution revenue at $32.3M (+10% YoY). Service gross margin expanded 220 basis points to 34.4%. Net income was $2.4M ($0.25 diluted EPS); Adjusted EBITDA increased 23% to $14.9M. Management raised full-year FY27 Service organic revenue guidance to low double digits (from prior high single digit outlook). In August 2026, Transcat acquired Southeastern Biomedical for an unspecified amount; $3.5M of Q2 service revenue was acquisition-related. Long-term debt increased from $99.9M (Mar 28, 2026) to $116.9M (Sept 26, 2026).
Why this rating
Strong organic growth (16% service), meaningful margin expansion (220bps), and guidance raise are material for a ~$670M company. Acquisition deployed capital but revenue is solid.
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