earnings
confidence high
sentiment positive
materiality 0.80
TransAct Q2 revenue $13.9M, raises 2026 adjusted EBITDA guidance, begins strategic review
TRANSACT TECHNOLOGIES INC
- Q2 net sales $13.9M, up 1% YoY; excluding $1.0M tariff surcharge refunds, up 8% to $14.9M.
- FST recurring revenue up 13% to $3.4M; software revenue up 47% to $732K; active BOHA! units up 33% to 21,790.
- Net loss $(50)K ($0.00/diluted share) vs $(143)K loss in Q2 2025; Adjusted EBITDA $514K vs $478K.
- Raises 2026 adjusted EBITDA guidance to $1.5-2.0M; reiterates revenue guidance of $55-57M.
- Board launches strategic review of Casino and Gaming business; engages BofA Securities as financial advisor; no timetable set.