earnings
confidence high
sentiment neutral
materiality 0.75
Transcat Q2 revenue up 8% to $67.8M; Adj. EBITDA down 5%, Nexa slowdown drags organic growth
TRANSCAT INC
2025-Q2 EPS
reported $0.83
vs consensus $0.40
▲ beat
(+106.0%)
- Revenue $67.8M (+8%); Gross Profit $21.2M (+5.4%); Gross Margin 31.3% vs 32.0%.
- Service Revenue $44.1M (+6.4%); organic growth 4% (ex-Nexa 9%).
- Adjusted EBITDA $8.9M (-5.0%); Adjusted Diluted EPS $0.52 vs $0.60 (-13.3%).
- CEO cites Nexa cost control business slowdown; integrating into Transcat sales/marketing and renaming to Transcat Solutions.
- Distribution revenue up 11% but Gulf hurricanes pressured Q2 margins; expects sequential improvement and margin recovery in H2.