Transcat, Inc. - Common Stock (TRNS)

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.

Shares of measurement equipment distributor Transcat (NASDAQ:TRNS) jumped 16.6% in the morning session after the company reported impressive first-quarter 2025 (fiscal Q4) results, as its revenue and EBITDA topped analysts' expectations. 

Measurement equipment distributor Transcat (NASDAQ:TRNS) announced better-than-expected revenue in Q1 CY2025, with sales up 8.8% year on year to $77.13 million. Its non-GAAP profit of $0.64 per share was 3.8% above analysts’ consensus estimates.

Measurement equipment distributor Transcat (NASDAQ:TRNS) will be reporting results tomorrow after market hours. Here’s what to look for.

The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial.

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

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 has gotten torched over the last six months - since October 2024, its stock price has dropped 35.3% to $84.55 per share. This was partly due to its softer quarterly results and might have investors contemplating their next move.

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how maintenance and repair distributors stocks fared in Q4, starting with Distribution Solutions (NASDAQ:DSGR).

Let’s dig into the relative performance of Global Industrial (NYSE:GIC) and its peers as we unravel the now-completed Q4 maintenance and repair distributors earnings season.

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 Fastenal (NASDAQ:FAST) and the best and worst performers in the maintenance and repair distributors industry.

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how maintenance and repair distributors stocks fared in Q4, starting with W.W. Grainger (NYSE:GWW).

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 VSE Corporation (NASDAQ:VSEC) and the best and worst performers in the maintenance and repair distributors industry.

As the Q4 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.

Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at WESCO (NYSE:WCC) and its peers.

Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at DXP (NASDAQ:DXPE) and its peers.