Welcome to our dedicated page for Transcat SEC filings (Ticker: TRNS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Transcat Inc (Nasdaq: TRNS), a provider of accredited calibration services, cost control and optimization services, and distribution and rental of professional grade handheld test, measurement, and control instrumentation. These regulatory documents offer detailed insight into Transcat’s operations, governance, and financial condition.
Through its periodic reports such as the Form 10-K and Form 10-Q (not reproduced here), Transcat describes its two operating segments—Service and Distribution—its focus on highly regulated industries including Life Science, aerospace and defense, energy and utilities, and industrial manufacturing, and the risks and opportunities associated with its calibration and distribution activities.
Current reports on Form 8-K are particularly relevant for tracking material events. Recent 8-K filings have disclosed the completion of the Essco Calibration Laboratory acquisition, entry into a new five-year $150 million secured revolving credit facility, quarterly earnings releases, executive leadership changes, and a CEO transition agreement. Other 8-Ks detail equity retention awards for certain executive officers and the appointment or retirement of key finance and board personnel.
Transcat’s proxy statement on Form DEF 14A outlines its board structure, committee composition, Corporate Governance Guidelines, executive compensation programs, and matters submitted to shareholder votes, such as director elections, say-on-pay, and auditor ratification. The proxy materials also summarize the company’s description of its business and strategic priorities, including its acquisition strategy.
On Stock Titan, investors can use AI-powered tools to quickly interpret these filings, with summaries that highlight items such as segment definitions, acquisition terms, credit facility covenants, and compensation arrangements. Filings related to executive equity awards, succession planning, and shareholder meeting results are especially useful for understanding how Transcat’s governance and capital allocation decisions may relate to TRNS stock.
Transcat, Inc. furnished an update on its fiscal 2026 third quarter, for the period ended December 27, 2025, by issuing an earnings press release. The company also made investor presentation slides available on its website to accompany an earnings conference call and webcast scheduled for 4:30 p.m. Eastern Time on February 3, 2026. These materials are included as Exhibits 99.1 and 99.2 and are furnished rather than filed under securities laws.
Transcat, Inc. reported strong top-line growth but weaker profitability for the third quarter and first nine months of fiscal 2026. Q3 revenue rose to $83.9 million, up 25.6% year over year, driven by acquisitions and higher Distribution and Service revenue.
Despite this, Q3 swung to a net loss of $1.1 million from net income of $2.4 million, as operating expenses, stock-based compensation, CEO transition costs, and interest expense increased. Q3 operating margin fell to 0.1%, and net margin moved to a loss of 1.3% of revenue.
For the first nine months, revenue grew to $242.6 million, up 20.5%, but net income declined to $3.4 million from $10.1 million, pressured by higher depreciation and amortization from recent deals and higher interest on borrowings. Transcat completed several acquisitions, including Essco for about $85.4 million and earlier Martin and Becnel transactions, adding significant goodwill and intangibles. To support this, the company entered a new five-year $150 million secured revolving credit facility, with $99.9 million outstanding as of December 27, 2025, and ended the period with shareholders’ equity of $296.8 million.
Conestoga Capital Advisors filed Amendment No. 5 to a Schedule 13G reporting its beneficial ownership of Transcat Inc. common stock. Conestoga Capital Advisors reports beneficial ownership of 1,013,365 shares, representing 10.86% of the outstanding common stock, with sole voting power over 943,437 shares and sole dispositive power over 1,013,365 shares. CONESTOGA FUNDS reports beneficial ownership of 626,699 shares, or 6.72% of the class, with sole voting and dispositive power over those shares. The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Transcat Inc.
Transcat Inc. Chief Operating Officer Michael W. West reported an equity award of 12,028 restricted stock units (RSUs) on January 6, 2026. The RSUs were granted under the Transcat, Inc. 2021 Stock Incentive Plan at a stated price of $0 and will vest on January 6, 2028, converting into common stock on a one-for-one basis.
In addition to this new grant, West holds other RSU awards covering 1,286, 2,000, 916, 1,000 and 725 shares with vesting dates in 2026, 2027 and 2028, all on a direct ownership basis. He also directly owns 25,479 shares of Transcat common stock following the reported transactions.
Transcat, Inc. Chief Information Officer Michael Jacques Haddad reported an equity award of restricted stock units. On January 6, 2026, he received 5,190 restricted stock units (RSUs) at a price of $0 per unit under the Transcat, Inc. 2021 Stock Incentive Plan in a transaction exempt under Rule 16b-3. These RSUs convert into common stock on a one-for-one basis and, except as otherwise provided in the award notice, vest on January 6, 2028.
The filing also shows existing RSU holdings of 1,017 units that vest on March 25, 2028 and 730 units that vest on March 27, 2027, all reported as directly owned. Together, these awards outline a multi-year, time-based stock incentive structure for the company’s Chief Information Officer.
Transcat, Inc. reported an equity award for senior management. Sr. VP of Human Resources Theresa A. Conroy received 10,380 restricted stock units (RSUs) on January 6, 2026, which convert into common stock on a one-for-one basis and, under the 2021 Stock Incentive Plan, generally vest on January 6, 2028. The filing also lists previously granted RSUs totaling 1,098, 783, and 2,024 units that vest on March 25, 2028, March 27, 2027, and March 28, 2026, respectively. In addition, Conroy holds a fully exercisable stock option for 2,000 shares at an exercise price of $63.17 per share and directly owns 836 shares of Transcat common stock.
Transcat Inc reported an equity award for its Sr. VP Finance & CFO, Thomas L. Barbato. On January 6, 2026, he received 19,772 restricted stock units (RSUs), which convert into common stock on a one-for-one basis and, under the 2021 Stock Incentive Plan, are scheduled to vest on January 6, 2028, subject to the award notice.
After this grant, he directly holds these 19,772 RSUs plus additional RSU holdings of 2,691, 1,919, and 3,686 units with vesting dates in 2026–2028. He also holds stock options for 6,000 shares at $90.92 per share expiring on January 3, 2027 and 5,000 shares at $63.17 per share expiring on May 25, 2027, both reported as directly owned. In addition, he directly owns 1,699 shares of Transcat common stock.
Transcat, Inc. disclosed that its Compensation Committee approved a special one-time equity retention package for four executive officers under the 2021 Stock Incentive Plan. The awards are in the form of restricted stock units, with grants of 19,772 RSUs to Thomas L. Barbato, 10,380 to Theresa A. Conroy, 5,190 to Michael J. Haddad, and 12,028 to Michael W. West.
The retention awards are scheduled to vest on January 6, 2028, conditioned on each executive’s continued employment and as otherwise detailed in the award agreements. The company explains that these awards are intended to preserve leadership continuity during the transition to a successor chief executive officer and to directly incentivize the executives’ ongoing contributions.
Transcat, Inc. reported Q2 FY2026 results with total revenue of $82.3 million, up 21.3% year over year. Service revenue was $52.8 million and Distribution revenue was $29.4 million. Gross profit rose to $26.8 million with a total gross margin of 32.5%.
Operating income was $3.5 million as operating expenses increased with acquisitions and higher compensation. Net income was $1.3 million and diluted EPS was $0.14. Interest and other expense increased to $1.5 million, reflecting higher borrowings.
For the first six months, revenue reached $158.7 million and net income was $4.5 million. Operating cash flow was $16.5 million, while investing cash flow used $91.6 million, primarily for acquisitions. The company closed a new five‑year $150.0 million secured revolving credit facility; $111.9 million was outstanding as of September 27, 2025. Transcat acquired Essco for approximately $85.6 million and earlier acquired Martin for approximately $81.8 million. Total assets were $484.9 million, long‑term debt was $111.9 million, and shares outstanding were 9,328,412 as of October 31, 2025.
Transcat, Inc. (TRNS) announced fiscal 2026 second‑quarter results for the period ended September 27, 2025, via a press release furnished as Exhibit 99.1. The company also posted investor presentation slides (Exhibit 99.2) on its website to accompany an earnings conference call and webcast scheduled for 4:30 p.m. Eastern Time on November 3, 2025.
The materials are furnished under Item 2.02 and are not deemed filed under the Securities Exchange Act of 1934.