Transcat (TRNS)

• Market cap: $805M
• 1 day: -0.92%
• 5 days: -3.66%
• 1 month: 14.60%
• 3 months: 5.84%
• 6 months: -16.33%
• Year to date: -18.37%
• 1 year: -30.62%
• 5 years: 239.04%
• 10 years: 814.36%
• Sector: Industrials
• Industry: Specialty Business Services

About: Transcat Inc is involved in providing calibration and laboratory instrument services and the distribution of test, measurement, and control instrumentation. The product and services portfolio of the company consists of calibration instruments, dimensional measuring tools, Electrical test instruments, pressure measurement, and others. The firm has Service and Distribution operating segments. The company derives the majority of its revenues from the Service segment. The firm promotes and sells its products under brand names such as Extech, FLIR, Fluke, Keysight, Megger, and others.

Employees: 1,245

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

4.08% more ownership

Funds ownership: 94.5% [Q4 2024] → 98.58% (+4.08%) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 137 [Q4 2024] → 135 (-2) [Q1 2025]

26% less capital invested

Capital invested by funds: $929M [Q4 2024] → $683M (-$246M) [Q1 2025]

31% less call options, than puts

Call options by funds: $97K | Put options by funds: $141K

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $105 21% upside
• Avg. target: $111 28% upside
• High target: $116 34% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Lake Street	21% upside $105	Buy Initiated	10 Jul 2025
HC Wainwright & Co. Scott Buck	34% upside $116	Buy Reiterated	25 Jun 2025