Transcat, Inc. · NASDAQ:TRNS
Transcat — Investor Day (August 2025)
11 slides from Transcat's investor day presentation, Aug 14, 2025
Slide 1: Analyst Day & Calibration Lab Tour
NASDAQ: TRNS Analyst Day & Calibration Lab Tour Transcat Houston Texas Calibration Lab 16115 Park Row Suite 150, Houston, TX 77084 August 14, 2025
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than historical fact are forward- looking statements. Forward-looking statements are not statements of historical fact and thus
Slide 3: Today's Agenda
Today’s Agenda 9:15 AM Arrival & Coffee at Facility 9:30 AM Management Presentation and Q&A 11:00 AM Calibration Lab Tour 12:00 PM Lunch & Analyst 1x1’s 1:15 PM Day Concludes 3
Slide 4: Management & Guests
Management & Guests Management Guests Lee D. Rudow • Brian Chin - Stifel President and CEO • Brian Gesuale - Raymond James • Greg Palm - Craig-Hallum Tom L. Barbato • Martin Yang - Oppenheimer Chief Financial Officer • Max Michaelis - Lake Street • Michael Shlisky - D.A. Davidson MZ Group • Rob Maso
Slide 5: Corporate Overview & Strategy
Corporate Overview & Strategy Transcat is an industry leading provider of mission critical, accredited calibration services and equipment, and only public company of its kind. Highly fragmented, large market opportunity highlights path to $500M revenue and top-tier margins in 3-5 years NASDAQ: TRNS
Slide 6: Q1 FY26 Summary
Q1 FY26 Summary • Q1 Revenue grew 15% vs prior year to $76.4M • Q1 adjusted EBITDA increased 15% from prior year to $11.8M Consolidated Results • Q1 Net Income of $3.3M or $0.35 per diluted share • Closed new 5-Year $150M syndicated secured credit facility • Q1 Service Revenue increased 12% to 49.1M
Slide 7: Essco Calibration Laboratory
Essco Calibration Laboratory New England Market Leader in Calibration Services ✓ Largest deal in Transcat history - $84 million cash purchase ✓ Transaction was supported by new $150 million syndicated credit facility jointly led by M&T Bank and Wells Fargo Bank ✓ Operating for over 50 years, Essco h
Slide 8: Outlook - 2026 Expectations
Outlook* - 2026 Expectations SERVICE SEGMENT: WE EXPECT PROGRESSIVELY IMPROVING SERVICE ORGANIC REVENUE GROWTH IN 2026 AND ANTICIPATE A RETURN TO HIGH SINGLE-DIGIT SERVICE ORGANIC REVENUE GROWTH IN THE SECOND HALF OF 2026, BARRING ANY FURTHER ECONOMIC UNCERTAINTY. TOTAL TRANSCAT: WE EXPECT THE FISCA
Slide 9: Summary
Summary • 64 years experience across complementary Calibration Services and Distribution/Rental segments • Market opportunity in expanding, highly regulated, high cost of failure, and mission critical industries including Life Sciences, Aerospace and Government/Defense • Service segment is a growth
Slide 10: Tour of Transcat Houston Texas Calibration Lab
Tour of Transcat Houston Texas Calibration Lab 10
Slide 11: Q&A
NASDAQ: TRNS Investor Relations Chris Tyson Executive Vice President Q&A MZ Group - MZ North America 949-491-8235 TRNS@mzgroup.us TRANSCAT, INC transcat.com transcat.com 35 Vantage Point Drive Rochester, NY 14624