Transcat, Inc. · NASDAQ:TRNS
Transcat — Q2 FY2027 Earnings Presentation
16 slides from Transcat's earnings presentation, Nov 3, 2026
Slide 1: Financial Results Q2 Fiscal 2027
1 Financial ResultsQ2 Fiscal 2027 Jaime A. Irick President and CEO Tom L. Barbato Chief Financial Officer NASDAQ: TRNS November 3, 2026 Exhibit 99.2
Slide 2: Safe Harbor Statement
2 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 thu
Slide 3: Q2 FY27 Summary
3 Q2 FY27 Summary Consolidated Results • Service Revenue increased 23% in Q2 to $64.8M • Service Organic Revenue* grew 16% in Q2 driven by high customer retention and continued strong demand in life sciences, aerospace/defense, and other regulated end markets we serve • Q2 Service Gross Profit grew
Slide 4: Revenue
4 Revenue ($ in millions) All figures are rounded to the nearest tenth of a million. Therefore, totals shown in graphs may not equal the sum of the segments. *See supplemental slides for a description of this non-GAAP financial measure, Service Organic Revenue reconciliations and other important inf
Slide 5: Gross Profit and Margin
5 Gross Profit and Margin • Consolidated Gross Profit of $32.6M for Q2 increased 22% from prior year; Q2 Gross Margin increased 110 bps to 33.6% • Service Gross Margin in Q2 increased 220 bps to 34.4%, reflecting the inherent operating leverage in our Service model, along with focus on operational e
Slide 6: Net Income, Diluted EPS, Adjusted Diluted EPS
6 Net Income, Diluted EPS, Adjusted Diluted EPS* • Q2 Adjusted Diluted EPS* of $0.64 vs $0.44 in the prior year quarter • Q2 Net Income of $2.4M grew 90% from prior year ($ in millions, except EPS) *See supplemental slides for a description of this non-GAAP financial measure, Adjusted Diluted EPS re
Slide 7: Adjusted Operating Income, EBITDA, and Margin
7 Adjusted Operating Income*, EBITDA*, and Margin ($ in millions) * See supplemental slides for a description of these non-GAAP financial measures, reconciliations and other important information regarding non-GAAP measures. All figures are rounded to the nearest tenth of a million. Therefore, total
Slide 8: Operating Free Cash Flow
8 Operating Free Cash Flow ** In addition to reporting net cash provided by operations, a U.S. generally accepted accounting principle (“GAAP”) measure, we present operating free cash flow (net cash provided by operations less capital expenditures), which is a non-GAAP measure. We believe operating
Slide 9: Balance Sheet Supports Growth Strategy
9 Balance Sheet Supports Growth Strategy • 2.18x leverage ratio at quarter-end (Total debt to TTM Adjusted EBITDA*) • $33.1M available from credit facility at quarter-end * See supplemental slides for a description of the non-GAAP financial measures, the Adjusted EBITDA and net debt reconciliations
Slide 10: Outlook
10 * Outlook provided as of November 3, 2026 ** See supplemental slides for a description of this non-GAAP financial measure, Service Organic Revenue reconciliations and other important information regarding Service Organic Revenue. Outlook* 2027 Expectations Service segment: For the fiscal 2027 ful
Slide 11: Questions & Answers
11 Financial ResultsQ2 Fiscal 2027 NASDAQ: TRNS Questions & Answers TRANSCAT, INC 35 Vantage Point Drive Rochester, NY 14624 Investor Relations Chris Tyson Executive Vice President MZ Group - MZ North America 949-491-8235 TRNS@mzgroup us November 3, 2026
Slide 12: Conference Call and Webcast Playback
12 Conference Call and Webcast Playback • Replay Number: 1-844-512-2921 (US & Canada) 1-412-317-6671 (international) passcode: 11162777 Telephone replay available through Tuesday, November 17, 2026 • Webcast: https://viavid.webcasts.com/starthere.jsp?ei=1778889&tp_key=13ef016dde • Webcast / Presenta
Slide 13: Supplemental Information
13 Supplemental Information
Slide 14: Service Organic Revenue
14 ($ in thousands) Service Organic Revenue* In addition to reporting service revenue growth, a U.S. GAAP measure, we present Service Organic Revenue Growth (current period service revenue less freight billed to customer less acquired revenue less prior period service revenue/prior period service re
Slide 15: Adjusted EBITDA and Operating Income Reconciliation
15 Adjusted EBITDA* and Operating Income* Reconciliation In addition to reporting operating income and net income, U.S. generally accepted accounting principle (“GAAP”) measures, we present Adjusted Operating Income (operating income plus depreciation and amortization, non-cash compensation expense,
Slide 16: Adjusted Diluted EPS Reconciliation
16 ($ in thousands) Adjusted Diluted EPS* Reconciliation In addition to reporting Earnings Per Share, a GAAP measure, we present Adjusted Diluted Earnings Per Share (net income plus acquisition related amortization expense, acquisition related transaction and integration expenses, executive transiti