Revenue: As of FY2026 Q2, the actual value is USD 82.27 M, beating the estimate of USD 79.51 M.EPS: As of FY2026 Q2, the actual value is USD 0.14, missing the estimate of USD 0.242.EBIT: As of FY2026 Q2, the actual value is USD 4.769 M.<h3>Service Segment</h3><ul><li>Revenue: $52,836,000 for the second quarter of 2025, up from $44,083,000 in the same period of 2024, representing a 19.9% increase.</li><li>Cost of Revenue: $35,843,000 for the second quarter of 2025, up from $29,492,000 in the same period of 2024.</li><li>Gross Profit: $16,993,000 for the second quarter of 2025, up from $14,591,000 in the same period of 2024, with a gross margin of 32.2%.</li><li>Operating Income: $920,000 for the second quarter of 2025, down from $3,704,000 in the same period of 2024.</li></ul><h3>Distribution Segment</h3><ul><li>Revenue: $29,436,000 for the second quarter of 2025, up from $23,743,000 in the same period of 2024, representing a 24.0% increase.</li><li>Cost of Revenue: $19,667,000 for the second quarter of 2025, up from $17,128,000 in the same period of 2024.</li><li>Gross Profit: $9,769,000 for the second quarter of 2025, up from $6,615,000 in the same period of 2024, with a gross margin of 33.2%.</li><li>Operating Income: $2,585,000 for the second quarter of 2025, up from $31,000 in the same period of 2024.</li></ul><h3>Cash Flow</h3><ul><li>Operating Cash Flow: $16,504,000 for the six months ended September 27, 2025, compared to $15,759,000 for the same period in 2024.</li><li>Investing Activities: Net cash used was -$91,556,000 for the six months ended September 27, 2025, compared to -$7,958,000 for the same period in 2024, primarily due to business acquisitions.</li><li>Financing Activities: Net cash provided was $79,194,000 for the six months ended September 27, 2025, compared to -$3,346,000 for the same period in 2024.</li></ul><h3>Future Outlook and Strategy</h3><ul><li>Core Business Focus: The company expects continued service revenue growth, benefiting from a larger presence in the New England and Midwest markets, and improving Service organic revenue. They anticipate a return to single-digit Service organic revenue growth in the second half of fiscal 2026.</li><li>Acquisitions: Acquisitions remain a cornerstone of the growth strategy, with recent acquisitions of Essco Calibration and Martin Calibration expanding capabilities and geographic reach.</li><li>Financial Projections: The company expects its income tax rate to range between 30% and 32% for the full fiscal year 2026.</li></ul>

Transcat | 10-Q: FY2026 Q2 Revenue Beats Estimate at USD 82.27 M