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TransAct Technologies Earnings Calls
| Release date | May 12, 2026 |
| EPS estimate | $0.0700 |
| EPS actual | $0.0700 |
| Revenue estimate | 14.4M |
| Revenue actual | 14.4M |
| Release date | Mar 10, 2026 |
| EPS estimate | -$0.0800 |
| EPS actual | -$0.110 |
| EPS Surprise | -37.50% |
| Revenue estimate | 11.35M |
| Revenue actual | 11.453M |
| Revenue Surprise | 0.91% |
| Release date | Nov 10, 2025 |
| EPS estimate | -$0.0200 |
| EPS actual | $0.0015 |
| EPS Surprise | 107.40% |
| Revenue estimate | 13.1M |
| Revenue actual | 13.176M |
| Revenue Surprise | 0.580% |
| Release date | Aug 06, 2025 |
| EPS estimate | -$0.0500 |
| EPS actual | -$0.0100 |
| EPS Surprise | 80.00% |
| Revenue estimate | 12.55M |
| Revenue actual | 13.798M |
| Revenue Surprise | 9.94% |
Last 4 Quarters for TransAct Technologies
Below you can see how TACT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $3.82 |
| EPS estimate | -$0.0500 |
| EPS actual | -$0.0100 |
| EPS surprise | 80.00% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $3.74 |
| Aug 01, 2025 | $3.84 |
| Aug 04, 2025 | $3.83 |
| Aug 05, 2025 | $3.86 |
| Aug 06, 2025 | $3.82 |
| Aug 07, 2025 | $3.80 |
| Aug 08, 2025 | $3.96 |
| Aug 11, 2025 | $4.03 |
| Aug 12, 2025 | $4.06 |
| 4 days before | 2.03% |
| 4 days after | 6.28% |
| On release day | -0.524% |
| Change in period | 8.44% |
| Release date | Nov 10, 2025 |
| Price on release | $4.24 |
| EPS estimate | -$0.0200 |
| EPS actual | $0.0015 |
| EPS surprise | 107.40% |
| Date | Price |
|---|---|
| Nov 04, 2025 | $4.32 |
| Nov 05, 2025 | $4.48 |
| Nov 06, 2025 | $4.35 |
| Nov 07, 2025 | $4.31 |
| Nov 10, 2025 | $4.24 |
| Nov 11, 2025 | $4.32 |
| Nov 12, 2025 | $4.35 |
| Nov 13, 2025 | $4.22 |
| Nov 14, 2025 | $4.20 |
| 4 days before | -1.85% |
| 4 days after | -0.94% |
| On release day | 1.89% |
| Change in period | -2.78% |
| Release date | Mar 10, 2026 |
| Price on release | $3.51 |
| EPS estimate | -$0.0800 |
| EPS actual | -$0.110 |
| EPS surprise | -37.50% |
| Date | Price |
|---|---|
| Mar 04, 2026 | $3.48 |
| Mar 05, 2026 | $3.50 |
| Mar 06, 2026 | $3.52 |
| Mar 09, 2026 | $3.36 |
| Mar 10, 2026 | $3.51 |
| Mar 11, 2026 | $3.21 |
| Mar 12, 2026 | $3.42 |
| Mar 13, 2026 | $3.48 |
| Mar 16, 2026 | $3.38 |
| 4 days before | 0.86% |
| 4 days after | -3.70% |
| On release day | -8.55% |
| Change in period | -2.87% |
| Release date | May 12, 2026 |
| Price on release | $3.37 |
| EPS estimate | $0.0700 |
| EPS actual | $0.0700 |
| Date | Price |
|---|---|
| May 06, 2026 | $3.49 |
| May 07, 2026 | $3.49 |
| May 08, 2026 | $3.47 |
| May 11, 2026 | $3.28 |
| May 12, 2026 | $3.37 |
| May 13, 2026 | $3.42 |
| May 14, 2026 | $3.47 |
| May 15, 2026 | $3.58 |
| May 18, 2026 | $3.77 |
| 4 days before | -3.58% |
| 4 days after | 12.04% |
| On release day | 1.63% |
| Change in period | 8.02% |
TransAct Technologies Earnings Call Transcript Summary of Q1 2026
TransAct reported a solid start to FY2026 with Q1 net sales of $14.4M, up 10% YoY, and adjusted EBITDA of $1.4M. The company is prioritizing growth in its Foodservice Technology (FST) vertical by monetizing owned software and expanding recurring revenue: software revenue rose 23% YoY and ARR (recurring FST revenue) was $3.3M in the quarter. The installed base increased to ~19,959 online terminals after selling 1,370 BOHA! terminals, and management reiterated a land-and-expand go-to-market approach. The software platform port (to a cloud-hosted platform) is ahead of prior schedule and expected to go live in late Q2 / early Q3 2026, which management expects will accelerate software monetization and new capabilities (e.g., an app-store model). Casino & gaming sales were strong at $8.3M (up 24% YoY) and remain an important, cash-generative but lumpy segment. Labels sales grew 26% YoY and remain margin-accretive and stickiness-enhancing. Management reaffirmed 2026 net sales guidance of $55M–$57M and raised the adjusted EBITDA target to $1.0M–$1.75M. The balance sheet is healthy with $18.8M cash and $3M drawn on the credit facility. Leadership changes: longtime CFO Steve DeMartino announced retirement but will support through year-end. Key near-term investor milestones to watch: quarterly disclosure of ARR/recurring revenue metrics, progress and adoption following the software platform go-live, ARPU trends as hardware customers convert to subscriptions, and continued casino/gaming backlog performance.
