Group 1: Market Overview - The fourth quarter of 2025 saw favorable gains in equity markets, with the Russell 2000 Index returning 2.19% and the Russell 1000 Index gaining 2.41% [1] - Health care was the best-performing sector in the Russell 2000 Index, with an increase of 18.6% [1] - Despite heightened uncertainty and geopolitical risks, the Russell 2000 Index posted a 12.81% gain for the year [1] Group 2: Diamond Hill Small Cap Strategy Performance - The Diamond Hill Small Cap Strategy achieved a return of 4.88% (net of fees) in the fourth quarter, outperforming the Russell 2000 Index [1] - The firm continues to focus on resilient businesses capable of sustaining earnings in a volatile market environment as it heads into 2026 [1] Group 3: Transcat, Inc. Overview - Transcat, Inc. (NASDAQ:TRNS) provides calibration and laboratory instrument services to highly regulated industries, including life sciences, aerospace, and defense [3] - The company has strong recurring revenue streams driven by regulation and a successful acquisition track record while maintaining a strong balance sheet [3] Group 4: Transcat, Inc. Stock Performance - Transcat, Inc. had a one-month return of 11.70%, but its shares lost 9.21% of their value over the last 52 weeks [2] - As of February 4, 2026, Transcat, Inc. stock closed at $70.64 per share, with a market capitalization of $659.226 million [2] Group 5: Hedge Fund Interest and Revenue Growth - Transcat, Inc. was held by 18 hedge fund portfolios at the end of the third quarter, an increase from 12 in the previous quarter [5] - In the fiscal second quarter of 2026, Transcat, Inc.'s consolidated revenue increased by 21% to $83 million [5]

Group 1 - Diamond Hill Capital's "Small Cap Strategy" reported a favorable performance in Q4 2025, with the Russell 2000 Index returning 2.19% and a yearly gain of 12.81% [1] - The health care sector was the best performer in the Russell 2000 Index, achieving an 18.6% return [1] - The Strategy outperformed the Russell 2000 Index in Q4 2025, returning 4.88% net of fees [1] Group 2 - Transcat, Inc. (NASDAQ:TRNS) was highlighted in the investor letter, providing calibration and laboratory instrument services to regulated industries [2][3] - Transcat, Inc. experienced a one-month return of 11.70% but saw a 52-week decline of 9.21%, with a market capitalization of $659.226 million as of February 4, 2026 [2] - The company reported a 21% increase in consolidated revenue to $83 million in the fiscal second quarter of 2026 [5] Group 3 - Transcat, Inc. has strong recurring revenue streams due to regulatory demands and a successful acquisition track record, alongside a solid balance sheet [3] - The company was held by 18 hedge fund portfolios at the end of Q3 2025, an increase from 12 in the previous quarter [5]

For the quarter ended December 2025, Transcat, Inc. (TRNS) reported revenue of $83.86 million, up 25.6% over the same period last year. EPS came in at $0.26, compared to $0.45 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $81.13 million, representing a surprise of +3.36%. The company delivered an EPS surprise of -11.86%, with the consensus EPS estimate being $0.30.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- an ...

Transcat, Inc. (TRNS) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.45 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -11.86%. A quarter ago, it was expected that this company would post earnings of $0.46 per share when it actually produced earnings of $0.44, delivering a surprise of -4.35%.Over the last four quarters, the company h ...

Transcat (NasdaqGM:TRNS) Q3 2026 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsJohn Howe - Senior Director of Financial Planning and AnalysisLee Rudow - President and CEOTom Barbato - CFOConference Call ParticipantsGreg Palm - Senior Research AnalystMax Michaelis - Equity Research AnalystTed Jackson - Managing Director and Senior Research AnalystOperatorGood afternoon, ladies and gentlemen. Welcome to the Transcat third quarter fiscal year 2026 financial results conference call. As a remin ...

Transcat (NasdaqGM:TRNS) Q3 2026 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsJohn Howe - Senior Director of Financial Planning and AnalysisLee Rudow - President and CEOTom Barbato - CFOConference Call ParticipantsGreg Palm - Senior Research AnalystMax Michaelis - Equity Research AnalystTed Jackson - Managing Director and Senior Research AnalystOperatorGood afternoon, ladies and gentlemen. Welcome to the Transcat third quarter fiscal year 2026 financial results conference call. As a remin ...

Transcat (NasdaqGM:TRNS) Q3 2026 Earnings call February 03, 2026 04:30 PM ET Speaker4Good afternoon, ladies and gentlemen. Welcome to the Transcat third quarter fiscal year 2026 financial results conference call. As a reminder, today's conference is being recorded. It is now my pleasure to introduce your host for today, Mr. John Howe, Senior Director of Financial Planning and Analysis. Please go ahead, sir.Speaker1Thank you, operator, and good afternoon, everyone. We appreciate your time and your interest i ...

Exhibit 99.1 NEWS RELEASE Transcat, Inc. 35 Vantage Point Drive • Rochester • NY • 14624 • Phone: (585) 352-7777 Transcat Reports Strong Fiscal Third Quarter 2026 Financial Results with a Return to High Single-Digit Service Organic Revenue Growth* ROCHESTER, NY, February 3, 2026 – Transcat, Inc. (Nasdaq: TRNS) ("Transcat" or the "Company"), a leader in test measurement, control and calibration, has reported its financial and operational results for its fiscal third quarter ended December 27, 2025 (the "thir ...

Table of Contents ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☑ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: December 27, 2025 or For the transition period from to Commission File Number: 000-03905 TRANSCAT, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction ...

ROCHESTER, N.Y.--(BUSINESS WIRE)--Transcat to Host Third Quarter Fiscal Year 2026 Conference Call and Webcast on Tuesday, February 3, 2026 at 4:30 p.m. Eastern Time. ...