Transact Technologies Inc. (TACT)
NASDAQ:TACT
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.01Last Year’s EPS
-0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely positive operational and financial picture: top-line growth (+10% YoY), a meaningful adjusted EBITDA turnaround to $1.4M, strong recurring software and ARR momentum (+23% software, recurring FST +26% YoY), accelerated software platform go-live, and reaffirmed guidance with an increased EBITDA outlook. Offsets include a modest decline in FST hardware sales, a drop in ARPU (-7% YoY), declining legacy consumables/TSG revenue, and some SG&A increases. On balance the positive improvements in profitability, recurring revenue growth, and strategic progress outweigh the headwinds, supporting an overall constructive outlook.Company Guidance
Top-Line Growth
Total net sales of $14.4M in Q1 FY26, up 10% year-over-year (from $13.1M). Management reaffirmed 2026 net sales guidance of $55M–$57M.
Adjusted EBITDA Turnaround
Adjusted EBITDA of $1.4M in Q1 FY26, a meaningful improvement versus negative $0.5M in Q4 FY25 and versus $0.544M in Q1 FY25. Management raised 2026 adjusted EBITDA outlook to $1.0M–$1.75M.
Recurring Software and ARR Momentum
Software revenue up 23% year-over-year. Recurring FST/ARR-related revenue was $3.3M in the quarter (recurring FST sales up 26% YoY from $2.7M), supporting a strategic shift to higher-margin recurring revenue.
Installed Base and Terminal Sales Expansion
Sold 1.37K BOHA! terminals in Q1 (up from 1.23K prior comparable period) and added ~1.06K online terminals year-over-year, bringing the installed online base to nearly 20K units — creating a larger addressable recurring revenue opportunity.
Casino & Gaming Strength
Casino and gaming sales of $8.3M, up 24% YoY (domestic +20% YoY; international printer sales +35% YoY). Sequentially up 55% from Q4 FY25, supporting improved gross margins and cash generation.
Gross Margin and Profitability Improvements
Gross margin increased to 50.3% in Q1 FY26 (vs. 48.7% YoY; 47.6% in Q4 FY25). Operating income of $0.8M (5.3% of sales) and net income of $0.8M ($0.07 per diluted share) versus near-breakeven prior year.
Software Platform Migration Accelerated
Go-live for the BOHA! software on the new cloud platform pulled forward to late Q2 2026 (previously expected in 2027), enabling faster monetization and potential application-store-like opportunities.
Labels and New Logos
Labels revenue $2.6M in the quarter, up 26% YoY, and the company added 22 new-logo accounts representing ~1.4K potential future units, supporting the land-and-expand strategy.
Leadership & GTM Enhancements
Hired new CMO with early improvements in marketing, digital presence, lead-gen and website; management highlights targeted GTM in QSR, convenience stores, grab-and-go and corporate foodservice verticals.
TACT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TACT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $3.37 | $3.42 | +1.63% |
Mar 10, 2026 | $3.51 | $3.21 | -8.55% |
Nov 10, 2025 | $4.32 | $4.32 | 0.00% |
Aug 06, 2025 | $3.82 | $3.80 | -0.52% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Transact Technologies Inc. (TACT) report earnings?
Transact Technologies Inc. (TACT) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Transact Technologies Inc. (TACT) earnings time?
Transact Technologies Inc. (TACT) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TACT EPS forecast?
TACT EPS forecast for the fiscal quarter 2026 (Q2) is -0.01.