Diamond Hill Small Cap Strategy: Q4 2025 Portfolio Review

Regional airline Allegiant Travel reported strong near-term demand trends in Q4 alongside a generally softer jet fuel environment, which improved investor sentiment around its ability to deliver margin improvement. Triumph Financial provides banking and other services with a niche focus on the transportation industry, including its innovative payments platform – TriumphPay. Oil-Dri, a leading provider of branded and private-label cat litter as well as other sorbent materials, reported solid but more normalized results against a backdrop of more difficult comparisons.

Seeking Alpha • Feb 4, 2026

Transcat, Inc. (TRNS) Q3 2026 Earnings Call Transcript

Transcat, Inc. (TRNS) Q3 2026 Earnings Call Transcript

Seeking Alpha • Feb 4, 2026

Transcat Reports Strong Fiscal Third Quarter 2026 Financial Results with a Return to High Single-Digit Service Organic Revenue Growth*

ROCHESTER, N.Y.--(BUSINESS WIRE)--Transcat Reports Strong Fiscal Third Quarter 2026 Financial Results with a Return to High Single-Digit Service Organic Revenue Growth*.

Business Wire • Feb 3, 2026

Compared to Estimates, Transcat (TRNS) Q3 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Transcat (TRNS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Feb 3, 2026

Transcat, Inc. (TRNS) Misses Q3 Earnings Estimates

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.

Zacks Investment Research • Feb 3, 2026

Transcat to Host Third Quarter Fiscal Year 2026 Conference Call and Webcast on Tuesday, February 3, 2026 at 4:30 p.m. Eastern Time

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.

Business Wire • Jan 20, 2026

Transcat Announces Executive Equity Retention Awards Ahead of CEO Succession in FY2026

ROCHESTER, N.Y.--(BUSINESS WIRE)--Transcat Announces Executive Equity Retention Awards Ahead of CEO Succession in FY2026.

Business Wire • Jan 8, 2026

Transcat (TRNS) Soars 5.4%: Is Further Upside Left in the Stock?

Transcat (TRNS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Zacks Investment Research • Dec 16, 2025

Transcat, Inc. (TRNS) Q2 2026 Earnings Call Transcript

Transcat, Inc. ( TRNS ) Q2 2026 Earnings Call November 3, 2025 4:30 PM EST Company Participants John Howe Lee Rudow - President, CEO & Director Thomas Barbato - CFO & Treasurer Conference Call Participants Greg Palm - Craig-Hallum Capital Group LLC, Research Division Maxwell Michaelis - Lake Street Capital Markets, LLC, Research Division Edward Jackson - Northland Capital Markets, Research Division Martin Yang - Oppenheimer & Co. Inc., Research Division Presentation Operator " John Howe " Lee Rudow President, CEO & Director " Thomas Barbato CFO & Treasurer " Greg Palm Craig-Hallum Capital Group LLC, Research Division " Craig-Hallum Capital Group LLC Maxwell Michaelis Lake Street Capital Markets, LLC, Research Division " Lake Street Capital Markets Edward Jackson Northland Capital Markets, Research Division " Northland Capital Markets Martin Yang Oppenheimer & Co. Inc., Research Division " Oppenheimer & Co. Operator Greetings, and welcome to the Transcat, Inc. Second Quarter Fiscal Year 2026 Financial Results Call. As a reminder, this conference is being recorded.

Seeking Alpha • Nov 4, 2025

Transcat Reports Strong Fiscal Second Quarter 2026 Financial Results with Double-Digit Revenue & Gross Profit Growth

ROCHESTER, N.Y.--(BUSINESS WIRE)--Transcat Reports Strong Fiscal Second Quarter 2026 Financial Results with Double-Digit Revenue & Gross Profit Growth.

Business Wire • Nov 3, 2025