TACT 8-K SEC Filing Analysis

Latest settled — T+5d

TACT ▲ +9.06% at T+5d

LONG call ✓ call won +9.06% · α vs SPY +10.22% · entry $3.42 → $3.73

Next anchor: T+20d due 5d ago

Last close $5.01 (close Jun 12) · +46.49% from $3.42 entry

Entry anchored
May 12, 04:22 PM ET
via Databento tick

T+1d

0.00%

call 0.00% · α +0.00%

$3.42

settled 5w ago

T+5d

+9.06%

call +9.06% · α +10.22%

$3.73

settled 27d ago

T+20d

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call — · α —

—

due 5d ago

T+60d

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call — · α —

—

in 7w

Price Chart

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Executive Summary

TransAct Technologies reported a strong Q1 2026 with net sales up 10% YoY to $14.4M, a return to GAAP profitability with net income of $766K ($0.07/diluted share) vs $19K in Q1 2025, and FST recurring revenue up 26% YoY. The company reiterated its 2026 revenue guidance of $55-$57M and raised its adjusted EBITDA guidance to $1M-$1.75M, while also announcing a $3M share repurchase program and a planned CFO transition with Robert Campbell succeeding retiring CFO Steven DeMartino effective June 30, 2026.

Key Financial Metrics

Guidance

$55M-$57M

maintained

Gross Margin

50.3%

Actionable Insight

The combination of returning to GAAP profitability, strong recurring revenue growth, raised EBITDA guidance, and a new buyback program is a clear positive catalyst for this micro-cap. Watch for continued FST recurring revenue acceleration and margin expansion in subsequent quarters. The CFO transition is orderly and well-communicated, reducing execution risk.

Key Facts

Q1 2026 net sales of $14.4M, up 10% YoY from $13.1M
Return to GAAP profitability: net income $766K ($0.07/diluted) vs $19K ($0.00) in Q1 2025
FST recurring revenue grew 26% YoY to $3.3M
Gross margin expanded 160 bps to 50.3%
Operating income of $771K (5.3% of sales) vs operating loss of $(15K) in Q1 2025
Adjusted EBITDA of $1.4M vs $544K in Q1 2025
Reiterated FY2026 revenue guidance of $55M-$57M; raised adjusted EBITDA guidance to $1M-$1.75M
Board authorized $3M share repurchase program over 12 months
CFO Steven DeMartino retiring June 30, 2026; Robert Campbell appointed as successor
Casino & gaming sales up 24% YoY to $8.3M, driving overall growth

Financial Impact

Q1 2026 net sales $14.4M (+10% YoY), net income $766K vs $19K YoY, adjusted EBITDA $1.4M vs $544K YoY

revenuenet incomegross marginoperating incomeadjusted EBITDAFST recurring revenue

Risk Factors

Food service technology segment sales declined 4.4% YoY ($4.7M vs $4.9M), partially offsetting casino gains
Cash and cash equivalents decreased to $18.8M from $20.4M at year-end 2025
Preliminary financial results subject to change upon finalization
CFO transition creates temporary leadership uncertainty despite orderly succession

Market Snapshot

Exchange

Nasdaq

Sector

Computer Peripheral Equipment, NEC

Analyst Consensus

86% bullish (7 analysts)

Documents Analyzed

This report is based on 10 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001214659-26-006001
Exhibit: ex10_1.htm	0001214659-26-006001
Exhibit: ex10_2.htm	0001214659-26-006001
Exhibit: ex99_2.htm	0001214659-26-006001
Exhibit: ex99_3.htm	0001214659-26-006001
Document: x5112608k.htm	0001214659-26-006001
Document: 0001214659-26-006001-index-headers.html	0001214659-26-006001
Document: 0001214659-26-006001-index.html	0001214659-26-006001
Document: 0001214659-26-006001.txt	0001214659-26-006001
8-K Data (Synthetic)	0001214659-26-006001

2 reports for TACT

T+1T+5T+20T+60

Filters

Reports for TACT — sortable, filterable
	Type				Now
May 12, 2026 4w ago	8-K BULLISH ★ 7/10	$3.42 $3.73	▲ +9.06%	▲ +10.22%	$5.01 (+46.49%)
Apr 13, 2026 8w ago	DEFA14A NEUTRAL ★ 2/10	$3.40 $3.30	▼ −2.94%	▼ −4.34%	$5.01 (+47.35%)

US Market Status

Market Closed — Opens in 4h 3m

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