Q1 2026 TransAct Technologies Inc Earnings Call Transcript

May 12, 2026 / 08:30 PM GMT

Release Date Price: $3.37 (+2.59%)

Transcript 10-Q8-K

Key Points

Positve

Transact Technologies Inc (TACT) reported a 10% year-over-year increase in total net sales, reaching $14.4 million.
The company achieved an adjusted EBITDA of $1.4 million, indicating a strong start to the year.
Recurring FST revenue grew by 23% year-over-year, highlighting the success of their strategic focus on software revenue.
The company sold 1,370 BOHA terminals, driven by upgrade orders from their existing customer base.
Casino and gaming sales increased by 24% from the prior-year period, with strong demand both domestically and internationally.

Negative

FST market sales were down 4% compared to the first quarter of 2025, indicating a decline in hardware sales.
Average Revenue Per Unit (ARPU) decreased by 7% year-over-year, reflecting challenges in transitioning to a recurring revenue model.
TSG sales declined by 5% due to lower spares and accessories revenue as the legacy installed base winds down.
Legacy consumables revenue is expected to decline further as thermal POS paper roll inventory is nearly sold off.
Operating expenses increased by 2% due to higher selling, marketing, and G&A expenses, impacting overall profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TACT.OQ - TransAct Technologies Inc
Q1 2026 TransAct Technologies Inc Earnings Call
May 12, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings. Welcome to the Transact Technologies First Quarter 2026 Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press *0 on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to Ryan Gardella, Investor Relations.

Thank you. You may begin.

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Unidentified_2 [2]
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Thanks, Jesse. Good afternoon. Welcome to the Transact

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