About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

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The 5 Most Interesting Analyst Questions From Transcat’s Q2 Earnings Call

TRNS Cover Image

Transcat’s second quarter results were well received by the market, driven by robust demand in both its calibration services and distribution rentals businesses. Management attributed the outperformance to the continued strength of recurring service contracts and a significant uptick in high-margin rental activity. CEO Lee Rudow emphasized the impact of recent acquisitions, noting Martin Calibration’s integration and contributions in the Midwest. Furthermore, the company’s ability to navigate economic volatility and maintain steady growth in both service and distribution was viewed as a testament to its diversified approach.

Is now the time to buy TRNS? Find out in our full research report (it’s free).

Transcat (TRNS) Q2 CY2025 Highlights:

  • Revenue: $76.42 million vs analyst estimates of $72.28 million (14.6% year-on-year growth, 5.7% beat)
  • Adjusted EPS: $0.59 vs analyst estimates of $0.40 (49% beat)
  • Adjusted EBITDA: $11.77 million vs analyst estimates of $9.51 million (15.4% margin, 23.8% beat)
  • Operating Margin: 7.1%, down from 8.2% in the same quarter last year
  • Market Capitalization: $773.9 million

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Transcat’s Q2 Earnings Call

  • Gregory William Palm (Craig-Hallum) asked if distribution outperformance was due to pull-in demand from tariffs or sustained trends. CFO Thomas Barbato clarified that demand remained consistent across core and rentals, not driven by tariff timing, and rental growth was a strategic focus.
  • Maxwell Scott Michaelis (Lake Street Markets) wanted clarity on Essco Calibration’s growth rate and its contribution to service segment performance. CEO Lee Rudow said Essco’s growth is “very similar” to Transcat’s historical high single-digit organic growth, citing sustained investment in sales and personnel.
  • Edward Randolph Jackson (Northland Securities) inquired whether recent rental growth should be considered a new base or an anomaly. Rudow stated rental growth is strategic and expected to persist, while core distribution may moderate due to lower long-term returns.
  • Zhihua Yang (Oppenheimer) questioned the stabilization of the Solutions business and its significance for organic growth. Rudow explained that stabilization is a key contributor to regaining high single-digit organic growth, along with expanded capabilities and improved service levels.
  • Scott Christian Buck (H.C. Wainwright) asked about customer overlap and cross-selling opportunities following the Essco acquisition. Rudow noted significant overlap in capabilities, with Essco’s larger scale in New England poised to enhance competitiveness and enable capital-driven growth.

Catalysts in Upcoming Quarters

Going forward, the StockStory team will watch for (1) the effective integration of Essco Calibration and realization of expected synergies, (2) continued expansion of the rental business as a driver of distribution margin improvement, and (3) sustained stabilization in the Solutions segment contributing to organic service growth. Execution on process automation and capital deployment will also be key factors to monitor.

Transcat currently trades at $83.04, up from $78.45 just before the earnings. Is there an opportunity in the stock?The answer lies in our full research report (it’s free).

The Best Stocks for High-Quality Investors

Trump’s April 2025 tariff bombshell triggered a massive market selloff, but stocks have since staged an impressive recovery, leaving those who panic sold on the sidelines.

Take advantage of the rebound by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

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