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Transense Technologies PLC (TRT) AI Stock Analysis
Transense Technologies PLC
(LSE:TRT)
The overall score reflects a company with historically strong margins and cash generation but clear near-term financial deterioration, including lower revenue, a small net loss and weaker cash flows, which is the primary drag on the rating. Supporting the score, earnings call commentary and operational updates point to robust gross margins, good liquidity, growth in SAWsense and Translogik opportunities and long-term plans to be profitable without iTrack royalties, partially offsetting current weakness. Technical indicators show a modest longer-term downtrend with neutral short-term momentum and low volatility, while the negative P/E and lack of dividend leave the valuation dependent on future earnings recovery rather than present value or income appeal.
Transense Technologies PLC (TRT) vs. iShares MSCI United Kingdom ETF (EWC)
- Market Cap
- GBP 6.32M
- Dividend Yield
- ―
- Average Volume (3M)
- 46.78K
- Price to Earnings (P/E)
- -60.1
- Beta (1Y)
- 0.16
- Revenue Growth
- -16.65%
- EPS Growth
- -107.46%
- Country
- UK
- Employees
- 33
- Sector
- Consumer Cyclical
- Sector Strength
- 61
- Industry
- Auto - Parts
Transense Technologies PLC Business Overview & Revenue Model
Company Description
Founded in 1985 and headquartered in Bicester, UK, Transense Technologies plc designs wireless sensor systems for gathering and monitoring data in real time. A key offering is their proprietary Surface Acoustic Wave (SAW) sensor technology, which acc...
How the Company Makes Money
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Transense Technologies PLC Earnings Call Summary
The call was mixed. Management acknowledged a material FY 2026 revenue shortfall, a guidance downgrade, a 34% decline in iTrack revenue, lower legacy tire-major sales and near-breakeven adjusted profit before tax. These challenges were balanced by strong cash generation and liquidity, sustained gross margins, growth in several SAWsense markets, new Translogik products and partnerships, the Continental win, and confidence in longer-term growth and profitability without iTrack royalty income.
Q4-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For FY 2027, the market expectation in the latest brokers research note shows a roughly 25% uplift on revenue, while internal targets are significantly higher; plans have some half two weighting, with more to deliver in half two than in half one. Bridgestone and iTrack are expected to generate GBP 2.1 million, GBP 2.2 million in the current financial year, with a further GBP 7.5 million to collect over the next four years, and high single digits is a sensible long-term run rate likely to prevail up to FY 2030. Translogik is expected to get the Continental deal up into run rate revenue over the next 12 months, with an impact next calendar year, and Ryan said Translogik revenue should replace Bridgestone revenues by 2030, with the business able to be profitable from SAWsense and Translogik without the iTrack royalty income. SAWsense is expected to have sufficient revenue to cover its own costs, with higher volume projects starting to enter production and hopefully progressing towards production in FY 2028; a reduction in the level of sales and marketing expense is expected for FY 2027.
Transense Technologies PLC Financial Statement Overview
Summary
Financial performance is mixed: historical revenue growth, high gross margins and positive cash generation are offset by the latest year’s revenue decline, a swing to a small net loss, rising leverage and weaker but still positive operating and free cash flow, leaving a moderately above-average but pressured profile.
Income Statement
42NeutralBalance Sheet
68PositiveCash Flow
60Neutral| Breakdown | TTM | Jun 2026 | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 4.63M | 4.63M | 5.55M | 4.18M | 3.53M | 2.63M |
| Gross Profit | 3.46M | 3.46M | 4.99M | 3.65M | 3.06M | 2.23M |
| EBITDA | 537.00K | 537.00K | 1.82M | 1.57M | 1.08M | 523.00K |
| Net Income | -105.00K | -105.00K | 1.41M | 1.56M | 1.40M | 877.00K |
Balance Sheet | ||||||
| Total Assets | 8.97M | 8.97M | 8.30M | 6.46M | 4.56M | 3.76M |
| Cash, Cash Equivalents and Short-Term Investments | 1.50M | 1.50M | 1.14M | 1.28M | 978.00K | 1.05M |
| Total Debt | 1.24M | 1.24M | 367.00K | 404.00K | 36.00K | 107.00K |
| Total Liabilities | 1.82M | 1.82M | 1.17M | 897.00K | 370.00K | 667.00K |
| Stockholders Equity | 7.14M | 7.14M | 7.12M | 5.57M | 4.19M | 3.09M |
Cash Flow | ||||||
| Free Cash Flow | 333.00K | 333.00K | 1.21M | 680.00K | 395.00K | 308.00K |
| Operating Cash Flow | 866.00K | 866.00K | 2.05M | 1.56M | 652.00K | 408.00K |
| Investing Cash Flow | -1.32M | -1.32M | -2.09M | -883.00K | -257.00K | -100.00K |
| Financing Cash Flow | 812.00K | 812.00K | -99.00K | -377.00K | -472.00K | -299.00K |
Transense Technologies PLC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:TRT, the sentiment is Negative. The current price of 41.50 is below the 20-day moving average (MA) of 44.38, below the 50-day MA of 43.85, and below the 200-day MA of 57.78, indicating a bearish trend. The MACD of -0.46 indicates Positive momentum. The RSI at 35.97 is Neutral, neither overbought nor oversold. The STOCH value of 15.28 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:TRT.
Transense Technologies PLC Peers Comparison
Overall Rating
GB:CTA66Neutral
GB:ABDP61Neutral- GB:TRT53Neutral
GB:AURR43Neutral
GB:AUTG43Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| GB:CTA | 66Neutral | GBP 14.35M | 2.98 | 20.83% | ― | 4.04% | -25.71% |
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
| GB:ABDP | 61Neutral | GBP 182.95M | -34.65 | -3.98% | 1.18% | -9.83% | -149.61% |
| GB:TRT | 53Neutral | GBP 6.32M | -60.14 | -1.47% | ― | -16.65% | -107.46% |
| GB:AURR | 43Neutral | GBP 93.63M | -16.56 | -29.78% | ― | 2.42% | -18.45% |
| GB:AUTG | 43Neutral | GBP 5.46M | 33.33 | 1.81% | ― | -9.41% | ― |
* Consumer Cyclical Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GB:TRT | Transense Technologies PLC | 41.50 | -71.00 | -63.11% | |
| GB:ABDP | AB Dynamics | 797.00 | -443.20 | -35.74% | |
| GB:AUTG | Autins Group plc | 10.00 | 0.00 | 0.00% | |
| GB:CTA | CT Automotive Group Plc | 19.50 | -13.50 | -40.91% | |
| GB:AURR | Aurrigo International PLC | 104.50 | 49.50 | 90.00% |
Transense Technologies PLC Corporate Events
Transense Discloses 3.18% Shareholding by Dion Steward
PositiveTransense Technologies plc has disclosed that Dion Steward holds 484,950 ordinary shares in the company, representing approximately 3.18% of its issued share capital with voting rights as of 22 September 2026. The notified holding underscores a meani...
Transense MD lifts stake, signalling confidence in sensor specialist
PositiveTransense Technologies said Managing Director Ryan Maughan has increased his stake in the company by purchasing 23,002 shares at 43 pence each on 5 October, taking his total holding to 149,219 shares, or about 0.98% of voting share capital. The direc...
Dowgate trims stake in Transense as sensor specialist focuses on core growth
NeutralTransense Technologies has disclosed that Dowgate Group Limited has reduced its stake in the company to below the level requiring notification under AIM rules, meaning it no longer holds a notifiable interest. The change in shareholding may signal a...
Transense balances revenue setback with SAWsense growth and stronger cash position
NeutralTransense reported a challenging year to 30 June 2026, with total revenue down 17% to £4.63m as Bridgestone iTrack royalty income fell sharply and Translogik sales edged lower amid subdued demand from legacy tyre customers. Despite this, SAWsens...
Transense to unveil 2026 results with live investor briefing
PositiveTransense Technologies plc, the AIM‑quoted provider of specialist sensor technology and measurement solutions, operates through two main divisions: SAWsense, which offers patented Surface Acoustic Wave sensors to aerospace, automotive and indus...
Transense seals Continental deal for next-generation digital tyre management tool
PositiveTransense Technologies’ Translogik division has secured a development and supply contract with leading tyre manufacturer Continental to create a next-generation digital tyre management tool. The bespoke version of Translogik’s handheld TL...
Transense expands Translogik reach with new European and Middle East distributors
PositiveTransense Technologies has appointed Hamaton Ltd and Tyresure Ltd as authorised distributors for its Translogik tyre inspection products and TireTask tyre management software across Europe and the Middle East. The move gives Transense its first dedic...
Transense Technologies Sets CFO Succession with New Finance Director
PositiveTransense Technologies has announced that long-serving Chief Financial Officer and Company Secretary Melvyn Segal will retire from his executive roles at the November 2026 AGM, transitioning to a non-executive directorship for a further year to suppo...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Oct 06, 2026