Added to YB: 2026-02-27
Pitch date: 2026-02-25
TMDX [neutral]
TransMedics Group, Inc.
+2.06%
current return
Author Info
No bio for this author
Company Info
TransMedics Group, Inc., a commercial-stage medical technology company, engages in transforming organ transplant therapy for end-stage organ failure patients in the United States and internationally.
Market Cap
$4.5B
Pitch Price
$131.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.03
P/E
27.05
EV/Sales
7.52
Sector
Health Care Equipment and Supplies
Category
growth
TransMedics Group Inc Earnings Update: A quick look
TMDX (earnings): Q4 rev $160.8M (+32% YoY), FY25 rev $605.5M (+37% YoY), gross margin 59.9%, op margin 18%. OCS liver 36% of US mkt vs 26% in 2024. NOP program expanded US transplant volumes 25% since 2022. FY26 guide $727M-$757M (+20-25%). Gen 3.0 kidney platform & EU expansion key catalysts. Op margin to compress 250bps on R&D investment, targeting 30% by 2028.
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