Added to YB: 2026-05-11
Pitch date: 2026-05-07
TMDX [neutral]
TransMedics Group, Inc.
-6.48%
current return
Author Info
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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
$3.3B
Pitch Price
$72.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.52
P/E
21.26
EV/Sales
5.79
Sector
Health Care Equipment and Supplies
Category
growth
TransMedics, Inc. Earnings Update: A quick look
TMDX (earnings): Q1 rev $174M (+21% YoY), beat on top line but opex surged 42% YoY (vs 21% rev growth), compressing op margin to 10.3% from 20.75%. Mgmt front-loading investments in R&D (OCS Kidney, Gen 3.0), Euro expansion, new HQ. FY26 guide $727M-$757M (+20-25% YoY) reiterated but op margin to fall 250bps vs FY25 on heavy upfront spend. At 24x FY26 OI, not cheap until opex controlled & margins recover toward 15%+ target.
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