Added to YB: 2026-06-01
Pitch date: 2026-05-20
TMDX [neutral]
TransMedics Group, Inc.
+1.3%
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
$2.3B
Pitch Price
$66.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.57
P/E
15.20
EV/Sales
4.32
Sector
Health Care Equipment and Supplies
Category
growth
TRANSMEDICS GROUP (TMDX) SIXTY YEARS ON ICE - PART I: THE STORY
TMDX (overview): Medtech disrupting 60-yr-old cold-storage organ transplant via OCS warm-perfusion (only FDA-approved heart/liver/lung). Rev $30M(FY21)→$605M(FY25), 192.8M OCF, 26% US transplant share via owned NOP service+22-jet fleet+digital moat. 10+ guidance raises, zero cuts. ~6.6x 2028 EV/EBIT. Catalysts: lung (DENOVO), kidney, CHOPS, EU. Part II covers valuation/risks/short report.
Read full article (54 min)