US · Healthcare · Medical Devices
EPS came in at 0.44 against a street estimate of 0.50 — a miss of 12.0%.
Analysts rate TransMedics Group Inc a buy (6 buy, 3 hold, 0 sell out of 9) with an average price target of $97.30.
CONFIDENT TransMedics reported record Q2 revenue of $190M (+21% YoY), raised full-year guidance to $737–757M, and detailed four major growth initiatives: heart/lung expansion via ENHANCE Part B and DENOVO, kidney market entry with OCS Kidney, European logistics replication, and next-gen platform (Gen 3.0) scaling toward 30,000 transplants by 2032. Q2 2026 International revenue ~$5M. Italy secured national reimbursement for machine perfusion and services (effective late 2026 or early 2027). PAD Aviation acquisition (July 1) in Germany positioned for pan-European logistics expansion; not expected to contribute meaningfully in 2026. Analysts pressed on service/product revenue divergence, ENHANCE/DENOVO timeline slippage, PAD Aviation financial impact, and 2027 earnings visibility. Management attributed service strength to logistics share gains and efficiency, reiterated FDA collaboration on…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 15.27% |
| FMR Inc | 14.70% |
| Vanguard Portfolio Management, LLC | 5.54% |
| Vanguard Capital Management, LLC | 4.26% |
| State Street Corp | 3.81% |
| Amvescap Plc. | 2.99% |
| UBS Asset Mgmt Americas Inc | 2.71% |
| Delaware Management Holdings Inc | 2.55% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 TRANSMEDICS GROUP, INC. (TMDX) - 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • TransMedics Group, Inc. is a medical device company based in Andover, M | 2026-09-10 |
| Quarterly report · Q2 2026 TRANSMEDICS GROUP, INC. – 10-Q SUMMARY FOR Q2 2026 HEADLINE NUMBERS • Total Revenue (6 months): $363.9 million, up 21% from $300.9 million in same p | 2026-08-04 |
| Results announced · Q3 2026 TRANSMEDICS GROUP, INC. - Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total revenue: $189.9 million in Q2 2026, up 21% year-over-year from $157.4 m | 2026-08-04 |
| Shareholder vote results · Q2 2026 TRANSMEDICS GROUP, INC. - 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 20, 2026 • 28,696,723 total votes cast (excluding broke | 2026-05-21 |
| Quarterly report · Q1 2026 TRANSMEDICS GROUP, INC. – FORM 10-Q SUMMARY For Quarter Ended March 31, 2026 --- HEADLINE NUMBERS • Total Revenue (Q1 2026): $173.9 million, up 21% | 2026-05-05 |
| Results announced · Q2 2026 TRANSMEDICS GROUP, INC. – Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total revenue Q1 2026: $173.9 million – up 21% from $143.5 million in Q1 2025 | 2026-05-05 |
| Proxy statement · Q2 2026 TRANSMEDICS GROUP, INC. — PROXY SUMMARY FOR SHAREHOLDERS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 (Director Election): Elect 8 directors to | 2026-04-10 |
| Results announced · Q1 2026 TRANSMEDICS GROUP, INC. — DOCUMENT SUMMARY HEADLINE NUMBERS • Q4 2025 reported net income: $105.4 million ($2.62 per diluted share) — driven almost | 2026-02-27 |
Readable in the app.
| Announcement | Date |
|---|---|
| Strategic investment in PAD Aviation completed to establish organ transplant air logistics TransMedics reported strong Q2 2026 revenue growth of 21% to $189.9 million, with product revenue up 16% and service revenue up 29%. The company achieved net income of $0.41 per share and ad | 2026-08-04 |
| Entered definitive agreement to invest in PAD Aviation for European transplant logistics TransMedics reported Q1 2026 revenue of $173.9 million, up 21% year-over-year, driven by increased usage of its Organ Care System (OCS) and logistics services. However, profitability decline | 2026-05-05 |
| New global headquarters lease and adjacent land acquisition completed TransMedics, a medical technology company specializing in organ transplant systems, reported strong financial results for 2025. Revenue grew 37% year-over-year to $605.5 million, with Q4 rev | 2026-02-24 |
| Acquired two adjacent parcels in Somerville, Massachusetts for $30 million TransMedics Group, Inc. acquired two adjacent parcels of land in Somerville, Massachusetts on January 8, 2026, from BRE-BMR Assembly Innovation I LLC and BRE-BMR Middlesex LLC. The company p | 2026-01-12 |
| Completion of acquisition of assets previously disclosed TransMedics Group, Inc. completed the acquisition of its 22nd fixed-wing aircraft on October 3, 2025, purchasing one aircraft from Teaghlach Aviation, LLC for approximately $14.5 million. Th | 2025-10-06 |
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Google PlayApp StoreData updated 2026-09-18.