11Mês·

TransMedics Group Q3’25 Earnings Highlights

$TMDX (-1,08%)


🔹 Revenue: $143.8M (Est. $144.6M) 🟡; UP +32% YoY

🔹 EPS: $0.66 (Est. $0.36) 🟢; UP +83% YoY

🔹 Gross Margin: 59% vs. 56% YoY


Outlook (FY25)

🔹 Revenue: $595M–$605M (Est. $600.4M) 🟢; midpoint +36% YoY


Operational Highlights

🔹 Net Income: $24.3M; 17% margin

🔹 Operating Expenses: $61.3M vs. $56.9M YoY

🔹 21 owned aircraft as of Q3; 22 as of Oct 29

🔹 Partnership with Mercedes-Benz to deploy dedicated organ transport fleet in Italy

🔹 OCS and NOP program expansion driving liver and heart volume growth

🔹 Cash: $466M


CEO Commentary – Waleed Hassanein, M.D.

🔸 “We’re focused on ending 2025 strong and building for another growth year in 2026.”

🔸 “Our OCS technology and NOP ecosystem uniquely position us for long-term leadership in global organ transplantation.”

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