TransMedics Group Inc. (TMDX)
TransMedics: Rapidly Scaling Business Nears Free Cash Flow Breakeven
TransMedics is positioned for accelerating growth, with revenue expected to expand around 25% in 2026 and free cash flow breakeven by late 2026 or early 2027. TMDX is over the crest of its capex cycle, with investment pressures expected to ease, supporting margin expansion toward a 30% target by 2028. Despite a weak balance sheet and potential for 15% shareholder dilution in 2026, I remain bullish as long as revenue growth stays above 20% y/y.
TransMedics: Numb Reaction To Extraordinary Fundamentals
TransMedics has transitioned into a fundamentally strong, profitable growth story with reduced volatility and clear operational leverage. TMDX delivered a robust Q4, exceeding revenue and earnings estimates, with 32% Y/Y growth and expanding operating margins by over 610 bps. Management guides for 20-25% revenue growth in 2026, with Liver segment dominance and significant upside potential from Heart, Lung, and Kidney programs.
TMDX Stock Rises as Q4 Earnings & Revenues Beat Estimates
TransMedics posts 200% EPS surge and 32% revenue growth in Q4, tops estimates and guides for up to 25% sales growth in 2026.
TransMedics Group, Inc. (TMDX) Q4 2025 Earnings Call Transcript
TransMedics Group, Inc. (TMDX) Q4 2025 Earnings Call Transcript
TransMedics (TMDX) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for TransMedics (TMDX) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
TransMedics (TMDX) Beats Q4 Earnings and Revenue Estimates
TransMedics (TMDX) came out with quarterly earnings of $0.57 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.19 per share a year ago.
Ahead of TransMedics (TMDX) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for TransMedics (TMDX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
TMDX Wins Full FDA IDE Approval for Next-Gen OCS ENHANCE Heart Trial
TransMedics secures full FDA IDE approval for its OCS ENHANCE Heart trial, clearing a key hurdle and advancing its push to expand heart transplant use.
Reasons to Retain TransMedics Stock in Your Portfolio for Now
TMDX gains momentum as OCS technology, a robust pipeline and strong Q3 results fuel growth, though gross margin pressure tempers the outlook.
TransMedics Group, Inc. (TMDX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
TransMedics Group, Inc. (TMDX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Here's Why TransMedics (TMDX) is a Strong Growth Stock
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TransMedics Group: I Estimate A Large Upside By The End Of 2028
TransMedics is reaffirmed as a buy, with significant upside potential based on improved margins and slower share dilution. I estimate 2028 revenue at $1.35 billion, driven by achieving 10k transplants at a $105,000 average price, plus $300 million in additional revenue. Net income margin is now forecast at 17.5% for 2028, with long-term potential to exceed 20%, as seen in peer medical device companies.
