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TransMedics Group, Inc.
TMDXHealthcareNASDAQUS
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Credo, Cellebrite, and TransMedics are building dominant positions in huge markets with years of expansion still ahead.
TransMedics (TMDX) reported earnings 30 days ago. What's next for the stock?
TransMedics (TMDX +1.19%) has been hit hard as investors question margins, spending, and execution. But beneath the sell-off, the company's Organ Care System, aviation network, and National OCS Program could be building a deeper transplant infrastructure moat than the market realizes.
TMDX is advancing its OCS platform and transplant ecosystem, but margin pressure from expansion investments remains a key concern.
TransMedics remains a 'Strong Buy' despite a 50% stock decline and Q1 2026 earnings miss, supported by robust long-term growth initiatives. TMDX's portfolio expansion includes CHOPS as a complementary offering and aggressive European NOP rollout, aiming to expand its addressable market. Q1 2026 revenue grew 21% year-over-year to $174 million, led by liver segment strength, though higher costs compressed margins and net income.
ANDOVER, Mass., May 21, 2026 /PRNewswire/ -- TransMedics Group, Inc. ("TransMedics") (Nasdaq: TMDX), a medical technology company that is transforming organ transplant therapy for patients with end-stage lung, heart, and liver failure, today announced that on May 19, 2026, TransMedics granted non-qualified stock options to purchase an aggregate of 37,367 shares of its common stock and an aggregate of 24,848 restricted stock units to 14 employees, each as a material inducement for each employee's entry into employment with TransMedics.
ANDOVER, Mass., May 19, 2026 /PRNewswire/ -- TransMedics Group, Inc. ("TransMedics") (Nasdaq: TMDX), a medical technology company that is transforming organ transplant therapy for patients with end-stage lung, heart, and liver failure, today announced the company will be participating in the William Blair 46th Annual Growth Stock Conference in Chicago on Tuesday, June 2, 2026.
TransMedics Group, Inc. remains a Sell as its valuation still bakes in near-perfect execution, despite the stock being nearly 40% cheaper since October. TMDX's valuation implies sustaining some combination of between 9–20% revenue growth and 9–17% free cash flow margins, which remains a high bar given current trends. Growth levers like CHOPS, international expansion, and potential OPO conversion are either hedges, slow-moving, or highly uncertain, making current valuation hard to justify.
TransMedics' Q1 revenues rise 21% on strong OCS demand, but a sharp EPS miss and margin pressure send shares down despite continued logistics growth.
TransMedics Group, Inc. (TMDX) Q1 2026 Earnings Call Transcript
While the top- and bottom-line numbers for TransMedics (TMDX) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
TransMedics (TMDX) came out with quarterly earnings of $0.3 per share, missing the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.7 per share a year ago.
ANDOVER, Mass., May 5, 2026 /PRNewswire/ -- TransMedics Group, Inc. ("TransMedics") (Nasdaq: TMDX), a medical technology company that is transforming organ transplant therapy for patients with end-stage lung, heart, and liver failure, today reported financial results for the quarter ended March 31, 2026.
Proposed strategic investment in Germany-based PAD Aviation, a premier European private aviation operator, intended to lay the foundation for TransMedics to establish a dedicated organ transplantation air logistics network across Europe ANDOVER, Mass., April 29, 2026 /PRNewswire/ -- TransMedics Group, Inc. ("TransMedics") (Nasdaq: TMDX), a medical technology company that is transforming organ transplant therapy for patients with end-stage lung, heart, and liver failure, today announced that it has entered into a definitive agreement to invest in PAD Aviation, a premier Germany-based private aviation operator.
TransMedics Group is a strong buy, leveraging its technological and logistical moat in organ transport, with OCS and NOP programs driving sector outperformance. TMDX trades at a 39x Non-GAAP PE and 5.2x NTM EV/Sales, appearing undervalued relative to its 20%-25% growth guidance and MedTech peers. Key growth catalysts include the OCS Kidney launch (late 2026/early 2027) and European expansion, particularly in Italy, positioning TMDX for significant volume upside.
Unveils New Controlled Hypothermic Organ Preservation System (CHOPS) to Expand its Product Portfolio and to Facilitate Enrollment in Control Arms of OCS ENHANCE Heart Part B and OCS DENOVO Lung Clinical Trials ANDOVER, Mass., April 23, 2026 /PRNewswire/ -- TransMedics Group, Inc. ("TransMedics") (Nasdaq: TMDX), a medical technology company that is transforming organ transplant therapy for patients with end-stage lung, heart, and liver failure, is today providing an update on its ongoing clinical programs at the International Society of Heart and Lung Transplantation (ISHLT) 2026 Annual Meeting in Toronto, Canada.
ANDOVER, Mass., April 21, 2026 /PRNewswire/ -- TransMedics Group, Inc. ("TransMedics") (Nasdaq: TMDX), a medical technology company that is transforming organ transplant therapy for patients with end-stage lung, heart and liver failure, today announced that it will release financial results for the first quarter 2026 after market close on Tuesday, May 5, 2026.
TransMedics Group, Inc. (NASDAQ: TMDX - Get Free Report)'s share price shot up 8.5% during trading on Friday. The stock traded as high as $117.00 and last traded at $118.4260. 171,261 shares traded hands during trading, a decline of 80% from the average session volume of 857,888 shares. The stock had previously closed at $109.12.
TransMedics Group's innovative approach could help it capture a larger share of the organ transplant market. Dexcom still has vast untapped opportunities in its niche.
On April 10, 2026, TransMedics Group Inc (TMDX) shares rose 4.4% today, bringing the current price to $114.00. The stock has exhibited a 52-week range of $72.78
SG Americas Securities LLC grew its position in TransMedics Group, Inc. (NASDAQ: TMDX) by 125.8% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,725 shares of the company's stock after buying an additional 8,762 shares during the quarter. SG Americas Securities
TransMedics Group (NASDAQ: TMDX - Get Free Report) and WORK Medical Technology Group (NASDAQ: WOK - Get Free Report) are both medical companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, valuation, profitability, institutional ownership, risk, analyst recommendations and earnings. Earnings and Valuation This table compares
TransMedics (TMDX) reported earnings 30 days ago. What's next for the stock?
TMDX rides OCS adoption and strong fourth-quarter results, but margin pressure raises questions for investors.
Disaboom (OTCMKTS:MEDH - Get Free Report) and TransMedics Group (NASDAQ: TMDX - Get Free Report) are both medical companies, but which is the better stock? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, earnings, valuation, risk and dividends. Profitability This table compares Disaboom and TransMedics Group's net
TransMedics Group (NASDAQ: TMDX) CEO Waleed Hassanein and CFO Gerardo Hernandez-Omana provided updates on the company's strategy, clinical trial planning, and operational initiatives during a fireside chat hosted by Oppenheimer senior medical devices analyst Suraj Kalia. Expanding TransMedics' role in the U.S. transplant ecosystem Hassanein said TransMedics began as a medical device company and emphasized the
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.
ArrowMark Colorado Holdings LLC boosted its stake in shares of TransMedics Group, Inc. (NASDAQ: TMDX) by 54.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 313,125 shares of the company's stock after purchasing an additional 109,830 shares during the quarter. ArrowMark
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.
Five of the Fund's 10 equity sectors made a positive impact on calendar year performance, led by Industrials, Financials, and Information Technology. Alamos Gold's positive earnings outlook, a renewed stock buyback program, and rising gold prices all helped its stock to climb throughout 2025. Management reported a 48% increase in total revenue for 1Q25 compared to 1Q24, driven by OCS liver and heart transplants.
TransMedics remains the top dog in its industry and may have a widening moat. The founder-led company's shares have risen eightfold since 2019.
These four tickers aren't hype stocks; they're the plumbing in solid industries. Axon Enterprise has switching costs; Vertiv is embedded in AI infrastructure; TransMedics controls a life-critical logistics network; and Fair Isaac has regulatory entrenchment and pricing power.
