TransMedics Group（1TMDX）株式概要トランスメディックス・グループ社は商業段階の医療技術企業で、米国内外の末期臓器不全患者に対する臓器移植療法の変革に取り組んでいる。 詳細1TMDX ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績5/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より79.4%で取引されている 収益は年間10.59%増加すると予測されています 過去1年間で収益は251.2%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見る1TMDX Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€64.7024.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-47m1b2016201920222025202620282031Revenue US$1.3bEarnings US$352.7mAdvancedSet Fair ValueView all narrativesTransMedics Group, Inc. 競合他社DiaSorinSymbol: BIT:DIAMarket cap: €3.7bEL.EnSymbol: BIT:ELNMarket cap: €1.3bGVSSymbol: BIT:GVSMarket cap: €786.1mI.M.D. International Medical DevicesSymbol: BIT:IMDMarket cap: €23.6m価格と性能株価の高値、安値、推移の概要TransMedics Group過去の株価現在の株価US$64.7052週高値US$120.7052週安値US$51.46ベータ1.881ヶ月の変化19.51%3ヶ月変化-39.08%1年変化-46.77%3年間の変化n/a5年間の変化n/aIPOからの変化-21.99%最新ニュースValuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to €54.14, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Medical Equipment industry in Italy. Total loss to shareholders of 50% over the past year.お知らせ • May 07TransMedics Group, Inc. Reiterates Earnings Guidance for the Financial Year 2026TransMedics Group, Inc. reiterated earnings guidance for the financial year 2026. For the year, the company expects revenue guidance to be in the range of $727 million to $757 million, which represents 20% to 25% growth compared to the company's prior year revenue.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.21 (vs US$0.76 in 1Q 2025)First quarter 2026 results: EPS: US$0.21 (down from US$0.76 in 1Q 2025). Revenue: US$173.9m (up 21% from 1Q 2025). Net income: US$7.32m (down 72% from 1Q 2025). Profit margin: 4.2% (down from 18% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Medical Equipment industry in Italy.お知らせ • May 02Montreal Heart Institute and Chu Sainte-Justine Debut Transmedics Organ Care System HeartMontreal Heart Institute and CHU Sainte-Justine are set to begin using a cutting-edge device that will expand access to cardiac transplantation. The TransMedics Organ Care System (OCS) Heart, a device designed to preserve donor hearts and transport them under near-physiological conditions, is making its debut at the Montreal Heart Institute (MHI) and CHU Sainte-Justine. With standard methods, a heart can only be kept on ice for four to six hours. The OCS Heart is a perfusion system that safely keeps the heart beating and oxygenated for longer periods of time. As a result, it increases the number of donated organs that can be transported, thereby improving the odds of an adult or pediatric patient on the waiting list of receiving a transplant. Many patients are waiting for a life-saving transplant procedure at the MHI and CHU Sainte-Justine. In fact, a transplant candidate in Quebec will spend an average of 204 days on a waiting list – a period defined by constant uncertainty. Moreover, the number of people awaiting a transplant increased from 856 to 898 between 2024 and 2025. Of this number, 67 were waiting for a heart transplant in 2025. A heart transplant requires a close collaboration between myriad parties. Transplant Québec plays a pivotal role in coordinating organ donation, managing waiting lists, and overseeing organ recoveries across the province. The OCS Heart will be used to facilitate these processes. It will provide more flexibility for transporting and evaluating donor organs, in particular when recipients are located a long distance from the point of collection.お知らせ • Apr 23TransMedics Group, Inc. Provides Update On Ongoing Clinical Programs And Unveils Controlled Hypothermic Organ Preservation SystemTransMedics Group, Inc. provided an update on its ongoing clinical programs at the International Society of Heart and Lung Transplantation 2026 Annual Meeting in Toronto, Canada. At the meeting, TransMedics will unveil its new controlled, active cooling preservation device, the Controlled Hypothermic Organ Preservation System (CHOPS), aimed at facilitating the enrollment of the control arms of the OCS ENHANCE Heart Part B and OCS DENOVO Lung clinical trials. CHOPS is a true active cooling device that provides a consistent and stable controlled cold storage environment for donor organs at a variety of temperature ranges that are established based on the recipient transplant program's preferences. In comparison, other current cold storage techniques use phase changing material that makes it difficult to control or adjust temperatures. CHOPS will be regulated by the U.S. Food and Drug Administration as a new, stand-alone device for controlled hypothermic preservation. TransMedics will submit an Investigation Device Exemption amendment to allow CHOPS to serve as the control arm for both Part B of ENHANCE Heart and DENOVO Lung Trials. The FDA granted full approval of TransMedics' Investigation Device Exemption for the Next-Generation OCS ENHANCE Heart trial in February 2026 and of the company's Investigation Device Exemption for its Next-Generation OCS DENOVO Lung trial in January 2026. Part B of the ENHANCE trial is designed to assess the superiority of OCS Heart perfusion in donation after brain death cases when compared to donation after brain death cases using static cold storage methods. The OCS DENOVO trial is designed to assess the superiority of OCS Lung perfusion in donation after brain death and donation after circulatory death cases when compared to cases using static cold storage methods.お知らせ • Apr 22TransMedics Group, Inc. to Report Q1, 2026 Results on May 05, 2026TransMedics Group, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to €54.14, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Medical Equipment industry in Italy. Total loss to shareholders of 50% over the past year.お知らせ • May 07TransMedics Group, Inc. Reiterates Earnings Guidance for the Financial Year 2026TransMedics Group, Inc. reiterated earnings guidance for the financial year 2026. For the year, the company expects revenue guidance to be in the range of $727 million to $757 million, which represents 20% to 25% growth compared to the company's prior year revenue.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.21 (vs US$0.76 in 1Q 2025)First quarter 2026 results: EPS: US$0.21 (down from US$0.76 in 1Q 2025). Revenue: US$173.9m (up 21% from 1Q 2025). Net income: US$7.32m (down 72% from 1Q 2025). Profit margin: 4.2% (down from 18% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Medical Equipment industry in Italy.お知らせ • May 02Montreal Heart Institute and Chu Sainte-Justine Debut Transmedics Organ Care System HeartMontreal Heart Institute and CHU Sainte-Justine are set to begin using a cutting-edge device that will expand access to cardiac transplantation. The TransMedics Organ Care System (OCS) Heart, a device designed to preserve donor hearts and transport them under near-physiological conditions, is making its debut at the Montreal Heart Institute (MHI) and CHU Sainte-Justine. With standard methods, a heart can only be kept on ice for four to six hours. The OCS Heart is a perfusion system that safely keeps the heart beating and oxygenated for longer periods of time. As a result, it increases the number of donated organs that can be transported, thereby improving the odds of an adult or pediatric patient on the waiting list of receiving a transplant. Many patients are waiting for a life-saving transplant procedure at the MHI and CHU Sainte-Justine. In fact, a transplant candidate in Quebec will spend an average of 204 days on a waiting list – a period defined by constant uncertainty. Moreover, the number of people awaiting a transplant increased from 856 to 898 between 2024 and 2025. Of this number, 67 were waiting for a heart transplant in 2025. A heart transplant requires a close collaboration between myriad parties. Transplant Québec plays a pivotal role in coordinating organ donation, managing waiting lists, and overseeing organ recoveries across the province. The OCS Heart will be used to facilitate these processes. It will provide more flexibility for transporting and evaluating donor organs, in particular when recipients are located a long distance from the point of collection.お知らせ • Apr 23TransMedics Group, Inc. Provides Update On Ongoing Clinical Programs And Unveils Controlled Hypothermic Organ Preservation SystemTransMedics Group, Inc. provided an update on its ongoing clinical programs at the International Society of Heart and Lung Transplantation 2026 Annual Meeting in Toronto, Canada. At the meeting, TransMedics will unveil its new controlled, active cooling preservation device, the Controlled Hypothermic Organ Preservation System (CHOPS), aimed at facilitating the enrollment of the control arms of the OCS ENHANCE Heart Part B and OCS DENOVO Lung clinical trials. CHOPS is a true active cooling device that provides a consistent and stable controlled cold storage environment for donor organs at a variety of temperature ranges that are established based on the recipient transplant program's preferences. In comparison, other current cold storage techniques use phase changing material that makes it difficult to control or adjust temperatures. CHOPS will be regulated by the U.S. Food and Drug Administration as a new, stand-alone device for controlled hypothermic preservation. TransMedics will submit an Investigation Device Exemption amendment to allow CHOPS to serve as the control arm for both Part B of ENHANCE Heart and DENOVO Lung Trials. The FDA granted full approval of TransMedics' Investigation Device Exemption for the Next-Generation OCS ENHANCE Heart trial in February 2026 and of the company's Investigation Device Exemption for its Next-Generation OCS DENOVO Lung trial in January 2026. Part B of the ENHANCE trial is designed to assess the superiority of OCS Heart perfusion in donation after brain death cases when compared to donation after brain death cases using static cold storage methods. The OCS DENOVO trial is designed to assess the superiority of OCS Lung perfusion in donation after brain death and donation after circulatory death cases when compared to cases using static cold storage methods.お知らせ • Apr 22TransMedics Group, Inc. to Report Q1, 2026 Results on May 05, 2026TransMedics Group, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026お知らせ • Apr 13TransMedics Group, Inc., Annual General Meeting, May 20, 2026TransMedics Group, Inc., Annual General Meeting, May 20, 2026.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €84.18, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 16x in the Medical Equipment industry in Italy.Recent Insider Transactions • Mar 06Key Executive recently sold €353k worth of stockOn the 2nd of March, Nicholas Corcoran sold around 3k shares on-market at roughly €119 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Nicholas' only on-market trade for the last 12 months.Reported Earnings • Feb 25Full year 2025 earnings released: EPS: US$5.60 (vs US$1.07 in FY 2024)Full year 2025 results: EPS: US$5.60 (up from US$1.07 in FY 2024). Revenue: US$605.5m (up 37% from FY 2024). Net income: US$190.3m (up 437% from FY 2024). Profit margin: 31% (up from 8.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Medical Equipment industry in Italy.お知らせ • Feb 25TransMedics Group, Inc. Provides Earnings Guidance for the Financial Year 2026TransMedics Group, Inc. provided earnings guidance for the financial year 2026. For the year, the company expects total revenue to be in the range of $727 million to $757 million, which represents 20% to 25% growth compared to the company's prior year revenue.お知らせ • Feb 11TransMedics Group, Inc. to Report Q4, 2025 Results on Feb 24, 2026TransMedics Group, Inc. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026お知らせ • Feb 10TransMedics Group, Inc. Receives Full and Unconditional FDA Ide Approval for Next-Generation OCS Heart Enhance TrialTransMedics Group, Inc. announced that the U.S. Food and Drug Administration (FDA) has granted full approval of its Investigational Device Exemption (IDE) for the Next-Generation OCS ENHANCE Heart trial. This follows full FDA approval of the company's Next-Generation OCS DENOVO Lung IDE trial in January 2026 and conditional IDE approval for the ENHANCE Heart trial in August 2025. The ENHANCE trial is a two-part clinical trial. Part A is designed to support prolonged heart perfusion using OCS™? Heart System. Part B is intended to demonstrate the superiority of OCS Heart perfusion in donation after brain death (DBD) cases when compared to DBD cases using static cold storage methods. Some of the key factors that could cause actual results to differ include: the fluctuation of financial results from quarter to quarter; ability to attract, train, and retain key personnel; existing and any future indebtedness, including the ability to scale its manufacturing and sterilization capabilities to meet increasing demand for the products; the rate and degree of market acceptance of the OCS; ability to educate patients, surgeons, transplant centers and private and public payors of benefits offered by the OCS; ability to maintain regulatory approvals or clearances for the OCS products in the United States, the European Union, and other select jurisdictions worldwide; ability to adequately respond to Food and Drug Administration ("FDA"), or other competent authorities, follow-up inquiries in a timely manner; the impact of healthcare policy changes, including recently enacted or potential future legislation reforming the U.S. healthcare system, Organ Procurement and Transplantation Network ("OPTN"), or the FDA; the performance of third-party suppliers and manufacturers; use of third parties to transport donor organs and medical personnel for the NOP and the ability to maintain and grow logistics capabilities to support NOP to reduce dependence on third party transportation, including by means of attracting, training and retaining pilots, and the acquisition, maintenance or replacement of fixed-wing aircraft for aviation transportation services or other acquisitions, joint ventures or strategic investments; ability to maintain Federal Aviation Administration ("FAA") or other regulatory licenses or approvals for aircraft transportation services; price increases of the components of the products and maintenance, parts and fuel for aircraft; the timing or results of post-approval studies and any clinical trials for the OCS; manufacturing, sales, marketing and clinical support capabilities and strategy; attacks against the information technology infrastructure; the economic, political and other risks associated with our foreign operations; ability to protect, defend, maintain and enforce our intellectual property rights relating to the OCS and avoid claims that our products or services infringe, misappropriate or otherwise violate the intellectual property rights of third parties; the pricing of the OCS, as well as the reimbursement coverage for the OCS in the United States and internationally; regulatory developments in the United States, European Union and other jurisdictions; the impact of any future U.S. government shutdowns; the extent and success of competing products or procedures that are or may become available; ability to service our 1.50% convertible senior notes, due 2028; the impact of any product calls or improper use of our products; the estimates regarding revenues; and our estimates regarding revenues; our existing and any future OCS™?; and our existing and any future future U.S. government government shutdowns; the ability to maintain the OCS Heart perfusion in donations after brain death (DBD).Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €121, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 15x in the Medical Equipment industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €216 per share.Recent Insider Transactions • Nov 19Founder recently bought €863k worth of stockOn the 17th of November, Waleed Hassanein bought around 9k shares on-market at roughly €98.29 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Waleed has been a buyer over the last 12 months, purchasing a net total of €2.6m worth in shares.Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$0.71 (vs US$0.13 in 3Q 2024)Third quarter 2025 results: EPS: US$0.71 (up from US$0.13 in 3Q 2024). Revenue: US$143.8m (up 32% from 3Q 2024). Net income: US$24.3m (up 477% from 3Q 2024). Profit margin: 17% (up from 3.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Medical Equipment industry in Italy.お知らせ • Oct 30TransMedics Group, Inc. Raises Revenue Guidance of Its Full Year 2025TransMedics Group, Inc. raised revenue guidance of its full year 2025. For the period, the company raising the midpoint and narrowing the range of its full year 2025 revenue guidance to $595 million to $605 million, which represents 36% growth at the midpoint compared to the company's prior year revenue. TransMedics' full year 2025 revenue guidance as reported on July 30, 2025 was previously in the range of $585 million to $605 million.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €115, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 17x in the Medical Equipment industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €216 per share.Board Change • Oct 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Merilee Raines was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Oct 16TransMedics Group, Inc. to Report Q3, 2025 Results on Oct 29, 2025TransMedics Group, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025Board Change • Sep 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Merilee Raines was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Recent Insider Transactions • Aug 10Founder recently bought €1.7m worth of stockOn the 7th of August, Waleed Hassanein bought around 17k shares on-market at roughly €101 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Waleed's only on-market trade for the last 12 months.お知らせ • Aug 05TransMedics Group, Inc. Receives FDA IDE Approval to Initiate Next-Generation OCS Heart TrialTransMedics Group, Inc. announced that the U.S. Food and Drug Administration (FDA) has granted conditional approval of its Investigational Device Exemption (IDE), allowing the company to proceed with the initiation of its Next-Generation OCS ENHANCE Heart trial. The ENHANCE trial is a two-part clinical trial. Part A is designed to support prolonged heart perfusion using OCS™? Heart System. Part B is intended to demonstrate the superiority of OCS Heart perfusion in donation after brain death (DBD) cases when compared to DBD cases using static cold storage methods. Part B is intended to support the potential expansion of OCS Heart clinical indications to include DBD hearts that are not currently eligible for OCS perfusion and preservation. The trial's total sample size, across both Part A and Part B, is expected to exceed 650 patients. TransMedics believes this would constitute the largest heart preservation for transplant trial ever, worldwide.Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: US$1.03 (vs US$0.37 in 2Q 2024)Second quarter 2025 results: EPS: US$1.03 (up from US$0.37 in 2Q 2024). Revenue: US$157.4m (up 38% from 2Q 2024). Net income: US$34.9m (up 186% from 2Q 2024). Profit margin: 22% (up from 11% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Medical Equipment industry in Italy.お知らせ • Jul 31TransMedics Group, Inc. Revises Revenue Guidance for the Full Year 2025TransMedics Group, Inc. revised revenue guidance for the full year 2025. The company is raising its full year 2025 revenue guidance to be in the range of $585 million to $605 million, which represents 35% growth at the midpoint compared to the company's prior year revenue. The company’s full year 2025 revenue guidance as reported on May 8, 2025, was previously in the range of $565 million to $585 million.Board Change • Jul 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Merilee Raines was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jul 17TransMedics Group, Inc. to Report Q2, 2025 Results on Jul 30, 2025TransMedics Group, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Merilee Raines was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • May 09Transmedics Group, Inc. Revises Revenue Guidance for the Full Year 2025TransMedics Group, Inc. revised revenue guidance for the full year 2025. For the year, the company expects revenue guidance to be in the range of $565 million to $585 million, which represents 30% growth at the midpoint compared to the company's prior year revenue. TransMedics' full year 2025 revenue guidance as reported on February 27, 2025 was previously in the range of $530 million to $552 million.株主還元1TMDXIT Medical EquipmentIT 市場7D4.5%3.8%1.1%1Y-46.8%-13.0%20.0%株主還元を見る業界別リターン: 1TMDX過去 1 年間で-13 % の収益を上げたItalian Medical Equipment業界を下回りました。リターン対市場: 1TMDXは、過去 1 年間で20 % のリターンを上げたItalian市場を下回りました。価格変動Is 1TMDX's price volatile compared to industry and market?1TMDX volatility1TMDX Average Weekly Movement11.4%Medical Equipment Industry Average Movement4.7%Market Average Movement5.0%10% most volatile stocks in IT Market8.5%10% least volatile stocks in IT Market3.1%安定した株価: 1TMDXの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1TMDXの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1998898Waleed Hassaneinwww.transmedics.comトランスメディックス・グループ社は商業段階の医療技術企業であり、米国内外の末期臓器不全患者に対する臓器移植療法の変革に取り組んでいる。同社が提供するOCS（Organ Care System）は、ポータブル臓器灌流、最適化、モニタリングシステムで、独自にカスタマイズされた技術を活用し、人体外でドナー臓器の生理学的状態に近い状態を再現する。同社のOCSには、二重肺移植用の標準的基準のドナー肺を保存するためのOCS LUNG、低温保存の限界により不適当と判断されたDBDドナー心臓を保存し、生体外での蘇生、機能モニタリング、循環死後ドナー心臓の心拍保存を行うための技術であるOCS Heart、ドナー肝臓のDBDおよびDCDを保存するためのOCS Liverがある。同社はまた、臓器回収のアウトソーシングのためのターンキー・ソリューションである国家OCSプログラムを開発し、OCS臓器管理および航空・地上輸送を含むロジスティクス・サービス、およびその他の調整活動を提供している。同社は1998年に設立され、マサチューセッツ州アンドーバーに本社を置いている。もっと見るTransMedics Group, Inc. 基礎のまとめTransMedics Group の収益と売上を時価総額と比較するとどうか。1TMDX 基礎統計学時価総額€2.24b収益（TTM）€149.09m売上高(TTM)€551.44m15.0xPER（株価収益率4.1xP/Sレシオ1TMDX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1TMDX 損益計算書（TTM）収益US$635.89m売上原価US$260.15m売上総利益US$375.74mその他の費用US$203.82m収益US$171.92m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）4.97グロス・マージン59.09%純利益率27.04%有利子負債／自己資本比率103.9%1TMDX の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 21:38終値2026/06/11 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TransMedics Group, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関David RescottBairdWilliam PlovanicCanaccord GenuityDaniel MarkowitzEvercore ISI12 その他のアナリストを表示
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to €54.14, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Medical Equipment industry in Italy. Total loss to shareholders of 50% over the past year.
お知らせ • May 07TransMedics Group, Inc. Reiterates Earnings Guidance for the Financial Year 2026TransMedics Group, Inc. reiterated earnings guidance for the financial year 2026. For the year, the company expects revenue guidance to be in the range of $727 million to $757 million, which represents 20% to 25% growth compared to the company's prior year revenue.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.21 (vs US$0.76 in 1Q 2025)First quarter 2026 results: EPS: US$0.21 (down from US$0.76 in 1Q 2025). Revenue: US$173.9m (up 21% from 1Q 2025). Net income: US$7.32m (down 72% from 1Q 2025). Profit margin: 4.2% (down from 18% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Medical Equipment industry in Italy.
お知らせ • May 02Montreal Heart Institute and Chu Sainte-Justine Debut Transmedics Organ Care System HeartMontreal Heart Institute and CHU Sainte-Justine are set to begin using a cutting-edge device that will expand access to cardiac transplantation. The TransMedics Organ Care System (OCS) Heart, a device designed to preserve donor hearts and transport them under near-physiological conditions, is making its debut at the Montreal Heart Institute (MHI) and CHU Sainte-Justine. With standard methods, a heart can only be kept on ice for four to six hours. The OCS Heart is a perfusion system that safely keeps the heart beating and oxygenated for longer periods of time. As a result, it increases the number of donated organs that can be transported, thereby improving the odds of an adult or pediatric patient on the waiting list of receiving a transplant. Many patients are waiting for a life-saving transplant procedure at the MHI and CHU Sainte-Justine. In fact, a transplant candidate in Quebec will spend an average of 204 days on a waiting list – a period defined by constant uncertainty. Moreover, the number of people awaiting a transplant increased from 856 to 898 between 2024 and 2025. Of this number, 67 were waiting for a heart transplant in 2025. A heart transplant requires a close collaboration between myriad parties. Transplant Québec plays a pivotal role in coordinating organ donation, managing waiting lists, and overseeing organ recoveries across the province. The OCS Heart will be used to facilitate these processes. It will provide more flexibility for transporting and evaluating donor organs, in particular when recipients are located a long distance from the point of collection.
お知らせ • Apr 23TransMedics Group, Inc. Provides Update On Ongoing Clinical Programs And Unveils Controlled Hypothermic Organ Preservation SystemTransMedics Group, Inc. provided an update on its ongoing clinical programs at the International Society of Heart and Lung Transplantation 2026 Annual Meeting in Toronto, Canada. At the meeting, TransMedics will unveil its new controlled, active cooling preservation device, the Controlled Hypothermic Organ Preservation System (CHOPS), aimed at facilitating the enrollment of the control arms of the OCS ENHANCE Heart Part B and OCS DENOVO Lung clinical trials. CHOPS is a true active cooling device that provides a consistent and stable controlled cold storage environment for donor organs at a variety of temperature ranges that are established based on the recipient transplant program's preferences. In comparison, other current cold storage techniques use phase changing material that makes it difficult to control or adjust temperatures. CHOPS will be regulated by the U.S. Food and Drug Administration as a new, stand-alone device for controlled hypothermic preservation. TransMedics will submit an Investigation Device Exemption amendment to allow CHOPS to serve as the control arm for both Part B of ENHANCE Heart and DENOVO Lung Trials. The FDA granted full approval of TransMedics' Investigation Device Exemption for the Next-Generation OCS ENHANCE Heart trial in February 2026 and of the company's Investigation Device Exemption for its Next-Generation OCS DENOVO Lung trial in January 2026. Part B of the ENHANCE trial is designed to assess the superiority of OCS Heart perfusion in donation after brain death cases when compared to donation after brain death cases using static cold storage methods. The OCS DENOVO trial is designed to assess the superiority of OCS Lung perfusion in donation after brain death and donation after circulatory death cases when compared to cases using static cold storage methods.
お知らせ • Apr 22TransMedics Group, Inc. to Report Q1, 2026 Results on May 05, 2026TransMedics Group, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to €54.14, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Medical Equipment industry in Italy. Total loss to shareholders of 50% over the past year.
お知らせ • May 07TransMedics Group, Inc. Reiterates Earnings Guidance for the Financial Year 2026TransMedics Group, Inc. reiterated earnings guidance for the financial year 2026. For the year, the company expects revenue guidance to be in the range of $727 million to $757 million, which represents 20% to 25% growth compared to the company's prior year revenue.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.21 (vs US$0.76 in 1Q 2025)First quarter 2026 results: EPS: US$0.21 (down from US$0.76 in 1Q 2025). Revenue: US$173.9m (up 21% from 1Q 2025). Net income: US$7.32m (down 72% from 1Q 2025). Profit margin: 4.2% (down from 18% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Medical Equipment industry in Italy.
お知らせ • May 02Montreal Heart Institute and Chu Sainte-Justine Debut Transmedics Organ Care System HeartMontreal Heart Institute and CHU Sainte-Justine are set to begin using a cutting-edge device that will expand access to cardiac transplantation. The TransMedics Organ Care System (OCS) Heart, a device designed to preserve donor hearts and transport them under near-physiological conditions, is making its debut at the Montreal Heart Institute (MHI) and CHU Sainte-Justine. With standard methods, a heart can only be kept on ice for four to six hours. The OCS Heart is a perfusion system that safely keeps the heart beating and oxygenated for longer periods of time. As a result, it increases the number of donated organs that can be transported, thereby improving the odds of an adult or pediatric patient on the waiting list of receiving a transplant. Many patients are waiting for a life-saving transplant procedure at the MHI and CHU Sainte-Justine. In fact, a transplant candidate in Quebec will spend an average of 204 days on a waiting list – a period defined by constant uncertainty. Moreover, the number of people awaiting a transplant increased from 856 to 898 between 2024 and 2025. Of this number, 67 were waiting for a heart transplant in 2025. A heart transplant requires a close collaboration between myriad parties. Transplant Québec plays a pivotal role in coordinating organ donation, managing waiting lists, and overseeing organ recoveries across the province. The OCS Heart will be used to facilitate these processes. It will provide more flexibility for transporting and evaluating donor organs, in particular when recipients are located a long distance from the point of collection.
お知らせ • Apr 23TransMedics Group, Inc. Provides Update On Ongoing Clinical Programs And Unveils Controlled Hypothermic Organ Preservation SystemTransMedics Group, Inc. provided an update on its ongoing clinical programs at the International Society of Heart and Lung Transplantation 2026 Annual Meeting in Toronto, Canada. At the meeting, TransMedics will unveil its new controlled, active cooling preservation device, the Controlled Hypothermic Organ Preservation System (CHOPS), aimed at facilitating the enrollment of the control arms of the OCS ENHANCE Heart Part B and OCS DENOVO Lung clinical trials. CHOPS is a true active cooling device that provides a consistent and stable controlled cold storage environment for donor organs at a variety of temperature ranges that are established based on the recipient transplant program's preferences. In comparison, other current cold storage techniques use phase changing material that makes it difficult to control or adjust temperatures. CHOPS will be regulated by the U.S. Food and Drug Administration as a new, stand-alone device for controlled hypothermic preservation. TransMedics will submit an Investigation Device Exemption amendment to allow CHOPS to serve as the control arm for both Part B of ENHANCE Heart and DENOVO Lung Trials. The FDA granted full approval of TransMedics' Investigation Device Exemption for the Next-Generation OCS ENHANCE Heart trial in February 2026 and of the company's Investigation Device Exemption for its Next-Generation OCS DENOVO Lung trial in January 2026. Part B of the ENHANCE trial is designed to assess the superiority of OCS Heart perfusion in donation after brain death cases when compared to donation after brain death cases using static cold storage methods. The OCS DENOVO trial is designed to assess the superiority of OCS Lung perfusion in donation after brain death and donation after circulatory death cases when compared to cases using static cold storage methods.
お知らせ • Apr 22TransMedics Group, Inc. to Report Q1, 2026 Results on May 05, 2026TransMedics Group, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
お知らせ • Apr 13TransMedics Group, Inc., Annual General Meeting, May 20, 2026TransMedics Group, Inc., Annual General Meeting, May 20, 2026.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €84.18, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 16x in the Medical Equipment industry in Italy.
Recent Insider Transactions • Mar 06Key Executive recently sold €353k worth of stockOn the 2nd of March, Nicholas Corcoran sold around 3k shares on-market at roughly €119 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Nicholas' only on-market trade for the last 12 months.
Reported Earnings • Feb 25Full year 2025 earnings released: EPS: US$5.60 (vs US$1.07 in FY 2024)Full year 2025 results: EPS: US$5.60 (up from US$1.07 in FY 2024). Revenue: US$605.5m (up 37% from FY 2024). Net income: US$190.3m (up 437% from FY 2024). Profit margin: 31% (up from 8.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Medical Equipment industry in Italy.
お知らせ • Feb 25TransMedics Group, Inc. Provides Earnings Guidance for the Financial Year 2026TransMedics Group, Inc. provided earnings guidance for the financial year 2026. For the year, the company expects total revenue to be in the range of $727 million to $757 million, which represents 20% to 25% growth compared to the company's prior year revenue.
お知らせ • Feb 11TransMedics Group, Inc. to Report Q4, 2025 Results on Feb 24, 2026TransMedics Group, Inc. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026
お知らせ • Feb 10TransMedics Group, Inc. Receives Full and Unconditional FDA Ide Approval for Next-Generation OCS Heart Enhance TrialTransMedics Group, Inc. announced that the U.S. Food and Drug Administration (FDA) has granted full approval of its Investigational Device Exemption (IDE) for the Next-Generation OCS ENHANCE Heart trial. This follows full FDA approval of the company's Next-Generation OCS DENOVO Lung IDE trial in January 2026 and conditional IDE approval for the ENHANCE Heart trial in August 2025. The ENHANCE trial is a two-part clinical trial. Part A is designed to support prolonged heart perfusion using OCS™? Heart System. Part B is intended to demonstrate the superiority of OCS Heart perfusion in donation after brain death (DBD) cases when compared to DBD cases using static cold storage methods. Some of the key factors that could cause actual results to differ include: the fluctuation of financial results from quarter to quarter; ability to attract, train, and retain key personnel; existing and any future indebtedness, including the ability to scale its manufacturing and sterilization capabilities to meet increasing demand for the products; the rate and degree of market acceptance of the OCS; ability to educate patients, surgeons, transplant centers and private and public payors of benefits offered by the OCS; ability to maintain regulatory approvals or clearances for the OCS products in the United States, the European Union, and other select jurisdictions worldwide; ability to adequately respond to Food and Drug Administration ("FDA"), or other competent authorities, follow-up inquiries in a timely manner; the impact of healthcare policy changes, including recently enacted or potential future legislation reforming the U.S. healthcare system, Organ Procurement and Transplantation Network ("OPTN"), or the FDA; the performance of third-party suppliers and manufacturers; use of third parties to transport donor organs and medical personnel for the NOP and the ability to maintain and grow logistics capabilities to support NOP to reduce dependence on third party transportation, including by means of attracting, training and retaining pilots, and the acquisition, maintenance or replacement of fixed-wing aircraft for aviation transportation services or other acquisitions, joint ventures or strategic investments; ability to maintain Federal Aviation Administration ("FAA") or other regulatory licenses or approvals for aircraft transportation services; price increases of the components of the products and maintenance, parts and fuel for aircraft; the timing or results of post-approval studies and any clinical trials for the OCS; manufacturing, sales, marketing and clinical support capabilities and strategy; attacks against the information technology infrastructure; the economic, political and other risks associated with our foreign operations; ability to protect, defend, maintain and enforce our intellectual property rights relating to the OCS and avoid claims that our products or services infringe, misappropriate or otherwise violate the intellectual property rights of third parties; the pricing of the OCS, as well as the reimbursement coverage for the OCS in the United States and internationally; regulatory developments in the United States, European Union and other jurisdictions; the impact of any future U.S. government shutdowns; the extent and success of competing products or procedures that are or may become available; ability to service our 1.50% convertible senior notes, due 2028; the impact of any product calls or improper use of our products; the estimates regarding revenues; and our estimates regarding revenues; our existing and any future OCS™?; and our existing and any future future U.S. government government shutdowns; the ability to maintain the OCS Heart perfusion in donations after brain death (DBD).
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €121, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 15x in the Medical Equipment industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €216 per share.
Recent Insider Transactions • Nov 19Founder recently bought €863k worth of stockOn the 17th of November, Waleed Hassanein bought around 9k shares on-market at roughly €98.29 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Waleed has been a buyer over the last 12 months, purchasing a net total of €2.6m worth in shares.
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$0.71 (vs US$0.13 in 3Q 2024)Third quarter 2025 results: EPS: US$0.71 (up from US$0.13 in 3Q 2024). Revenue: US$143.8m (up 32% from 3Q 2024). Net income: US$24.3m (up 477% from 3Q 2024). Profit margin: 17% (up from 3.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Medical Equipment industry in Italy.
お知らせ • Oct 30TransMedics Group, Inc. Raises Revenue Guidance of Its Full Year 2025TransMedics Group, Inc. raised revenue guidance of its full year 2025. For the period, the company raising the midpoint and narrowing the range of its full year 2025 revenue guidance to $595 million to $605 million, which represents 36% growth at the midpoint compared to the company's prior year revenue. TransMedics' full year 2025 revenue guidance as reported on July 30, 2025 was previously in the range of $585 million to $605 million.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €115, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 17x in the Medical Equipment industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €216 per share.
Board Change • Oct 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Merilee Raines was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Oct 16TransMedics Group, Inc. to Report Q3, 2025 Results on Oct 29, 2025TransMedics Group, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025
Board Change • Sep 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Merilee Raines was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Recent Insider Transactions • Aug 10Founder recently bought €1.7m worth of stockOn the 7th of August, Waleed Hassanein bought around 17k shares on-market at roughly €101 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Waleed's only on-market trade for the last 12 months.
お知らせ • Aug 05TransMedics Group, Inc. Receives FDA IDE Approval to Initiate Next-Generation OCS Heart TrialTransMedics Group, Inc. announced that the U.S. Food and Drug Administration (FDA) has granted conditional approval of its Investigational Device Exemption (IDE), allowing the company to proceed with the initiation of its Next-Generation OCS ENHANCE Heart trial. The ENHANCE trial is a two-part clinical trial. Part A is designed to support prolonged heart perfusion using OCS™? Heart System. Part B is intended to demonstrate the superiority of OCS Heart perfusion in donation after brain death (DBD) cases when compared to DBD cases using static cold storage methods. Part B is intended to support the potential expansion of OCS Heart clinical indications to include DBD hearts that are not currently eligible for OCS perfusion and preservation. The trial's total sample size, across both Part A and Part B, is expected to exceed 650 patients. TransMedics believes this would constitute the largest heart preservation for transplant trial ever, worldwide.
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: US$1.03 (vs US$0.37 in 2Q 2024)Second quarter 2025 results: EPS: US$1.03 (up from US$0.37 in 2Q 2024). Revenue: US$157.4m (up 38% from 2Q 2024). Net income: US$34.9m (up 186% from 2Q 2024). Profit margin: 22% (up from 11% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Medical Equipment industry in Italy.
お知らせ • Jul 31TransMedics Group, Inc. Revises Revenue Guidance for the Full Year 2025TransMedics Group, Inc. revised revenue guidance for the full year 2025. The company is raising its full year 2025 revenue guidance to be in the range of $585 million to $605 million, which represents 35% growth at the midpoint compared to the company's prior year revenue. The company’s full year 2025 revenue guidance as reported on May 8, 2025, was previously in the range of $565 million to $585 million.
Board Change • Jul 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Merilee Raines was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jul 17TransMedics Group, Inc. to Report Q2, 2025 Results on Jul 30, 2025TransMedics Group, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Merilee Raines was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • May 09Transmedics Group, Inc. Revises Revenue Guidance for the Full Year 2025TransMedics Group, Inc. revised revenue guidance for the full year 2025. For the year, the company expects revenue guidance to be in the range of $565 million to $585 million, which represents 30% growth at the midpoint compared to the company's prior year revenue. TransMedics' full year 2025 revenue guidance as reported on February 27, 2025 was previously in the range of $530 million to $552 million.
