View ValuationTransMedics Group 将来の成長Future 基準チェック /36TransMedics Group利益と収益がそれぞれ年間9.4%と15.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に22.7% 3.3%なると予測されています。主要情報9.4%収益成長率3.28%EPS成長率Medical Equipment 収益成長13.5%収益成長率15.5%将来の株主資本利益率22.68%アナリストカバレッジGood最終更新日26 Jun 2026今後の成長に関する最新情報お知らせ • 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.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 • 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.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.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.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €73.48, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Medical Equipment industry in Italy. Total loss to shareholders of 31% over the past year.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, 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.業績と収益の成長予測BIT:1TMDX - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,008173212219612/31/2027869133721661112/31/202673477989123/31/2026636172151220N/A12/31/2025605190134193N/A9/30/202556692121178N/A6/30/20255317217115N/A3/31/202548849-6349N/A12/31/202444235-8149N/A9/30/202440133-12137N/A6/30/20243593-22124N/A3/31/2024297-10-230-8N/A12/31/2023242-25-192-13N/A9/30/2023192-36-165-25N/A6/30/2023151-18-41-33N/A3/31/2023119-28-47-36N/A12/31/202293-36-58-46N/A9/30/202272-42-61-48N/A6/30/202251-48-53-43N/A3/31/202239-47-45-40N/A12/31/202130-44-32-29N/A9/30/202128-38-30-29N/A6/30/202130-30-27-26N/A3/31/202125-28-30-29N/A12/31/202026-29-31-30N/A9/30/202024-32-31-30N/A6/30/202024-35-30-30N/A3/31/202026-36-34-33N/A12/28/201924-34N/A-32N/A9/28/201921-32N/A-31N/A6/29/201918-29N/A-32N/A3/30/201915-26N/A-27N/A12/29/201813-24N/A-26N/A9/29/201812-21N/A-25N/A6/30/20189-20N/A-24N/A3/31/20188-20N/A-23N/A12/30/20178-21N/A-23N/A12/31/20166-24N/A-24N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1TMDXの予測収益成長率 (年間9.4% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1TMDXの収益 ( 9.4% ) Italian市場 ( 11% ) よりも低い成長が予測されています。高成長収益: 1TMDXの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1TMDXの収益 ( 15.5% ) Italian市場 ( 5.9% ) よりも速いペースで成長すると予測されています。高い収益成長: 1TMDXの収益 ( 15.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1TMDXの 自己資本利益率 は、3年後には高くなると予測されています ( 22.7 %)成長企業の発掘7D1Y7D1Y7D1YHealthcare 業界の高成長企業。View Past Performance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2026/06/28 15:15終値2026/06/26 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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
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.
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 • 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.
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.
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.
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €73.48, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Medical Equipment industry in Italy. Total loss to shareholders of 31% over the past year.
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.