View ValuationTransMedics Group 향후 성장Future 기준 점검 2/6TransMedics Group (는) 각각 연간 8.5% 및 15.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 1.4% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.1% 로 예상됩니다.핵심 정보8.5%이익 성장률-1.35%EPS 성장률Medical Equipment 이익 성장0%매출 성장률15.6%향후 자기자본이익률17.14%애널리스트 커버리지Good마지막 업데이트13 Aug 2026최근 향후 성장 업데이트공고 • 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.공고 • 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.공고 • 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.모든 업데이트 보기Recent updatesReported Earnings • Aug 06Second quarter 2026 earnings released: EPS: US$0.42 (vs US$1.03 in 2Q 2025)Second quarter 2026 results: EPS: US$0.42 (down from US$1.03 in 2Q 2025). Revenue: US$189.9m (up 21% from 2Q 2025). Net income: US$14.7m (down 58% from 2Q 2025). Profit margin: 7.7% (down from 22% in 2Q 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 8.4% growth forecast for the Global Medical Equipment industry.공고 • Jul 22TransMedics Group, Inc. to Report Q2, 2026 Results on Aug 04, 2026TransMedics Group, Inc. announced that they will report Q2, 2026 results After-Market on Aug 04, 2026Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 36%After last week's 36% share price decline to Mex$1,094, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Medical Equipment industry globally.공고 • 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 8.7% growth forecast for the Global Medical Equipment industry.공고 • 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.공고 • 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.Buy Or Sell Opportunity • Apr 23Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to Mex$1,899. The fair value is estimated to be Mex$2,465, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 5.4% per annum over the same time period.공고 • 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, 2026공고 • Apr 13TransMedics Group, Inc., Annual General Meeting, May 20, 2026TransMedics Group, Inc., Annual General Meeting, May 20, 2026.Buy Or Sell Opportunity • Mar 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.2% to Mex$2,200. The fair value is estimated to be Mex$2,772, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.Recent Insider Transactions • Mar 07Key Executive recently sold Mex$7.2m worth of stockOn the 2nd of March, Nicholas Corcoran sold around 3k shares on-market at roughly Mex$2,420 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 26Full 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 8.7% growth forecast for the Global Medical Equipment industry.공고 • 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.New Risk • Feb 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: Mex$2.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Significant insider selling over the past 3 months (Mex$2.3m sold).공고 • 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, 2026공고 • 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).Board Change • Jan 02Insufficient 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 • Dec 11CFO & Treasurer recently sold Mex$2.3m worth of stockOn the 4th of December, Gerardo Hernandez sold around 920 shares on-market at roughly Mex$2,546 per share. This transaction amounted to 5.8% 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 Gerardo's only on-market trade for the last 12 months.Recent Insider Transactions • Dec 07CFO & Treasurer recently sold Mex$2.3m worth of stockOn the 4th of December, Gerardo Hernandez sold around 920 shares on-market at roughly Mex$2,546 per share. This transaction amounted to 5.8% 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 Gerardo's only on-market trade for the last 12 months.Buy Or Sell Opportunity • Dec 02Now 21% undervaluedOver the last 90 days, the stock has risen 31% to Mex$2,630. The fair value is estimated to be Mex$3,309, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 58% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Recent Insider Transactions • Nov 19Founder recently bought Mex$18m worth of stockOn the 17th of November, Waleed Hassanein bought around 9k shares on-market at roughly Mex$2,093 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 Mex$55m worth in shares.Reported Earnings • Oct 31Third 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 9.0% growth forecast for the Global Medical Equipment industry.공고 • 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.공고 • 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 • Aug 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.이익 및 매출 성장 예측BMV:TMDX * - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,016137230239712/31/202787590961711212/31/202674252-1091136/30/202666815279146N/A3/31/2026636172151220N/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/A3/31/202026-36N/A-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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TMDX * 의 연간 예상 수익 증가율(8.5%)이 saving rate(9.1%) 미만입니다.수익 vs 시장: TMDX * 의 연간 수익(8.5%)이 MX 시장(8.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: TMDX * 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: TMDX * 의 수익(연간 15.6%)이 MX 시장(연간 5.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: TMDX * 의 수익(연간 15.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TMDX *의 자본 수익률은 3년 후 17.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YHealthcare 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/17 12:34종가2026/08/14 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스TransMedics Group, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관David RescottBairdWilliam PlovanicCanaccord GenuityDaniel MarkowitzEvercore ISI12명의 분석가 더 보기
공고 • 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.
공고 • 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.
공고 • 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.
Reported Earnings • Aug 06Second quarter 2026 earnings released: EPS: US$0.42 (vs US$1.03 in 2Q 2025)Second quarter 2026 results: EPS: US$0.42 (down from US$1.03 in 2Q 2025). Revenue: US$189.9m (up 21% from 2Q 2025). Net income: US$14.7m (down 58% from 2Q 2025). Profit margin: 7.7% (down from 22% in 2Q 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 8.4% growth forecast for the Global Medical Equipment industry.
공고 • Jul 22TransMedics Group, Inc. to Report Q2, 2026 Results on Aug 04, 2026TransMedics Group, Inc. announced that they will report Q2, 2026 results After-Market on Aug 04, 2026
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 36%After last week's 36% share price decline to Mex$1,094, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Medical Equipment industry globally.
공고 • 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 8.7% growth forecast for the Global Medical Equipment industry.
공고 • 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.
공고 • 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.
Buy Or Sell Opportunity • Apr 23Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to Mex$1,899. The fair value is estimated to be Mex$2,465, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 5.4% per annum over the same time period.
공고 • 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
공고 • Apr 13TransMedics Group, Inc., Annual General Meeting, May 20, 2026TransMedics Group, Inc., Annual General Meeting, May 20, 2026.
Buy Or Sell Opportunity • Mar 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.2% to Mex$2,200. The fair value is estimated to be Mex$2,772, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 52% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.
Recent Insider Transactions • Mar 07Key Executive recently sold Mex$7.2m worth of stockOn the 2nd of March, Nicholas Corcoran sold around 3k shares on-market at roughly Mex$2,420 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 26Full 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 8.7% growth forecast for the Global Medical Equipment industry.
공고 • 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.
New Risk • Feb 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: Mex$2.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Significant insider selling over the past 3 months (Mex$2.3m sold).
공고 • 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
공고 • 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).
Board Change • Jan 02Insufficient 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 • Dec 11CFO & Treasurer recently sold Mex$2.3m worth of stockOn the 4th of December, Gerardo Hernandez sold around 920 shares on-market at roughly Mex$2,546 per share. This transaction amounted to 5.8% 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 Gerardo's only on-market trade for the last 12 months.
Recent Insider Transactions • Dec 07CFO & Treasurer recently sold Mex$2.3m worth of stockOn the 4th of December, Gerardo Hernandez sold around 920 shares on-market at roughly Mex$2,546 per share. This transaction amounted to 5.8% 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 Gerardo's only on-market trade for the last 12 months.
Buy Or Sell Opportunity • Dec 02Now 21% undervaluedOver the last 90 days, the stock has risen 31% to Mex$2,630. The fair value is estimated to be Mex$3,309, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 58% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Recent Insider Transactions • Nov 19Founder recently bought Mex$18m worth of stockOn the 17th of November, Waleed Hassanein bought around 9k shares on-market at roughly Mex$2,093 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 Mex$55m worth in shares.
Reported Earnings • Oct 31Third 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 9.0% growth forecast for the Global Medical Equipment industry.
공고 • 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.
공고 • 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 • Aug 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.