Latest news with #TMDX
Yahoo
31-07-2025
- Business
- Yahoo
TransMedics Group Inc (TMDX) Q2 2025 Earnings Call Highlights: Record Revenue Growth and ...
Release Date: July 30, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points TransMedics Group Inc (NASDAQ:TMDX) reported a 38% year-over-year revenue growth for Q2 2025, reaching $157.4 million. The company achieved a new high water mark for clinical cases and revenue, demonstrating significant operating leverage. TransMedics Group Inc (NASDAQ:TMDX) maintained a steady gross margin of 61.4% in Q2 2025. The company added approximately $90 million to its balance sheet, ending Q2 with over $400 million in cash. TransMedics Group Inc (NASDAQ:TMDX) received FDA conditional approval for the OCS lung IDE and is on track to launch both heart and lung clinical programs before year-end. Negative Points There is market confusion and noise following comments made by a competitor in the organ preservation ecosystem. The company anticipates some minor and transient seasonality in Q3 performance due to summer vacation season. Operating expenses increased by 6% year over year, driven by a 50% increase in R&D expenses. The company faces potential challenges from the US National Transplant modernization initiative, which could impact smaller market players. There is ongoing concern about the impact of oversight on DCD usage, which could affect the company's operations. Q & A Highlights Warning! GuruFocus has detected 4 Warning Sign with TMDX. Q: Can you provide insights on the seasonality impact observed in July and how it compares to last year? A: We are seeing some signs of seasonality, similar to last year, but slightly less pronounced. However, it's still early in the quarter, and we expect some seasonality in Q3 due to various factors. Overall, the impact seems to be slightly less than last year, but it's too early to establish a trend. - Walid Hassanein, President and CEO Q: Are there any concerns about the impact of increased oversight on DCD usage following recent media coverage? A: We believe that some level of oversight could actually benefit the transplant market, especially in DCD. The lack of oversight has led to inefficiencies and lost opportunities for organ preservation. We are confident that our business model can operate effectively in both the current and any future systems. - Walid Hassanein, President and CEO Q: Were there any changes to the lung trial design after discussions with the FDA? A: The clinical trial design remains unchanged. Most of the remaining questions from the FDA are focused on pre-clinical testing. We plan to publish the full design of the clinical program on in late August or early September. - Walid Hassanein, President and CEO Q: What are your thoughts on the US heart market, given the recent flat trend in volumes? A: The heart market has experienced ebbs and flows due to waiting list dynamics. We expect the market to rebound, especially with the introduction of our next-gen heart technology. The growth of DCD and other factors may have temporarily impacted volumes, but we see this as a transient phenomenon. - Walid Hassanein, President and CEO Q: How do you see the NextGen OCS platform impacting lung transplants? A: The NextGen OCS platform is designed to address historical concerns in the US lung perfusion market, such as lung edema and perfusion limitations. We aim to prove the superiority of our platform over cold storage with level one evidence, potentially establishing it as the next standard of care. - Walid Hassanein, President and CEO For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
31-07-2025
- Business
- Yahoo
TransMedics (TMDX) Reports Q2 Earnings: What Key Metrics Have to Say
For the quarter ended June 2025, TransMedics (TMDX) reported revenue of $157.37 million, up 37.7% over the same period last year. EPS came in at $0.92, compared to $0.35 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $147.37 million, representing a surprise of +6.79%. The company delivered an EPS surprise of +91.67%, with the consensus EPS estimate being $0.48. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how TransMedics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Geographic Revenues- United States: $152.19 million compared to the $142.05 million average estimate based on four analysts. The reported number represents a change of +40.3% year over year. Geographic Revenues- All other countries: $4.16 million versus $4.47 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -11.8% change. Net revenue by OCS product- OCS Lung net revenue: $4.15 million versus the four-analyst average estimate of $4.5 million. The reported number represents a year-over-year change of -11.5%. Net revenue by OCS product- OCS Liver net revenue: $115.86 million versus $108.56 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +50.4% change. Net revenue by OCS product- OCS Heart net revenue: $32.17 million versus $32.38 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.3% change. View all Key Company Metrics for TransMedics here>>> Shares of TransMedics have returned -19.4% over the past month versus the Zacks S&P 500 composite's +3.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report TransMedics Group, Inc. (TMDX) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
15-07-2025
- Business
- Yahoo
Headwaters Capital Management Sold Transmedics (TMDX) After a Strong Q1 Report
Headwaters Capital Management, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The portfolio bounced back from the first quarter uncertainty and, like the rest of the market, experienced a strong rebound after the tariff-induced sell-off at the start of the quarter. The portfolio gained +7.5% (+7.3% net) in the quarter compared to a +8.5% gain for the Russell Mid Cap Index. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its second quarter 2025 investor letter, Headwaters Capital Management highlighted stocks such as TransMedics Group, Inc. (NASDAQ:TMDX). TransMedics Group, Inc. (NASDAQ:TMDX) is a medical technology company. The one-month return of TransMedics Group, Inc. (NASDAQ:TMDX) was -14.19%, and its shares lost 23.01% of their value over the last 52 weeks. On July 14, 2025, TransMedics Group, Inc. (NASDAQ:TMDX) stock closed at $116.88 per share, with a market capitalization of $3.954 billion. Headwaters Capital Management stated the following regarding TransMedics Group, Inc. (NASDAQ:TMDX) in its second quarter 2025 investor letter: "Top Contributor: TransMedics Group, Inc. (NASDAQ:TMDX) +98%. The top contributor for Q2 '25 was also the top detractor in Q4 '24. How quickly narratives can change despite actual results largely remaining the same. Concerns around TMDX approaching a market share ceiling were dismissed with Q1 '25 results. Market share gains for its OCS heart product resumed once a competitor's clinical trial reached completion, OCS liver continued to steadily gain share and seasonality in the transplant industry flipped from a headwind to a tailwind. Nonetheless, competitive dynamics are likely to change later in 2025 and into 2026, which led to the decision to sell TMDX following the strong share price performance (see details below). A surgeon in a modern operating theatre performing a transplant surgery with medical technology. TransMedics Group, Inc. (NASDAQ:TMDX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 23 hedge fund portfolios held TransMedics Group, Inc. (NASDAQ:TMDX) at the end of the first quarter, which was 29 in the previous quarter. TransMedics Group, Inc. (NASDAQ: TMDX) reported total revenue of $143.5 million for 1Q 2025, reflecting a year-over-year growth of about 48% and a sequential increase of around 18% from 4Q 2024. While we acknowledge the potential of TMDX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered TransMedics Group, Inc. (NASDAQ:TMDX) and shared best mid cap growth stocks to invest in. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Globe and Mail
04-07-2025
- Business
- Globe and Mail
Is TransMedics Stock a Buy After Short-Seller Drama?
Explore the exciting world of TransMedics (NASDAQ: TMDX) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of May 28, 2025. The video was published on Jul. 3, 2025. Should you invest $1,000 in TransMedics Group right now? Before you buy stock in TransMedics Group, consider this: Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and TransMedics Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $692,914!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $963,866!* Now, it's worth noting Stock Advisor 's total average return is1,049% — a market-crushing outperformance compared to179%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 30, 2025
Yahoo
30-06-2025
- Business
- Yahoo
2 Stocks That Have Doubled This Year and Are Still Worth Buying
TransMedics Group's innovative approach to storing organs for transplants grants it significant growth fuel. FuboTV's recent merger with a leading media company substantially improved its prospects. 10 stocks we like better than TransMedics Group › Positive, company-specific developments have led to shares of TransMedics Group (NASDAQ: TMDX) and FuboTV (NYSE: FUBO) more than doubling this year, even as the S&P 500 is barely in the green since January. Investing wisdom advises us to buy low, and some might think that after a greater than 100% return in six months, it's too late to get in on these stocks. However, TransMedics Group and FuboTV still have excellent prospects that could lead to better-than-average returns over the long run. TransMedics Group, a medical device specialist that developed an innovative method for storing organs for transplant, entered the year facing challenges. First, the company's guidance disappointed investors. Second, TransMedics was the subject of a short-seller report from Scorpion Capital, which made a series of serious allegations, including claims that TransMedics Group is engaged in organ trafficking. However, the company has performed well this year because of better-than-expected financial results. In the first quarter, TransMedics' revenue increased by 48% year over year to $143.5 million. The company's net earnings per share came in at $0.70, doubling compared to the year-ago period. To top it all off, TransMedics raised its guidance for the full fiscal year 2025. With results like these, even the short-seller report that sank its stock price now looks like a distant memory. The best part is that there is still considerable upside potential for TransMedics Group. The company's organ care system (OCS) technology aims to mimic the physiology of the human body, enabling the storage of organs for longer periods, which results in significantly higher usage rates compared to traditional cold storage methods. It's already hard enough to find available transplants. It's a shame if they go to waste due to poor storage. Thus, TransMedics Group is helping revolutionize the organ donation business thanks to its OCS, and there is plenty of room for growth. The company estimates organ donations will grow at a decent rate through the next few years, at least. Capturing a larger share of the market and improving utilization rates for existing organ donations -- even if there aren't more donors over time -- should lead to stronger financial results for TransMedics Group. That's why the stock remains a buy today, at least for investors willing to stay the course for a while, even after doubling in value already this year. In January, streaming specialist FuboTV announced it was merging with Disney's Hulu+ Live TV. The deal makes FuboTV far more attractive than it was before for several reasons. First, it helps diversify the company's offerings. FuboTV was known for its laser focus on sports streaming, a niche of the market that can be somewhat seasonal. Second, the deal came with the cancellation of the Venu initiative. Disney, Fox, and Warner Bros. Discovery were planning to launch a competing sports-focused streaming platform called Venu, which might have killed FuboTV altogether, considering the company's subscription growth rate had plummeted. Third, FuboTV got a nice infusion of cash as part of the deal. It got $220 million from the former backers of Venu. And that's on top of a $145 million term loan from Disney. Last but not least, Disney is now FuboTV's majority shareholder. The backing of a longtime successful media giant with equally successful ventures in the streaming niche will be of massive help to FuboTV. Yes, the stock has already skyrocketed this year, but considering the long-term opportunity in streaming, there should still be plenty of upside for FuboTV. Streaming accounted for 44.8% of television viewing time in May in the U.S., surpassing the combined share of broadcast and cable for the first time. Even so, that's in the U.S., one of the more penetrated markets. And even here, streaming likely hasn't peaked. That points to a massive whitespace worldwide. FuboTV will have to deal with stiff competition, but the company's new standing after the merger with Hulu+ Live TV -- and the backing of Disney -- should work wonders over the long run. That's why the stock is still a buy. Before you buy stock in TransMedics Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and TransMedics Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $713,547!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $966,931!* Now, it's worth noting Stock Advisor's total average return is 1,062% — a market-crushing outperformance compared to 177% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 Prosper Junior Bakiny has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends TransMedics Group, Walt Disney, Warner Bros. Discovery, and fuboTV. The Motley Fool has a disclosure policy. 2 Stocks That Have Doubled This Year and Are Still Worth Buying was originally published by The Motley Fool
