Latest news with #TransMedics
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6 days ago
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Next-Gen Heart Trial and Raised Outlook Might Change the Case for Investing in TransMedics (TMDX)
TransMedics Group, Inc. recently received conditional FDA approval to begin its Next-Generation OCS ENHANCE Heart trial, the largest heart transplant preservation study to date, and reported strong quarterly results with increased full-year revenue guidance. This combination of clinical and financial milestones highlights TransMedics' efforts to expand both the use and market reach of its organ transplant technology. We'll assess how the launch of this major clinical trial could impact TransMedics' broader investment outlook and future growth drivers. These 14 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. TransMedics Group Investment Narrative Recap To be a TransMedics Group shareholder, you need to believe that advances in organ preservation technology and successful clinical outcomes will drive broader adoption, fueling long-term growth. The FDA's conditional approval for the Next-Generation OCS ENHANCE Heart trial is an important development that could influence short-term sentiment but does not fundamentally change the biggest immediate catalyst: further clinical validation of OCS platforms; nor does it remove the largest risk, which remains the possibility of underwhelming trial results or advances from competitors. Among the company's recent updates, the revised full-year 2025 revenue guidance, now set at US$585 million to US$605 million, stands out. This more optimistic outlook directly relates to expanded clinical activity and increasing OCS system adoption, reinforcing the importance of future clinical milestones as potential inflection points for both revenue acceleration and investor confidence. On the other hand, investors should be aware of challenges if next-generation OCS trials fail to meet… Read the full narrative on TransMedics Group (it's free!) TransMedics Group is projected to reach $913.8 million in revenue and $151.1 million in earnings by 2028. This outlook assumes annual revenue growth of 19.8% and nearly doubles earnings, with an increase of $79.4 million from the current $71.7 million. Uncover how TransMedics Group's forecasts yield a $142.29 fair value, a 12% upside to its current price. Exploring Other Perspectives Nine fair value estimates from the Simply Wall St Community range from US$65.24 to US$308.09 per share. With heightened expectations pinned to new clinical trials, these wide opinions reflect just how differently you and other investors may assess future business risks and opportunities. Explore 9 other fair value estimates on TransMedics Group - why the stock might be worth over 2x more than the current price! Build Your Own TransMedics Group Narrative Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd. A great starting point for your TransMedics Group research is our analysis highlighting 3 key rewards that could impact your investment decision. Our free TransMedics Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate TransMedics Group's overall financial health at a glance. Interested In Other Possibilities? Our top stock finds are flying under the radar-for now. Get in early: The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 20 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. The latest GPUs need a type of rare earth metal called Terbium and there are only 26 companies in the world exploring or producing it. Find the list for free. The end of cancer? These 26 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include TMDX. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ 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 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
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TransMedics Sees Its Earnings Soar
Key Points In its latest quarter, TransMedics reported solid gains in revenue and saw net income nearly triple from year-ago levels. TransMedics increased its full-year 2025 sales outlook. Co-founder/CEO Waleed Hassanein said that TransMedics remains on pace to achieve its long-term goals in the next several years. 10 stocks we like better than TransMedics Group › Here's our initial take on TransMedics' (NASDAQ: TMDX) second-quarter financial report. Key Metrics Metric Q2 2024 Q2 2025 Change vs. Expectations Total revenue $114.3 million $157.4 million 38% Beat Earnings per share $0.35 $0.92 163% Beat Gross margin 61% 61% unchanged n/a Operating expenses $56.8 million $60 million 6% n/a TransMedics Is Becoming a Profit-Making Machine TransMedics reported second-quarter financial results that were considerably better than most investors had anticipated. On the sales front, gains of 38% to $157 million were healthily higher than projected, as the organ transplant specialist reported particularly strong gains in utilization of TransMedics' Organ Care System (OCS) for liver and heart transplant procedures. Gross margin stayed stable at 61%, reflecting disciplined cost controls in production of TransMedics' groundbreaking medical devices. Equally important, though, was the effort that TransMedics made to keep costs in check. Operating expenses were up just 6% in the quarter. That allowed profits to jump to nearly $35 million for the quarter, up from just over $12 million in the year-earlier period. The excellent financial performance has allowed TransMedics to accumulate a healthy cash hoard that now exceeds $400 million in value. Investors were also pleased that TransMedics increased its guidance for the full 2025 year. The organ transplant specialist now expects its sales for the year to come in between $585 million and $605 million. That's up $20 million from its previous guidance range. Immediate Market Reaction Investors celebrated the news, and TransMedics stock was up more than 8% in after-hours trading 30 minutes after the release of its quarterly report. Most had expected solid performance from TransMedics, but the size of the company's growth came as a shock to many, particularly on its bottom line. The move higher helped to offset some of the downward pressure that the stock has fought against over much of the past year. With shares still down roughly a third from their highs last summer, TransMedics has more room to recover if it can generate some positive momentum. What to Watch Co-founder/CEO Waleed Hassanein gave an optimistic view on TransMedics' long-term outlook, saying that the company remains on track to surpass its 10,000-transplant target during 2028. That's a bold goal, but with the company making strategic investments to support its expansion efforts, TransMedics looks like it could keep enjoying impressive growth for years to come. Helpful Resources Full earnings report Investor relations page Do the experts think TransMedics Group is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did TransMedics Group make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,039% vs. just 182% for the S&P — that is beating the market by 856.77%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $630,291!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,075,791!* The 10 stocks that made the cut could produce monster returns in the coming years. 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 July 29, 2025 TransMedics Sees Its Earnings Soar was originally published by The Motley Fool Sign in to access your portfolio
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
29-07-2025
- Business
- Yahoo
TransMedics Q2 Preview: Organ-Flight Momentum in Focus
TransMedics (NASDAQ:TMDX) will release fiscal second-quarter results after the bell on July 30, 2025, with Wall Street expecting EPS of $0.45 on $148 million in revenue, implying a 30% top-line growth YoY. Shares closed $105.24 on Jul 28, 2025, up 64% YTD but down 20% in the last month. Management raised full-year revenue guidance to $565 to $585 million after a beat-driven Q1, crediting a 63% jump in liver OCS sales. Investors will gauge whether liver growth stays at this pace and if heart-and-lung volumes catch up, keeping overall OCS utilization on its mid-40% trajectory. Watch for commentary on the National OCS Program's flight-service margin, progress at the Dallas hub and capacity expansion at the new Italy hub, and early traction in Europe, where transplant logistics are still pilot-stage. Quarterly swings often hinge on the timing of multi-organ licensing agreements, so any update on pipeline deals will guide H2 run-rate expectations. Gross-margin cadence also matters, because high-margin flight-service revenue is growing faster than consumables. Proof that the Q1 margin pop is sustainable would help justify the 60 forward P/E. Conversely, softer liver demand or a trimmed outlook could curb any post-print rally. This article first appeared on GuruFocus. Sign in to access your portfolio
