TMDX

The market expects RxSight, Inc. (RXST) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on August 5, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This company is expected to post quarterly loss of $0.21 per share in its upcoming report, which represents a year-over-year change of -162.5%. Revenues are expected to be $32.9 million, down 2.2% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for...

TransMedics (TMDX) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 4. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This medical technology company is expected to post quarterly earnings of $0.50 per share in its upcoming report, which represents a year-over-year change of -45.7%. Revenues are expected to be $184.17 million, up 17% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 2.85% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant f...

ANDOVER, Mass., July 21, 2026 /PRNewswire/ -- TransMedics Group, Inc. ("TransMedics") (Nasdaq: TMDX), a medical technology company that is transforming organ transplant therapy for patients with end-stage lung, heart and liver failure, today announced that it will release financial results for the second quarter 2026 after market close on Tuesday, August 4, 2026. The TransMedics management team will host a corresponding conference call beginning at 4:30 p.m. ET / 1:30 p.m. PT. Investors interested in listening to the conference call may do so by dialing (800) 715-9871 for domestic callers or (646) 307-1963 for international callers and providing access code 6054544. A live and archived webcast of the event will be available on the "Investors" section of the TransMedics website at https://investors.transmedics.com/. About TransMedics Group, Inc.TransMedics is the world's leader in portable extracorporeal warm perfusion and assessment of donor organs for transplantation. Headquartered in Andover, Massachusetts, the company was founded to address the unmet need for more and better organs for transplantation and has developed technologies to preserve organ quality, assess organ viability prior to transplant, and potentially increase the utilization of donor organs for the treatment of end-stage heart, lung, and liver failure. Investor Contact:Brian JohnstonGilmartin [email protected] View original content to download multimedia:https://www.prnewswire.com/news-releases/transmedics-to-report-second-quarter-2026-financial-results-on-august-4-2026-302831235.html

A month has gone by since the last earnings report for TransMedics (TMDX). Shares have lost about 4.4% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is TransMedics due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers. TransMedics delivered earnings per share of 30 cents in the first quarter of 2026, down 59.5% year over year. The figure missed the Zacks Consensus Estimate by 51.6%. TransMedics registered revenues of $173.9 million in the first quarter, up 21% year over year. The figure fell short of the Zacks Consensus Estimate by 1%. Per management, the year-over-year rise was driven by the increased utilization of the Organ Care System ("OCS"), primarily in Liver and Heart through the National OCS Program ("NOP"), as well as additional revenues generated by TransMedics logistics services. During the reported quarter, TMDX was able to cover 82% of its NOP missions requiring air transport compared with 78% in the first quarter of 2025. TMDX derives revenues via two sources: Net product revenues and Service revenues. In the first quarter of 2026, Net product revenues totaled $108 million, up 22% year over year. Growth was driven by continued strong liver performance and modest growth in the heart. Service revenues totaled $66 million, up 19% year over year, driven primarily by logistics revenues, supported by increased utilization of the TransMedics aviation fleet. Transplant Logistics’ services revenues for first-quarter 2026 were $32 million, up 22% year over year. This resulted from the continued expansion and strong utilization of TransMedics’ aviation fleet. In the quarter under review, TransMedics’ gross profit increased 14.7% year over year to $101.2 million. The gross margin contracted 331 basis points (bps) to 58%. Selling, general and administrative expenses rose 44.4% year over year to $62.9 million. Research, development and clinical trials expenses surged 45% year over year to $24.9 million. Total operating expenses of $87.9 million increased 44.5% year over year. Adjusted operating profit totaled $18.1 million, reflecting a downtick of 39.2% from the prior-year quarter. The adjusted operating margin in the first...

This article first appeared on GuruFocus. Release Date: May 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. TransMedics Group Inc (NASDAQ:TMDX) reported a strong start to 2026 with a total revenue of $174 million for Q1, representing a 21% year-over-year growth. The company is actively expanding its product offerings with the development of the OCS Kidney Platform and the introduction of the TransMedics Controlled Hypothermic Organ Preservation System (TROPS). TransMedics Group Inc (NASDAQ:TMDX) is making significant strides in international markets, particularly in Europe, with plans to replicate its successful U.S. logistics model. The company maintains a strong financial position with $462 million in cash and cash equivalents, allowing for continued investment in growth initiatives. TransMedics Group Inc (NASDAQ:TMDX) is focused on long-term value creation, with strategic investments in technology, infrastructure, and international expansion to drive future growth. The U.S. Transplant Modernization Act has caused some volatility and a transient negative impact on OPO performance and overall donor numbers. Gross margin for Q1 was approximately 58%, down 331 basis points year-over-year, due to increased internal supply chain activity and investments. The company is experiencing challenges with the enrollment timing of its enhanced and de novo clinical programs, which have not yet contributed to results. There is ongoing pressure on operating margins due to significant investments in growth initiatives, with expectations of up to 250 basis points below last year's operating margin. TransMedics Group Inc (NASDAQ:TMDX) faces competitive dynamics and market confusion, particularly in relation to its clinical programs and the introduction of new technologies like CHOPS. Warning! GuruFocus has detected 7 Warning Signs with TMDX. Is TMDX fairly valued? Test your thesis with our free DCF calculator. Q: Can you explain the strategy behind the CHOPS device and whether it will cannibalize existing products? Also, does the 10,000 organ target include CHOPS? A: (Waleed Hafni, CEO) CHOPS is not cannibalizing existing products. It targets a market segment, specifically DBD hearts with short preservation times, that we currently do not serve. CHOPS is additive to our market share and focuses on short transport r...

Image source: The Motley Fool. Tuesday, May 5, 2026, 4:30 p.m. ET President and Chief Executive Officer — Waleed Hassanein Chief Financial Officer — Gerardo Hernandez Need a quote from a Motley Fool analyst? Email [email protected] Waleed Hassanein: Thank you so much, Hannah. Good afternoon, everyone, and welcome to TransMedics First Quarter 2026 Earnings Call. As always, joining me today is Gerardo Hernandez, our Chief Financial Officer. Our vision has been bold -- our vision has always been bold and growth-oriented. Since inception, TransMedics has been relentless in our pursuit to transform organ transplant therapy by increasing utilization of donor organs and improving the clinical outcomes of transplant patients throughout -- through technology and service innovation and by disrupting the status quo. To accomplish this, we've been deliberate yet aggressive in our strategic investment in growth initiatives. We believe that 2026 is a critical and transformational year that stands to cement TransMedics' near, mid- and long-term growth trajectories and global market position. In the U.S., we're actively engaged in growing our heart and lung franchises by advancing our enhanced heart and DENOVO lung programs to expand our clinical evidence to support broader adoption. In parallel, we are also completing the development of the OCS Kidney platform using our Gen 3.0 platform. Our OCS Kidney platform will enable us to access the largest segment of the global transplant market, which is kidney transplantation. This will happen for the first time in the history of TransMedics. We strongly believe that once regulatory approvals are in hand, OCS Kidney will drive significant growth for our abdominal franchise. And we're not stopping here. We're also actively engaged in upgrading our heart, lung and liver devices to Gen 3.0 platform, which will enable us to gain significant future operating leverage and increase clinical adoption of the OCS platform in these critical organ transplant segments. Our growth initiatives also now go beyond warm perfusion. We recently unveiled the TransMedics Controlled Hypothermic Organ Preservation System, or CHOPS. CHOPS is designed to expand our product offering to cover new segments of the transplant market best served with cold static storage. And finally, our growth initiatives now extend beyond the U.S. to important international markets...

TransMedics (TMDX) came out with quarterly earnings of $0.3 per share, missing the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.7 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -51.46%. A quarter ago, it was expected that this medical technology company would post earnings of $0.41 per share when it actually produced earnings of $0.57, delivering a surprise of +39.02%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. TransMedics, which belongs to the Zacks Medical - Instruments industry, posted revenues of $173.93 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.99%. This compares to year-ago revenues of $143.54 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. TransMedics shares have lost about 20.2% since the beginning of the year versus the S&P 500's gain of 5.2%. While TransMedics has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for TransMedics was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Ran...

TransMedics Group TMDX delivered earnings per share (EPS) of 30 cents in the first quarter of 2026, down 59.5% year over year. The figure missed the Zacks Consensus Estimate by 51.6%. TransMedics registered revenues of $173.9 million in the first quarter, up 21% year over year. The figure fell short of the Zacks Consensus Estimate by 1%. Per management, the year-over-year rise was driven by the increased utilization of the Organ Care System ("OCS"), primarily in Liver and Heart through the National OCS Program ("NOP"), as well as additional revenues generated by TransMedics logistics services. During the reported quarter, TMDX was able to cover 82% of its NOP missions requiring air transport compared with 78% in the first quarter of 2025. However, shares of TransMedics lost 19.7% in yesterday’s after-market trading. The company’s shares have declined 22% in the year-to-date period compared with the industry’s fall of 16.6%. However, the broader S&P 500 Index has increased 6% in the same time frame. Image Source: Zacks Investment Research TMDX derives revenues via two sources: Net product revenues and Service revenues. In the first quarter of 2026, Net product revenues totaled $108 million, up 22% year over year. Growth was driven by continued strong liver performance and modest growth in the heart. Service revenues totaled $66 million, up 19% year over year, driven primarily by logistics revenues, supported by increased utilization of the TransMedics aviation fleet. Transplant Logistics’ services revenues for first-quarter 2026 were $32 million, up 22% year over year. This resulted from the continued expansion and strong utilization of TransMedics’ aviation fleet. In the quarter under review, TransMedics’ gross profit increased 14.7% year over year to $101.2 million. The gross margin contracted 331 basis points (bps) to 58%. Selling, general and administrative expenses rose 44.4% year over year to $62.9 million. Research, development and clinical trials expenses surged 45% year over year to $24.9 million. Total operating expenses of $87.9 million increased 44.5% year over year. Adjusted operating profit totaled $18.1 million, reflecting a downtick of 39.2% from the prior-year quarter. The adjusted operating margin in the first quarter contracted 1030 bps to 10.4%. TransMedics exited first-quarter 2026 with cash of $461.7 million compared with $488.4 million...

ANDOVER, Mass. (AP) — ANDOVER, Mass. (AP) — TransMedics Group Inc. (TMDX) on Tuesday reported first-quarter earnings of $7.3 million. On a per-share basis, the Andover, Massachusetts-based company said it had profit of 20 cents. Earnings, adjusted for non-recurring costs and amortization costs, were 30 cents per share. The results fell short of Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of 62 cents per share. The medical technology company posted revenue of $173.9 million in the period, which also fell short of Street forecasts. Five analysts surveyed by Zacks expected $175.7 million. TransMedics expects full-year revenue in the range of $727 million to $757 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on TMDX at https://www.zacks.com/ap/TMDX

ANDOVER, Mass., May 5, 2026 /PRNewswire/ -- TransMedics Group, Inc. ("TransMedics") (Nasdaq: TMDX), a medical technology company that is transforming organ transplant therapy for patients with end-stage lung, heart, and liver failure, today reported financial results for the quarter ended March 31, 2026. Recent Highlights Total revenue of $173.9 million in the first quarter of 2026, a 21% increase compared to the first quarter of 2025 Net income of $7.3 million or $0.20 per fully diluted share in the first quarter of 2026 Adjusted net income of $10.9 million or $0.30 per fully diluted share in the first quarter of 2026 Reiterates full year 2026 revenue guidance to be in the range of $727 million to $757 million Owned 22 aircraft as of March 31, 2026 Hosted annual symposium at the International Society of Heart and Lung Transplantation (ISHLT) 46th Annual Meeting & Scientific Session in Toronto; unveiled new Controlled Hypothermic Organ Preservation System ("CHOPS") aimed at facilitating enrollment in control arms of OCS ENHANCE Heart Part B and OCS DENOVO Lung clinical trials Entered into definitive agreement to invest in PAD Aviation, a premier Germany-based private aviation operator, with intent to create the first dedicated European transplant logistic network "We are pleased with our first quarter results and see 2026 as another critical period for TransMedics as we deliver on several critical growth catalysts for our business," said Waleed Hassanein, MD, President and Chief Executive Officer. "We are laser focused on executing our multi-pronged growth strategy by accelerating ENHANCE heart and DENOVO lung programs in the U.S., launching our NOP model in Europe, and advancing our OCS Kidney program. We believe these initiatives will position us well to drive continued growth and expand access to life-saving transplants for patients globally." A summary of first quarter financial results is as follows (dollars in thousands except per share): First Quarter 2026 Financial Results Total revenue for the first quarter of 2026 was $173.9 million, a 21% increase compared to $143.5 million in the first quarter of 2025. The increase was due primarily to the increase in utilization of the Organ Care System ("OCS"), primarily in Liver and Heart through the National OCS Program ("NOP") as well as additional revenue generated by TransMedics logistics services. Gross m...

TransMedics Group (TMDX) reported Q1 adjusted net income late Tuesday of $0.30 per diluted share, do

Q1 revenue was $174 million, up ~21% year-over-year, with $462 million in cash; TransMedics reiterated full-year 2026 revenue guidance of $727–$757 million (implying ~20–25% growth) but noted near-term margin pressure as gross margin slipped to ~58% and adjusted operating expenses rose ~42% due to strategic investments. CHOPS, a controlled hypothermic organ preservation device introduced in April, will be used as the control arm in the ENHANCE Heart and DENOVO Lung trials once an IDE supplement is filed and approved (expected early Q3 2026), and management says it is additive to market share rather than cannibalistic. Management is expanding logistics and product platforms—building NOP hubs in Italy and partnering with PAD Aviation for European air logistics—and is advancing its Gen 3.0 kidney program with a final design preview planned for late June and a targeted U.S. IDE submission in early 2027. Interested in TransMedics Group, Inc.? Here are five stocks we like better. Mid-Cap Marvels: 3 Stocks That Crushed Sales Estimates in May TransMedics Group (NASDAQ:TMDX) reported first-quarter 2026 revenue of $174 million, up about 21% year over year and 8% sequentially, as the company continued to expand adoption of its Organ Care System (OCS) platform and its National OCS Program (NOP) logistics model while increasing investment in a series of growth initiatives. President and CEO Waleed Hassanein said 2026 is “a critical and transformational year” as the company advances clinical programs in heart and lung, develops its next-generation Gen 3.0 platform, and broadens its organ preservation offering beyond warm perfusion. Hassanein said TransMedics delivered “a solid quarter” despite “broader volatility” and what he described as a “transient negative impact” from the U.S. Transplant Modernization Act on organ procurement organization (OPO) performance and overall donor numbers. The company reported adjusted operating profit of approximately $18.1 million, or 10.4% of total revenue, and ended the quarter with $462 million in cash and cash equivalents. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook 3 Medical Technology Stocks Outperforming in 2025 CFO Gerardo Hernandez said growth was “led by strong liver performance, continued progress in heart, and increasing contribution from our integrated logistics platform.” He reported U.S. transplant r...