The Art of Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Art of Investing

PICK 51.06

+2.3%

Dec 22 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Sun Tzu

10/29/2025 6:25:00 PM

of 10712

Medical device maker TransMedics Q3 revenue misses estimates
Oct 29, 2025, 16:50 GMT-4RefinitivLess than 1 min read

TMDX+3.55%
Overview

TransMedics Q3 revenue grows 32% yr/yr but misses analyst expectations
Net income for Q3 rises to $24.3 mln, reflecting strong operational performance
Company announces collaboration with Mercedes-Benz for organ transport in Italy

Outlook

TransMedics raises 2025 revenue guidance to $595 mln-$605 mln
Company aims to end 2025 strongly and prepare for growth in 2026
TransMedics plans to deploy Mercedes-Benz vehicles for organ transport in Italy

Result Drivers

OCS UTILIZATION - Revenue growth driven by increased utilization of Organ Care System, particularly in Liver and Heart through NOP
R&D INVESTMENT - Operating expenses rose due to increased R&D investment and organizational growth

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q3 Revenue	Miss	$143.80 mln	$145.20 mln (10 Analysts)
Q3 Net Income		$24.30 mln
Q3 Gross Margin		59%

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the advanced medical equipment & technology peer group is "buy"
Wall Street's median 12-month price target for Transmedics Group Inc is $146.50, about 11.5% above its October 28 closing price of $129.71
The stock recently traded at 49 times the next 12-month earnings vs. a P/E of 62 three months ago

Press Release:

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next