TransMedics Group, Inc.
TMDX
NASDAQ·Healthcare·Medical - Devices·Mkt cap $3.1B
$89.98
▲ +3.45%
P/E
23.19
Mkt Cap
$3.1B
52-Wk Range
$60.11–$156.00
52-Week Range
$60.11 - $156.00
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 14.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary warm perfusion technology that extends organ viability beyond traditional cold storage methods
- Comprehensive multi-organ platform (lung, heart, liver) with significant R&D investment and clinical validation
- Strong intellectual property portfolio with patents protecting core technology and applications
- First-mover advantage in commercial organ perfusion systems with established clinical relationships and hospital adoption
Bear Case
2 risks
- Above-average volatility (beta 1.9).
- Growth premium of 3.0x vs Medical Devices peers. Elevated but may be justified by growth trajectory.
Growth
Moderate growth ahead
Expanding global organ transplant demand driven by aging populations and end-stage organ failure prevalence
Value
Growth premium of 3.0x vs Medical Devices peers. Elevated but may be justified by growth trajectory.
Momentum
Hot
+29.6% over 3m
Quality
Strong
High-growth business (26% revenue growth, 59% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying TMDX right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 4, 2026
Reported EPS of $0.44 vs $0.50 consensus (-11.2% surprise). Revenue of $189.9M vs $184.0M expected (+3.2%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-11.2%
Revenue trend · last 8Q
—
+50%
+48%
+38%
+32%
+32%
+21%
+21%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$108.8M
$121.6M
$143.5M
$157.4M
$143.8M
$160.8M
$173.9M
$189.9M
Margins · last 8Q
Gross
59.6%
Operating
12.5%
Profit
7.7%
Wall Street consensus
7 analysts · 71% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
71%
Hold
29%
Sell
0%
Median Price Target
—
Latest: Needham · Aug 3, 2026
vs Industry
How TMDX stacks vs Medical - Devices
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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