TransMedics shares soar as Q2 earnings double analyst estimates

Published 30/07/2025, 22:30
TransMedics shares soar as Q2 earnings double analyst estimates

Investing.com -- TransMedics Group, Inc. (NASDAQ:TMDX), a medical technology company transforming organ transplant therapy, reported second quarter earnings that significantly exceeded analyst expectations, driving shares up 6.3% following the announcement.

The company reported adjusted earnings per share of $0.92 for the second quarter, more than double the analyst consensus of $0.45. Revenue reached $157.4 million, surpassing the $146.74 million analyst estimate and representing a 38% increase compared to the same quarter last year.

TransMedics raised its full-year 2025 revenue guidance to between $585 million and $605 million, up from its previous forecast of $565 million to $585 million. The midpoint of the new guidance ($595 million) exceeds the analyst consensus of $582.1 million and represents 35% growth compared to 2024.

"We are proud to report another strong quarter, marked by profitable year-over-year revenue growth of 38%," said Waleed Hassanein, MD, President and Chief Executive Officer. "Our consistent performance across all areas of the business reflects the successful execution of our strategy, the differentiated value our OCS and NOP platforms, and our unique leadership position in the transplant market."

The company maintained a gross margin of 61% in the second quarter, consistent with the same period last year. Net income reached $34.9 million, representing 22% of revenue, compared to $12.2 million in the second quarter of 2024.

Operating expenses increased to $60.0 million from $56.8 million a year earlier, driven primarily by increased research and development investment to support the company’s growth. TransMedics ended the quarter with $400.6 million in cash as of June 30, 2025.

The company also announced receiving conditional Investigations Device Exemption approval from the FDA to initiate the Next-Gen OCS™ Lung trial and launched its first-in-class OCS NOP digital ecosystem across major transplant programs in the U.S.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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