Added to YB: 2026-08-07
Pitch date: 2026-08-05
TMDX [neutral]
TransMedics Group, Inc.
+5.03%
current return
Author Info
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Company Info
TransMedics Group, Inc., a commercial-stage medical technology company, engages in transforming organ transplant therapy for end-stage organ failure patients in the United States and internationally.
Market Cap
$2.7B
Pitch Price
$76.37
Price Target
205.00 (+168%)
Dividend
N/A
EV/EBITDA
24.54
P/E
19.05
EV/Sales
4.56
Sector
Health Care Equipment and Supplies
Category
growth
$TMDX Q2 2026 Earnings Recap
TMDX (earnings): Q2 rev +20.7% YoY to $189.9M; FY guide raised to ~23.5% growth. Liver rev +27.7%, US share gains; NOP fleet utilization 86%, best-ever July flights. GM 59.6%, op margin 12.5% (down from 23.2%) on Europe/R&D/HQ spend. CHOPS approval delayed to late Q3/Q4, pushing trials to 2028. $472.7M cash. $2B rev target by 2032 (~22% CAGR) implies ~$10.2 EPS, $205 PT at 20x = 18% CAGR from $74. Kidney is key lever; related-party comp/capital allocation concerns.
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