Shares of TransMedics Group, Inc. (NASDAQ:TMDX – Get Free Report) reached a new 52-week low during trading on Wednesday following a weaker than expected earnings announcement. The stock traded as low as $72.12 and last traded at $75.1480, with a volume of 1538455 shares changing hands. The stock had previously closed at $94.93.
The company reported $0.30 earnings per share for the quarter, missing the consensus estimate of $0.62 by ($0.32). The firm had revenue of $173.93 million during the quarter, compared to analyst estimates of $174.48 million. TransMedics Group had a net margin of 31.43% and a return on equity of 30.17%. The firm’s revenue was up 21.2% compared to the same quarter last year. During the same period last year, the business earned $0.70 EPS.
Key TransMedics Group News
Here are the key news stories impacting TransMedics Group this week:
- Positive Sentiment: Q1 revenue grew 21.2% year‑over‑year to $173.9M, indicating continued demand expansion for TransMedics’ organ‑preservation systems and consumables. TransMedics Reports First Quarter 2026 Financial Results
- Positive Sentiment: Profitability remains strong on reported metrics: net margin ~31.4% and ROE ~30.2%, which signal healthy unit economics and operational leverage as revenue scales. MarketBeat Q1 Summary & Materials
- Neutral Sentiment: Management issued FY-2026 revenue guidance of $727M–$757M (consensus ~$739M). The range includes the Street estimate but is wide, leaving room for investor interpretation on pacing and margin assumptions. Guidance Update (company release/slides)
- Neutral Sentiment: Company provided supporting materials (press release, slide deck, and conference call transcript) that investors can review for detail on regional trends, disposable attach rates, and cadence of system placements. Earnings Call Transcript
- Negative Sentiment: Q1 EPS missed materially: $0.30 vs. consensus ~$0.62, and down from $0.70 a year ago — this earnings miss drove near‑term investor disappointment. Zacks: Q1 Earnings and Revenues Miss Estimates
- Negative Sentiment: Revenue was a slight miss versus consensus ($173.93M vs. ~$174.5M), reinforcing the EPS shortfall and prompting questions about near‑term margin or timing issues. Zacks: What Key Metrics Have to Say
Analysts Set New Price Targets
Read Our Latest Research Report on TransMedics Group
Insider Activity at TransMedics Group
In other TransMedics Group news, Director David Weill sold 3,571 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $146.82, for a total transaction of $524,294.22. Following the sale, the director owned 12,134 shares of the company’s stock, valued at approximately $1,781,513.88. This trade represents a 22.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Gerardo Hernandez sold 7,236 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $147.21, for a total transaction of $1,065,211.56. Following the transaction, the chief financial officer owned 14,689 shares in the company, valued at approximately $2,162,367.69. This trade represents a 33.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 16,205 shares of company stock valued at $2,353,002 in the last quarter. Company insiders own 6.90% of the company’s stock.
Hedge Funds Weigh In On TransMedics Group
Institutional investors have recently modified their holdings of the business. Whittier Trust Co. of Nevada Inc. increased its holdings in shares of TransMedics Group by 981.0% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 227 shares of the company’s stock valued at $26,000 after acquiring an additional 206 shares during the period. Salomon & Ludwin LLC acquired a new position in shares of TransMedics Group in the 3rd quarter valued at $28,000. Harvest Fund Management Co. Ltd acquired a new position in shares of TransMedics Group in the 3rd quarter valued at $29,000. Allworth Financial LP increased its holdings in shares of TransMedics Group by 74.3% in the 3rd quarter. Allworth Financial LP now owns 265 shares of the company’s stock valued at $30,000 after acquiring an additional 113 shares during the period. Finally, Optiver Holding B.V. increased its holdings in shares of TransMedics Group by 248.1% in the 3rd quarter. Optiver Holding B.V. now owns 268 shares of the company’s stock valued at $30,000 after acquiring an additional 191 shares during the period. 99.67% of the stock is owned by institutional investors and hedge funds.
TransMedics Group Stock Down 20.9%
The business’s fifty day moving average price is $116.57 and its 200 day moving average price is $125.96. The firm has a market capitalization of $2.59 billion, a price-to-earnings ratio of 15.31 and a beta of 2.07. The company has a current ratio of 7.14, a quick ratio of 6.59 and a debt-to-equity ratio of 1.06.
About TransMedics Group
TransMedics Group, Inc is a medical device company headquartered in Andover, Massachusetts, that specializes in advanced organ preservation and transport systems for transplantation. The company’s flagship technology, the Organ Care System (OCS), maintains donor organs in a near-physiologic, warm, beating state during transportation, with the aim of extending preservation times and improving post‐transplant outcomes. TransMedics’ solutions address a critical need in transplantation by reducing ischemic injury and expanding the donor organ pool.
TransMedics currently markets two commercially available OCS platforms.
Further Reading
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