{"filings":[{"id":582203,"accession_number":"0001193125-26-234440","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2026-05-21T20:15:24+00:00","items":["5.07","9.01"],"status":"ready","headline":"TransMedics shareholders approve director elections, equity plan amendment increasing share reserve to 5.39M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All eight director nominees elected; advisory say-on-pay approved with 22.9M for, 1.16M against.","Amendment to 2019 Stock Incentive Plan approved: share reserve increased to 5,390,502 shares (includes 2,640,502 outstanding awards).","Plan term extended to June 1, 2036; new grants on/after Jan 1, 2027 subject to minimum one-year vesting (5% carve-out).","PricewaterhouseCoopers ratified as independent auditor for FY 2026 with 28.0M votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.15,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95217,"accession_number":"0001193125-26-206347","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q1 revenue up 21% but net income plunges 71% YoY; guidance reiterated","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $173.9M (+21% YoY); net income $7.3M ($0.20 diluted EPS), down 71% from $0.70.","Adjusted net income $10.9M ($0.30 diluted EPS), down 59% YoY.","Operating margin 7.6% vs 19.1% prior year; adjusted operating margin 10.4%.","Reiterates FY 2026 revenue guidance $727M-$757M.","Announced investment in PAD Aviation to create European transplant logistic network; owns 22 aircraft."],"consensus_eps_estimate":null,"consensus_eps_actual":0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":173933000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108116,"accession_number":"0001193125-26-079392","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics provides tax valuation allowance impact: Q4 adjusted EPS $0.47","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Released $103.3M U.S. tax valuation allowance in Q4, driving $83.8M net income tax benefit.","Annual effective tax rate 2025 was (77.0)%; without allowance release it would have been 19.1%.","Q4 pre-tax income $21.6M; reported net income $105.4M ($2.62 diluted EPS).","Adjusted net income after 19.1% tax rate: $17.5M ($0.47 diluted EPS).","Future quarters expected to have tax provision more in line with U.S. statutory rates."],"consensus_eps_estimate":null,"consensus_eps_actual":4.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":605494000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108115,"accession_number":"0001193125-26-066953","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q4 revenue $160.8M (+32% YoY); net income $105.4M includes $83.8M tax benefit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $160.8M (+32% YoY); full-year revenue $605.5M (+37% YoY).","Net income $105.4M in Q4 ($2.62 diluted EPS); full-year net income $190.3M ($4.87 diluted EPS). Both include one-time tax benefit from valuation allowance release.","U.S. OCS cases 5,139 in FY2025 (+38% YoY); owned 22 aircraft as of Dec 31, 2025.","FY2026 revenue guidance $727M-$757M, representing 20% to 25% growth over FY2025.","Appointed Giovanni Cecere as CCO, Amanda Sorrento as SVP HR, Matthew Forsyth as SVP GC; FDA approved OCS ENHANCE Heart and DENOVO Lung trials."],"consensus_eps_estimate":null,"consensus_eps_actual":4.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":605494000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108114,"accession_number":"0001193125-26-037615","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"TransMedics appoints new CCO and new General Counsel in leadership transition","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Giovanni Cecere appointed Chief Commercial Officer effective Feb 2, 2026, succeeding Tamer Khayal who becomes SVP International.","Matthew Forsyth appointed SVP, General Counsel & Corporate Secretary effective March 9, 2026, succeeding Anil Ranganath.","Anil Ranganath transitions to non-executive employee until June 7, 2026, then consultant through Sept 7, 2026; retains base salary and equity vesting.","Ranganath eligible for severance of 0.75x highest salary+bonus, COBRA for 9 months, and pro-rated 2026 bonus subject to release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108113,"accession_number":"0001193125-26-009816","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"TransMedics signs 498,286 sq ft HQ lease in Somerville, MA; buys two adjacent parcels for $30M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Lease for ~498,286 sq ft at 188 Assembly Park Drive, Somerville, MA; initial annual base rent of ~$23.9M with 2% annual escalations.","Initial term of 192 months (16 years) from Rent Commencement Date (no later than Feb 1, 2028); two 10-year renewal options.","Landlord provided $18M letter of credit as security deposit; Tenant responsible for 100% of operating and tax expenses.","Acquired two adjacent parcels for $15M each on Jan 8, 2026; parcels total $30M.","New headquarters expected by Jan 1, 2028, replacing current Andover facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124529,"accession_number":"0001193125-25-256326","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q3 revenue $143.8M (+32% YoY); raises FY2025 guidance to $595-605M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $143.8M, up 32% vs Q3 2024; net income $24.3M ($0.66 diluted EPS) vs $4.2M a year ago.","Gross margin improved to 59% from 56%; cash balance $466.2M as of Sept 30.","FY2025 revenue guidance raised to $595-605M (midpoint $600M, 36% growth); prior range was $585-605M.","Announced strategic collaboration with Mercedes-Benz to deploy V-Class vehicles for organ transport in Italy.","Owned 21 aircraft as of Sept 30 (22 as of Oct 29); OCS growth driven by NOP and aviation fleet expansion."],"consensus_eps_estimate":null,"consensus_eps_actual":2.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":444730000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124528,"accession_number":"0001193125-25-231900","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2025-10-06T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics acquires 22nd fixed-wing aircraft for $14.5M to expand organ transport fleet","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Acquired fixed-wing aircraft from Teaghlach Aviation, LLC for ~$14.5M on Oct 3, 2025.","Total aircraft fleet now 22; all used for donor organ transport under National OCS Program.","Buyer is TransMedics, Inc., wholly-owned subsidiary of TransMedics Group.","Continuation of previously disclosed series of aircraft acquisitions; first reported Sep 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141213,"accession_number":"0000950170-25-100228","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q2 revenue $157.4M (+38% YoY), net income $34.9M; raises FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $157.4M vs $114.3M YoY (+38%); net income $34.9M ($0.92 diluted EPS) vs $12.2M.","Raises full-year 2025 revenue guidance to $585M-$605M from $565M-$585M (35% midpoint growth).","Gross margin 61% consistent YoY; operating expenses $60.0M up from $56.8M on R&D investment.","Cash $400.6M; received conditional IDE approval from FDA for Next-Gen OCS Lung trial.","Launched OCS NOP digital ecosystem NOP ACCESS across major U.S. transplant programs."],"consensus_eps_estimate":null,"consensus_eps_actual":1.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":300907000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159014,"accession_number":"0001193125-25-125855","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2025-05-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"TransMedics shareholders elect all 8 director nominees, approve exec comp and auditor at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 8 director nominees (Hassanein, Tobin, Basile, Gunderson, Kania, Lovell, Raines, Weill) elected with 19.5M-21.5M votes each.","Non-binding advisory vote on named executive officer compensation passed: 20.9M for, 756K against, 54.5K abstain.","Ratification of PricewaterhouseCoopers as independent auditor for FY2025 approved: 24.4M for, 2.1M against, 53K abstain.","Broker non-votes of 4.9M on director election and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159013,"accession_number":"0000950170-25-066916","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q1 revenue $143.5M (+48% YoY), net income $25.7M; raises FY2025 guidance to $565-585M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $143.5M (+48% YoY from $96.9M); net income $25.7M ($0.70 diluted EPS), up from $12.2M in Q1 2024.","Gross margin 61% vs 62% a year ago; operating expenses $60.8M (incl. $8.7M stock comp) vs $47.5M.","FY2025 revenue guidance raised to $565-585M (from $530-552M), representing ~30% YoY growth at midpoint.","Cash balance $310.1M as of March 31, 2025; owned 21 aircraft for organ logistics.","Announced design center and manufacturing facility in Mirandola, Italy; 10 abstracts at ISHLT meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":0.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":143537000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177455,"accession_number":"0000950170-25-029071","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q4 revenue $121.6M (+50% YoY); full year net income $35.5M; 2025 guidance $530-552M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $121.6M (+50% YoY); net income $6.9M ($0.19 EPS); full year revenue $441.5M (+83% YoY).","Full year net income $35.5M ($1.01 EPS) vs net loss $25.0M in 2023; 2025 revenue guidance $530-552M (20-25% growth).","U.S. OCS cases 3,715 in 2024 (+58% YoY); overall OCS market share 20.9% (up from 13.8% in 2023).","Independent review found no misconduct after short report allegations; submitted response to FDA Citizen Petition.","Gross margin 59.4% full year, down from 63.8% due to higher service revenue mix; cash $336.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":441540000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177454,"accession_number":"0001193125-25-031982","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2025-02-21T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics acquires 21st fixed-wing aircraft for $14.3M for organ transport fleet","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Purchased from Ocean Select Seafood, L.L.C. for approx. $14.3 million.","21st aircraft acquired under National OCS Program; prior 14 acquisitions disclosed in earlier 8-Ks since Sept 2023.","Aircraft will be used to transport donor organs as part of the Company's National OCS Program services."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177453,"accession_number":"0001193125-25-006129","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2025-01-14T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics acquires 20th aircraft for $14.1M, expanding organ transport fleet","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired fixed-wing aircraft from RCS Leasing, LLC for ~$14.1M on January 8, 2025.","This is the 20th aircraft acquired as part of a series for the National OCS Program.","Aircraft will be used to transport donor organs under the National OCS Program.","Prior acquisitions of 19 aircraft were reported in previous 8-Ks since September 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194186,"accession_number":"0001193125-24-273403","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-12-09T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics subsidiary acquires fixed-wing aircraft for $13.9M, fleet now 19 for organ transport","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Acquired a fixed-wing aircraft from A-JETS CZ, a.s. for approx. $13.9 million on December 5, 2024.","This is the 19th aircraft acquired since September 2023 under a series of related transactions.","All aircraft are used to transport donor organs as part of TransMedics' National OCS Program."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194185,"accession_number":"0001193125-24-268922","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-12-02T23:59:59+00:00","items":["5.02","7.01"],"status":"ready","headline":"TransMedics appoints Gerardo Hernandez as CFO; updates 2024 revenue guidance to $428M-$432M","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Hernandez appointed CFO effective Dec 2, 2024, succeeding Stephen Gordon, who will remain as non-executive employee through Mar 2025 then senior advisor through Mar 2026.","Hernandez receives $450K base salary, 50% target bonus, and equity awards worth $2M (stock options and RSUs) under the inducement plan.","2024 revenue guidance raised to $428-432M, representing 77-79% year-over-year growth.","Gordon as non-executive employee gets $477K base salary and continues equity vesting; as advisor receives $10K annual fee.","Hernandez brings 25+ years experience, most recently as VP Finance at Alnylam, and previously at Shire/Takeda."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194184,"accession_number":"0000950170-24-117727","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q3 revenue $108.8M (+64% YoY), net income $4.2M; FY guidance reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $108.8M, up 64% from $66.4M in Q3 2023.","Net income $4.2M ($0.12 diluted EPS) vs net loss of $25.4M in prior year.","Gross margin 56% vs 61% a year ago due to shift to service revenue.","FY 2024 revenue guidance reaffirmed at $425M–$445M (76–84% growth).","Cash $330.1M as of Sep 30; owned 18 aircraft for the National OCS Program."],"consensus_eps_estimate":null,"consensus_eps_actual":0.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":319916000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210512,"accession_number":"0001193125-24-217238","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-09-11T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics acquires 18th fixed-wing aircraft for $14.4M to expand organ transport fleet","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Subsidiary TransMedics, Inc. bought a fixed-wing aircraft from 77 Aviation, LLC for ~$14.4 million.","This is the 18th aircraft acquired under the National OCS Program for donor organ transport.","Previous acquisitions of 17 aircraft were disclosed in multiple 8-K filings from Sept 2023 to July 2024.","Company considers the acquisitions a series of related transactions to build a dedicated fleet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210511,"accession_number":"0000950170-24-088689","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q2 revenue $114.3M (+118% YoY), net income $12.2M, raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $114.3M (+118% YoY); net income $12.2M ($0.35 diluted EPS) vs net loss $1.0M.","Gross margin 61% (down from 70% YoY) due to higher service revenue mix.","Operating expenses $56.8M (incl $7.3M stock comp) vs $37.6M prior year; driven by R&D and growth.","Raises FY2024 revenue guidance to $425M-$445M (76%-84% growth) from prior $390M-$400M.","Cash $362.8M as of June 30; owned 15 aircraft, purchased 2 more in July 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":211155000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210510,"accession_number":"0001193125-24-187550","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics acquires 17th fixed-wing aircraft for $14.0M under National OCS Program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Purchased aircraft from Butterfield Air, LLC for approximately $14.0 million on July 26, 2024.","This is the 17th aircraft acquired since September 2023 as part of a related series of transactions.","Aircraft will support organ transport services for the company's National OCS Program.","Buyer is wholly-owned subsidiary TransMedics, Inc."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210509,"accession_number":"0001193125-24-174337","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-07-02T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics acquires two additional aircraft for ~$28.2M; fleet now 16","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Bought aircraft from JPBAM, LLC on June 27, 2024 for ~$14.2M.","Bought aircraft from TVPX ARS Inc. on July 1, 2024 for ~$14.0M.","Total fleet of 16 fixed-wing aircraft acquired for National OCS Program.","Aircraft used to transport donor organs as part of organ transplant services.","Previous aircraft acquisitions disclosed in 8-Ks from Sept 2023 to March 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228838,"accession_number":"0001193125-24-148102","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-05-28T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"TransMedics shareholders elect board, approve say-on-pay, ratify auditor at 2024 meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight director nominees elected: Hassanein, Tobin, Basile, Gunderson, Kania, Lovell, Raines, Weill; each with >19.8M for votes.","Say-on-pay approved on advisory basis: 22,902,359 for, 1,321,627 against.","Ratification of PwC as independent auditor for FY2024: 26,468,778 for, 748,890 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228837,"accession_number":"0000950170-24-050568","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q1 revenue $96.9M (+133% YoY), net income $12.2M; raises FY2024 revenue guide to $390-400M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net revenue $96.9M (+133% YoY); net income $12.2M ($0.35 diluted EPS) vs net loss $2.6M in Q1 2023.","Gross margin 62% (down from 69% YoY) due to higher service revenue mix; operating expenses $47.5M.","Cash balance $350.2M at March 31, 2024.","FY2024 revenue guidance raised to $390-400M (from $360-370M), representing 61-66% YoY growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":96850000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247485,"accession_number":"0001193125-24-065858","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-03-12T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics acquires 14th aircraft for $12.5M for National OCS Program","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired fixed-wing aircraft from Evans General Aviation for ~$12.5M on March 8, 2024.","This is the 14th aircraft acquired as part of fleet for National OCS Program to transport donor organs.","Previous acquisitions were disclosed in prior 8-K filings from Sep 2023 to Feb 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2353770777.0062723,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247484,"accession_number":"0000950170-24-020175","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q4 revenue $81.2M (+159% YoY); 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