{"filings":[{"id":2051436,"accession_number":"0001193125-26-332767","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2026-08-04T20:05:17+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q2 revenue up 21% to $189.9M; net income falls to $0.41 EPS; raises FY guidance low end","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $189.9M (+21% YoY); product revenue $111.2M (+16%), service revenue $78.8M (+29%).","Net income $14.7M ($0.41 diluted EPS) vs $0.92 prior year; adjusted net income $16.2M ($0.44 adjusted EPS).","Raised low end of FY2026 revenue guidance (excl. PAD Aviation) to $737M-$757M.","Completed strategic investment in PAD Aviation on July 1, 2026 to establish European organ transplant air logistics network."],"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":0.75,"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":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); guides FY2024 $360-370M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 revenue $81.2M (+159% YoY); net income $4.0M ($0.12 EPS) vs loss of $6.7M in Q4 2022.","Full-year 2023 revenue $241.6M (+159% YoY); net loss narrowed to $25.0M from $36.2M.","Gross margin declined to 59% (Q4) and 64% (FY) from 66% and 70% respectively.","Cash position $394.8M as of Dec 31, 2023.","FY2024 revenue guidance $360-370M, representing 49%-53% growth over 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":241623000.0,"consensus_period":"2023-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":247483,"accession_number":"0001193125-24-025259","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-02-06T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics acquires 13th fixed-wing aircraft for $13.5M, expanding organ transport fleet","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired a fixed-wing aircraft from Fly1212V LLC for approximately $13.5 million on February 2, 2024.","This is the 13th aircraft acquired to date under the National OCS Program for donor organ transport.","Prior acquisitions of 12 aircraft were previously disclosed in various 8-K filings from September 2023 to January 2024.","All aircraft are used to support 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":0.55,"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":247482,"accession_number":"0001193125-24-018104","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-01-29T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics acquires 12th fixed-wing aircraft for $13.1M, expanding organ transport fleet","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired aircraft from Hurricane Express Logistics for ~$13.1M on Jan 25, 2024.","Total fleet now 12 aircraft for National OCS Program organ transport services.","Prior acquisitions of 11 aircraft were disclosed in earlier 8-Ks from Sept 2023 to Jan 2024.","Company considers acquisitions a series of related transactions for organ transport 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":0.3,"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":247481,"accession_number":"0001193125-24-000684","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2024-01-02T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics subsidiary acquires aircraft from Embraer for $12.7M, fleet now 11","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Buyer acquired a fixed-wing aircraft from Embraer Executive Aircraft, Inc. on December 29, 2023.","Aggregate purchase price approximately $12.7 million, inclusive of amount previously paid to third party.","Aircraft is the 11th acquired under National OCS Program to transport donor organs.","Company considers these acquisitions a series of related transactions for building the organ transport fleet."],"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":0.35,"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":264942,"accession_number":"0001193125-23-298623","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-12-19T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics acquires tenth fixed-wing aircraft for $13.2M for organ transport fleet","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired a fixed-wing aircraft from Munday Aviation, LLC for approximately $13.2 million.","This is the tenth aircraft acquired as part of a fleet for the National OCS Program.","Transaction closed on December 18, 2023; prior acquisitions of nine aircraft reported earlier.","Aircraft will be used to transport donor organs for the Company's 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":264941,"accession_number":"0001193125-23-276099","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-11-13T23:59:59+00:00","items":["1.01","2.01","9.01"],"status":"ready","headline":"TransMedics amends credit agreement for $300M acquisition capacity; buys 9th aircraft","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Third amendment to CIBC credit agreement permits acquisitions up to $300M aggregate without further lender consent.","On Nov 9, 2023, subsidiary acquired a fixed-wing aircraft from Hurricane Express Logistics for ~$12.9M.","Nine aircraft now owned for National OCS Program organ transport services.","Under the amendment, aircraft and related assets are designated as excluded collateral."],"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":264940,"accession_number":"0000950170-23-059424","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q3 revenue $66.4M (+159% YoY); raises FY2023 guidance to $222-230M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $66.4M, up 159% YoY; includes $2.1M from new aviation business and $1.6M non-recurring charter revenue.","Net loss widened to $25.4M from $7.4M, driven by $29.2M non-recurring acquisition costs including $27.2M in-process R&D charge.","Gross margin 61% vs 71% a year ago, impacted by Summit Aviation transition and legacy charter exit costs.","Cash $427.1M as of Sep 30; full-year 2023 revenue guidance raised to $222-230M from prior $180-190M.","Summit Aviation acquisition closed, adding aviation service to organ transplant logistics offering."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":160449000.0,"consensus_period":"2023-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":282130,"accession_number":"0001193125-23-240531","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-09-22T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics buys two more aircraft for ~$25.2M to expand organ transport fleet","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["On Sep 21, acquired a fixed-wing aircraft from FW Equipment Leasing for ~$13.4M.","On Sep 22, acquired a fixed-wing aircraft from Ikarus Aviation GmbH for ~$11.8M.","These are the seventh and eighth aircraft acquired this month for the National OCS Program.","Aircraft will be used to transport donor organs as part of TransMedics' service offerings."],"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":0.5,"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":282129,"accession_number":"0001193125-23-233458","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-09-12T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics buys two more fixed-wing aircraft for ~$26.1M; fleet now 6 for National OCS Program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Acquired fifth aircraft from Hurricane Express Logistics for ~$13.3M on Sept 7, 2023.","Acquired sixth aircraft from Victor 232, LLC for ~$12.8M on Sept 12, 2023.","All six aircraft will be used to transport donor organs as part of the 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":"positive","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":282128,"accession_number":"0001193125-23-228569","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-09-05T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"TransMedics acquires two more aircraft for $26.1M; total fleet investment $51.3M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["On Sep 1, 2023, subsidiary bought two fixed-wing aircraft: from Mountain Snow Management ($12.6M) and 1010 Aviation ($13.5M).","Combined with prior purchases on July 28 ($13.0M) and Aug 3 ($12.2M), total fleet cost is approximately $51.3M.","Aircraft will be used to transport donor organs under the National OCS Program, expanding in-house logistics capacity.","The four acquisitions are treated as a series of related transactions for building an owned aircraft fleet."],"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":0.5,"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":282127,"accession_number":"0001193125-23-214323","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-08-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"TransMedics closes Summit Aviation acquisition to launch national organ transplant air logistics","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of Summit Aviation completed; creates TransMedics Aviation as first dedicated national organ transplant air logistics provider.","CEO Waleed Hassanein stated the acquisition expands reach of the National OCS Program (NOP).","Ben Walton appointed VP of Aviation Services as part of the integration.","No financial terms of the deal were disclosed in the announcement."],"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":0.6,"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":282126,"accession_number":"0000950170-23-038077","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q2 revenue $52.5M, up 156% YoY; raises FY 2023 guidance to $180M-$190M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $52.5M in Q2 2023, up 156% from $20.5M YoY; net loss narrowed to $1.0M from $11.5M.","Full-year 2023 revenue guidance raised to $180M-$190M (93%-103% growth) from prior $160M-$170M.","U.S. National OCS Program drove ~93% of OCS cases; cash $582.2M after $393M convertible notes offering.","Gross margin steady at 70%; operating expenses $37.6M vs $24.1M; signed deal to acquire Summit Aviation."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":94019000.0,"consensus_period":"2023-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":301235,"accession_number":"0001193125-23-178575","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-06-29T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"TransMedics amends credit agreement to permit acquisitions up to $50M each, extends amortization start to 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Second Amendment to Credit Agreement with CIBC allows cash consideration up to $50M per acquisition, $150M total.","Amortization start date for term loans extended to July 31, 2026 (from July 31, 2025).","Company must maintain at least $100M unrestricted cash with CIBC or affiliates to make earn-out payments.","Permitted acquisitions subject to conditions: no event of default, compliance with covenants, not unfriendly.","Existing letters of credit (e.g., $250K standby L/C) included in Cash Management Services definition."],"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":0.65,"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":301234,"accession_number":"0001193125-23-155477","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-05-26T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve amended equity plan, adding 1M shares and extending to 2033","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan amendment increases share reserve by 1,000,000 shares and extends expiration to June 1, 2033.","Directors elected: Waleed H. Hassanein, James R. Tobin, Edward M. Basile, Thomas J. Gunderson, Edwin M. Kania, Stephanie Lovell, Merilee Raines, David Weill.","Say-on-pay proposal approved with 22,963,086 votes for, 1,519,849 against.","Plan amendment approved with 19,996,361 votes for, 4,483,557 against.","Ratification of PricewaterhouseCoopers as auditor passed with 26,378,751 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":0.5,"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":301233,"accession_number":"0001193125-23-142017","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-05-11T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"TransMedics issues $460M of 1.50% convertible notes due 2028; enters capped call transactions","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $460M aggregate principal of 1.50% Convertible Senior Notes due 2028, including full exercise of $60M greenshoe.","Initial conversion price ~$94.00/share, a 32.5% premium over May 8 closing price of $70.94.","Notes mature June 1, 2028; interest payable semi-annually at 1.50% per annum.","Entered capped call transactions covering ~4.89M shares to reduce potential dilution upon conversion.","Notes sold in private placement to QIBs under Rule 144A; not registered under Securities Act."],"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":0.7,"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":301232,"accession_number":"0001193125-23-138845","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"TransMedics amends credit agreement to allow up to $460M convertible notes and capped calls","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["On May 8, 2023, entered First Amendment to Credit Agreement with CIBC to enable 1.50% Convertible Senior Notes due 2028.","Permitted aggregate principal of up to $460M for convertible notes with interest rate capped at 3.00% per annum.","Also permits privately negotiated capped call (Permitted Bond Hedge) and warrant transactions.","Amendment modifies covenants (Change of Control, Indebtedness) and adds operating account and restricted payment provisions."],"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":0.75,"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":301231,"accession_number":"0000950170-23-016245","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q1 revenue $41.6M (+162% YoY); raises FY23 guidance to $160-170M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2023 revenue $41.6M (+162% YoY from $15.9M) driven by NOP adoption and OCS Liver/Heart sales.","Gross margin 69% vs 76% in Q1 2022 and 66% in Q4 2022.","Net loss improved to $2.6M from $10.6M in Q1 2022.","Operating expenses $30.9M (incl. $3.9M stock comp) vs $21.5M (incl. $2.3M) in prior year.","FY2023 revenue guidance raised to $160-170M (71-82% growth) from prior $138-145M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":41554000.0,"consensus_period":"2023-Q1","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":321093,"accession_number":"0001193125-23-048814","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-02-24T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"TransMedics grants 74,852 RSUs to five named executive officers on Feb 20, 2023","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Waleed Hassanein receives 37,332 RSUs; CFO Stephen Gordon receives 13,075 RSUs.","Tamer Khayal (13,075 RSUs), Miriam Provost (5,685), and Laura Damme (5,685) also receive grants.","RSUs vest one-third per year over three years, subject to continued service.","Compensation Committee also approved form of Inducement RSU Agreement for future grants."],"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":0.25,"calibrated_materiality_score":0.25,"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":321092,"accession_number":"0000950170-23-003766","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2023-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q4 revenue $31.4M (+225% YoY); guides FY2023 $138-145M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $31.4M in Q4 2022, up 225% from $9.7M in Q4 2021; full-year revenue $93.5M (+209%).","Net loss narrowed to $6.7M in Q4 2022 from $12.7M; full-year net loss $36.2M vs $44.2M in 2021.","Gross margin 66% in Q4 vs 72% prior year; full-year gross margin flat at 70%.","Cash and equivalents $201.2M as of Dec 31, 2022; operating expenses rose to $27.5M in Q4.","FY2023 revenue guidance $138-145M (48-55% growth); appointed Nick Corcoran as SVP Supply Chain in Jan 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":93459000.0,"consensus_period":"2022-FY","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":339198,"accession_number":"0001193125-22-277952","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2022-11-04T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"TransMedics amends bylaws to incorporate SEC universal proxy rule requirements","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved Second Amended and Restated Bylaws, effective November 2, 2022.","Amends director nomination procedures to require compliance with SEC Rule 14a-19 (universal proxy).","Shareholders must disclose proxy solicitation intent and notify company if they fail to comply with Rule.","No successor, substitute, or replacement nominees allowed after the nomination deadline."],"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":0.25,"calibrated_materiality_score":0.25,"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":339197,"accession_number":"0001564590-22-036614","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q3 revenue $25.7M (+378% YoY); 2022 guidance raised to $80-85M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $25.7M including $1.4M favorable adjustment; ex-adjustment $24.3M (+349% YoY).","Full-year 2022 revenue guidance raised to $80-85M (ex-adjustment) vs prior $67-75M.","Net loss narrowed to $7.4M from $13.0M in Q3 2021; cash and equivalents $204.5M.","National OCS Program (NOP) drove ~90% of US revenue; public offering netted ~$140M.","Gross margin 71% vs 70% a year ago; operating expenses $23.7M, up from $15.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":62084000.0,"consensus_period":"2022-Q3","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":356572,"accession_number":"0001193125-22-214258","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2022-08-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"TransMedics announces underwritten public offering of 3.25M shares at $37.60; overallotment exercised","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offering of 3,250,000 shares of common stock at $37.60 per share; overallotment option for 487,500 shares exercised in full.","Underwriters include J.P. Morgan, Morgan Stanley, and Cowen and Company; closing expected August 9, 2022.","Shares offered under effective shelf registration statement on Form S-3."],"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":0.65,"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":356571,"accession_number":"0001564590-22-027257","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2022-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TransMedics Q2 revenue up 151% to $20.5M, raises 2022 guidance to $67M-$75M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $20.5M in Q2 2022 vs $8.2M a year ago (+151%); gross margin improved to 70% from 68%.","Net loss of $11.5M vs $10.7M in Q2 2021; operating expenses rose to $24.1M from $15.5M.","Entered $60M five-year loan with CIBC, replacing $35M OrbiMed facility; netted $23M cash.","Full-year 2022 revenue guidance raised to $67M-$75M (prior $59M-$65M), representing 121%-148% YoY growth.","National OCS Program drove 84% of US revenue; integrated OCS Heart DCD into NOP."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":36401000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"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":356570,"accession_number":"0001193125-22-206638","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2022-07-29T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"TransMedics enters $60M CIBC term loan facility, repays $35M OrbiMed debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $60M senior secured term loan borrowed in full on July 25, 2022, maturing in 5 years.","Proceeds repaid $35M outstanding under OrbiMed credit agreement; balance for general corporate purposes.","Interest at SOFR (floor 1.5%) + 2.00% or ABR + 1.00%, at company's option.","Financial covenants require minimum liquidity (greater of $10M or trailing 4-month EBITDA burn) and minimum total net revenue (75% of plan)."],"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":375005,"accession_number":"0001193125-22-166255","cik":1756262,"company_name":"TransMedics Group, Inc.","ticker":"TMDX","form_type":"8-K","filed_at":"2022-06-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"TransMedics shareholders reject say-on-pay and stock incentive plan at 2022 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All eight director nominees elected; Waleed Hassanein received 17.9M for votes.","Say-on-pay advisory vote failed: 10.4M against vs 7.5M for.","Amended 2019 stock incentive plan not approved: 10.58M against vs 7.36M for.","Advisory vote on frequency approved 1 year with 17.9M votes.","Ratification of PwC as auditor passed with 20.0M for votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","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}],"next_cursor":"2022-06-02T23:59:59+00:00|375005"}