earnings
confidence high
sentiment positive
materiality 0.75
TransMedics Q3 revenue $143.8M (+32% YoY); raises FY2025 guidance to $595-605M
TransMedics Group, Inc.
2025-Q3 EPS reported
$2.28
revenue$444,730,000
- 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.