earnings
confidence high
sentiment neutral
materiality 0.75
TransMedics Q2 revenue up 21% to $189.9M; net income falls to $0.41 EPS; raises FY guidance low end
TransMedics Group, Inc.
- 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.