Recent 8-K filings for TMDX

• May 21, 2026, 4:15 PM ET other material materiality 0.15 neutral item 5.07item 9.01

  TransMedics shareholders approve director elections, equity plan amendment increasing share reserve to 5.39M shares

  All eight director nominees elected; advisory say-on-pay approved with 22.9M for, 1.16M against.

• May 5, 2026, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  TransMedics Q1 revenue up 21% but net income plunges 71% YoY; guidance reiterated

  Revenue $173.9M (+21% YoY); net income $7.3M ($0.20 diluted EPS), down 71% from $0.70.

• February 27, 2026, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  TransMedics provides tax valuation allowance impact: Q4 adjusted EPS $0.47

  Released $103.3M U.S. tax valuation allowance in Q4, driving $83.8M net income tax benefit.

• February 24, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  TransMedics Q4 revenue $160.8M (+32% YoY); net income $105.4M includes $83.8M tax benefit

  Q4 revenue $160.8M (+32% YoY); full-year revenue $605.5M (+37% YoY).

• February 4, 2026, 6:59 PM ET leadership materiality 0.35 neutral item 5.02

  TransMedics appoints new CCO and new General Counsel in leadership transition

  Giovanni Cecere appointed Chief Commercial Officer effective Feb 2, 2026, succeeding Tamer Khayal who becomes SVP International.

• January 12, 2026, 6:59 PM ET other material materiality 0.60 neutral item 1.01item 8.01item 9.01 ◈ Material Agreements

  TransMedics signs 498,286 sq ft HQ lease in Somerville, MA; buys two adjacent parcels for $30M

  Lease for ~498,286 sq ft at 188 Assembly Park Drive, Somerville, MA; initial annual base rent of ~$23.9M with 2% annual escalations.

• October 29, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  TransMedics Q3 revenue $143.8M (+32% YoY); raises FY2025 guidance to $595-605M

  Revenue $143.8M, up 32% vs Q3 2024; net income $24.3M ($0.66 diluted EPS) vs $4.2M a year ago.

• October 6, 2025, 7:59 PM ET other material materiality 0.30 neutral item 2.01 ◈ M&A Transactions

  TransMedics acquires 22nd fixed-wing aircraft for $14.5M to expand organ transport fleet

  Acquired fixed-wing aircraft from Teaghlach Aviation, LLC for ~$14.5M on Oct 3, 2025.

• July 30, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  TransMedics Q2 revenue $157.4M (+38% YoY), net income $34.9M; raises FY2025 guidance

  Revenue $157.4M vs $114.3M YoY (+38%); net income $34.9M ($0.92 diluted EPS) vs $12.2M.

• May 23, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

  TransMedics shareholders elect all 8 director nominees, approve exec comp and auditor at 2025 annual meeting

  All 8 director nominees (Hassanein, Tobin, Basile, Gunderson, Kania, Lovell, Raines, Weill) elected with 19.5M-21.5M votes each.

• May 8, 2025, 7:59 PM ET earnings materiality 0.78 positive item 2.02item 9.01

  TransMedics Q1 revenue $143.5M (+48% YoY), net income $25.7M; raises FY2025 guidance to $565-585M

  Q1 revenue $143.5M (+48% YoY from $96.9M); net income $25.7M ($0.70 diluted EPS), up from $12.2M in Q1 2024.

• February 27, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  TransMedics Q4 revenue $121.6M (+50% YoY); full year net income $35.5M; 2025 guidance $530-552M

  Q4 revenue $121.6M (+50% YoY); net income $6.9M ($0.19 EPS); full year revenue $441.5M (+83% YoY).

• February 21, 2025, 6:59 PM ET other material materiality 0.40 neutral item 2.01

  TransMedics acquires 21st fixed-wing aircraft for $14.3M for organ transport fleet

  Purchased from Ocean Select Seafood, L.L.C. for approx. $14.3 million.

• January 14, 2025, 6:59 PM ET M&A materiality 0.35 neutral item 2.01

  TransMedics acquires 20th aircraft for $14.1M, expanding organ transport fleet

  Acquired fixed-wing aircraft from RCS Leasing, LLC for ~$14.1M on January 8, 2025.

• December 9, 2024, 6:59 PM ET other material materiality 0.50 neutral item 2.01

  TransMedics subsidiary acquires fixed-wing aircraft for $13.9M, fleet now 19 for organ transport

  Acquired a fixed-wing aircraft from A-JETS CZ, a.s. for approx. $13.9 million on December 5, 2024.

• December 2, 2024, 6:59 PM ET leadership materiality 0.75 positive item 5.02item 7.01

  TransMedics appoints Gerardo Hernandez as CFO; updates 2024 revenue guidance to $428M-$432M

  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.

• October 28, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  TransMedics Q3 revenue $108.8M (+64% YoY), net income $4.2M; FY guidance reaffirmed

  Total revenue $108.8M, up 64% from $66.4M in Q3 2023.

• September 11, 2024, 7:59 PM ET other material materiality 0.55 neutral item 2.01

  TransMedics acquires 18th fixed-wing aircraft for $14.4M to expand organ transport fleet

  Subsidiary TransMedics, Inc. bought a fixed-wing aircraft from 77 Aviation, LLC for ~$14.4 million.

• July 31, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  TransMedics Q2 revenue $114.3M (+118% YoY), net income $12.2M, raises FY guidance

  Revenue $114.3M (+118% YoY); net income $12.2M ($0.35 diluted EPS) vs net loss $1.0M.

• July 29, 2024, 7:59 PM ET other material materiality 0.35 neutral item 2.01

  TransMedics acquires 17th fixed-wing aircraft for $14.0M under National OCS Program

  Purchased aircraft from Butterfield Air, LLC for approximately $14.0 million on July 26, 2024.

• July 2, 2024, 7:59 PM ET other material materiality 0.50 neutral item 2.01

  TransMedics acquires two additional aircraft for ~$28.2M; fleet now 16

  Bought aircraft from JPBAM, LLC on June 27, 2024 for ~$14.2M.

• May 28, 2024, 7:59 PM ET other materiality 0.10 neutral item 5.07

  TransMedics shareholders elect board, approve say-on-pay, ratify auditor at 2024 meeting

  All eight director nominees elected: Hassanein, Tobin, Basile, Gunderson, Kania, Lovell, Raines, Weill; each with >19.8M for votes.

• April 30, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  TransMedics Q1 revenue $96.9M (+133% YoY), net income $12.2M; raises FY2024 revenue guide to $390-400M

  Q1 net revenue $96.9M (+133% YoY); net income $12.2M ($0.35 diluted EPS) vs net loss $2.6M in Q1 2023.

• March 12, 2024, 7:59 PM ET M&A materiality 0.35 neutral item 2.01 ◈ M&A Transactions

  TransMedics acquires 14th aircraft for $12.5M for National OCS Program

  Acquired fixed-wing aircraft from Evans General Aviation for ~$12.5M on March 8, 2024.

• February 26, 2024, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases ×3

  TransMedics Q4 revenue $81.2M (+159% YoY); guides FY2024 $360-370M

  Q4 2023 revenue $81.2M (+159% YoY); net income $4.0M ($0.12 EPS) vs loss of $6.7M in Q4 2022.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

10 positive 1 negative 14 neutral

source · TMDX on sec.gov