Recent 8-K filings for TMDX

• August 4, 2026, 4:05 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  TransMedics Q2 revenue up 21% to $189.9M; net income falls to $0.41 EPS; raises FY guidance low end

  Total revenue $189.9M (+21% YoY); product revenue $111.2M (+16%), service revenue $78.8M (+29%).

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

  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 ◈ M&A Transactions

  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 ◈ M&A Transactions

  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 ◈ M&A Transactions

  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 ◈ M&A Transactions

  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 ◈ M&A Transactions

  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.

• February 6, 2024, 6:59 PM ET M&A materiality 0.55 neutral item 2.01 ◈ M&A Transactions

  TransMedics acquires 13th fixed-wing aircraft for $13.5M, expanding organ transport fleet

  Acquired a fixed-wing aircraft from Fly1212V LLC for approximately $13.5 million on February 2, 2024.

• January 29, 2024, 6:59 PM ET M&A materiality 0.30 neutral item 2.01 ◈ M&A Transactions

  TransMedics acquires 12th fixed-wing aircraft for $13.1M, expanding organ transport fleet

  Acquired aircraft from Hurricane Express Logistics for ~$13.1M on Jan 25, 2024.

• January 2, 2024, 6:59 PM ET other material materiality 0.35 positive item 2.01

  TransMedics subsidiary acquires aircraft from Embraer for $12.7M, fleet now 11

  Buyer acquired a fixed-wing aircraft from Embraer Executive Aircraft, Inc. on December 29, 2023.

• December 19, 2023, 6:59 PM ET M&A materiality 0.50 neutral item 2.01 ◈ M&A Transactions

  TransMedics acquires tenth fixed-wing aircraft for $13.2M for organ transport fleet

  Acquired a fixed-wing aircraft from Munday Aviation, LLC for approximately $13.2 million.

• November 13, 2023, 6:59 PM ET other material materiality 0.60 neutral item 1.01item 2.01item 9.01 ◈ M&A Transactions◈ Material Agreements

  TransMedics amends credit agreement for $300M acquisition capacity; buys 9th aircraft

  Third amendment to CIBC credit agreement permits acquisitions up to $300M aggregate without further lender consent.

• November 6, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  TransMedics Q3 revenue $66.4M (+159% YoY); raises FY2023 guidance to $222-230M

  Revenue $66.4M, up 159% YoY; includes $2.1M from new aviation business and $1.6M non-recurring charter revenue.

• September 22, 2023, 7:59 PM ET other material materiality 0.50 positive item 2.01 ◈ M&A Transactions

  TransMedics buys two more aircraft for ~$25.2M to expand organ transport fleet

  On Sep 21, acquired a fixed-wing aircraft from FW Equipment Leasing for ~$13.4M.

• September 12, 2023, 7:59 PM ET other material materiality 0.55 positive item 2.01 ◈ M&A Transactions

  TransMedics buys two more fixed-wing aircraft for ~$26.1M; fleet now 6 for National OCS Program

  Acquired fifth aircraft from Hurricane Express Logistics for ~$13.3M on Sept 7, 2023.

• September 5, 2023, 7:59 PM ET other material materiality 0.50 positive item 2.01 ◈ M&A Transactions

  TransMedics acquires two more aircraft for $26.1M; total fleet investment $51.3M

  On Sep 1, 2023, subsidiary bought two fixed-wing aircraft: from Mountain Snow Management ($12.6M) and 1010 Aviation ($13.5M).

• August 16, 2023, 7:59 PM ET M&A materiality 0.60 positive item 7.01item 9.01

  TransMedics closes Summit Aviation acquisition to launch national organ transplant air logistics

  Acquisition of Summit Aviation completed; creates TransMedics Aviation as first dedicated national organ transplant air logistics provider.

• August 3, 2023, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  TransMedics Q2 revenue $52.5M, up 156% YoY; raises FY 2023 guidance to $180M-$190M

  Net revenue $52.5M in Q2 2023, up 156% from $20.5M YoY; net loss narrowed to $1.0M from $11.5M.

• June 29, 2023, 7:59 PM ET other material materiality 0.65 positive item 1.01item 9.01 ◈ Material Agreements

  TransMedics amends credit agreement to permit acquisitions up to $50M each, extends amortization start to 2026

  Second Amendment to Credit Agreement with CIBC allows cash consideration up to $50M per acquisition, $150M total.

• May 26, 2023, 7:59 PM ET other material materiality 0.50 neutral item 5.02item 5.07item 9.01 ◈ Shareholder Votes ×4

  Shareholders approve amended equity plan, adding 1M shares and extending to 2033

  Plan amendment increases share reserve by 1,000,000 shares and extends expiration to June 1, 2033.

• May 11, 2023, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 3.02item 9.01 ◈ Material Agreements ×2◈ Debt Financings

  TransMedics issues $460M of 1.50% convertible notes due 2028; enters capped call transactions

  Issued $460M aggregate principal of 1.50% Convertible Senior Notes due 2028, including full exercise of $60M greenshoe.

• May 9, 2023, 7:59 PM ET debt materiality 0.75 neutral item 1.01item 9.01 ◈ Material Agreements

  TransMedics amends credit agreement to allow up to $460M convertible notes and capped calls

  On May 8, 2023, entered First Amendment to Credit Agreement with CIBC to enable 1.50% Convertible Senior Notes due 2028.

• May 1, 2023, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  TransMedics Q1 revenue $41.6M (+162% YoY); raises FY23 guidance to $160-170M

  Q1 2023 revenue $41.6M (+162% YoY from $15.9M) driven by NOP adoption and OCS Liver/Heart sales.

• February 24, 2023, 6:59 PM ET other materiality 0.25 neutral item 5.02item 9.01

  TransMedics grants 74,852 RSUs to five named executive officers on Feb 20, 2023

  CEO Waleed Hassanein receives 37,332 RSUs; CFO Stephen Gordon receives 13,075 RSUs.

• February 22, 2023, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  TransMedics Q4 revenue $31.4M (+225% YoY); guides FY2023 $138-145M

  Total revenue $31.4M in Q4 2022, up 225% from $9.7M in Q4 2021; full-year revenue $93.5M (+209%).

• November 4, 2022, 7:59 PM ET other materiality 0.25 neutral item 5.03item 9.01 ◈ Governance Changes

  TransMedics amends bylaws to incorporate SEC universal proxy rule requirements

  Board approved Second Amended and Restated Bylaws, effective November 2, 2022.

• November 3, 2022, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  TransMedics Q3 revenue $25.7M (+378% YoY); 2022 guidance raised to $80-85M

  Net revenue $25.7M including $1.4M favorable adjustment; ex-adjustment $24.3M (+349% YoY).

• August 8, 2022, 7:59 PM ET other material materiality 0.65 neutral item 8.01item 9.01

  TransMedics announces underwritten public offering of 3.25M shares at $37.60; overallotment exercised

  Offering of 3,250,000 shares of common stock at $37.60 per share; overallotment option for 487,500 shares exercised in full.

• August 1, 2022, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 9.01

  TransMedics Q2 revenue up 151% to $20.5M, raises 2022 guidance to $67M-$75M

  Net revenue $20.5M in Q2 2022 vs $8.2M a year ago (+151%); gross margin improved to 70% from 68%.

• July 29, 2022, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 1.02item 2.03item 9.01

  TransMedics enters $60M CIBC term loan facility, repays $35M OrbiMed debt

  New $60M senior secured term loan borrowed in full on July 25, 2022, maturing in 5 years.

• June 2, 2022, 7:59 PM ET other material materiality 0.15 negative item 5.07

  TransMedics shareholders reject say-on-pay and stock incentive plan at 2022 annual meeting

  All eight director nominees elected; Waleed Hassanein received 17.9M for votes.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.60 · Most common event earnings

22 positive 2 negative 26 neutral

source · TMDX on sec.gov