Recent 8-K filings for TMDX

• 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).

• 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.

• 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 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).

• 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.

• 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.

• 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.

• 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