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 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.

• 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.

• 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 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 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 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%.

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