NASDAQ$TMDX

TransMedics Group Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Achieved record revenue growth driven by OCS NOP and transplant logistics network.

TransMedics reported a strong second quarter in 2024, marked by a 118% increase in revenue compared to the previous year. The growth was fueled by the sustained momentum of OCS NOP and the company's transplant logistics network. The company is raising its full year 2024 revenue guidance to be in the range of $425 million to $445 million.

  • Total revenue reached $114.3 million, a 118% increase compared to Q2 2023.
  • Net income was $12.2 million, or $0.35 per diluted share.
  • The company owned 15 total aircraft as of June 30, 2024.
  • Full year 2024 revenue guidance raised to $425 million to $445 million.

Headline financials

Total Revenue

$114M

Previous: $52.5M+117.9%
EPS

$0.35

Previous: -$0.03+1266.7%
Gross Margin

61.0%

Previous: 70.0%-12.9%
R&D and Clinical Trials

$13.9M

No prior period
SG&A Expense

$42.9M

No prior period
Stock Compensation Expense

$7.3M

No prior period
Capital Expenditures

-$67.9M

Previous: -$2.31M-2844.7%
Free Cash Flow

-$55.7M

Previous: -$3.31M-1585.0%
Net Income

$12.2M

Previous: -$1M+1318.2%
Operating Income

$12.5M

Previous: -$906K+1480.6%
Gross Profit

$69.3M

Previous: $36.7M+88.5%
Cash & Equivalents

$363M

Previous: $582M-37.7%
Total Assets

$759M

Previous: $690M+9.9%
R&D Expense

$13.9M

No prior period
Stock-Based Comp

$7.64M

Previous: $4.96M+54.2%

Revenue & EPS history

TransMedics · Revenue · Quarterly

$114M

Q2 2024+117.9%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

TransMedics is raising its full year 2024 revenue guidance to be in the range of $425 million to $445 million, which represents 76% to 84% growth compared to the company’s prior year revenue.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+4.1%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+7.6%

Avg return

30 days after

54%

15 / 28 earnings

Positive

+42.6%

Q3 2023

Best reaction

-29.3%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.1%-30.0%-26.4%
Q4 2025-4.6%-3.6%-35.1%
Q3 2025+0.9%-9.0%+8.9%
Q1 2025+19.6%+31.3%+49.2%
Q4 2024+5.8%-6.5%-4.9%
Q3 2024-29.3%-34.2%-30.4%
Q2 2024+9.4%+7.2%+21.4%
Q1 2024+20.9%+31.6%+40.3%
Q4 2023+6.7%-0.5%-10.8%
Q3 2023+42.6%+34.6%+73.5%
Q2 2023-8.9%-24.7%-21.5%
Q1 2023-6.7%-6.4%-8.1%
Q4 2022+20.2%+20.4%+15.4%
Q3 2022+20.7%+17.6%+38.7%
Q2 2022-7.7%+20.8%+28.9%
Q1 2022+39.5%+25.4%+29.5%
Q4 2021+23.2%+39.5%+82.5%
Q3 2021-12.0%-16.3%-29.0%
Q2 2021+9.6%+7.6%+17.2%
Q1 2021-12.6%-15.1%-11.3%
Q4 2020+3.4%-12.3%+10.6%
Q3 2020+4.8%+10.6%+20.8%
Q2 2020+0.1%-3.2%-11.9%
Q1 2020-7.6%-0.6%-11.7%
Q4 2019-1.1%-1.2%-25.7%
Q3 2019-14.2%-13.0%-1.7%
Q2 2019-4.2%-4.6%+8.6%
Q1 2019-2.3%-2.1%-4.1%
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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