NASDAQ$TMDX

TransMedics Group Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

TransMedics Group Inc reported strong Q2 2025 revenue growth driven by increased OCS Liver and Heart adoption and NOP expansion.

Total revenue reached $157.4 million for the quarter ended June 30, 2025, up 37% year-over-year, with net income of $34.9 million. Gross profit was $96.6 million at a 61% margin, supported by higher product and service volumes. Operating income increased to $36.6 million as the company scaled its commercial and logistics operations.

  • Total revenue of $157.4 million, including $96.1 million net product revenue and $61.3 million service revenue.
  • Net income of $34.9 million and diluted EPS of $0.92, reflecting continued profitability.
  • Gross profit of $96.6 million with strong 61% overall margin and 80% product margin.
  • Cash position strengthened to $400.6 million with $88.8 million operating cash flow for the first half of 2025.

Headline financials

Total Revenue

$157M

Previous: $114M+37.7%
EPS (adj)

$0.92

Previous: $0.35+162.9%
Capital Expenditures

-$36.1M

Previous: -$67.9M+46.8%
Net Income

$34.9M

Previous: $12.2M+186.3%
Operating Income

$36.6M

Previous: $12.5M+192.3%
Gross Profit

$96.6M

Previous: $69.3M+39.5%
Cash & Equivalents

$401M

Previous: $363M+10.4%
Total Assets

$891M

Previous: $759M+17.4%

Revenue & EPS history

TransMedics · Revenue · Quarterly

$157M

Q2 2025+37.7%vs Q2 2024
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

TransMedics · $157M total across 2 segments · Q2 2025

  • Net product revenue
    $96.1M
  • Service revenue
    $61.3M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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
Q2 2025
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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro