NASDAQ$TMDX

TransMedics Group Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

TransMedics Group reported Q3 2025, revenue of $143.8M, net income of $24.3M.

For Q3 2025, TransMedics Group reported revenue of $143.8M, net income of $24.3M. The filing discusses segment trends, liquidity, and management outlook for upcoming periods.

  • Revenue $143.8M.
  • Net income $24.3M.
  • TransMedics Group highlights operating priorities and capital allocation.

Headline financials

Total Revenue

$144M

Previous: $109M+32.2%
EPS (adj)

$0.66

Previous: $0.12+450.0%
Gross Margin

59.0%

Previous: 56.0%+5.4%
R&D and Clinical Trials

$15.3M

Previous: $14.3M+7.0%
SG&A Expense

$46M

Previous: $42.7M+7.9%
Total Operating Expenses

$61.3M

No prior period
Stock Compensation Expense

$8.7M

Previous: $7.6M+14.5%
Capital Expenditures

-$43.7M

Previous: -$116M+62.3%
Net Income

$24.3M

Previous: $4.22M+476.8%
Operating Income

$23.3M

Previous: $3.92M+493.9%
Gross Profit

$84.6M

Previous: $60.8M+39.0%

Revenue & EPS history

TransMedics · Revenue · Quarterly

$144M

Q3 2025+32.2%vs Q3 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

The release discusses TransMedics Group's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • TransMedics Group cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.

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 Q3 2025

Historical avgQ3 2025

+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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