NASDAQ$TMDX

TransMedics Group Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

TransMedics reported strong financial results for the fourth quarter and full year of 2024, driven by increased utilization of its Organ Care System and logistics services.

TransMedics reported a 50% increase in total revenue to $121.6 million in Q4 2024, with net income reaching $6.9 million. For the full year, revenue grew 83% to $441.5 million, and net income was $35.5 million.

  • Total revenue for Q4 2024 increased by 50% to $121.6 million compared to Q4 2023.
  • Net income for Q4 2024 was $6.9 million, or $0.19 per diluted share.
  • Full year 2024 total revenue increased by 83% to $441.5 million compared to full year 2023.
  • Full year 2024 net income was $35.5 million, or $1.01 per diluted share.

Headline financials

Total Revenue

$122M

Previous: $81.2M+49.8%
EPS (adj)

$0.19

Previous: $0.12+58.3%
Net Income

$6.86M

Previous: $4M+71.4%
Operating Income

$8.64M

Previous: $2.6M+232.1%
Gross Profit

$72M

Previous: $47.9M+50.3%

Revenue & EPS history

TransMedics · Revenue · Quarterly

$122M

Q4 2024+49.8%vs Q4 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

TransMedics expects total revenue for the full year 2025 to be in the range of $530 million to $552 million, representing 20% to 25% growth compared to the company's prior year revenue.

Tailwinds

  • Expected total revenue growth of 20% to 25% for full year 2025.
  • Continued focus on expanding access and improving clinical outcomes for organ transplants.
  • Commitment to building infrastructure to capitalize on highly differentiated technology.
  • Ongoing investment in the NOP network to prepare for future growth.
  • No evidence of misconduct identified in independent review of business practices.

Headwinds

  • Potential fluctuations in financial results from quarter to quarter.
  • Risks related to attracting, training, and retaining key personnel.
  • Need to raise additional funding and ability to obtain it on favorable terms.
  • Potential for material weaknesses in internal control over financial reporting.
  • Dependence on the success of the Organ Care System (OCS) and its expansion.

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 Q4 2024

Historical avgQ4 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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