Electromedical & Electrotherapeutic Apparatus · SIC 3845

TransMedics Group, Inc.

TMDX

Watch

Latest revenue

$173.9M

as of 2026-03-31

Latest net income

$7.3M

as of 2026-03-31

Net margin

4.2%

as of 2026-03-31

Price · 5Y

+22.0% / yr 8.2 pts / yr vs S&P 500 168.9% total
Compare:

Live market

delayed ≤15 min
$68.94
0.12%
Market cap
$2.38B
Enterprise value
$2.38B
P/E (trailing)
12.5×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$156.00
52-wk low
$60.10
Beta
Shares out
34.6M

5-year trend

What this company does

AI

Item 1. Business. Overview We are a medical technology company transforming organ transplant therapy for end-stage organ failure patients across multiple disease states. We developed the OCS to replace a decades-old standard of care that we believe is significantly limiting access to life-saving transplant therapy for hundreds of thousands of patients worldwide. Our innovative OCS technology replicates many aspects of the organ’s natural living and functioning environment outside of the human body. As such, the OCS represents a paradigm shift that transforms organ preservation for transplantation from a static state to a dynamic environment that enables new capabilities, including organ…

AI summary unavailable — showing raw filing excerpt

Generated from TMDX's filing dated 2026-02-24

Key risks

AI

Item 1A. Risk Factors. An investment in our common stock involves risks. The following risks and all of the other information contained in this Annual Report on Form 10-K should be considered carefully before investing in our common stock. The risks described below are those that we believe are the material risks that we face. If any of the following risks actually occurs, our business, prospects, operating results and financial condition could suffer materially, the trading price of our common stock could decline and investors could lose all or part of their investment. The risks and uncertainties described below are not the only ones we face. Additional risks and uncertainties not…

AI summary unavailable — showing raw filing excerpt

Generated from TMDX's filing dated 2026-02-24

Profitability

Gross margin

59.9%

0.9%

Operating margin

17.9%

111.2%

Net margin

31.4%

291.3%

Return on equity

83.2%

222.0%

Return on assets

17.8%

303.8%

Leverage

Debt / equity

3.67×

24.4%

Long-term debt / equity

0.22×

49.9%

Debt / assets

78.6%

5.2%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$173.9M+21.2%$7.3M-71.5%4.2%

Q4 2025

2025-12-31

$160.8M+32.2%$105.4M+1436.9%65.6%

Q3 2025

2025-09-30

$143.8M+32.2%$24.3M+476.8%16.9%

Q2 2025

2025-06-30

$157.4M+37.7%$34.9M+186.3%22.2%

Q1 2025

2025-03-31

$143.5M+48.2%$25.7M+110.6%17.9%

Q4 2024

2024-12-31

$121.6M$6.9M5.6%

Q3 2024

2024-09-30

$108.8M+63.7%$4.2M+116.6%3.9%

Q2 2024

2024-06-30

$114.3M+117.9%$12.2M+1318.2%10.7%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Electromedical & Electrotherapeutic Apparatus · SIC 3845

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Insider activity

Insider buying

$3.0M

Insider selling

$5.4M

Net activity

−$2.4M

Distinct insiders

7

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-04

Stephanie Lovell

Director

Sale1,193$149.62$178.5K
2026-03-04

David Weill

Director

Sale3,571$146.82$524.3K
2026-03-04

Gerardo Hernandez

Chief Financial Officer

Sale1,324$147.21$194.9K
2026-03-04

Gerardo Hernandez

Chief Financial Officer

Sale5,912$147.21$870.3K
2026-03-02

Gerardo Hernandez

Chief Financial Officer

Sale375$139.12$52.2K
2026-03-02

Ranganath Anil P.

Senior Vice President, General Counsel and Secretary

Sale864$139.12$120.2K
2026-03-02

Nicholas Corcoran

SVP of Supply Chain and Operations

Sale2,966$139.12$412.6K
2025-12-04

Gerardo Hernandez

Chief Financial Officer

Sale920$139.62$128.5K
2025-12-03

David Weill

Director

Sale5,000$138.64$693.2K
2025-11-25

Ranganath Anil P.

Senior Vice President, General Counsel and Secretary

Sale3,000$145.22$435.7K
2025-11-17

Waleed H Hassanein

President & CEO

Purchase8,775$114.00$1.0M
2025-10-29

Edward M Basile

Director

Sale4,142$130.45$540.3K
2025-08-07

Waleed H Hassanein

President & CEO

Purchase6,617$116.08$768.1K
2025-08-07

Waleed H Hassanein

President & CEO

Purchase1,858$116.85$217.1K
2025-08-06

Waleed H Hassanein

President & CEO

Purchase8,400$118.68$996.9K
2025-08-04

Edward M Basile

Director

Sale4,143$125.51$520.0K
2025-06-09

Ranganath Anil P.

Senior Vice President, General Counsel and Secretary

Sale686$139.80$95.9K
2025-05-27

Edward M Basile

Director

Sale5,000$126.45$632.3K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns TMDX

Institutional value

$1.85B

Total shares held

18.9M

Distinct holders

265

-157 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.5.3M$526.2M-101.9K (-1.9%)Trimmed
2VANGUARD PORTFOLIO MANAGEMENT LLC1.9M$190.8MNew
3VANGUARD CAPITAL MANAGEMENT LLC1.5M$146.9MNew
4Invesco Ltd.1.0M$103.2M+353.4K (+51.6%)Added
5UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC939.5K$93.4M-57.4K (-5.8%)Trimmed
6UBS Group AG580.8K$57.7M-78.5K (-11.9%)Trimmed
7DIMENSIONAL FUND ADVISORS LP516.7K$51.4M+27.0K (+5.5%)Added
8Capital World Investors374.2K$37.2M+146.7K (+64.5%)Added
9CITIGROUP INC357.4K$35.5M+285.3K (+396.1%)Added
10WASATCH ADVISORS LP346.1K$34.4M+14.3K (+4.3%)Added
11EMERALD ADVISERS, LLC342.8K$34.1M-8.6K (-2.4%)Trimmed
12BAILLIE GIFFORD & CO305.2K$30.3M-11.3K (-3.6%)Trimmed
13JPMORGAN CHASE & CO308.3K$29.1M-66.9K (-17.8%)Trimmed
14WELLS FARGO & COMPANY/MN273.8K$27.2M+15.3K (+5.9%)Added
15ROYCE & ASSOCIATES LP244.4K$24.3M+1.2K (+0.5%)Added
16VANGUARD FIDUCIARY TRUST CO236.4K$23.5MNew
17PRINCIPAL FINANCIAL GROUP INC231.4K$23.0M+37.7K (+19.4%)Added
18EMERALD MUTUAL FUND ADVISERS TRUST229.3K$22.8M-575 (-0.3%)Trimmed
19Bank of New York Mellon Corp211.4K$21.0M-7.2K (-3.3%)Trimmed
20DEUTSCHE BANK AG\195.4K$19.4M+30.9K (+18.8%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once TMDX's latest filing finishes processing.