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TMTMDX

TransMedics Group, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 21% YoYRecent insider buyingConsistent chatter on X (208/wk), no spike
$TMDX·$3.0B·Medical - Devices·Healthcare
$86.42-0.3%YTD-30.3%1Y-28.6%
Price updated 9h ago·X counts updated 6d ago
TMTMDX
$TMDXTransMedics Group, Inc.
$86.42-0.28%208 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TMDX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

208X posts · last 7 days
Sep 1Sep 12
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $TMDX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 68% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-12

TransMedics is bullish — 'monster week of flights' and Jefferies Transplant Tracker positive for August. Portfolio-manager position at 28.1% weight; +40% since last update, valuation-score 10/10. Q3 earnings-beat possibility on flight/transplant trends; TMDX planes running dry runs suggests capacity coming online. Multibagger article featuring it drops soon.

Read what X is saying about $TMDX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TMDX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-19

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Organ-perfusion pioneer under new CFO — the operational reset is real but the tape hasn't turned yet.

TransMedics is the only commercial-scale organ-perfusion technology company — the OCS platform plus TransMedics-owned logistics network for donor organs. The equity has spent nine months digesting execution missteps, and the current setup is a specific turnaround coil.

  • The operating trajectory is inflecting: revenue grew 21% YoY last quarter, gross margin 59%, and operating margin 15% — the underlying transplant-volume growth is real (Jefferies Transplant Tracker showed positive August trends and TMDX-owned aircraft doing dry runs implies capacity coming online).
  • The two recent EPS misses (-11% and -52%) are the reason the tape gave back the year: capacity investments and operational scaling costs came before the revenue lift, so this is a timing problem in the P&L, not a broken thesis. Q3 has to show the operating leverage.
  • The CFO change is the specific reset: Fernando Araujo takes over as CFO on Sep 21 with a $590K base plus 60% target bonus — a fresh CFO into a Q3 print is a specific opportunity for a guide-reset that sets a new baseline. Director David Weill's $109K P-Purchase on Sep 14 is a small but real open-market vote of confidence into that transition.

Nov 4 Q3 earnings is the referee. A print showing capacity utilization improving plus a raised FY guide from the new CFO breaks the coil; another miss and the tape resets to $70. Watch $80 as coil support and the transplant-volume monthly Tracker data as directional between prints.

Agrees with X sentimentThe bull framing on the 'monster week of flights' plus the Transplant Tracker positive August is fair operational read. Missing from the crowd is the specific significance of the new CFO — that's an event-driven catalyst that traders should size around, not just an admin change.

What to watch: Nov 4 Q3 earnings — capacity utilization, gross-margin trajectory, and the new CFO's revised FY guide. Monthly Jefferies Transplant Tracker data. Watch $80 coil support.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $TMDX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes the Organ Care System, a warm perfusion platform preserving donor hearts, lungs, and livers outside the body to expand transplant supply.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $TMDX.

Medical - Devices · Healthcare

Procedure-volume recovery is driving device demand; AI-guided cardiac ablation and robotic orthopedics are capturing premium surgical mix while continuous glucose monitors extend device revenue into ambulatory care. Supply-chain normalization has improved gross margins across the cohort.

What this means for $TMDX

Direct beneficiary — Organ Care System warm perfusion expands donor organ supply; Jefferies transplant tracker positive in August; CFO appointment and reiterated 2026 outlook signal execution confidence.

Industry benchmark

17-name peer basket
+15.0%YTD
+27.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
41.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
59.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.44$0.50-11.2%
Q1 2026May 5, 2026$0.30$0.62-51.6%
Q4 2025Feb 24, 2026$0.57$0.41+39.0%
Q3 2025Oct 29, 2025$0.66$0.37+78.4%
Next earningsWed, Nov 4·consensus EPS $0.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$173.9M+21.2%58.2%7.6%$0.21$-12.1M
Q4 FY25$160.8M+32.2%58.1%13.2%$3.08$19.0M
Q3 FY25$143.8M+32.2%58.8%16.2%$0.71$61.9M
Q2 FY25$157.4M+37.7%61.4%23.2%$1.03$82.5M

Forward consensus

4-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$743.1M$739.6M – $746.5M$1.50$1.44 – $1.5210
FY27$874.8M$868.1M – $879.5M$2.30$1.77 – $2.639
FY28$1.0B$956.4M – $1.1B$3.23$2.45 – $4.047
FY29$1.2B$1.2B – $1.2B$5.41$5.26 – $5.663

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.27%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-15.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 33.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.885-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 11David WeillDirector1.3K sh$109KSellJun 15Thomas J. GundersonDirector9.6K sh$722K
+ 13 other (11 awards · 1 gift · 1 exempt) in window

See when $TMDX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 108-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

TransMedics Group appointed Fernando Araujo as Chief Financial Officer, effective September 21, 2026, with a $590,000 annual base salary and 60% annual target bonus. Outgoing CFO Gerardo Hernandez is departing the company. Araujo's appointment strengthens TransMedics's financial leadership as it scales its Organ Care System (OCS) platform for organ transplantation.

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
AI summary

TransMedics Group, Inc. (TMDX) filed an 8-K on May 20, 2026 disclosing annual shareholder meeting vote results (Item 5.07). TransMedics is an Andover, Massachusetts-based medical technology company focused on organ transplant solutions listed on Nasdaq. Annual meeting results are routine governance disclosures.

+ 12 other (3 proxys · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

TransMedics Group (NASDAQ:TMDX) Shares Up 4.5% After Insider Buying Activitydefenseworld.net·3d ago2 Stocks Down 28% and 34% to Buy and Holdfool.com·4d agoTransMedics Group, Inc. (TMDX) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcriptseekingalpha.com·5d agoTransMedics Group Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of TransMedics Group, Inc. - TMDXgurufocus.com·5d agoTransMedics Group Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of TransMedics Group, Inc. - TMDXbusinesswire.com·5d ago

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Voices on X · last 7 days

No standout posts about $TMDX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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