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TMTMDX

TransMedics Group, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$TMDX·$2.5B·Medical - Devices·Healthcare
$78.79+7.6%YTD-36.6%1Y-36.2%
Mentions · last 7 days
2026-06-13: 131 posts2026-06-14: 104 posts2026-06-15: 345 posts2026-06-16: 259 posts2026-06-17: 249 posts2026-06-18: 259 posts2026-06-19: 192 posts1,552+13%
Price updated 19h ago·X counts updated 18h ago
TMTMDX
TransMedics Group, Inc.$TMDX
$78.79+7.61%1.6k posts+13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TMDX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-06-20

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

Organ-transplant medtech down 36% from highs — but daily flight volumes are reaccelerating to +40% YoY.

TransMedics is a commercial-stage medical-technology company whose Organ Care System (OCS) is the only FDA-approved warm-perfusion platform for ex-vivo preservation of donor hearts, lungs, and livers — meaningfully extending viable transplant time and unlocking a larger eligible donor pool. The setup is a real-data turnaround. Q1 revenue grew 21% year-over-year to $174M but operating margin compressed to 7.6% (from 16% the prior quarter) and EPS missed consensus by 51% on NOP (National Organ Procurement) flight-fleet build-out costs. The stock is down 36% over both YTD and TTM windows, sitting in the bottom 19% of its 52-week range. Operating data shows the turn: the chatter has TransMedics averaging 36+ flights per day in June, +40% YoY, tracking toward roughly $200M of Q2 revenue versus the $184M street estimate. Class-action firm Johnson Fistel is investigating the recent margin-pressure disclosures.

Agrees with X sentimentThe X bull thread on the 36+ daily flights, +40% YoY volume growth, European-airline expansion, and lower jet-fuel-cost margin tailwinds is reading the operating recovery correctly — those are real, audit-able numbers. The Johnson Fistel margin-pressure investigation is the right tail risk to weigh against the recovery setup.

What to watch: July 30 Q2 earnings — does Q2 revenue print above the $200M chatter target (beating the $184M street estimate), and does NOP-fleet operating margin recover toward 12-15%? A clean beat unwinds the multiple compression; another margin miss extends the drawdown and energizes the litigation thread.

On the calendar: 2026-07-30 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment27 posts analyzed · as of 2026-06-19

TransMedics is averaging over 36 flights per day in June, up 40 percent year over year and 17 percent month over month, tracking toward roughly $200M in Q2 revenue versus the $184M street estimate. Authors flag the European airline expansion and lower jet-fuel-cost margin tailwinds.

Read the AI verdict + X sentiment for $TMDX

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
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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

Robotic surgery is the durable secular driver — ISRG's da Vinci 5 procedure growth (+23%) confirms surgical robotics as standard-of-care infrastructure. A medtech stock that 'will soar 65%' framing circulating on X this week signals analyst conviction in a device name outside the robotics narrative; ABT's decline despite market improvement highlights the GLP-1 headwind risk for metabolic device segments.

What this means for $TMDX

Direct beneficiary — TransMedics' Organ Care System for warm perfusion of donor organs benefits from the structural push to expand transplant supply using machine perfusion; no GLP-1 headwind exposure in the transplant organ preservation niche.

Industry benchmark

10-name peer basket
+0.9%YTD
+29.4%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
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%
Q2 2025Jul 30, 2025$0.92$0.48+91.7%
Next earningsThu, Jul 30·consensus EPS $0.53

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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$733.0M$729.2M – $739.4M$2.02$1.62 – $2.269
FY27$871.9M$864.2M – $887.1M$3.56$2.83 – $4.669
FY28$1.0B$1.0B – $1.0B$5.00$3.44 – $6.526
FY29$1.2B$1.2B – $1.2B$7.09$7.00 – $7.265

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.1.1×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.19%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.-6.6%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.-31.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 33.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.4% 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.

Insider activity

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

Recent transactions

SellJun 15Thomas J. GundersonDirector9.6K sh$722KSellMar 4Stephanie LovellDirector1.2K sh$178KSellMar 4David WeillDirector3.6K sh$524KSellMar 4Gerardo HernandezCFO5.9K sh$870KSellMar 2Nicholas CorcoranSee remarks3.0K sh$413KSellMar 2Anil P. RanganathSee remarks864 sh$120KSellMar 2Gerardo HernandezCFO375 sh$52K
+ 13 other (9 awards · 3 exempts · 1 inkind) 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-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.

3New insider — initial holdingsMar 133
3/ANew insider — initial holdingsFeb 203/A
3New insider — initial holdingsFeb 123
8-KOfficer or director changeFeb 48-K — Item 5.02: Officer or director change
8-KMaterial agreementJan 128-K — Item 1.01: Material agreement · Item 8.01: Other event
+ 13 other (3 proxys · 3 earnings 8-Ks · 3 13Gs · 1 SD) in window

Recent news

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

Johnson Fistel Investigates TransMedics Group, Inc. (TMDX) After Recent Disclosures Concerning Margin Pressure and NOP Investmentsglobenewswire.com·8d agoTransMedics: Why I'm Still Bullish After The Collapseseekingalpha.com·11d ago3 Growth Stocks Worth $5,000 of Your Money -- Even in This Marketfool.com·15d agoTransMedics (TMDX) Down 4.4% Since Last Earnings Report: Can It Rebound?zacks.com·16d agoThis Healthcare Infrastructure Stock Is Risky, But the Upside Looks Hugefool.com·18d ago

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