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Jun 30, 2025
TransMedics Q2 2025 Earnings Report
TransMedics reported strong financial results for the second quarter of 2025, with significant revenue and net income growth.
Key Takeaways
TransMedics delivered a robust second quarter in 2025, achieving $157.4 million in total revenue, a 38% increase year-over-year, and a net income of $34.9 million. The growth was primarily driven by increased utilization of the Organ Care System (OCS) in Liver and Heart through the National OCS Program (NOP) and related service revenue, supported by the expansion of their aviation fleet.
Total revenue reached $157.4 million in Q2 2025, marking a 38% increase compared to Q2 2024.
Net income for Q2 2025 was $34.9 million, or $0.92 per fully diluted share.
The company received conditional IDE approval for the Next-Gen OCS™ Lung trial and launched the NOP ACCESS™ digital ecosystem.
TransMedics raised its full-year 2025 revenue guidance to a range of $585 million to $605 million.
Revenue by Segment
Forward Guidance
TransMedics is raising its full-year 2025 revenue guidance to a range of $585 million to $605 million, representing 35% growth at the midpoint compared to the prior year.
Positive Outlook
- Raised full-year 2025 revenue guidance, indicating strong future performance expectations.
- Targeting 10,000 US NOP transplants by 2028, showing ambitious growth plans.
- Ramping up investments to drive future waves of growth.
- Aimed at delivering significant top-and bottom-line growth.
- Confidence in their strategy and unique leadership position in the transplant market.
Challenges Ahead
- Fluctuation of financial results from quarter to quarter.
- Ability to attract, train, and retain key personnel.
- Need to raise additional funding and ability to obtain it on favorable terms.
- Dependence on a limited number of customers for a significant portion of revenue.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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