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Sep 30, 2025
TransMedics Q3 2025 Earnings Report
TransMedics reported strong financial results for the third quarter of 2025, with significant revenue growth and increased net income.
Key Takeaways
TransMedics delivered a robust third quarter in 2025, with total revenue increasing by 32% year-over-year to $143.8 million. The company achieved a net income of $24.3 million, or $0.66 per diluted share, demonstrating strong profitability and operational efficiency.
Total revenue for Q3 2025 reached $143.8 million, marking a 32% increase compared to Q3 2024.
Net income for Q3 2025 was $24.3 million, or $0.66 per diluted share, significantly up from $4.2 million in Q3 2024.
Gross margin improved to 59% in Q3 2025 from 56% in the same period last year.
The company ended the quarter with $466.2 million in cash and cash equivalents.
Revenue by Segment
Forward Guidance
TransMedics is raising its full-year 2025 revenue guidance, reflecting strong performance and confidence in continued growth.
Positive Outlook
- Raised the midpoint and narrowed the range of full-year 2025 revenue guidance to $595 million to $605 million.
- The updated guidance represents 36% growth at the midpoint compared to the prior year revenue.
- Focus on ending 2025 on a strong note and creating a foundation for strong growth in 2026.
- Strategic collaboration with Mercedes-Benz Group AG to deploy a fleet of vehicles for organ transportation in Italy.
- Target to achieve and likely surpass 10,000 U.S. NOP transplants in 2028.
Challenges Ahead
- Fluctuation of financial results from quarter to quarter.
- Ability to attract, train, and retain key personnel.
- Dependence on the success of the Organ Care System (OCS).
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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