TransMedics (TMDX) reported $160.76 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 32.2%. EPS of $0.57 for the same period compares to $0.19 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $155.91 million, representing a surprise of +3.11%. The company delivered an EPS surprise of +40.02%, with the consensus EPS estimate being $0.41.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how TransMedics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- OCS transplant revenue- United States- Total: $154.88 million compared to the $151.1 million average estimate based on five analysts. The reported number represents a change of +32.8% year over year.
- OCS transplant revenue- United States- Lung total revenue: $1.93 million versus the five-analyst average estimate of $3.91 million.
- OCS transplant revenue- United States- Heart total revenue: $26 million compared to the $30.04 million average estimate based on five analysts.
- OCS transplant revenue- United States- Liver total revenue: $126.96 million versus $117.15 million estimated by five analysts on average.
- OCS transplant revenue- All other countries- Total: $4.85 million compared to the $4.05 million average estimate based on five analysts. The reported number represents a change of +24.5% year over year.
- OCS transplant revenue- All other countries- Lung total revenue: $0.24 million versus $0.37 million estimated by five analysts on average.
- OCS transplant revenue- All other countries- Heart total revenue: $3.94 million versus $3.6 million estimated by five analysts on average.
- OCS transplant revenue- Lung net revenue (U.S. & All Other countries): $2.17 million compared to the $4.28 million average estimate based on five analysts. The reported number represents a change of -36.6% year over year.
- OCS transplant revenue- Heart net revenue (U.S. & All Other countries): $29.94 million compared to the $33.64 million average estimate based on five analysts. The reported number represents a change of +6.4% year over year.
- OCS transplant revenue- Liver net revenue (U.S. & All Other countries): $127.63 million versus $117.24 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +43.4% change.
- Revenue- Net Product: $100.39 million versus $95.13 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +34% change.
- Revenue- Service: $60.37 million compared to the $60.56 million average estimate based on three analysts. The reported number represents a change of +29.4% year over year.
View all Key Company Metrics for TransMedics here>>>
Shares of TransMedics have returned -3.4% over the past month versus the Zacks S&P 500 composite's -1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
TransMedics Group, Inc. (TMDX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
