TransMedics (TMDX) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - TransMedics reported a revenue of $121.62 million for the quarter ended December 2024, marking a 49.8% increase year-over-year, and an EPS of $0.19 compared to $0.12 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $110.38 million by 10.19%, and the EPS also surpassed the consensus estimate of $0.18 by 5.56% [1] Revenue Breakdown - Geographic Revenues from the United States reached $116.65 million, exceeding the average estimate of $108.16 million, representing a year-over-year increase of 55.1% [4] - Geographic Revenues from all other countries totaled $3.89 million, surpassing the estimated $3 million, reflecting a 10.7% increase year-over-year [4] - OCS Liver net revenue was reported at $88.98 million, significantly above the average estimate of $76.93 million, indicating a year-over-year growth of 64.3% [4] - OCS Heart net revenue was $28.14 million, slightly below the estimated $28.81 million, but still showing a 35.2% increase compared to the previous year [4] - OCS Lung net revenue was $3.42 million, which is below the average estimate of $3.83 million, but represents a 6.8% increase year-over-year [4] Stock Performance - TransMedics shares have returned +12.6% over the past month, contrasting with a -2.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]