TransMedics (TMDX) Reports Q2 Earnings: What Key Metrics Have to Say

Core Insights - TransMedics reported a revenue of $157.37 million for the quarter ended June 2025, marking a 37.7% increase year-over-year and exceeding the Zacks Consensus Estimate of $147.37 million by 6.79% [1] - The company's EPS for the quarter was $0.92, significantly higher than the $0.35 reported in the same quarter last year, resulting in an EPS surprise of 91.67% against the consensus estimate of $0.48 [1] Revenue Performance - Geographic revenues from the United States reached $152.19 million, surpassing the average estimate of $142.05 million by four analysts, reflecting a year-over-year increase of 40.3% [4] - Revenue from all other countries was $4.16 million, slightly below the estimated $4.47 million, representing an 11.8% decline compared to the previous year [4] Product Revenue Breakdown - OCS Lung net revenue was reported at $4.15 million, which was below the average estimate of $4.5 million, indicating an 11.5% decrease year-over-year [4] - OCS Liver net revenue reached $115.86 million, exceeding the estimated $108.56 million, with a notable year-over-year increase of 50.4% [4] - OCS Heart net revenue was $32.17 million, slightly below the estimated $32.38 million, showing a modest year-over-year increase of 2.3% [4] Stock Performance - Over the past month, TransMedics' shares have returned -19.4%, contrasting with the Zacks S&P 500 composite's increase of 3.4% [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]