TransMedics (TMDX) Beats Q3 Earnings Estimates

Core Insights - TransMedics (TMDX) reported quarterly earnings of $0.66 per share, exceeding the Zacks Consensus Estimate of $0.37 per share, and showing significant growth from $0.12 per share a year ago, resulting in an earnings surprise of +78.38% [1] - The company achieved revenues of $143.82 million for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.76%, but up from $108.76 million year-over-year [2] - TransMedics has outperformed the S&P 500, with shares increasing approximately 108% since the beginning of the year compared to the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.41 on revenues of $154.29 million, and for the current fiscal year, it is $2.34 on revenues of $600.12 million [7] - The estimate revisions trend for TransMedics was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Medical - Instruments industry, to which TransMedics belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]