TransMedics reports Q4 EPS $2.62 with items, consensus 37c

Reports Q4 revenue $160.8M, consensus $155.28M. Q4 EPS includes $83.8M income tax benefit from a total generated net income of $1.05.4M. “We are very pleased with our Q4 and FY25 performance. These results reflect strong execution, continued adoption of our OCSTM NOPTM program, and disciplined investment to support sustained long-term growth,” said Waleed Hassanein, President and CEO. “We have several strategic growth initiatives lined up for 2026 to catalyze growth short, mid- and long-term for TransMedics (TMDX). We are laser focused on executing on these initiatives by accelerating heart and lung adoption in the US through our ongoing clinical programs, launching our NOP model in Europe, and preparing for the clinical launch of our OCS Kidney program. Achieving our goals would make 2026 another transformative year for TransMedics and catalyze our growth for the next several years, while advancing our mission to expand access and improve clinical outcomes for transplant patients globally.”