Sam Badawi(@Sam_Badawi):TransMedics - FY2026 Q3 Earnings $TMDX $81.25 [+18.1% AH] ✅ Revenue: $203.0M (Est: $181.8M) [+41% YoY] ✅ EPS: $0.51 (Est: $0.36), adjusted, GAAP $0.46 Additional Metrics: Gross Margin: 58.5% Adjusted Operating Income: $28.9M [+22% YoY] Adjusted Operating Margin: 14.2% Adjusted Net Income: $18.9M [-23% YoY] Cash: $493.0M Segment Revenue: Product: $113.4M [+29% YoY] Service: $89.6M [+60% YoY] FY2026 Guidance: Revenue: $764-774M incl. $14M PAD Aviation Revenue ex-PAD: $750-760M (Prior: $737-757M)

Sam Badawi

@Sam_Badawi

Stock analyst & creator. Interviews + deep dives on stocks, fundamentals & AI. Origins of Alpha + Quarterly Conviction on YouTube | Beta opens Dec 1 ⤵️

参加 March 2020

698 フォロー中 56.7K ファン

Sam Badawi@Sam_Badawi

2026.11.05 21:09

TransMedics - FY2026 Q3 Earnings $TMDX $81.25 [+18.1% AH] ✅ Revenue: $203.0M (Est: $181.8M) [+41% YoY] ✅ EPS: $0.51 (Est: $0.36), adjusted, GAAP $0.46 Additional Metrics: Gross Margin: 58.5% Adjusted Operating Income: $28.9M [+22% YoY] Adjusted Operating Margin: 14.2% Adjusted Net Income: $18.9M [-23% YoY] Cash: $493.0M Segment Revenue: Product: $113.4M [+29% YoY] Service: $89.6M [+60% YoY] FY2026 Guidance: Revenue: $764-774M incl. $14M PAD Aviation Revenue ex-PAD: $750-760M (Prior: $737-757M)