TransMedics Group, Inc.
TMDX · Electromedical & Electrotherapeutic Apparatus · 34.6M shares · +7%/yr ↑ shares · EDGAR filings ↗
Reference price $75.06 · est. market cap ~$2.6B — last insider sale, 2026-06-15 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A85TransMedics Group — high-growth organ-transplant technology leader with elite returns.
Strengths
- Net margin 31% (100th pct), ROA (100th), ROE 40% (88th); revenue +37%
- Strong liquidity (current 7.1) and free cash flow (95th)
Risks
- Logistics/aviation-network execution and concentration
- Competitive and reimbursement risk
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
59.9%
Operating margin
17.9%
Net margin
31.4%
Return on equity
40.2%
Return on assets
17.8%
Revenue growth (QoQ)
8.2%
Net-income growth
436.6%
Current ratio
7.1×
Free cash flow
$134M
EBITDA
$136M
Tangible book value
$460M
Stock comp / revenue
6.1%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-15 | Gunderson Thomas J. | Sell | 9.6K | $75.06 |
| 2026-06-15 | Gunderson Thomas J. | Option exercise | 19K | $2.21 |
| 2026-05-20 | Weill David | Grant | 2.9K | — |
| 2026-05-20 | RAINES MERILEE | Grant | 2.9K | — |
| 2026-05-20 | Basile Edward M | Grant | 2.9K | — |
| 2026-05-20 | TOBIN JAMES R | Grant | 2.9K | — |
| 2026-05-20 | Kania Edwin | Grant | 2.9K | — |
| 2026-05-20 | Gunderson Thomas J. | Grant | 2.9K | — |
| 2026-05-20 | Lovell Stephanie | Grant | 2.9K | — |
| 2026-05-19 | Forsyth Matthew S. | Grant | 15K | — |
| 2026-03-04 | Hernandez Gerardo | Option exercise | 1.3K | $77.12 |
| 2026-03-04 | Lovell Stephanie | Sell | 1.2K | $149.62 |
| 2026-03-04 | Weill David | Option exercise | 3.6K | $14.20 |
| 2026-03-04 | Weill David | Sell | 3.6K | $146.82 |
| 2026-03-04 | Hernandez Gerardo | Sell | 1.3K | $147.21 |
| 2026-03-04 | Hernandez Gerardo | Option exercise | 5.9K | $69.84 |
| 2026-03-04 | Hernandez Gerardo | Sell | 5.9K | $147.21 |
| 2026-03-02 | Corcoran Nicholas | Sell | 3.0K | $139.12 |
| 2026-03-02 | Ranganath Anil P. | Sell | 864 | $139.12 |
| 2026-03-02 | Hernandez Gerardo | Sell | 375 | $139.12 |
| 2026-02-18 | Cecere Giovanni | Grant | 11K | — |
| 2026-01-23 | Corcoran Nicholas | Tax withheld | 984 | $135.30 |
| 2025-12-04 | Hernandez Gerardo | Sell | 920 | $139.62 |
| 2025-12-03 | Weill David | Option exercise | 5.0K | $14.20 |
| 2025-12-03 | Weill David | Sell | 5.0K | $138.64 |
| 2025-11-25 | Ranganath Anil P. | Sell | 3.0K | $145.22 |
| 2025-11-25 | Ranganath Anil P. | Option exercise | 3.0K | $93.88 |
| 2025-11-17 | Hassanein Waleed H | Buy | 8.8K | $114.00 |
| 2025-10-29 | Basile Edward M | Option exercise | 4.1K | $0.70 |
| 2025-10-29 | Basile Edward M | Sell | 4.1K | $130.45 |
| 2025-08-07 | Hassanein Waleed H | Buy | 1.9K | $116.85 |
| 2025-08-07 | Hassanein Waleed H | Buy | 6.6K | $116.08 |
| 2025-08-06 | Hassanein Waleed H | Buy | 8.4K | $118.68 |
| 2025-08-04 | Basile Edward M | Option exercise | 4.1K | $0.70 |
| 2025-08-04 | Basile Edward M | Sell | 4.1K | $125.51 |
| 2025-06-09 | Ranganath Anil P. | Sell | 686 | $139.80 |
| 2025-05-27 | Basile Edward M | Option exercise | 5.0K | $0.70 |
| 2025-05-27 | Basile Edward M | Sell | 5.0K | $126.45 |
| 2025-05-23 | Weill David | Sell | 732 | $123.88 |
| 2025-05-22 | KANIA EDWIN M JR | Grant | 2.1K | — |
| 2025-05-22 | Basile Edward M | Grant | 2.1K | — |
| 2025-05-22 | Lovell Stephanie | Grant | 2.1K | — |
| 2025-05-22 | TOBIN JAMES R | Grant | 2.1K | — |
| 2025-05-22 | RAINES MERILEE | Grant | 2.1K | — |
| 2025-05-22 | Gunderson Thomas James | Grant | 2.1K | — |
| 2025-05-22 | Weill David | Grant | 2.1K | — |
| 2025-05-09 | Basile Edward M | Option exercise | 6.0K | $0.70 |
| 2025-05-09 | Basile Edward M | Sell | 6.0K | $115.63 |
| 2025-03-03 | Khayal Tamer I | Sell | 2.4K | $76.43 |
| 2025-02-25 | Hassanein Waleed H | Grant | 60K | — |
| 2025-02-24 | Hernandez Gerardo | Grant | 3.5K | — |
| 2025-02-24 | Corcoran Nicholas | Grant | 13K | — |
| 2025-02-24 | Ranganath Anil P. | Grant | 5.6K | — |
| 2025-02-24 | Khayal Tamer I | Grant | 18K | — |
| 2025-01-07 | Khayal Tamer I | Option exercise | 1.1K | $13.28 |
| 2025-01-07 | Khayal Tamer I | Sell | 1.1K | $80.05 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-21 | Shareholder voteExhibits | filing ↗ |
| 2026-05-05 | ResultsExhibits | filing ↗ |
| 2026-02-27 | ResultsExhibits | filing ↗ |
| 2026-02-24 | ResultsExhibits | filing ↗ |
| 2026-02-04 | Exec/director change | filing ↗ |
| 2026-01-12 | Material agreementOtherExhibits | filing ↗ |
| 2025-10-29 | ResultsExhibits | filing ↗ |
| 2025-10-06 | Acquisition/disposition | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-21 | 2026-05-20 | 0001193125-26-234440 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001193125-26-206347 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001193125-26-206453 ↗ |
| 8-K | 2026-02-27 | 2026-02-27 | 0001193125-26-079392 ↗ |
| 10-K | 2026-02-24 | 2025-12-31 | 0001193125-26-067032 ↗ |
| 8-K | 2026-02-24 | 2026-02-24 | 0001193125-26-066953 ↗ |
| 8-K | 2026-02-04 | 2026-02-01 | 0001193125-26-037615 ↗ |
| 8-K | 2026-01-12 | 2026-01-08 | 0001193125-26-009816 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0001193125-25-256326 ↗ |
| 10-Q | 2025-10-29 | 2025-09-30 | 0001193125-25-256377 ↗ |
| 8-K | 2025-10-06 | 2025-10-03 | 0001193125-25-231900 ↗ |
| 10-Q | 2025-07-30 | 2025-06-30 | 0000950170-25-100314 ↗ |