What is William Blair’s Forecast for TMDX Q1 Earnings?

TransMedics Group, Inc. (NASDAQ:TMDX) – Equities researchers at William Blair issued their Q1 2026 earnings per share (EPS) estimates for shares of TransMedics Group in a research note issued to investors on Wednesday, July 9th. William Blair analyst R. Daniels anticipates that the company will earn $0.63 per share for the quarter. The consensus estimate for TransMedics Group’s current full-year earnings is $1.00 per share. William Blair also issued estimates for TransMedics Group’s Q2 2026 earnings at $0.59 EPS, Q3 2026 earnings at $0.51 EPS and Q4 2026 earnings at $0.58 EPS.

TransMedics Group (NASDAQ:TMDX) last posted its quarterly earnings results on Thursday, May 8th. The company reported $0.70 earnings per share for the quarter, beating analysts’ consensus estimates of $0.29 by $0.41. The company had revenue of $143.54 million for the quarter, compared to the consensus estimate of $123.39 million. TransMedics Group had a return on equity of 21.88% and a net margin of 10.03%. The firm’s quarterly revenue was up 48.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.35 EPS.

A number of other research analysts also recently weighed in on the company. Piper Sandler reissued an “overweight” rating and issued a $145.00 price target (up previously from $125.00) on shares of TransMedics Group in a research note on Wednesday, June 4th. Needham & Company LLC reaffirmed a “hold” rating on shares of TransMedics Group in a research note on Tuesday, June 17th. Finally, Oppenheimer raised their price objective on TransMedics Group from $130.00 to $150.00 and gave the stock an “outperform” rating in a research note on Tuesday, June 17th. Three equities research analysts have rated the stock with a hold rating, six have issued a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $127.33.

TransMedics Group Stock Performance

TMDX stock opened at $112.46 on Friday. The business’s fifty day moving average is $125.49 and its 200-day moving average is $90.46. The company has a quick ratio of 8.32, a current ratio of 9.10 and a debt-to-equity ratio of 1.92. The company has a market cap of $3.80 billion, a P/E ratio of 82.69 and a beta of 2.06. TransMedics Group has a twelve month low of $55.00 and a twelve month high of $177.37.

Hedge Funds Weigh In On TransMedics Group

A number of large investors have recently added to or reduced their stakes in TMDX. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in TransMedics Group by 244.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,113,082 shares of the company’s stock worth $209,448,000 after purchasing an additional 2,209,996 shares in the last quarter. Braidwell LP bought a new position in TransMedics Group during the 4th quarter worth about $57,493,000. Norges Bank bought a new position in TransMedics Group during the 4th quarter worth about $22,861,000. Mackenzie Financial Corp increased its holdings in TransMedics Group by 73.0% during the 4th quarter. Mackenzie Financial Corp now owns 828,147 shares of the company’s stock worth $51,635,000 after purchasing an additional 349,403 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its holdings in shares of TransMedics Group by 1,565.5% in the 4th quarter. Dimensional Fund Advisors LP now owns 269,825 shares of the company’s stock valued at $16,820,000 after acquiring an additional 253,624 shares in the last quarter. Institutional investors own 99.67% of the company’s stock.

Insiders Place Their Bets

In other TransMedics Group news, Director David Weill sold 732 shares of the stock in a transaction dated Friday, May 23rd. The stock was sold at an average price of $123.88, for a total transaction of $90,680.16. Following the completion of the transaction, the director owned 12,134 shares in the company, valued at approximately $1,503,159.92. This represents a 5.69% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Anil P. Ranganath sold 686 shares of the stock in a transaction dated Monday, June 9th. The stock was sold at an average price of $139.80, for a total value of $95,902.80. Following the transaction, the insider owned 13,955 shares of the company’s stock, valued at approximately $1,950,909. This trade represents a 4.69% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 12,418 shares of company stock worth $1,512,613. Corporate insiders own 7.00% of the company’s stock.

TransMedics Group Company Profile

TransMedics Group, Inc, a commercial-stage medical technology company, engages in transforming organ transplant therapy for end-stage organ failure patients in the United States and internationally. The company offers Organ Care System (OCS), a portable organ perfusion, optimization, and monitoring system that utilizes its proprietary and customized technology to replicate near-physiologic conditions for donor organs outside of the human body.