TransMedics Q4 Revenue Rises 48% to $44M on 140 OCS Shipments

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TransMedics Group posted Q4 revenue of $44 million, a 48% year-over-year increase driven by 140 Organ Care System organ shipments. The company raised its 2026 shipment target to 1,000 organs and forecast a reduction in operating losses as R&D expenditures moderate.

1. Q4 Financial Performance

TransMedics delivered $44.0 million in Q4 revenue, up 48% from $29.8 million a year earlier. Gross margin expanded modestly while operating loss narrowed to $35 million from $40 million as sales leverage improved.

2. Organ Care System Shipments

The quarter featured 140 Organ Care System shipments, including 85 livers, 40 hearts and 15 lungs, reflecting growing adoption in transplant centers. Consumable disposables revenue grew in step with system placements, boosting recurring income.

3. 2026 Outlook

Management raised its full-year 2026 target to at least 1,000 total organ shipments and expects R&D spend to decline as key product development phases complete. The company anticipates continued margin expansion and a further reduction in operating losses.

Sources

FF