TRANSMEDICS GROUP

TransMedics presented a five-year plan at the Morgan Stanley Global Healthcare Conference that focuses on expanding logistics, its own flight network and new transplant programs (kidney, lung, heart). Management aims to develop into an integrated, highly profitable transplantation infrastructure and cites quantitative targets of 10,000 NOP cases by 2028 and 20,000 by 2030. Central challenges remain regulatory approvals, reimbursement and the market launch in Europe; 2026 is described as an investment year with revenues expected from 2027. » Altro su de.investing.com

TransMedics has appointed Fernando Araujo as chief financial officer, effective September 21; he brings more than 20 years of experience at GE HealthCare, General Electric and 3M. The company reaffirms its 2026 revenue guidance of $737–757 million, representing growth of about 22–25% and calculated excluding any potential proceeds from the investment in PAD Aviation Service. Gerardo Hernandez will move into the role of commercial strategic advisor for Latin America; management also plans to participate in upcoming investor conferences and will review the outlook as part of the Q3 reporting. » Altro su de.investing.com

TransMedics unveiled a comprehensive growth plan that includes an OCS kidney program, expansion of national logistics, a push into Europe and the rollout of OCS 3.0. For 2026 the company expects revenue of $737–757 million and adjusted operating margins of 12.5–14%, with higher investments set to weigh on margins in the short term. Management is targeting long-term operating margins of around 30% by 2028 and sees the kidney program as potentially its largest development project, which could open access to up to roughly 30,000 additional procedures per year. TransMedics reported solid liquidity (more than $472 million) and emphasized that the business model would remain viable even without a possible OPO license. » Altro su de.investing.com