异动解读 | TransMedics Group股价夜盘大涨14.20%,远超预期的业绩和上调指引推动股价飙升

异动解读
Jul 31, 2025

器官移植技术公司TransMedics Group Inc.(股票代码:TMDX)在发布强劲的第二季度财报后,股价在夜盘交易中大涨14.20%,引起了投资者的广泛关注。该公司的业绩远超华尔街分析师预期,并且上调了全年收入指引,展现了强劲的增长势头。

根据公司发布的财报,TransMedics第二季度调整后每股收益达到0.92美元,是分析师平均预期0.45美元的两倍多。公司营收同比增长37.7%,达到1.5737亿美元,同样超过了分析师预期的1.4786亿美元。这一亮眼业绩表明公司的OCS和NOP平台在移植市场上的竞争力不断增强。

除了强劲的季度业绩外,TransMedics还上调了2025财年的全年营收指引至5.85亿美元至6.05亿美元,较此前预测有显著提升。公司还宣布获得FDA有条件的研究设备豁免批准,可以启动Next-Gen OCS™肺部试验,这进一步增强了投资者对公司未来发展前景的信心。TransMedics保持了61%的高毛利率,净利润达到3490万美元,占营收的22%,显示出公司良好的盈利能力和运营效率。

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