Transmedics (TMDX) finished a great fiscal year in2025, but the market is reacting to some interesting shifts in their 2026 guidance. In this video, we break down why this organ care leader is a small bet in the Chip Stock Investor portfolio and what the inflection point from operating loss to profit means for long-term holders. In this video, we cover:--37% annual revenue growth and the Q4 beat.-- How sensors and semiconductor connectivity are replacing the ice chest legacy of organ transport.--Why Transmedics bought an aviation company and how their fleet of 22 aircraft is changing the game.--2026 Headwinds: We discuss the expected margin compression, international expansion costs in Italy and Europe, and the "seasonal" Q3 dip that always surprises the market.--Future Catalysts: The Kidney program, OCS Generation 3, and functional enhancement of donor hearts. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/ Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form If you found this video useful, please make sure to like and subscribe! Chapters:00:00 —Transmedics 2025 Wrap-up 01:15 — The Q3 Seasonality Mystery Explained 02:30 — Q4 Financial Breakdown: Revenue & Margins 03:45 — Disrupting the Market: Transmedics vs. Cold Storage 05:10 — Scaling the Fleet: Logistics & Owned Aircraft 06:30 — Revenue by Organ: Liver, Heart, and Lung 07:45 — The "Chip" Connection: Sensors and Data 09:15 — Operating Profit Inflection Point 10:30 — 2026 Growth Opportunities: Kidney Program & Europe 12:00 — Headwinds: Competitive Trials & Infrastructure Costs 13:30 — 2026 Guidance: Revenue Deceleration & Margin Compression *********************************************************

Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #Transmedics #TMDX #ChipStockInvestor #MedTech #GrowthStocks #Investing #StockMarket2026 #organtransplantation Nick and Kasey own shares of TMDX

TMDX Stock: Can Transmedics Maintain 30%+ Growth in 2026?

Chip Stock Investor Podcast