$TMDX
April Transplant Update
Transplant volume has decreased month over month for total and DCD transplants.
- Total Transplant Volume: 1,723 (-1% MoM, flat YoY)
- DCD Volume: 656 (-3% MoM, +15% YoY)
- DCD Share: 38% of total (33% last year).
2026 Management's Revenue Guidance
- DCD Volume: Has to increase ~20% YoY. YTD is on track at 30%, but April slipped to 15%.
- Total Transplant Volume: Has to increase 4-5%. Growth remains tepid at 2% growth YTD with April flat YoY.
If there is not an acceleration in transplant volume soon, Transmedic's revenue guidance may be at a serious risk.
Based on $TMDX answer on conference call, seems pretty clear that company is NOT passing along fuel costs at 100% to customers.
There was a lot of obfuscation.
"We cannot share the details on the call."
"We are doing right by our customers."
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Duration: 48 hours
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