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Posted by
Two Blokes Jul 14 -
Filed in
Stock
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6 views
TransMedics has rebounded from a sharp sell-off by consistently beating guidance and demonstrating strong execution, restoring investor confidence. I anticipate Q2 2025 will deliver another earnings beat, with flight activity data suggesting sales could surpass analyst estimates. The company is showing clear operating leverage, manageable debt, and is building a vertically integrated logistics network in a niche market.