[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Michael. Z [@MichaelZero10](/creator/twitter/MichaelZero10) on x 3691 followers Created: 2025-07-27 12:37:38 UTC 🚨Just X Days until $TMDX Q2 2025 Earnings Please find below Management Guidance and Market Expectations:🧐👇 Management Guidance: • FY 2025 Rev: $565- 585M ; - Implying ~30% Revenue growth ; Market Expectations: - Q2 2025 Rev: $148M ; - Q2 2025 EBITDA: $30M; - Implying an EBITDA margin of ~20%; • While other competitors are targeting the U.S market, such as OrganOx, we believe there is a massive underutilization of donor organs for Transplants, and both companies could continue to grow in North America. Please note that OrganOx’s technology is currently only used for liver transplants. • Despite competitive pressures, $TMDX seems to be holding up reasonably well based on the firm’s monthly flight data points, which are impressive (~2,409 in Q2 according to flight data trackers). This impressive fleet utilization observed in Q2 2025 will contribute to strong revenue growth, allowing $TMDX to easily beat market expectations for Q2 2025. • Key Business Metrics to monitor:🧐 - Lung transplant volumes in the U.S ( $XVIVO's business has slowed down in this segment); - Market share evolution (any impact from other competitors such as OrganOx) ; - Gross Margin % dynamics ; - Investments made in Q2 ; - Update on the next-gen OCS Heart & Lung technologies; What do you expect?🤔  XXXXX engagements  **Related Topics** [$30m](/topic/$30m) [$148m](/topic/$148m) [quarterly earnings](/topic/quarterly-earnings) [rev](/topic/rev) [q2](/topic/q2) [$tmdx](/topic/$tmdx) [Post Link](https://x.com/MichaelZero10/status/1949449099306000676)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Michael. Z @MichaelZero10 on x 3691 followers
Created: 2025-07-27 12:37:38 UTC
🚨Just X Days until $TMDX Q2 2025 Earnings
Please find below Management Guidance and Market Expectations:🧐👇
Management Guidance: • FY 2025 Rev: $565- 585M ;
- Implying ~30% Revenue growth ;
Market Expectations:
- Q2 2025 Rev: $148M ;
- Q2 2025 EBITDA: $30M;
- Implying an EBITDA margin of ~20%;
• While other competitors are targeting the U.S market, such as OrganOx, we believe there is a massive underutilization of donor organs for Transplants, and both companies could continue to grow in North America. Please note that OrganOx’s technology is currently only used for liver transplants.
• Despite competitive pressures, $TMDX seems to be holding up reasonably well based on the firm’s monthly flight data points, which are impressive (~2,409 in Q2 according to flight data trackers). This impressive fleet utilization observed in Q2 2025 will contribute to strong revenue growth, allowing $TMDX to easily beat market expectations for Q2 2025.
• Key Business Metrics to monitor:🧐
- Lung transplant volumes in the U.S ( $XVIVO's business has slowed down in this segment);
- Market share evolution (any impact from other competitors such as OrganOx) ;
- Gross Margin % dynamics ;
- Investments made in Q2 ;
- Update on the next-gen OCS Heart & Lung technologies;
What do you expect?🤔
XXXXX engagements
