Verified call record已核验电话会记录 · 2026-11-05

TMDX · TransMedics Group, Inc. Q3 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Continue in Terminal在终端继续研究TMDX

12 exact excerpts 条原文摘录 26 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

performancemarginsdemandq_and_a

“Service margins improved 440 basis points to 32.2%, driven by logistics efficiencies resulting from pricing improvements across both service and logistics operations, productivity gains from reduced supplemental lift utilization, lower ground transportation cost per mission, and improved leverage of fixed operating cost as volume increased.”

Fernando Araujo · CFOclaim_7d6da447a745fb2a976762f35447f27e

Exact numeric spans精确数值片段44032.2%

guidanceperformanceq_and_a

“Given our strong year-to-date performance and balanced against the timing of our new program contributing to early 2027 rather than the fourth quarter, we are raising our full year 2026 revenue guidance to a range of $764 million-$774 million, inclusive of approximately $14 million from PAD Aviation, representing growth of approximately 26%-28% over 2025.”

Waleed Hassanein · CEOclaim_937a111599052cb656c309f00998b0e3

Exact numeric spans精确数值片段20272026764 million774 million14 million26%-28%

Member evidence layer会员证据层

10 more verified excerpts continue below.条更多已核验摘录在下方继续。

You have the public source preview. Essential and Pro unlock the complete call record, every remaining numeric receipt, and the full audit table—without replacing source language with generated opinion.你正在阅读公开来源预览。Essential 与 Pro 可解锁完整电话会记录、全部剩余数值回执和完整审计表——不会用生成式观点替代来源原文。

Unlock full company intelligence解锁完整公司情报

2 public excerpts 条公开摘录10 member excerpts 条会员摘录26 total numeric receipts 个数值回执

Inspect the source receipts检查来源回执38 bound spans个已绑定片段

Each available row identifies the source body, transcript segment and byte span used to verify the visible text.每个可用行都标识用于核验可见文本的来源正文、电话会片段和字节范围。

Claim主张	Kind类型	Segment片段	Byte span字节范围	Text hash文本哈希
`claim_937a111599052cb656c309f00998b0e3`	quote	13	0–357	`12e4559d5121ae…`
`claim_eeb966ab16a649a16d518b9a53dc21ec`	numeric	13	115–119	`5313e5bf17148d…`
`claim_487b7bb526e9ab2eb7ffac48748a88c3`	numeric	13	181–185	`158a323a7ba448…`
`claim_2f149d76ba19d84b5ed0e0b1e16e2907`	numeric	13	218–229	`53b140be3a9c59…`
`claim_4b67ea41785dc2181e3846c02bc1f9c3`	numeric	13	231–242	`1312feb25c1020…`
`claim_750e1887a7a0a610d0ee574be8346039`	numeric	13	272–282	`d85f5cb89e932c…`
`claim_80d1f44374e6a5b604679e3a91aad03b`	numeric	13	339–342	`09fdb4b2ab3f57…`
`claim_9500d83056af25a2730c8c304d0bf5d1`	numeric	13	342–346	`6452b45a1d4d22…`
`claim_7d6da447a745fb2a976762f35447f27e`	quote	18	309–651	`fcf7fbd0b132cf…`
`claim_5e87467a0a2eb78f8879e755db14280a`	numeric	18	334–337	`e3f6959781c353…`
`claim_c116765dc4f5b585d038b51411d706f3`	numeric	18	354–359	`db48df0ebf64fc…`