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 *********************************************************

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