TransMedics Group Inc Earnings Update: Q3 2026
TransMedics reported record Q3 2026 revenue exceeding $200 million, driven by its organ transplant technology business.
Thursday, November 5, 2026
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catechwilliams on X
$INGM Massive cyber & ransomware attack. All systems over the weekend. Still can’t fulfill orders after 4 days. Customers moving to competitors (as reported on Reddit). Likely permanent damage & customer losses. Ransomware payment due. Compounded by a major IT upgrade now needed. https://t.co/kQFbwFvcLA
Adam D. Wyden on X
3/ $RICK $PAR $APG $GFL $TIC
catechwilliams on X
$PRIM $500M new project broke ground. Not deep on the name but this is a pretty massive program for $PRIM and does not appear anyone noticed. "430-megawatt development from Arevon Energy, an offshoot of utility and energy contractor Primoris Services Corp" https://t.co/1egNflZ1X8
DOMO Capital Management, LLC on X
$PBI short interest https://t.co/FO86LLy82E
catechwilliams on X
$PLUS Accelerating decline: Networking -37% (largest category), Product sales -18%, zero margin/ low quality Professional services now 15% of sales. Cut FY2026 top and bottom-line guide by 7% w further cuts almost certain to come. Trading at 14x 2026 guidance vs peers at 6-8x.
catechwilliams on X
$ACA Levered roll-up (4x levered) hodgepodge of low-quality cap intensive commodity businesses w struggling end-markets (sub-scale aggregates, building products, ag). Negative organic growth w unrealistic guidance. Forced to sell an asset to avoid covenant breach. 30x P/E
Brian McGough on X
Seriously considering going dark on $RH from a coverage perspective -- so I can buy it in my PA. The risk/reward here is unlike anything I've seen...
Derek Pilecki on X
BTW, his stock trades for 10x, posts an ROE of 17% while running with excess capital, and is part of a banking oligopoly in Puerto Rico. $OFG
Investor Letters
All letters- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- Pendelhaven Asset Management B.V. Q3 2026 ALM $2.5BJXN $8.8B
- Chautauqua Capital Management Q3 2026 TMNSF $6.8B
- Night Watch Investment Management Q3 2026 AZLGF $3.3BIMCDY $6.7B
- Greystone Capital third quarter of 2026 TMDX $3.1B
- Penn Davis McFarland October 2026 CELH $7.6BSFM $4.8B
- Westwood — Quality SmallCap Fund 3Q 2026 CAKE $5.3BSYBT $2.5B
- Wasatch Global Investors — Small Cap Growth Strategy third quarter 2026 AAON $5.7BBROS $6.1B
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