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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From X
Voss Capital on X
Voss Nominates Three Candidates for $GFF Board -- We believe the stock is worth $50 & the best way to remedy the perpetual conglomerate & governance discount is to take the following steps: ▪ Immediately refresh the Board with truly independent directors who will hold management
Voss Capital on X
$WU calling out Latin America and Mexico as the brightest growth spots this Q. Great read through for $IMXI. "Latin America was probably the one brighter spot that continued to recover a little bit from last year because Latin America has less relative digital business growth"
Voss Capital on X
$IMXI is consistently outgrowing hedge fund favorite $MGI and $WU by about 20%.
Voss Capital on X
We are still optimistic on the manufactured housing space given migration to rural areas and record low housing inventory, especially at the low end (<$250k). $LEGH is the by far the cheapest, highest margin and has the highest ROIC.
Voss Capital on X
Long $MBIN. Excerpt from Voss's Q4 letter.
Voss Capital on X
1 more pt on $EXTR & IoT. They're now able to license some of their software & Cloud IQ suite of apps to 3rd party IoT hardware makers & will make a big push into this. Obviously this increases their SaaS TAM by several multiples of just their networking equipment hardware base.
Voss Capital on X
Lastly, it is interesting to note that $EXTR is collecting well over 1 petabyte of data per day from their network users. They analyze this and use it to give customers performance data insights. Not the webinar, but here is an EXTR IoT overview video:
Voss Capital on X
This was a simple, helpful slide for the layman to understand potential IoT scenarios that $EXTR's security prevents.
Investor Letters
All letters- Forager Funds Management October 2026 TUA $525M
- FCL Capital October 2026 INTR $1.7BRSGN $881M
- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- JB Global Capital Q3 2026 FLO $1.4B
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $416MALM $2.5B
- 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 KTYCF $461MSRTA $498M
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