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CONMED Corp（CNMD）とTransMedics Group, Inc.（TMDX）の財務データ比較。上の社名をクリックして会社を切り替えられます
CONMED Corpの直近四半期売上が大きい（$373.2M vs $160.8M、TransMedics Group, Inc.の約2.3倍）。TransMedics Group, Inc.の前年同期比売上増加率が高い（32.2% vs 7.9%）。CONMED Corpの直近四半期フリーキャッシュフローが多い（$41.2M vs $19.0M）。過去8四半期でTransMedics Group, Inc.の売上複合成長率が高い（28.8% vs 9.3%）
CONMEDはアメリカ合衆国に本拠を置く上場医療機器メーカーです。主に整形外科、腹腔鏡下手術、一般外科向けの医療機器、ならびに患者ケア関連製品を手がけています。本社は2022年7月にニューヨーク州ユーティカからフロリダ州ラーゴに移転しました。人本位の経営理念を掲げ、米国とメキシコに生産拠点を構えています。
TransMedics Group, Inc.は臓器移植向けの革新的な医療技術を開発・販売する企業です。主力製品の臓器ケアシステムは輸送中のドナー臓器の生存性を維持し、心臓、肺、肝臓、腎臓移植の成功率向上に貢献し、北米、欧州、アジア太平洋地域の移植センターなどにサービスを提供しています。
CNMD vs TMDX — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $373.2M | $160.8M |
| 純利益 | — | $105.4M |
| 粗利率 | 58.5% | 58.1% |
| 営業利益率 | 9.8% | 13.2% |
| 純利益率 | — | 65.6% |
| 売上前年比 | 7.9% | 32.2% |
| 純利益前年比 | — | 1436.9% |
| EPS（希薄化後） | $0.54 | $2.59 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $373.2M | $160.8M | ||
| Q3 25 | $337.9M | $143.8M | ||
| Q2 25 | $342.3M | $157.4M | ||
| Q1 25 | $321.3M | $143.5M | ||
| Q4 24 | $345.9M | $121.6M | ||
| Q3 24 | $316.7M | $108.8M | ||
| Q2 24 | $332.1M | $114.3M | ||
| Q1 24 | $312.3M | $96.8M |
| Q4 25 | — | $105.4M | ||
| Q3 25 | $2.9M | $24.3M | ||
| Q2 25 | $21.4M | $34.9M | ||
| Q1 25 | $6.0M | $25.7M | ||
| Q4 24 | — | $6.9M | ||
| Q3 24 | $49.0M | $4.2M | ||
| Q2 24 | $30.0M | $12.2M | ||
| Q1 24 | $19.7M | $12.2M |
| Q4 25 | 58.5% | 58.1% | ||
| Q3 25 | 49.2% | 58.8% | ||
| Q2 25 | 55.0% | 61.4% | ||
| Q1 25 | 55.3% | 61.5% | ||
| Q4 24 | 57.3% | 59.2% | ||
| Q3 24 | 56.5% | 55.9% | ||
| Q2 24 | 55.3% | 60.6% | ||
| Q1 24 | 55.1% | 61.9% |
| Q4 25 | 9.8% | 13.2% | ||
| Q3 25 | 3.5% | 16.2% | ||
| Q2 25 | 11.1% | 23.2% | ||
| Q1 25 | 5.0% | 19.1% | ||
| Q4 24 | 15.2% | 7.1% | ||
| Q3 24 | 20.7% | 3.6% | ||
| Q2 24 | 14.2% | 10.9% | ||
| Q1 24 | 11.2% | 12.8% |
| Q4 25 | — | 65.6% | ||
| Q3 25 | 0.8% | 16.9% | ||
| Q2 25 | 6.3% | 22.2% | ||
| Q1 25 | 1.9% | 17.9% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | 15.5% | 3.9% | ||
| Q2 24 | 9.0% | 10.7% | ||
| Q1 24 | 6.3% | 12.6% |
| Q4 25 | $0.54 | $2.59 | ||
| Q3 25 | $0.09 | $0.66 | ||
| Q2 25 | $0.69 | $0.92 | ||
| Q1 25 | $0.19 | $0.70 | ||
| Q4 24 | $1.09 | $0.19 | ||
| Q3 24 | $1.57 | $0.12 | ||
| Q2 24 | $0.96 | $0.35 | ||
| Q1 24 | $0.63 | $0.35 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | — | — |
| 総負債低いほど良い | $834.2M | — |
| 株主資本純資産 | $1.0B | $473.1M |
| 総資産 | $2.3B | $1.1B |
| 負債/資本比率低いほどレバレッジが低い | 0.81× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $330.1M | ||
| Q2 24 | — | $362.8M | ||
| Q1 24 | — | $350.2M |
| Q4 25 | $834.2M | — | ||
| Q3 25 | $853.0M | — | ||
| Q2 25 | $881.1M | — | ||
| Q1 25 | $891.4M | — | ||
| Q4 24 | $905.1M | — | ||
| Q3 24 | $940.1M | — | ||
| Q2 24 | $965.2M | — | ||
| Q1 24 | $990.1M | — |
| Q4 25 | $1.0B | $473.1M | ||
| Q3 25 | $1.0B | $355.2M | ||
| Q2 25 | $1.0B | $318.1M | ||
| Q1 25 | $977.6M | $266.3M | ||
| Q4 24 | $962.7M | $228.6M | ||
| Q3 24 | $932.9M | $209.9M | ||
| Q2 24 | $881.8M | $189.9M | ||
| Q1 24 | $854.7M | $159.5M |
| Q4 25 | $2.3B | $1.1B | ||
| Q3 25 | $2.3B | $946.0M | ||
| Q2 25 | $2.3B | $890.5M | ||
| Q1 25 | $2.3B | $837.5M | ||
| Q4 24 | $2.3B | $804.1M | ||
| Q3 24 | $2.3B | $785.6M | ||
| Q2 24 | $2.3B | $758.6M | ||
| Q1 24 | $2.3B | $723.8M |
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.85× | — | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 0.94× | — | ||
| Q3 24 | 1.01× | — | ||
| Q2 24 | 1.09× | — | ||
| Q1 24 | 1.16× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $46.3M | $34.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $41.2M | $19.0M |
| FCFマージンFCF / 売上 | 11.0% | 11.8% |
| 設備投資強度設備投資 / 売上 | 1.4% | 9.7% |
| キャッシュ転換率営業CF / 純利益 | — | 0.33× |
| 直近12ヶ月FCF直近4四半期 | $150.9M | $133.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $46.3M | $34.5M | ||
| Q3 25 | $53.7M | $69.6M | ||
| Q2 25 | $29.1M | $91.6M | ||
| Q1 25 | $41.5M | $-2.9M | ||
| Q4 24 | $43.3M | $19.7M | ||
| Q3 24 | $51.2M | $6.9M | ||
| Q2 24 | $43.3M | $25.7M | ||
| Q1 24 | $29.1M | $-3.4M |
| Q4 25 | $41.2M | $19.0M | ||
| Q3 25 | $48.5M | $61.9M | ||
| Q2 25 | $23.4M | $82.5M | ||
| Q1 25 | $37.8M | $-29.9M | ||
| Q4 24 | $39.3M | $6.1M | ||
| Q3 24 | $47.8M | $-41.3M | ||
| Q2 24 | $39.7M | $2.0M | ||
| Q1 24 | $27.1M | $-47.6M |
| Q4 25 | 11.0% | 11.8% | ||
| Q3 25 | 14.4% | 43.1% | ||
| Q2 25 | 6.8% | 52.4% | ||
| Q1 25 | 11.8% | -20.8% | ||
| Q4 24 | 11.4% | 5.0% | ||
| Q3 24 | 15.1% | -38.0% | ||
| Q2 24 | 12.0% | 1.7% | ||
| Q1 24 | 8.7% | -49.2% |
| Q4 25 | 1.4% | 9.7% | ||
| Q3 25 | 1.5% | 5.3% | ||
| Q2 25 | 1.7% | 5.8% | ||
| Q1 25 | 1.2% | 18.8% | ||
| Q4 24 | 1.2% | 11.2% | ||
| Q3 24 | 1.1% | 44.3% | ||
| Q2 24 | 1.1% | 20.8% | ||
| Q1 24 | 0.7% | 45.6% |
| Q4 25 | — | 0.33× | ||
| Q3 25 | 18.78× | 2.86× | ||
| Q2 25 | 1.36× | 2.62× | ||
| Q1 25 | 6.88× | -0.11× | ||
| Q4 24 | — | 2.87× | ||
| Q3 24 | 1.05× | 1.63× | ||
| Q2 24 | 1.44× | 2.11× | ||
| Q1 24 | 1.48× | -0.28× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
CNMD
| Transferred At Point In Time | $358.5M | 96% |
| Transferred Over Time | $14.7M | 4% |
TMDX
| Liver Product | $127.0M | 79% |
| Heart Product | $26.0M | 16% |
| Other | $5.9M | 4% |
| Lung Product | $1.9M | 1% |
