Air Products & Chemicals, Inc. vs TransMedics Group Inc — how do they compare? Air Products & Chemicals, Inc. trades at $305.54 (market cap $68.88B), while TransMedics Group Inc trades at $87.41 (market cap $3.10B). The key difference: Air Products & Chemicals, Inc. is far larger — about 22.2× TransMedics Group Inc's market cap, and Air Products & Chemicals, Inc. pays a 2.34% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals.
| APD | TMDX | |
|---|---|---|
Market Cap | $68.88B | $3.10B |
Sector | Basic Materials | Technology |
52-Week High | $314.19 | $150.42 |
52-Week Low | $230.42 | $61.99 |
Enterprise Value | $86.06B | $3.49B |
Dividend Yield | 2.34% | — |
Signals from Pluang's Aura AI — not financial advice
APD trades at $305.54, down 0.86% on the day, with a bullish technical outlook supported by moving averages and recent earnings beats. The company reported Q3 2026 EPS of $3.47, exceeding expectations, and secured a long-term semiconductor supply deal in Taiwan. However, negative net income margin and elevated debt levels present fundamental concerns.
The stock offers upside to the $346 consensus price target, driven by volume growth and strategic contracts, but faces risks from high valuation multiples and leverage. Investor sentiment is positive amid raised guidance, though profitability challenges warrant caution.
TransMedics Group (TMDX) trades at $86.43, down 2.24% amid recent earnings misses but maintains strong analyst support with a $99.57 consensus target. The stock shows bullish technical signals with support at $84-87, though RSI levels suggest overbought conditions. Fundamentally, the company demonstrates robust profitability with 58.69% gross margins and 22.69% net income margins, despite recent quarterly earnings falling short of expectations.
Investment outlook remains positive given strong institutional backing and growth potential in organ transplant technology, though risks include ongoing fiduciary investigations and margin pressure from increased operating costs. The stock offers 15% upside to consensus targets but requires monitoring of Q3 earnings performance and legal developments.
Trailing returns across standard periods
Since its founding in 1940, Air Products has become one of the leading industrial gas suppliers globally, with operations in 50 countries and 19,000 employees. The company is the largest supplier of hydrogen and helium in the world. It has a unique portfolio serving customers in a number of industries, including chemicals, energy, healthcare, metals, and electronics. Air Products generated $10.3 billion in revenue in fiscal 2021.
Read more on APD →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →