Resmed Inc
RMD
ISIN null / Valor 321632
Resmed Inc
UMushroom community rating:
About company
ResMed Inc. is a global leader in the development and provision of innovative healthcare solutions, particularly focusing on the management and treatment of chronic diseases such as sleep apnea, COPD (Chronic Obstructive Pulmonary Disease), and other related conditions. The company distinguishes itself through its integration of digital health technologies and cloud-connected medical devices, which are designed to transform patient care by keeping individuals out of hospitals and enabling them to lead healthier lives. ResMed's offerings extend beyond individual patient care to include comprehensive software platforms aimed at supporting healthcare professionals and caregivers. These platforms facilitate the delivery of effective care in home or chosen care settings, thereby enhancing the quality of life for patients, reducing the burden of chronic diseases, and contributing to the reduction of healthcare costs. Operating in more than 140 countries, ResMed's approach to healthcare innovation emphasizes the importance of accessibility and efficiency in managing chronic health conditions on a global scale.
Summarized from source with an LLMView SourceSector: HealthcareLatest Results (31.08.2026):
Resmed Inc — Fourth Quarter of Fiscal Year 2026: ResMed closed Q4 (period ended June 30, 2026) with record quarterly revenue of $1.46 billion (up 9% year-over-year, +8% constant currency), GAAP diluted EPS of $2.64 (up 2%) and non‑GAAP diluted EPS of $2.95 (up 16%). The company reported stronger full‑year results (FY2026 revenue $5.65B, non‑GAAP EPS $11.17) and continued cash generation while advancing product launches, M&A and a larger shareholder return program.
Revenue
Q4 revenue totaled $1,463.6M, +9% reported and +8% on a constant currency basis, driven by devices, masks & accessories and Residential Care Software; FY2026 revenue was $5,653.4M, +10% ( +8% constant currency).
Profitability & Margins
Q4 GAAP gross margin was 58.8% (non‑GAAP gross margin 62.3%, +90 bps y/y, excluding items like a $41.9M Astral field safety expense). GAAP operating margin was 30.7% (non‑GAAP operating margin 35.2%).
Earnings
Q4 GAAP diluted EPS $2.64 (+2% y/y); non‑GAAP diluted EPS $2.95 (+16% y/y). For FY2026 GAAP diluted EPS was $10.43 and non‑GAAP diluted EPS was $11.17 (+17% y/y).
Cash Flow & Shareholder Returns
Q4 operating cash flow was $455M and free cash flow $404M. ResMed returned $287M to shareholders in the quarter and returned $1.0B during FY2026 (repurchases + dividends); the company plans to return more than $1.85B in FY2027 and raised the quarterly dividend 10% to $0.66.
Balance Sheet & Capital Activity
Cash & equivalents totaled $1.47B at June 30, 2026. Q4 purchases of treasury stock were $200M (FY purchases $700M). Short‑term debt rose to ~$260M while long‑term debt declined to ~$399M.
Segment & Regional Performance
Q4 Sleep & Breathing Health revenue was $1,292M (+9%); Americas grew 8% and Rest of World grew 13% (10% constant currency). Devices rose ~8% and masks & other ~11% in the quarter.
One‑time Items & Non‑GAAP Adjustments
Q4 results reflected $41.9M of Astral field safety notification expenses and other adjustments (amortization, acquisition & review costs). ResMed reconciles to non‑GAAP measures excluding these items to show core operating trends.
Operational & Strategic Highlights
Company completed acquisition of Noctrix Health, announced sale of MatrixCare (expected close Q1 FY2027), partnered with ŌURA, and launched new products including AirSense 11 (Taiwan), AirCurve 11 ST/ST‑A (U.S.) and AirTouch F30i Comfort (Brazil, Chile).
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
31835 M
Market cap (USD)
972,850
Daily traded volume (Shares)
232.18 / 228.6
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
Dividend (USD)
Dividend yield (p.a.)
Est dividend (USD)
Est dividend yield
P/E ratio
Est P/E ratio
EPS (USD)
Est EPS (USD)
Ratings & reviews
EQUITIES OF THE SAME SECTOR
