RMD
NYSE · Healthcare · Medical - Instruments & Supplies · US
Research · Oct 31, 2026
ResMed (RMD) Q1 FY2027 Earnings: EPS Up 14%, Operating Profit Up 5%
ResMed's fiscal Q1 2027 non-GAAP EPS rose 14% to $2.91 while non-GAAP operating profit grew 5%; sleep devices and masks kept growing after the Astral exit.
Research · Oct 27, 2026
[RMD] Resmed: Q1 FY2027 Earnings Test for Sleep Device Growth as Astral Sales Pause
Resmed grew FY2026 revenue 10% to $5.65 billion, with devices up 9% and masks up 13%; Q1 FY2027 tests whether sleep growth and gross margin hold while Astral sales stay paused.
Research · Sep 3, 2026
[RMD] ResMed Thesis 2026: GLP-1 Tailwind Reverses Bear Case, Free Cash Hits Record
ResMed FY25 (Jun '25 fiscal year-end) revenue $5.15B (+10%); op income $1.69B (+28%); NI $1.40B (+37%); EPS $9.51 (+37%). Op margin expansion +450bp to 32.7%. Gross margin Q4 61.4% (+230bp). FCF $1.66B (+29%). Three M&A: Somnoware + Ectosense + VirtuOx (advancing ResMed 2030 strategy patient diagnostic flow). FY26 guide: GM 61-63%, SG&A 19-20% of rev, R&D 6-7% of rev; buyback ~$150M/quarter ($600M/year, 4x FY24 pace).