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    Dan Hurren • MST Marquee

    Dan Hurren's questions to Resmed Inc (RMD) leadership

    Dan Hurren's questions to Resmed Inc (RMD) leadership • Q4 2025

    Question

    Dan Hurren from MST Financial asked for details on the significant gross margin expansion and the key factors supporting the strong guidance for fiscal year 2026.

    Answer

    CFO Brett Sandercock attributed the margin improvement to procurement, manufacturing, and logistics efficiencies, noting that favorable FX accounted for nearly half the sequential gain. CEO Michael Farrell added that a new science-based approach to supply chain gives them confidence in the 61-63% guidance for FY26.

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    Dan Hurren's questions to Resmed Inc (RMD) leadership • Q4 2025

    Question

    Dan Hurren from MST Financial asked for details on the strong gross margin performance and the factors supporting the optimistic guidance for fiscal year 2026, including the impact of foreign exchange.

    Answer

    CFO Brett Sandercock attributed the Q4 margin expansion to procurement, manufacturing, and logistics efficiencies, with favorable foreign currency movements accounting for nearly half of the sequential improvement. CEO Michael Farrell added that a new 'science-based approach' to supply chain provides confidence in the FY2026 guidance of 61% to 63%, noting a sustainable pipeline of improvements.

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    Dan Hurren's questions to Resmed Inc (RMD) leadership • Q3 2025

    Question

    Dan Hurren of MST Marquee, on behalf of Andrew Goodsall, asked if the U.S. tariff exemption applies to all CPAP therapy imports, noting a competitor might be pulling Chinese-made products.

    Answer

    CEO Michael Farrell clarified that ResMed's exemption, which it has held for decades and recently reaffirmed, is specific to its products imported from Australia and Singapore under the Nairobi Protocol. He suggested that competitors importing from other countries, such as China, would face a different situation and should be asked directly about their status.

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