Dan Hurren's questions to Resmed Inc (RMD) leadership • Q2 2025
Question
Dan Hurren inquired about the forward-looking impact of foreign currency fluctuations on ResMed's P&L, particularly on gross margin, based on current spot rates and the strong U.S. dollar.
Answer
Executive Brett Sandercock explained that while Q2 saw a $0.02 negative impact on EPS from FX, the outlook for Q3 is expected to be relatively neutral for gross margin. He noted that benefits from a weaker Singapore and Australian dollar would likely offset the weakness in the euro, with a slight net benefit expected on a headline basis for R&D and SG&A.