Earnings summaries and quarterly performance for RESMED.
Executive leadership at RESMED.
Board of directors at RESMED.
Carol Burt
Detailed
Director
Christopher DelOrefice
Detailed
Director
Desney Tan
Detailed
Director
Harjit Gill
Detailed
Director
Jan De Witte
Detailed
Director
John Hernandez
Detailed
Director
Karen Drexler
Detailed
Director
Nicole Mowad-Nassar
Detailed
Director
Peter Farrell
Detailed
Chairman Emeritus and Director
Richard Sulpizio
Detailed
Director
Ronald Taylor
Detailed
Lead Independent Director
Research analysts who have asked questions during RESMED earnings calls.
Anthony Petrone
Mizuho Group
5 questions for RMD
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KeyBanc Capital Markets
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MST Marquee
5 questions for RMD
Craig Wong-Pan
RBC Capital Markets
4 questions for RMD
Saul Hadassin
Barrenjoey Capital Partners
4 questions for RMD
David Bailey
Morgan Stanley
3 questions for RMD
David Low
JPMorgan Chase & Co.
3 questions for RMD
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Bank of America
3 questions for RMD
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Goldman Sachs
2 questions for RMD
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UBS
2 questions for RMD
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Jefferies & Company Inc.
2 questions for RMD
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Needham & Company
2 questions for RMD
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Andrew Paine
CLSA
1 question for RMD
Margaret Kaczor Andrew
William Blair
1 question for RMD
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Mathieu Chevrier
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1 question for RMD
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1 question for RMD
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1 question for RMD
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Recent press releases and 8-K filings for RMD.
RMD
Proxy Vote Outcomes
Product Launch
M&A
- At the FY2025 Annual General Meeting, shareholders representing 78.39% of shares re-elected all 11 directors, ratified KPMG as auditor, and approved executive compensation and plan amendments.
- CEO Mick Farrell reiterated ResMed’s 2030 strategy to improve 500 million lives by 2030 and highlighted new AI products: Dawn on the Maya app (10.8 million users) and the Compliance Predictor on AirView.
- FY2025 results showed 12% trailing-12-month revenue growth and 14% non-GAAP EPS growth, generating $1.7 billion in operating cash flow.
- Capital was allocated with 6–7% of revenues invested in R&D, 19% in SG&A, increased dividends, $150 million quarterly share repurchases, and M&A deals (Ectosense NightOwl and VirtuOx virtual HST).
Nov 19, 2025, 11:00 PM
ResMed 2025 AGM highlights strategic update and proxy vote outcomes
RMD
Proxy Vote Outcomes
Product Launch
M&A
- All five proposals passed at the FY 2025 annual general meeting, including the election of 11 directors and ratification of KPMG as auditor, plus advisory approval of executive compensation and plan amendments without any dissenting questions.
- CEO Mick Farrell reaffirmed ResMed’s 2030 strategy targeting high single-digit annual revenue growth, double-digit EPS expansion, and a goal to improve 500 million lives by 2030.
- New AI-driven offerings launched: Dawn, a generative AI sleep concierge on the Maya app (10.8 million users), and the Compliance Predictor on AirView to optimize patient adherence.
- FY 2025 performance delivered 12% revenue growth, 14% non-GAAP EPS growth, and $1.7 billion of operating cash flow, with gross margin up ~200 bps year-over-year.
- Capital deployment included 6–7% of revenue in R&D, SG&A at 19% of sales, quarterly share buybacks increased from $100 million to $150 million, and M&A acquisitions of Ectosense’s NightOwl and virtual testing platform VirtuOx.
Nov 19, 2025, 11:00 PM
ResMed reports Q1 FY2026 results
RMD
Earnings
Dividends
Share Buyback
- Group revenue was $1.34 billion, up 9% year-over-year; device sales grew 7%, masks & other grew 10%, and Residential Care Software (RCS) revenue increased 5% in constant currency.
- Gross margin improved to 62% (up 280 bps year-over-year) and operating margin rose to 36.1% of revenue.
- Non-GAAP diluted EPS increased 16% and net income was up 15%; operating cash flow was $457 million, ending the quarter with $1.4 billion in cash and $715 million in net cash.
- Returned $238 million to shareholders in Q1 via dividends and share buybacks; declared a $0.60 per share quarterly dividend and plans approximately $150 million of buybacks each quarter.
- Launched the AirTouch F30i full-face mask variants in Australia and the U.S. and deployed AI-enabled Dawn and Comfort Match features on the myAir platform.
Oct 30, 2025, 8:30 PM
ResMed reports Q1 FY2026 results
RMD
Earnings
Dividends
Share Buyback
- ResMed delivered $1.336 B in Q1 GAAP revenue, with GAAP operating income of $446.5 M and EPS of $2.37, up from $1.224 B, $387.3 M, and $2.11 a year ago.
- Non-GAAP operating income rose to $482.1 M (+19%) and non-GAAP EPS to $2.55 (+16% YoY).
- Last-twelve-months free cash flow reached $1.768 B (up ~31% YoY), and ResMed held a $715 M net cash position, enabling a quarterly dividend hike to $0.60/share and ~$150 M/quarter share repurchases.
- GAAP gross margin improved to 61.5% (non-GAAP margin 62.0%), supported by operational efficiencies; Q1 revenue mix was Devices 51%, Masks 37%, RCS 12%.
Oct 30, 2025, 8:30 PM
ResMed announces Q1 2026 results
RMD
Earnings
Dividends
Share Buyback
- Revenue increased by 9% year-over-year to $1.3 billion; constant-currency growth was 8%.
- Gross margin expanded 290 bps to 61.5%; non-GAAP gross margin rose 280 bps to 62.0%.
- Earnings per share: GAAP diluted EPS of $2.37 and non-GAAP EPS of $2.55 (up 16%).
- Operating cash flow was $457 million; the company paid $88 million in dividends and repurchased 523,000 shares for $150 million.
- The board declared a quarterly dividend of $0.60 per share, payable December 18, 2025.
Oct 30, 2025, 8:06 PM
Resmed announces Q1 FY2026 results
RMD
Earnings
Dividends
Share Buyback
- Resmed reported 9% revenue growth to $1.336 B, 61.5% gross margin, and $2.55 non-GAAP EPS
- Generated $457 M operating cash flow and $348.5 M net income in the quarter
- Declared a $0.60 per share quarterly dividend; repurchased 523,000 shares for $150 M
- SG&A expenses rose 7% on a constant currency basis and the company incurred $16 M in restructuring charges
Oct 30, 2025, 8:05 PM
ResMed presents 2030 strategy and product innovations
RMD
Product Launch
Demand Acceleration/Inflection
- ResMed detailed its 2030 strategy targeting double-digit volume growth in devices, masks, and software to improve 500 million lives by 2030, leveraging 30 million cloud-connected devices and 23 billion nights of respiratory data.
- The company highlighted its strong financial position, generating $1.7 billion in free cash flow over the last 12 months and delivering 230 bps gross margin accretion year-on-year and 150 bps quarter-on-quarter in Q4 FY 2025.
- Innovation releases include the AirTouch N30i fabric mask, AirFit F40, and the NightOwl home sleep test device, while tariff relief under the Nairobi Protocol ensures duty-free distribution across major manufacturing hubs.
- ResMed is driving demand through real-world evidence—showing adherence gains from 50% to 73%, and up to 87% with app engagement—collaborations with payers in France and the UK, and has trained 20,000 primary care physicians to capture tailwinds from GLP-1 therapies and wearable sleep detectors.
Sep 23, 2025, 12:20 PM
ResMed announces Q4 FY2025 results
RMD
Earnings
Dividends
Share Buyback
- ResMed delivered $1.35 B in Q4 revenue (+10% YOY headline, +9% constant currency) and expanded gross margin to 61.4% (+230 bps YOY) with operating margin of 35%, driven by procurement, manufacturing and logistics efficiencies.
- Achieved robust cash generation: $1.7 B free cash flow in FY2025 and $539 M operating cash flow in Q4, ending the quarter with $541 M net cash on the balance sheet.
- Board authorized a 13% dividend increase to $0.60 per share and ramped up share repurchases to $150 M per quarter beginning in FY2026.
- Completed acquisition of Vertuox for $140 M, adding an annual revenue run rate of $45 M, with the business neutral to non-GAAP EPS in Q4.
- Provided FY2026 guidance: 61–63% gross margin, 19–20% SG&A and 6–7% R&D expense as a percentage of revenue, and an effective tax rate of 21–23%.
Aug 1, 2025, 3:35 AM
ResMed Q3 2025 Financial & Operational Highlights
RMD
Earnings
Product Launch
Share Buyback
Dividends
Revenue Acceleration/Inflection
- Revenue growth: Revenue increased by 8% to $1.3B (reported at $1,291.7M vs. $1,197.0M last Q3 FY24) with solid margin expansion and improved operational efficiencies .
- Operating performance: GAAP Operating Income reached $426.3M with operating cash flow of $579M, underscoring robust earnings .
- Free cash flow & liquidity: Free cash flow hit $1,568.8M and the balance sheet remained strong with net cash of $260M, supporting strategic investments .
- Capital allocation: Updated strategy featuring an increased quarterly share buyback (from $75M to $100M) alongside a declared quarterly cash dividend of $0.53 per share .
- Product & market innovation: Launch of the AirSense 11 VPAP Tx and enhancements to digital health platforms (NightOwl, myAir, Somnoware) further reinforce ResMed’s digital health leadership and strong market demand .
Apr 23, 2025, 8:31 PM
Quarterly earnings call transcripts for RESMED.
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