Inferra AI / Company / RMD
ResMed
RMD · Health Care
Last earnings Oct 29, 2026
Key results
Revenuequarter
9%
Revenue increased by 9% to $1.3 billion
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Gross marginquarter
61.5%
Gross margin up 290 bps to 61.5%
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
gross margin up 280 bps to 62.0% Income from operations increased 15%
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
EPSquarter
$2.37
Diluted earnings per share of $2.37
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
earnings per share of $2.55
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
We delivered 9% headline revenue growth year-over-year, with a very strong 280 basis points of non-GAAP gross margin expansion, resulting in double-digit bottom-line performance: 16% non-GAAP EPS growth.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Discussion of First Quarter Results All comparisons are to the prior year period unless otherwise noted Revenue grew by 8 percent on a constant currency basis, driven by increased demand for our portfolio of sleep devices, masks and accessories.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Residential Care Software revenuequarter
5 percent
Residential Care Software revenue increased by 5 percent on a constant currency basis.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Selling, general, and administrativequarter
$259,194 thousand
Selling, general, and administrative 259,194 238,979
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Net incomequarter
$348,536 thousand
Net income $ 348,536 $ 311,355
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
AI analysis
Q1 FY2026 · reported Oct 30, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 FY2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | 9% | 10% | — |
| Gross margin | 61.5% | — | — |
| EPS | $2.37 | $2.58 | — |
| Residential Care Software revenue | 5 percent | — | — |
| Selling, general, and administrative | $259,194 thousand | $265,125 thousand | — |
| Net income | $348,536 thousand | $379,705 thousand | — |
Guidance · company-stated
No guidance located in the held release
“Revenue Core Constant Currency: 5 - 7%”
Margin
Capital allocation
During the quarter, we paid $88 million in dividends to shareholders and repurchased 523,000 shares for consideration of $150 million as part of our ongoing capital management.
Event summary
These results reinforce the success of our strategy to transform healthcare in the home with hardware, software and solutions that people love
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
During the quarter, we paid $88 million in dividends to shareholders and repurchased 523,000 shares for consideration of $150 million as part of our ongoing capital management.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Dividend program The Resmed board of directors today declared a quarterly cash dividend of $0.60 per share.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
The dividend will have a record date of November 13, 2025, payable on December 18, 2025.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
The dividend will be paid in U.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
The ex-dividend date will be November 12, 2025, for common stockholders and for CDI holders.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
The Revolving Credit Agreement, among other things, provided a senior unsecured revolving credit facility of $ 1,500.0 million, with an uncommitted option to increase the revolving credit facility by an additional amount equal to the greater of $ 1,000.0 million or 1.0 times the EBITDA (as defined in the Revolving Credit Agreement) for the trailing twelve-month measurement period.
SEC original ↗ResMed — 10-Q Quarterly report10-QMay 1, 2026
Strategy & priorities
We delivered 9% headline revenue growth year-over-year, with a very strong 280 basis points of non-GAAP gross margin expansion, resulting in double-digit bottom-line performance: 16% non-GAAP EPS growth.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
These results reinforce the success of our strategy to transform healthcare in the home with hardware, software and solutions that people love.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
As we advance through fiscal year 2026, we remain committed to ongoing operational excellence and strategic investment in innovation, ultimately delivering strong, sustainable, profitable growth as we provide access to life-changing care for the billions of people worldwide who need our market-leading healthcare solutions delivered right where they live.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
We recorded $16 million of restructuring-related charges following company-wide workforce planning activities aligned with our 2030 strategic priorities.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Launched the Sleep Institute, a global clinical insights initiative debuting at World Sleep Congress 2025 to publish independent research and inform policy and care model innovation that elevates sleep health as a public health priority.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Risks & headwinds
These forward-looking statements including statements regarding Resmed s projections of future revenue or earnings, expenses, new product development, new product launches, new markets for its products, the integration of acquisitions, our supply chain, domestic and international regulatory developments, litigation, tax outlook, and the expected impact of macroeconomic conditions of our business are subject to risks and uncertainties, which could cause actual results to materially differ from those projected or implied in the forward-looking statements.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Additional risks and uncertainties are discussed in Resmed s periodic reports on file with the U.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
In addition, the calculation of our tax liabilities involves dealing with uncertainties in the application of complex tax laws.
SEC original ↗ResMed — 10-Q Quarterly report10-QMay 1, 2026
If any ongoing tax audits are resolved in a manner not consistent with management s expectations, the result could be a material adjustment to our past or future taxable income, tax payable or deferred tax assets, and may require us to pay penalties and interest that could materially adversely affect our financial results.
SEC original ↗ResMed — 10-Q Quarterly report10-QMay 1, 2026
While the results of this litigation cannot be predicted with certainty, we believe that their final outcome will not, individually or in aggregate, have a material adverse effect on our consolidated financial statements taken as a whole.
SEC original ↗ResMed — 10-Q Quarterly report10-QMay 1, 2026
What changed vs prior quarter
Revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Gross margin — prior quarter passage and this quarter's passage are both cited.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
EPS — prior quarter passage and this quarter's passage are both cited.
SEC original ↗ResMed — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
63 documents- Q3 2026
- 10-QRMD
Oct 30, 2026
- 8-KRMD
Oct 29, 2026
- Q2 2026
- 8-KRMD
Sep 1, 2026
- 8-KRMD
Aug 17, 2026
- 10-KRMD
Aug 13, 2026
- 8-KRMD
Aug 6, 2026
- 8-KRMD
Jul 7, 2026
- Q1 2026
- 10-QRMD
May 1, 2026
- 8-KRMD
Apr 30, 2026
- 8-KRMD
Apr 30, 2026
- Q4 2025
- 10-QRMD
Jan 30, 2026
- 8-KRMD
Jan 29, 2026
- Q3 2025
- 8-KRMD
Nov 20, 2025
- 10-QRMD
Oct 31, 2025
- 8-KRMD
Oct 30, 2025
- Q2 2025
- 8-KRMD
Aug 18, 2025
- 10-KRMD
Aug 8, 2025
- 8-KRMD
Aug 1, 2025
- 8-KRMD
Jul 31, 2025
- Q1 2025
- 10-QRMD
Apr 24, 2025
- 8-KRMD
Apr 23, 2025
- Q4 2024
- 10-QRMD
Jan 31, 2025
- 8-KRMD
Jan 30, 2025
- Q3 2024
- 8-KRMD
Nov 21, 2024
- 10-QRMD
Oct 25, 2024
- 8-KRMD
Oct 24, 2024
- Q2 2024
- 8-KRMD
Aug 16, 2024
- 10-KRMD
Aug 9, 2024
- 8-KRMD
Aug 1, 2024
- Q1 2024
- 10-QRMD
Apr 26, 2024
- 8-KRMD
Apr 25, 2024
- Q4 2023
- 10-QRMD
Jan 25, 2024
- 8-KRMD
Jan 24, 2024
- Q3 2023
- 8-KRMD
Nov 20, 2023
- 8-KRMD
Nov 9, 2023
- 10-QRMD
Oct 27, 2023
- 8-KRMD
Oct 26, 2023
- Q2 2023
- 10-KRMD
Aug 11, 2023
- 8-KRMD
Aug 3, 2023
- Q1 2023
- 10-QRMD
Apr 28, 2023
- 8-KRMD
Apr 27, 2023
- Q4 2022
- 8-KRMD
Mar 30, 2023
- 10-QRMD
Jan 27, 2023
- 8-KRMD
Jan 26, 2023
- EX-99RMD
Jan 26, 2023
- Q3 2022
- 8-KRMD
Nov 17, 2022
- 10-QRMD
Oct 28, 2022
- 8-KRMD
Oct 27, 2022
- Q2 2022
- 10-KRMD
Aug 12, 2022
- 8-K/ARMD
Aug 12, 2022
- 8-KRMD
Aug 11, 2022
- 8-KRMD
Jul 1, 2022
- Q1 2022
- 8-KRMD
Jun 30, 2022
- 8-KRMD
Jun 14, 2022
- 8-KRMD
May 11, 2022
- 10-QRMD
Apr 29, 2022
- 8-KRMD
Apr 28, 2022
- Q4 2021
- 10-QRMD
Jan 28, 2022
- 8-KRMD
Jan 27, 2022
- Q3 2021
- 8-KRMD
Nov 19, 2021
- 10-QRMD
Oct 29, 2021
- 8-KRMD
Oct 28, 2021
- 8-K/ARMD
Oct 7, 2021
Earnings releases
26 documents- Q3 2026
- EX-99RMD
Oct 29, 2026
- Q2 2026
- EX-99RMD
Aug 17, 2026
- EX-99RMD
Aug 6, 2026
- EX-99RMD
Jul 7, 2026
- Q1 2026
- EX-99RMD
Apr 30, 2026
- EX-99RMD
Apr 30, 2026
- Q4 2025
- EX-99RMD
Jan 29, 2026
- Q3 2025
- EX-99RMD
Oct 30, 2025
- Q2 2025
- EX-99RMD
Aug 18, 2025
- EX-99RMD
Jul 31, 2025
- Q1 2025
- EX-99RMD
Apr 23, 2025
- Q4 2024
- EX-99RMD
Jan 30, 2025
- Q3 2024
- EX-99RMD
Oct 24, 2024
- Q2 2024
- EX-99RMD
Aug 1, 2024
- Q1 2024
- EX-99RMD
Apr 25, 2024
- Q4 2023
- EX-99RMD
Jan 24, 2024
- Q3 2023
- EX-99RMD
Nov 9, 2023
- EX-99RMD
Oct 26, 2023
- Q2 2023
- EX-99RMD
Aug 3, 2023
- Q1 2023
- EX-99RMD
Apr 27, 2023
- Q4 2022
- EX-99RMD
Jan 26, 2023
- Q3 2022
- EX-99RMD
Oct 27, 2022
- Q2 2022
- EX-99RMD
Aug 11, 2022
- Q1 2022
- EX-99RMD
Apr 28, 2022
- Q4 2021
- EX-99RMD
Jan 27, 2022
- Q3 2021
- EX-99RMD
Oct 28, 2021
Presentations
0 documentsNo presentations for ResMed are held in this edition of the library.
Transcripts
0 documentsNo transcripts for ResMed are held in this edition of the library.
Mentioned by
6 companiesOther tracked companies whose held documents mention ResMed by name or ticker. A mention is counted once per document, from the document text the library holds.
“share of $2.81 Operating cash flow of $340 million Note: A webcast of Resmed’s conference call will be available at 4:30 p.m. ET today… …and non-GAAP net income of $411 million. During the quarter, we paid $88 mill”
“… expected to close during the first quarter of Resmed’s fiscal year 2027. Completed acquisition of Noctrix Health, a medical device company selling FDA De Novo classified wearable therapeutic”
“share of $2.55 Operating cash flow of $457 million Note: A webcast of Resmed’s conference call will be available at 4:30 p.m. ET today… …and non-GAAP net income of $375 million. During the quarter, we paid $88 mill”
“eases in free cash flow. Aaron also strengthened capital allocation frameworks … …2027. Resmed reported results for its third quarter fiscal year 2026 today and is reiterating its outlook for fiscal year 2026, including gross margin in the range of”
Fidelity National Information Services (FIS)
“ion returned to shareholders through share repurchases and dividends Note: A webcast of Resmed’s conference call will be available at 4:30 p.m. ET today at http://investor.resmed.com… … from operations increased 17%; non-GAAP income from operations”
“ce Enhanced Missile (GEM-T) for an international customer at Raytheon Missiles & Defense (RMD) • $1.0 … … other postretirement plan 8 estimates and assumptions and contributions; (21) risks relating to an impairment of goodwill and other intangible a”
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