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

EPS · Q1 FY2026
$2.37
EX-99 · Oct 30, 2025
Gross margin · Q1 FY2026
61.5%
EX-99 · Oct 30, 2025
Net income · Q1 FY2026
$348,536 thousand
EX-99 · Oct 30, 2025
Residential Care Software revenue · Q1 FY2026
5 percent
EX-99 · Oct 30, 2025

Headline figures

MetricQ1 FY2026Prior qtrYear ago
Revenue9%10%—
Gross margin61.5%——
EPS$2.37$2.58—
Residential Care Software revenue5 percent——
Selling, general, and administrative$259,194 thousand$265,125 thousand—
Net income$348,536 thousand$379,705 thousand—

EX-99 · Oct 30, 2025

Guidance · company-stated

No guidance located in the held release

Stated figure5 - 7%

“Revenue Core Constant Currency: 5 - 7%”

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin61.5%

Capital allocation

Dividend$88M

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.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

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

Documents

Filings

63 documents

Earnings releases

26 documents

Presentations

0 documents

No presentations for ResMed are held in this edition of the library.

Transcripts

0 documents

No transcripts for ResMed are held in this edition of the library.

Mentioned by

6 companies

Other 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.

See also the earnings calendar for every tracked company’s next earnings date.