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On Thursday, ResMed Inc (NYSE:RMD) reported that second-quarter fiscal 2026 adjusted earnings of 2.81, beating the consensus of $2.72.Quarterly sales increased 11% year over year to $1.42 billion, surpassing the consensus estimate of $1.396 billion.Sales increased 9% on a constant currency basis, driven by increased demand for our portfolio of sleep devices, masks, and accessories.Residential Care Software revenue increased by 5% on a constant currency basis.In December 2025, the U.S. Food and Drug Administ ...

In Canada and Latin America, constant-currency device sales increased 8% and masks and other sales increased 16% , which management attributed to growth in both resupply and new patient setups, as well as incremental revenue from the VirtuOx acquisition completed in the fourth quarter of fiscal 2025.Excluding revenue from the Residential Care Software (RCS) business, Sandercock said sales in the U.S., Canada and Latin America rose 11% (and 6% on a constant currency basis). Globally, on a constant currency b ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ______________________________________________________________________________________________ FORM 10-Q ______________________________________________________________________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 F ...

Core Insights - ResMed reported $1.42 billion in revenue for the quarter ended December 2025, marking an 11% year-over-year increase and a 2.3% surprise over the Zacks Consensus Estimate of $1.39 billion [1] - The earnings per share (EPS) for the same period was $2.81, compared to $2.43 a year ago, resulting in a 4.59% surprise over the consensus EPS estimate of $2.69 [1] Financial Performance Metrics - U.S., Canada, and Latin America - Devices revenue was $448 million, exceeding the estimated $441.42 million, reflecting an 8.1% year-over-year increase [4] - U.S., Canada, and Latin America - Masks and other revenue reached $387 million, surpassing the average estimate of $367.97 million, with a year-over-year change of 15.7% [4] - Combined Europe, Asia, and other markets - Total revenue was $420.9 million, above the estimated $408.04 million, showing an 11.8% year-over-year increase [4] - Combined Europe, Asia, and other markets - Devices revenue was $278.2 million, slightly above the estimated $275.44 million, with a 9.2% year-over-year change [4] - Combined Europe, Asia, and other markets - Masks and other revenue was $142.7 million, exceeding the average estimate of $132.59 million, reflecting a 17.2% year-over-year increase [4] - U.S., Canada, and Latin America - Total revenue was $835 million, surpassing the estimated $809.39 million, with an 11.5% year-over-year change [4] - Global revenue for Total Sleep and Breathing Health was $1.26 billion, exceeding the estimated $1.2 billion, marking an 11.6% year-over-year increase [4] - Global revenue for Residential Care Software was $166.9 million, slightly below the average estimate of $167.55 million [4] - Global revenue for Total Devices was $726.2 million, exceeding the estimated $716.86 million, with an 8.5% year-over-year change [4] - Global revenue for Total Masks and other was $529.7 million, surpassing the estimated $500.57 million, reflecting a 16.1% year-over-year increase [4] Stock Performance - ResMed shares have returned +7% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

分组1 - ResMed reported quarterly earnings of $2.81 per share, exceeding the Zacks Consensus Estimate of $2.69 per share, and showing an increase from $2.43 per share a year ago, resulting in an earnings surprise of +4.59% [1] - The company achieved revenues of $1.42 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.30%, and up from $1.28 billion year-over-year [2] - ResMed has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 7% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] - The company's earnings outlook is crucial for future stock performance, with current consensus EPS estimates at $2.75 for the coming quarter and $10.86 for the current fiscal year [7] - The Zacks Industry Rank indicates that the Medical - Products sector is currently in the bottom 37% of over 250 Zacks industries, which may impact stock performance [8]

ResMed (NYSE:RMD) Q2 2026 Earnings call January 29, 2026 04:30 PM ET Company ParticipantsBrett Sandercock - CFOJon Block - Managing Director for Medical Technology and SuppliesMick Farrell - CEO and ChairmanNathan Treybeck - VP of Equity Research for Medical DevicesSalli Schwartz - Chief Investor Relations OfficerConference Call ParticipantsAnthony Petrone - Managing Director and Senior Medical Devices, Diagnostics and Therapeutics Equity Research AnalystBrandon Vazquez - Equity Research Analyst for Healthc ...

ResMed (NYSE:RMD) Q2 2026 Earnings call January 29, 2026 04:30 PM ET Company ParticipantsBrett Sandercock - CFOJon Block - Managing Director for Medical Technology and SuppliesMick Farrell - CEO and ChairmanNathan Treybeck - VP of Equity Research for Medical DevicesSalli Schwartz - Chief Investor Relations OfficerConference Call ParticipantsAnthony Petrone - Managing Director and Senior Medical Devices, Diagnostics and Therapeutics Equity Research AnalystBrandon Vazquez - Equity Research Analyst for Healthc ...

Financial Data and Key Metrics Changes - The company reported an 11% headline revenue growth and a 9% growth on a constant currency basis for the second quarter of fiscal year 2026, with GAAP EPS growth of 16% [4][28] - Gross margin increased by 110 basis points year-over-year and by 30 basis points sequentially, reaching 62%-63% for fiscal year 2026 [30][31] - Operating profits increased by 19%, with an operating margin improvement to 36.3% compared to 34% in the prior year [32] Business Line Data and Key Metrics Changes - Global devices revenue experienced high single-digit growth, while masks, accessories, and other revenue saw double-digit growth [4][5] - Residential care software revenue increased by 5% on a constant currency basis, driven by strong performance from the Medifox Dan software vertical [30] Market Data and Key Metrics Changes - Sales in the U.S., Canada, and Latin America increased by 11%, with a 6% increase on a constant currency basis [29] - In Europe, Asia, and other regions, device sales increased by 5% on a constant currency basis, while masks and other sales increased by 8% [29] Company Strategy and Development Direction - The company aims to build a leading digital health ecosystem encompassing sleep health, breathing health, and healthcare technology delivered in the home [8] - Continued focus on operational excellence and innovation, with a commitment to R&D investments of 6%-7% of revenues and SG&A investments of 19%-20% [26][31] - The company is expanding its digital sleep health concierge capabilities and enhancing its manufacturing footprint to improve delivery efficiency [10][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in re-accelerating growth in Europe, Asia, and the rest of the world, with expectations of sustainable high single-digit growth in the residential care software business by fiscal year 2027 [5][6] - The company is closely monitoring the global trade environment and regulatory landscape, with positive implications from recent developments in competitive bidding programs [21][23] Other Important Information - The company returned $263 million to shareholders through dividends and $175 million in share repurchases during the quarter, with plans to increase share repurchases to over $600 million for fiscal year 2026 [34][26] - The launch of new AI-enabled products, such as Comfort Match, is expected to enhance patient adherence to therapy [12][19] Q&A Session Summary Question: Strong US mask number and impact of Virtuox - Management confirmed that the strong growth in masks includes contributions from Virtuox, but even without it, there was solid double-digit growth in masks and accessories [36][38] Question: Update on GLP-1 landscape and its impact - Management noted a 10%-11% higher start rate for CPAP therapy among patients with GLP-1 prescriptions, indicating a motivated patient group [39][41] Question: SG&A growth ahead of revenue growth - Management explained that the SG&A growth includes impacts from the Virtuox acquisition and promotional activities, but underlying growth is tracking closely with revenue [43] Question: Impact on patient funnel stages - Management highlighted significant progress in the top of the funnel due to increased awareness from Big Pharma and tech, while focusing on scaling home sleep apnea testing [45][47] Question: Potential return of Philips to the US market - Management expressed confidence in competing effectively against Philips, noting that they have been performing well in various markets despite Philips' presence [60][62]

Medical device maker ResMed on Thursday beat Wall Street estimates for second-quarter profit on the back of strong demand for its devices used to manage sleep apnea. ...