Analysts on Wall Street project that ResMed (RMD) will announce quarterly earnings of $2.49 per share in its forthcoming report, representing an increase of 13.2% year over year. Revenues are projected to reach $1.32 billion, increasing 8.1% from the same quarter last year.Over the last 30 days, there has been a downward revision of 0.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts ove ...

We came across a bullish thesis on ResMed Inc. on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on RMD. ResMed Inc.'s share was trading at $273.01 as of October 13th. RMD’s trailing and forward P/E were 29.09 and 25.91 respectively according to Yahoo Finance. Meta Stock: $750 Target Stays as Analysts Expect AI Gaps to Close Billion Photos/Shutterstock.com ResMed (RMD) has quietly established itself as one of the most durable medtech franchises over the past five years, ...

Market Overview - Wall Street experienced a decline on October 9, 2025, as major stock indices fell due to investor uncertainty regarding AI-led growth and recession fears, despite Delta Air Lines exceeding expectations [1][10] Investment Recommendations - Recommended low-leverage stocks include ResMed Inc. (RMD), Safran (SAFRY), Pentair (PNR), Casey's General Stores (CASY), and Leonardo DRS, Inc. (DRS), which are considered safer options during market volatility [2][10] Significance of Low-Leverage Stocks - Low-leverage stocks are preferred as they are less risky, especially in volatile markets, and are characterized by lower debt-to-equity ratios [4][6] Debt-to-Equity Ratio Analysis - The debt-to-equity ratio is a key metric indicating a company's financial risk, with lower ratios reflecting better solvency [7] Company Profiles - **ResMed**: Focuses on sleep-disordered breathing and respiratory disorders, with a projected revenue increase of 7.8% for 2025 and a long-term earnings growth rate of 13.8% [15][16] - **Safran**: Engaged in aerospace and defense, with a sales growth estimate of 36.3% for 2025, supported by a recent contract with Singapore Airlines [17][18] - **Pentair**: Provides sustainable water solutions, with a sales growth estimate of 1.5% for 2025 following a strategic acquisition for $290 million [19][20] - **Casey's General Stores**: Reports a 4.3% increase in same-store sales and a 19.5% growth in earnings, with a sales improvement estimate of 10.6% for fiscal 2026 [20][21] - **Leonardo DRS**: Develops advanced defense products, with a sales growth estimate of 10.9% for 2025 and a long-term earnings growth rate of 17.3% [22][23]

Core Viewpoint - Resmed plans to release its financial and operational results for Q1 of fiscal year 2026 on October 30, 2025, after market close, followed by a management webcast to discuss the results and other relevant information [1]. Group 1: Earnings Release Details - The earnings release will occur on October 30, 2025, after the New York Stock Exchange closes [1]. - A webcast will be hosted by Resmed management to discuss the results and other forward-looking information [1]. - A replay of the earnings webcast will be available on Resmed's investor relations website approximately two hours after the live event [2]. Group 2: Company Overview - Resmed is dedicated to creating innovative health technologies aimed at improving the quality of life for individuals in 140 countries [2]. - The company focuses on AI-powered digital health solutions, cloud-connected devices, and intelligent software to enhance home healthcare [2]. - Resmed envisions a future where individuals can achieve better sleep and breathing through personalized care delivered at home [2].

San Diego, California-based ResMed Inc. (RMD) develops, manufactures, distributes, and markets medical devices and cloud-based software applications to diagnose, treat, and manage respiratory disorders. Valued at a market cap of $41.1 billion, the company is scheduled to announce its fiscal Q1 earnings for 2026 in the near future. Before this event, analysts expect this healthcare company to report a profit of $2.49 per share, up 13.2% from $2.20 per share in the year-ago quarter. The company has a promis ...

Group 1: Company Overview - Mineral Resources Limited (MIN) is a diversified Australian mining company focused on lithium and iron ore extraction in Western Australia [1][2] - ResMed (RMD) specializes in medical equipment, particularly cloud-connectable CPAP machines for treating obstructive sleep apnea, and is headquartered in San Diego, California [3][4] Group 2: Business Operations - MIN provides mining and engineering services through its subsidiary, CSI Mining Services, which operates across Western Australia, Queensland, and the Northern Territory [2] - ResMed operates two main business units: Sleep and Respiratory Care, and Software as a Service (SaaS), offering both medical equipment and software solutions for out-of-hospital care [4][5] Group 3: Financial Performance - MIN has experienced a revenue growth rate of 12.2% per year since 2021, reaching $5,278 million in FY24, but net profit has decreased from $1,270 million to $125 million, with a reported ROE of 3.2% [6][7] - RMD has seen a revenue growth rate of 13.6% per year since 2021, achieving $4,685 million in FY24, with net profit increasing from $475 million to $1,021 million, and a reported ROE of 22.7% [7]

Company Overview - ResMed is a global leader in cloud-connected and digital health, focusing on three verticals: Sleep Health, Breathing Health, and Health Care Technology delivered in the home [3] - The company has sold 13 million 100% cloud-connectable medical devices across 140 countries, emphasizing the significance of the bedside table as a critical location for health technology [4] Data and Achievements - ResMed has accumulated 23 billion nights of respiratory medical data from its devices, showcasing its extensive reach and data collection capabilities in the healthcare sector [4] - Founded in 1989, ResMed has established itself as a major player in the healthcare technology market [4]

ResMed Conference Call Summary Company Overview - **Company**: ResMed (NYSE:RMD) - **Industry**: Digital health and medical devices, focusing on sleep health, breathing health, and healthcare technology delivered at home - **Headquarters**: San Diego, California - **Founded**: 1989 - **Market Presence**: Sold 30 million cloud-connectable medical devices in 140 countries, with 23 billion nights of respiratory medical data collected [5][6] Core Strategies and Goals - **ResMed 2030 Strategy**: Aims to improve 500 million lives by 2030 through innovative products and services [6][7] - **Recent Achievements**: Changed 154 million lives in the last 12 months with devices and software [7] - **Product Development**: Focus on creating the smallest, quietest, and most comfortable devices, with a strong emphasis on cloud connectivity and intelligence [7][10] Financial Performance - **Free Cash Flow**: Generated over $1.7 billion in free cash flow in the last 12 months [9] - **Gross Margin Improvement**: Achieved 230 basis points year-on-year gross margin accretion in Q4 and 150 basis points quarter-on-quarter [9][10] - **Net Operating Profit Margins**: Currently in the range of 33-34% [10] Innovation and Product Development - **New Products**: Launched innovative products like the AirTouch N30i and AirFit F40, incorporating fabric into patient interfaces [11] - **Acquisitions**: Acquired Ectosense for its home sleep testing technology and Virtuox for home sleep apnea testing [12][57] - **Research Utilization**: Leveraging 23 billion nights of data to improve products and contribute to peer-reviewed research [13][14] Market Dynamics and Competitive Landscape - **Tariff Relief**: ResMed products benefit from tariff relief under the Nairobi Protocol, ensuring no tariffs on products made in various locations [12] - **Competitor Landscape**: Competitors have been affected by recalls, but ResMed remains confident in its market position and growth potential [47][48] - **Market Growth**: The device market is expected to grow mid-single digits, with ResMed aiming to exceed this through demand generation efforts [58] Patient Engagement and Adherence - **Adherence Rates**: Connected devices have increased adherence from 50% to 73%, and with app usage, adherence can reach 87% [14][20] - **GLP-1 Drug Impact**: Patients on GLP-1 weight loss drugs are 11% more likely to start CPAP therapy and show higher resupply rates [24][25] - **Patient Empowerment**: Focus on educating patients about access to equipment and the importance of adherence to therapy [20][23] Research and Development - **Investment in R&D**: ResMed invests 6-7% of revenues back into research and development to drive innovation [55] - **Future Growth**: Aiming for double-digit basis point improvements in gross margins annually through supply chain optimization and product innovation [63][64] Conclusion - ResMed is positioned as a leader in the digital health space, with a strong focus on innovation, patient engagement, and financial performance. The company is actively working to expand its market presence and improve patient outcomes through its 2030 strategy and ongoing product development initiatives.

Group 1: Company Overview - ResMed, founded in 1989, specializes in medical equipment for treating obstructive sleep apnea and is headquartered in San Diego, California [2] - The company operates in over 140 countries with more than 10,000 employees and has two main business units: Sleep and Respiratory Care, and Software as a Service (SaaS) [3] - Netwealth is a wealth management software business with over 140,000 account holders and $88 billion in funds under administration as of 2024 [5] Group 2: Business Operations - ResMed provides cloud-connectable CPAP machines and ventilation solutions, while its SaaS unit supports durable medical equipment for out-of-hospital care [3][4] - Netwealth offers a user-friendly online platform that allows users to manage investments, track performance, and access financial reports [6] Group 3: Financial Performance - ResMed's revenue has grown at a rate of 13.6% per year since 2021, reaching $4,685 million in FY24, with net profit increasing from $475 million to $1,021 million [8] - Netwealth has seen a revenue growth rate of 20.8% per year over the last three years, hitting $255 million in FY24, while net profit rose from $54 million to $83 million [8] - ResMed's return on equity (ROE) is reported at 22.7%, while Netwealth's ROE stands at 62.3% [8]

Company Overview - ResMed, founded in 1989 and headquartered in San Diego, specializes in medical equipment, particularly cloud-connectable CPAP machines for obstructive sleep apnea treatment [1] - The company operates in over 140 countries with more than 10,000 employees and has two main business units: Sleep and Respiratory Care, and Software as a Service (SaaS) [2] Business Model and Technology - ResMed's digital health network leverages cloud-connected devices to enhance patient outcomes and reduce healthcare costs through valuable insights generated from its hardware and SaaS data [3] Market Performance - The S&P/ASX200 Healthcare Index has returned -2.11% annually over the last 5 years, contrasting with an 8.69% return from the broader ASX 200 [4] - Healthcare spending is considered essential, leading to stable and consistent revenue streams, often referred to as 'sticky' revenue, which performed well during economic downturns [5] Growth Potential - Global healthcare spending, particularly in the US, is projected to grow at 7% per year from 2022 to 2027, reaching US$819 billion [6] - Sub-sectors like healthcare IT and SaaS are expected to see revenue growth exceeding 15% per year from 2024 to 2030 [7] Investment Trends - A Morgan Stanley survey indicates that over half of investors plan to increase their allocation to sustainable investments in 2024, positioning healthcare sectors favorably for attracting new capital [8] Valuation Metrics - ResMed shares currently have a price-sales ratio of 5.70x, below the 5-year average of 8.70x, suggesting potential undervaluation or increased sales [9][10]