Connected and Digital Health
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ResMed(RMD) - 2026 Q1 - Earnings Call Presentation
2025-10-30 20:30
Financial Performance - Q1 FY26 - Revenue increased to $13356 million from $12245 million in Q1 FY25[34], representing an increase of approximately 9% - GAAP gross margin increased from 586% in Q1 FY25 to 615% in Q1 FY26[37] - Non-GAAP gross margin increased from 592% in Q1 FY25 to 620% in Q1 FY26[37] - GAAP operating income increased from $3873 million in Q1 FY25 to $4465 million in Q1 FY26[38] - Non-GAAP operating income increased from $4064 million in Q1 FY25 to $4821 million in Q1 FY26[38] - GAAP EPS increased from $211 in Q1 FY25 to $237 in Q1 FY26[40] - Non-GAAP EPS increased from $220 in Q1 FY25 to $255 in Q1 FY26[40] Business Segments & Regions - LTM 1Q26 - Devices accounted for 52% of revenue, Masks and Other for 36%, and RCS for 12%[8] - U S, Canada, & Latin America accounted for 58% of revenue, Europe, Asia, & Other for 30%, and RCS (U S & Germany) for 12%[10] Financial Strength - Free cash flow totaled approximately $18 billion for LTM Q1 FY26[50], up approximately 31% year-over-year[50] - The company has a net cash position of $715 million as of Q1 FY26[50]
ResMed(RMD) - 2025 Q4 - Earnings Call Presentation
2025-07-31 20:30
Financial Performance - ResMed's FY2025 revenue reached $5.1 billion[7] - The company's GAAP operating margin for FY2025 was 33%, while the non-GAAP operating margin was 34%[7] - Free cash flow for fiscal year 2025 totaled approximately $1.7 billion, a 28% year-over-year increase, resulting in a free cash flow yield exceeding 4%[34] - ResMed's balance sheet shows a net cash position of $541 million at the end of fiscal year 2025[34] - Q4 FY25 revenue was $1.348 billion, compared to $1.2232 billion in Q4 FY24[36] - Q4 FY25 non-GAAP operating income was $476.4 million, compared to $400.5 million in Q4 FY24[36] - Q4 FY25 non-GAAP EPS was $2.55, compared to $2.08 in Q4 FY24[36] Business Segments and Regions - Devices accounted for 52% of revenue, masks and other 36%, and RCS 12% in Q4 FY25[36] - In Q4 FY25, the U S, Canada, and Latin America region contributed 58% of revenue, while Europe, Asia, and Other accounted for 30%, and RCS (U S & Germany) 12%[36] Strategy and Focus - ResMed aims to empower 500 million lives by 2030 through better sleep and breathing health, with care delivered at home[15, 27] - The company focuses on delivering a market-leading patient experience through innovative solutions for sleep apnea and improving the lives of patients with COPD and other respiratory diseases[10] - ResMed is the global leader in connected and digital health, with over 23 billion nights of respiratory medical data[7, 21]
ResMed(RMD) - 2025 Q3 - Earnings Call Presentation
2025-04-23 20:37
Financial Performance - ResMed's LTM 3Q25 revenue reached $5.0 billion[7] - The company's LTM 3Q25 GAAP operating margin was 32%, while the non-GAAP operating margin was 34%[7] - Q3 FY25 revenue increased to $1.2917 billion from $1.1970 billion in Q3 FY24[36] - Q3 FY25 GAAP EPS was $2.48, compared to $2.04 in Q3 FY24[36] - Q3 FY25 non-GAAP EPS was $2.37, compared to $2.13 in Q3 FY24[36] Business Segments & Regions - Devices accounted for 52% of LTM 3Q25 revenue[8] - Masks and other products contributed 36% to LTM 3Q25 revenue[8] - Out-of-Hospital Residential Care Software (OOH RCS) represented 12% of LTM 3Q25 revenue[8] - The U S, Canada, and Latin America region accounted for 59% of LTM 3Q25 revenue[11] - Europe, Asia, and Other regions contributed 29% to LTM 3Q25 revenue[11] - OOH RCS (U S & Germany) accounted for 12% of LTM 3Q25 revenue[11] Strategy & Impact - ResMed aims to empower 500 million lives by 2030[15, 27] - The company's digital health products and cloud-based software solutions have empowered nearly 151 million lives in the last 12 months[30]