Core Insights - Resmed Inc. reported adjusted earnings per share (EPS) of $2.55 for Q4 fiscal 2025, reflecting a 22.6% year-over-year increase and surpassing the Zacks Consensus Estimate by 3.66% [1] - The company's total revenue for Q4 was $1.35 billion, a 10.2% increase year-over-year, also exceeding the Zacks Consensus Estimate by 1.87% [3] - For the full fiscal year, adjusted EPS was $9.55, up 23.7% from fiscal 2024, and slightly above the Zacks Consensus Estimate by 0.5% [2] Revenue Performance - Q4 revenues from the Sleep and Breathing Health segment reached $1.18 billion, a 10.2% increase year-over-year, exceeding projections [5] - Device revenues within this segment were $693.9 million, up 9.3%, with notable growth in the U.S., Canada, and Latin America [5] - The Residential Care Software segment saw revenues grow 9.9% year-over-year to $167 million, aligning with expectations [7] Margin and Cost Analysis - Adjusted gross profit for Q4 was $827.9 million, a 14.4% increase, with an adjusted gross margin of 61.4%, up 227 basis points year-over-year [9] - Adjusted operating income rose 19% to $476.4 million, with an adjusted operating margin expanding 260 basis points to 35.3% [10] Financial Position - At the end of Q4, Resmed had cash and cash equivalents of $1.21 billion, significantly up from $238.4 million at the end of fiscal 2024 [11] - Total debt decreased to $668.3 million from $707.2 million at the end of fiscal 2024 [11] - The company generated cumulative net cash from operating activities of $1.75 billion, compared to $1.40 billion in the previous year [11] Shareholder Returns - In Q4, Resmed paid out $78 million in dividends and repurchased 419,000 shares for $100 million as part of its capital management strategy [12] Strategic Developments - The growth in sales was attributed to strong global demand for sleep and breathing health devices and the expansion of the digital health ecosystem [13] - The acquisition of VirtuOx enhanced Resmed's capabilities in providing at-home diagnostic services, supporting earlier patient care [14] - Improvements in gross margin were driven by efficiencies in procurement, manufacturing, and logistics, along with favorable currency movements [15]

All comparisons are to the prior year period Full Year 2025 Highlights All comparisons are to the prior year period Note: A webcast of Resmed's conference call will be available at 4:30 p.m. ET today at http://investor.resmed.com SAN DIEGO, July 31, 2025 (GLOBE NEWSWIRE) -- Resmed Inc. (NYSE: RMD, ASX: RMD) today announced results for its quarter ended June 30, 2025. Fourth Quarter 2025 Highlights "Our strong finish to fiscal year 2025 reflects ongoing momentum across our business, driven by robust global d ...

Core Insights - ResMed Inc reported third-quarter adjusted EPS of $2.37, slightly above the consensus estimate of $2.36 [1] - Quarterly sales rose 8% year-over-year to $1.29 billion, matching estimates, with a 9% increase on a constant currency basis [1] - Gross margin improved by 140 basis points to 59.3%, driven by manufacturing efficiencies and favorable product mix [1] Financial Performance - Adjusted operating income increased by 13% to $444.6 million [2] - Adjusted net income rose by 11% to $348.5 million [2] - Revenue in the U.S., Canada, and Latin America, excluding Residential Care Software, grew by 9% [3] - Revenue in Europe, Asia, and other markets, excluding Residential Care Software, increased by 8% on a constant currency basis [3] Product and Market Insights - Increased demand for sleep devices and growth in the Residential Care Software business contributed to sales growth [1] - Residential Care Software revenue grew by 10% on a constant currency basis, indicating continued organic growth [3] Regulatory and Analyst Commentary - Management confirmed that ResMed's products are exempt from tariffs under the Nairobi Protocol, which was approved in 2009 [2][4] - Analyst reactions include an 11% increase in ResMed stock price, with various price target adjustments from different firms [3][4]

Core Insights - Resmed Inc. reported strong financial performance for the third quarter of fiscal year 2025, with significant revenue growth, margin expansion, and double-digit earnings per share (EPS) growth driven by robust customer demand for its products and software solutions [2][3]. Financial Performance - Revenue for the quarter ended March 31, 2025, was $1,291.7 million, an increase of 8% year-over-year, and 9% on a constant currency basis [4][6]. - Gross margin improved by 140 basis points to 59.3%, while non-GAAP gross margin also increased by 140 basis points to 59.9% [4][6]. - Income from operations rose by 14% to $426.3 million, with non-GAAP income from operations increasing by 13% to $444.6 million [4][6]. - Net income for the quarter was $365 million, representing a 21% increase compared to the previous year, and diluted EPS was $2.48, up 22% [4][6]. Operational Highlights - The company emphasized its commitment to addressing the needs of over 2.3 billion people globally with sleep health and breathing health issues [3]. - Resmed's Residential Care Software revenue grew by 10% on a constant currency basis, reflecting continued organic growth in this segment [9]. - The company reported operating cash flow of $579 million for the quarter, with $107 million received in tax refunds from the IRS [5][9]. Product and Market Performance - Revenue in the U.S., Canada, and Latin America grew by 9%, while revenue in Europe, Asia, and other markets increased by 8% on a constant currency basis [9]. - The demand for sleep devices and masks, as well as growth in the Residential Care Software business, contributed to the overall revenue increase [9][24]. Dividend Declaration - The board of directors declared a quarterly cash dividend of $0.53 per share, with a record date of May 8, 2025, and payable on June 12, 2025 [10].