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 Q4 - Earnings Call Presentation