ResMed 3Q 2026: Revenue $1.41B, EPS $2.92— 10-Q Summary
ResMed reported 3Q 2026 revenue of $1.41B, up 5.9% YoY, with net income rising 20% to $418.41M and EPS increasing 23.2% to $2.92. Sleep and Breathing Health revenue grew 8%, while Residential software revenue declined 7% post-MatrixCare sale. The company completed the MatrixCare divestiture and expects input-cost inflation to persist through fiscal 2027.
How this was made
The 30-second read
Why it matters
The earnings beat and guidance on continued inflation suggest a positive outlook for the stock, though margin pressure from cost inflation remains a risk.
Market read
ResMed's earnings could influence healthcare equipment stocks and investors tracking cost‑inflation trends in the sector.
What to watch
Decline in residential software revenue offsets some of the growth in device and mask sales.
Background
ResMed filed its Q3 2026 10‑Q, reporting $1.41B revenue, $418.41M net income, and $2.92 EPS, with growth in sleep and breathing health segments and a divestiture of MatrixCare.
Ticker impact
ResMed reported Q3 2026 revenue of $1.41B (+5.9% YoY) and EPS of $2.92 (+23.2% YoY), beating expectations.
likely modest upside as the beat may lift the stock
Revenue and EPS growth exceed prior-year figures, indicating demand strength and potential buying interest.
Market effects
Positive earnings may boost sentiment in the sleep‑apnea device and broader healthcare equipment sector.
U.S. healthcare and medical device markets could see increased investor interest.
Signals strength in the global sleep‑health market, potentially influencing peers worldwide.
Counterpoint
Rising input‑cost inflation expected through FY2027 could pressure margins despite top‑line growth.
Key entities
- companyResMed Inc.
Medical device maker focused on sleep and breathing health.
