RESMED INC
ResMed (RMD) issued its first full annual guidance for FY27, targeting $5.75B to $5.85B revenue and non-GAAP EPS of $12.00 to $12.25, with 5% to 7% core constant-currency revenue growth and 12% to 14% core EPS growth after an Astral ventilator sales suspension. Q4 results included $1.5B revenue and $2.95 non-GAAP EPS. Analysts’ mean target is $247.20 vs. $224.46 close.
ResMed’s Q4 2026 earnings call transcript outlines fiscal 2026 execution and fiscal 2027 priorities: operational and innovation excellence, portfolio management, and using free cash flow to reinvest and return capital. Management cited early Oura partnership results (about 13,000 users to ResMed.com) and claims-data analysis on GLP-1s and PAP therapy adherence, plus AirSense 11 global rollout and new AirCurve 11 launches.
ResMed reported fiscal 2026 net revenue of $5.65B, up 9.9% from $5.15B, with net income of $1.52B and diluted EPS of $10.43, according to its FY2026 10-K. The company cited device and mask growth, gross margin rising to 61.1%, R&D of $378M, and moves including acquiring Noctrix and divesting MatrixCare.
Over the past 7 days, alphai's AI scored 11 news stories mentioning RMD (RESMED INC). Coverage has skewed bullish: 4 bullish, 4 neutral, and 3 bearish.
Recent RMD coverage spans earnings, financial news and market movers.
In the last 30 days, RMD insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($2.8M). The most active reporter was Farrell Michael J., Chairman and CEO, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Guidance reframes near-term headline drag versus longer-run core growth, while analyst price targets have been cut even as the stock recovered from June lows.
Management emphasizes growth drivers (Oura partnership, GLP-1 read-through, AirSense 11 global expansion) while reaffirming focus on field safety corrective actions.
The filing provides concrete financial results plus portfolio actions (acquired Noctrix, divested MatrixCare) and product momentum (AirSense 11), which can shift valuation expectations.
Dividend growth and buyback support the income case, but the article emphasizes a potential FY27 earnings risk from ventilator component constraints and competitive pressure.
Capital return plan and dividend increase signal stronger cash generation and shareholder yield, supporting a bullish bias for near-term sentiment.
alphai scores every news story that mentions RMD with an AI model for sentiment and relevance, and aggregates insider trades from RESMED INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
ResMed (RMD) issued its first full annual guidance for FY27, targeting $5.75B to $5.85B revenue and non-GAAP EPS of $12.00 to $12.25, with 5% to 7% core constant-currency revenue growth and 12% to 14% core EPS growth after an Astral ventilator sales suspension. Q4 results included $1.5B revenue and $2.95 non-GAAP EPS. Analysts’ mean target is $247.20 vs. $224.46 close.
6 min readResMed’s Q4 2026 earnings call transcript outlines fiscal 2026 execution and fiscal 2027 priorities: operational and innovation excellence, portfolio management, and using free cash flow to reinvest and return capital. Management cited early Oura partnership results (about 13,000 users to ResMed.com) and claims-data analysis on GLP-1s and PAP therapy adherence, plus AirSense 11 global rollout and new AirCurve 11 launches.
6 min readResMed reported fiscal 2026 net revenue of $5.65B, up 9.9% from $5.15B, with net income of $1.52B and diluted EPS of $10.43, according to its FY2026 10-K. The company cited device and mask growth, gross margin rising to 61.1%, R&D of $378M, and moves including acquiring Noctrix and divesting MatrixCare.
1 min readSimply Wall St reports ResMed (RMD) raised its quarterly dividend to $0.66 per share, up 10%, alongside an earnings and buyback update. The article cites analyst price targets and a “fair value” estimate of $247.93 versus a $224.84 close, and flags potential 2027 risks from ventilator component constraints and Philips Respironics competition.
3 min readResMed said it expects to generate $1.65 billion in free cash flow in fiscal 2026 and return more than $1.85 billion to shareholders via dividends and buybacks in fiscal 2027. In fiscal 2026, revenue rose 10% to $5.65 billion, non-GAAP diluted EPS rose 17% to $11.17, and the quarterly dividend increased 10% to $0.66. Q4 revenue was about $1.46 billion. ResMed also agreed to sell MatrixCare and completed the Noctrix Health acquisition.
3 min readFarrell Michael J. (Chairman and CEO) sold 4,991 shares of RESMED INC (RMD) at $205.69 ($1.03M total) on 2026-08-07 under a Rule 10b5-1 trading plan.
1 min readAustralian shares opened higher ahead of the RBA cash rate decision. The ASX 200 rose 0.13% to 9,244 at 10:38am AEST, led by energy (+2.9%) with gains in Woodside, Santos, Yancoal and Viva Energy. Helia jumped 8.7% after a 25% profit fall. Austal rose on a Hanwha takeover bid.
6 min readResMed shares fell about 7% after the company forecast softer FY27 revenue due to suspended Astral ventilator sales, macro uncertainty, and inflation in electronic components and freight. ResMed reported FY26 revenue of about $5.65bn (+10% YoY) and Q4 revenue of $1.46bn (+9%). FY27 revenue guidance is $5.75bn to $5.85bn, below analysts’ $5.92bn, citing a $75m headwind from an FDA Class 1 recall.
4 min readResMed reported Q2 margin pressure despite product momentum, citing higher R&D and SG&A and a $42 million Astral field action provision. The company closed its Noctrix acquisition and plans to sell MatrixCare to focus on core sleep and respiratory care. ResMed expects volume-led growth with modest price increases, while new device launches and wearable/GLP-1 partnerships support CPAP adoption.
6 min readResMed (ASX:RMD) fell 8.29% on Friday and is 3.09% lower for the week after a strong run. The company reported a solid Q4, with FY26 revenue up 10% to $5.7b, gross Q4 margin 62.3%, FY EPS up 17% to $11.17, and a 10% dividend increase to $0.66. Morgan Stanley downgraded to Equal Weight and cut its price target, citing cooling growth and Philips’ potential US return in 2027.
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