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20:30
Aug 06 ◎

RMD FY2026 Q4 Watch

ResMed Inc. (RMD) FY2026 Q4 Earnings Call

005930.KS AURA PHG RMD ▾

Mick Farrell

Samsung's Galaxy Ring entry into sleep apnea detection validates the sleep health market and could drive more patients into the funnel, benefiting ResMed's core business.

"Samsung has just announced that its Galaxy Ring is pursuing FDA clearance for its sleep apnea detection capability later this year."

005930.KS WATCH

Mick Farrell

The Aura partnership is a new demand-generation channel for ResMed, successfully converting consumer sleep tracking interest into clinical assessments and new patient identification.

"Early performance from our Aura partnership has exceeded expectations. Approximately 13,000 users have come to ResMed.com from the Aura app."

AURA WATCH

Mick Farrell

ResMed's aggressive approach to its ASTRAL field safety action, while costly, likely strengthens its reputation as a patient-first company relative to competitors with similar issues.

"We reaffirm our commitment to supporting patients as our number one priority, period. Patients come first."

PHG WATCH

Mick Farrell

Management provided a positive outlook for fiscal year 2027, focusing on core business growth, gross margin expansion, and a significant return of capital to shareholders, despite the headwind from the ASTRAL recall.

"For fiscal year 2027, we are planning for the RCS business to deliver high single-digit revenue growth with operating leverage reflecting both improved mix and execution focus."

RMD WATCH

HIGH

20:30
Apr 30 ◎

RMD FY2026 Q3 Watch

ResMed Inc. (RMD) FY2026 Q3 Earnings Call

BAX MMM RMD ▾

Mick Farrell

The statement references Baxter as the prior employer of the incoming CFO Aaron Bloomer, providing historical context on his background but containing no forward-looking signal about Baxter's business.

"Aaron brings more than 17 years of global financial leadership, most recently serving as the CFO of Exact Sciences. He has a strong track record of driving strategic growth, operational excellence, financial discipline across complex"

BAX WATCH

Mick Farrell

The statement references 3M as a prior employer of the incoming CFO, providing background information without any commercial or operational implications for 3M.

"He has a strong track record of driving strategic growth, operational excellence, financial discipline across complex global organizations, including prior financial leadership roles at 3M and at Baxter."

MMM WATCH

Mick Farrell

Management reaffirmed its confidence in the long-term outlook for high single-digit revenue growth with earnings growing faster than revenue, driven by operational excellence, gross margin expansion, and a robust pipeline of innovation, even amidst global geopolitical uncertainty.

"Whether you look back at the last 12 months or at the compound annual growth rate of CAGR across three years, five years, or even 10 years, we've consistently been generating high single digit revenue growth or higher and earnings growth"

RMD WATCH

HIGH

21:30
Jan 29 ◎

RMD FY2026 Q2 Watch

ResMed Inc. (RMD) FY2026 Q2 Earnings Call

LLY RMD PHG ▾

Mick Farrell

ResMed is seeing durable, accelerating patient adherence for CPAP when combined with GLP-1 prescriptions, evidenced by a 6.2% higher resupply rate at three years. — GLP-1 drugs are not cannibalizing CPAP; they are expanding the market and improving adherence, which supports ResMed's long-term growth.

"patients who have scripts for both a latest generation GLP-1 or GLP-1 and CPAP prescriptions are 10% to 11% more likely to start their CPAP therapy than patients who only have a script for CPAP."

LLY WATCH

Brett Sandercock

Management maintains strong growth and margin expansion, with continued confidence in supply chain efficiencies and demand generation.

"We now expect growth margin will be in the range of 62% to 63% for fiscal year 2026."

RMD WATCH

Mick Farrell

ResMed is expanding US manufacturing, adding a new distribution center in Indiana and doubling capacity in California, positioning it to become the only maker of CPAP devices in America. — This reshoring strategy could be a defensive moat against competitors like Philips and a hedge against future tariffs.

"Ultimately ResMed will be able to deliver the only made in America CPAP, APAP, bi-level and mask systems."

PHG WATCH

HIGH

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