Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general, and administrative

Research and development

Amortization of acquired intangibles

Restructuring - operating expenses

Acquisition related expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

ResMed

ResMed, Inc. engages in providing digital health and cloud-connected medical devices. Its digital health technologies and cloud-connected medical devices transform care for people with sleep apnea, chronic obstructive pulmonary disease, or COPD, and other chronic diseases. The firm operates through the Sleep and Respiratory Care and Software as a Service segments. The Sleep and Respiratory Care segment engages in the sleep and respiratory disorders sector of the medical device industry. The Software as a Service segment provides business management software as a service to out-of-hospital health providers. The company was founded by Peter C. Farrell in June 1989 and is headquartered in San Diego, CA.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

ResMed reports robust Q1 performance, eyes margin expansion and partnerships

ResMed's Q1 2023 performance reflects strong revenue growth and a focus on meeting global demand for connected CPAP and APAP devices. The company faces challenges in maintaining gross margins and managing operating expenses but sees opportunities in expanding margins and engaging with new patient segments.

ResMed reports robust Q2 earnings, eyes growth through innovation

ResMed's Q2 2023 earnings call highlighted strong sales growth, increased revenue, and a focus on innovation.
Challenges in supply chain constraints and operating expenses were noted, alongside opportunities in growth drivers.
The company aims to improve lives through respiratory care solutions and digital health innovations by 2025.
ResMed's performance reflects post-COVID awareness of respiratory health importance and customer acceptance of new devices.

ResMed reports robust Q3 performance, eyes global growth opportunities

ResMed's Q3 earnings call highlighted strong financial performance, growth in device revenue and mask sales, and a focus on sustaining profitable growth. The company aims to address challenges in gross margin decline by leveraging opportunities for expansion and reinvestment in growth.

ResMed reports strong Q4 earnings, eyes international growth opportunities

ResMed's Q4 2023 showcased robust financial performance with revenue and earnings growth.
The company's focus on patient care, innovation, and international expansion presents promising opportunities.
Challenges include managing operating expenses, gross margin decline, and pricing dynamics.
Strategic initiatives to improve gross margins and drive revenue growth position ResMed well for the future.

ResMed reports 16% revenue growth in Q1 2024 earnings call

ResMed's Q1 2024 performance showcased revenue growth driven by strong device and mask sales globally.
Despite challenges like margin decline and increased expenses, the company's strategic focus on core business and innovation remains strong.
Opportunities lie in expanding alternative therapies, sustaining growth in devices and masks, and optimizing the SaaS business.
Overall, ResMed is positioned for accelerated profitable growth, prioritizing cost optimization and key initiatives for future success.

ResMed reports strong Q2 earnings, eyes global healthcare expansion

ResMed's Q2 2024 earnings call showcased robust financial performance, strategic priorities in healthcare innovation, and a focus on delivering value through patient care. Despite challenges, the company remains optimistic about growth potential and stakeholder engagement in its mission.

ResMed reports strong Q3 results, eyes global expansion and innovation

ResMed's Q3 earnings call showcased solid financial performance, operational improvements, and a strategic focus on market expansion. With a strong emphasis on innovation and cost discipline, the company is poised for continued growth despite challenges.

ResMed reports robust Q4 growth, eyes digital health opportunities

ResMed's Q4 performance was strong, driven by robust growth and financial stability.
While facing challenges like medication impact and market expansion, opportunities in digital health and partnerships exist.
The company's focus on patient awareness and demand generation remains key to future growth.
Overall, ResMed's strategic initiatives position it well for continued success and innovation.

ResMed excels in Q1 with strong revenue growth and innovation

ResMed's Q1 performance reflects strong revenue growth, product success, and strategic investments.
The company's strengths lie in innovation, supply chain optimization, and proactive growth strategies.
Challenges include competitive pressures, addressing new patient demand, and balancing acquisitions with operational efficiency.
Opportunities abound in digital health, customer partnerships, and expanding patient care pathways.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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ResMed's shares have fallen 37% due to struggles with profitability and investor fears of weight loss drugs, but I believe in its long-term potential. The company reported a 16% increase in revenue and strong demand for its products, but margins were a concern. ResMed's three-pillar strategy and market outlook remain robust, and it has a solid balance sheet and healthy cash flow.

ResMed: Down 60% With Tremendous Long-Term Potential

ResMed's (RMD) solid revenue growth in the first quarter of fiscal 2024 reflects the strength of AirSense 10 and AirSense 11 sleep devices and robust growth in the mask product portfolio.

ResMed (RMD) Q1 Earnings Surpass Estimates, Margins Down

ResMed Inc. (NYSE:RMD ) Q1 2024 Results Conference Call October 26, 2023 4:30 PM ET Company Participants Amy Wakeham - Chief Communications and Investor Relations Officer Mick Farrell - Chief Executive Officer Brett Sandercock - Chief Financial Officer Rob Douglas - President and Chief Operating Officer Conference Call Participants David Bailey - Macquarie David Low - JPMorgan Dan Hurren - MST Chris Cooper - Goldman Sachs Craig Wong-Pan - RBC Sean Laaman - Morgan Stanley Margarette Kaczor - William Blair Steve Wheen - Jarden Saul Hadassin - Barrenjoey Capital Matthew Chevrier - Citi Operator Hello, and welcome to the ResMed First Quarter Fiscal Year 2024 Earnings Conference Call and Webcast [Operator Instructions]. As a reminder, this conference is being recorded.

ResMed Inc. (RMD) Q1 2024 Earnings Call Transcript

ResMed (RMD) came out with quarterly earnings of $1.64 per share, beating the Zacks Consensus Estimate of $1.63 per share. This compares to earnings of $1.51 per share a year ago.

ResMed (RMD) Beats Q1 Earnings and Revenue Estimates

Note: A webcast of ResMed's conference call will be available at 4:30 p.m. ET today at  http://investor.resmed.com

ResMed Inc. Announces Results for the First Quarter of Fiscal Year 2024

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ResMed's (RMD) respiratory care business continues to drive growth and the adoption of bilevel and other non-invasive ventilator solutions worldwide.

ResMed (RMD) Gains From Strong Device Sales Amid Macro Woes

SAN DIEGO, Oct. 05, 2023 (GLOBE NEWSWIRE) -- ResMed (NYSE: RMD, ASX: RMD) today announced it plans to release financial and operational results for the first quarter of fiscal year 2024 on Thursday, October 26, 2023, after the New York Stock Exchange closes. Following the release, ResMed management will host a webcast to discuss the results. Other forward-looking and material information may also be discussed during the webcast.

ResMed to Report First Quarter Fiscal 2024 Earnings on October 26, 2023

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ResMed (RMD) Stock Jumps 3.8%: Will It Continue to Soar?

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ResMed's (RMD) respiratory care business continues to drive growth, courtesy of the adoption of bilevel and other non-invasive ventilator solutions worldwide.

ResMed (RMD) Gains From Mask Sales Amid Macro Headwinds

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Shares of companies that treat everything from Type 2 diabetes to sleep apnea have been sinking since new weight-loss medications skyrocketed.

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ResMed is the global leader in the sleep apnea market. Sales growth accelerated during COVID and again recently as a result of a product recall from its major competitor. Despite a strong last quarter the market has marked the stock down due to concerns about the long term loss of market to GLP-1 medications.

ResMed - Trading Opportunity Now

RMD is a buy as I expect that the market will re-evaluate the stock and return it to its historical average. Sales for ResMed in 4Q23 increased by 23% YoY, driven by device sales and unexpected growth in mask sales. Gross margin pressures persist, but I anticipate that gross margin will eventually catch up with revenue growth momentum.

ResMed: Stock Re-Rating To 20x Forward P/E Is A Buy Opportunity

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Shares of ResMed Inc. RMD, which have been pounded in recent weeks by concerns that the obesity-drug craze could hurt demand for the company's sleep therapy devices, are poised for a turnaround, according to Needham analysts. Although GLP-1 drugs, such as Novo Nordisk's NVO Ozempic and Wegovy, may cause some patients to stop using CPAP machines as their sleep apnea becomes less severe, “these impacts are likely to be small,” the analysts wrote in a note Wednesday, saying that ResMed can sustain 5% to 7% revenue growth and double-digit per-share earnings growth for the next few years.

ResMed shares can overcome obesity-drug craze, analysts say

SAN DIEGO, Sept. 05, 2023 (GLOBE NEWSWIRE) -- ResMed (NYSE: RMD, ASX: RMD) today announced its participation in two upcoming conferences.

ResMed Announces Participation in Upcoming Conferences

News for ResMed Stock (RMD)