
ResMed NYSE: RMD outlined its growth outlook, margin strategy and portfolio plans during a Morgan Stanley discussion, with executives emphasizing demand generation, patient adherence and ongoing product innovation in sleep and respiratory care.
ResMed is a San Diego, California-based medical equipment company. It primarily provides cloud-connectable medical devices for the treatment of sleep apnea (such as CPAP devices and masks), chronic obstructive pulmonary disease (COPD), and other respiratory conditions.
| Revenue (TTM) | $5.65B |
| Gross Profit (TTM) | $3.48B |
| EBITDA | $2.10B |
| Operating Margin | 30.90% |
| Return on Equity | 24.30% |
| Return on Assets | 14.00% |
| Revenue/Share (TTM) | $38.85 |
| Book Value | $45.66 |
| Price-to-Book | 4.87 |
| Price-to-Sales (TTM) | 5.66 |
| EV/Revenue | 5.71 |
| EV/EBITDA | 15.00 |
| Quarterly Earnings Growth (YoY) | 2.40% |
| Quarterly Revenue Growth (YoY) | 8.60% |
| Shares Outstanding | $144.25M |
| Float | $143.36M |
| % Insiders | 0.50% |
| % Institutions | 71.24% |
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ResMed NYSE: RMD outlined its growth outlook, margin strategy and portfolio plans during a Morgan Stanley discussion, with executives emphasizing demand generation, patient adherence and ongoing product innovation in sleep and respiratory care.

Setbacks for competitors have positioned ResMed to capture more market share.

AI regulation odds have sharply declined after Trump dismissed AI takeover concerns during a public call with Nvidia (NVDA) CEO Jensen Huang. ResMed (RMD) was upgraded to Outperform by RBC Capital Markets, with a price target raised to $262, citing strong Q4 results and expected high-single-digit EPS growth.

ResMed Inc. (RMD) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

RMD's software portfolio optimization, mask innovation and solid financial health support growth, though macro pressures and competition pose risks.

ResMed has de-rated from 30x to under 21x earnings despite 17% EPS growth, driven by narrative rather than fundamentals. Recurring mask and consumables revenue, now 42% of the sleep and breathing segment, is underappreciated and grew 13% last year. Two major risks—sleep apnea pill and reimbursement—are less material for RMD than feared; Philips' US return poses the most credible threat.

NEW YORK, Sept. 3, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of ResMed Inc. ("ResMed" or the "Company") (NYSE: RMD).

NEW YORK, Aug. 27, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of ResMed Inc. ("ResMed" or the "Company") (NYSE: RMD). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.

SAN DIEGO, Aug. 27, 2026 (GLOBE NEWSWIRE) -- Resmed (NYSE: RMD, ASX: RMD) today announced Mick Farrell, chairman and chief executive officer, and Aaron Bloomer, chief financial officer, will attend the 24th Annual Morgan Stanley Global Healthcare Conference in New York, NY on Tuesday, September 15, 2026. Resmed's webcast presentation will begin at approximately 10:00 a.m. (Eastern Time).

SAN DIEGO, Aug. 17, 2026 (GLOBE NEWSWIRE) -- Resmed (NYSE: RMD, ASX: RMD), the leading health technology company focused on sleep, breathing and care delivered in the home, today announced that Carol Burt will become Lead Director on November 15, 2026. She will succeed Ron Taylor, Resmed's current Lead Director, who is not standing for reelection at the company's 2026 Annual Meeting of Stockholders on November 18, 2026, and will retire after more than 21 years of service to the company.
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