ResMed očekává za čtvrtletí zisk 2,67 USD na akcii, což představuje meziroční nárůst o 4,7 %, a tržby ve výši 1,39 miliardy USD, meziročně vyšší o 4 %.
Wall Street expects a year-over-year increase in earnings on higher revenues when ResMed (RMD - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis maker of medical products for respiratory disorders is expected to post quarterly earnings of $2.67 per share in its upcoming report, which represents a year-over-year change of +4.7%.
Revenues are expected to be $1.39 billion, up 4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.83% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for ResMed?For ResMed, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.60%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that ResMed will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that ResMed would post earnings of $2.9 per share when it actually produced earnings of $2.95, delivering a surprise of +1.72%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
ResMed doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
SAN DIEGO, Oct. 19, 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 the U.S. launch of AirTouch F40, the newest addition to its growing portfolio of fabric continuous positive airway pressure (CPAP) masks. Designed for people with obstructive sleep apnea (OSA) to provide greater comfort and choice in therapy1, the AirTouch F40 helps address key factors that can influence long-term adherence.
OSA is a growing health challenge, affecting more than one billion people worldwide.2 In the U.S., an estimated 61 million people have OSA, a number projected to rise to nearly 77 million by 2050.3 CPAP therapy remains the gold standard treatment for OSA4, and for those on CPAP, mask comfort and fit can play an important role in how people stay engaged with therapy over time.
AirTouch F40 brings Resmed’s proprietary ComfiSoft™ fabric cushion to a minimalist design that is intended to adapt to a person’s face as they move throughout the night. Because comfort preferences vary from person to person, expanding mask choice helps give people another option to meet their individual needs. The mask’s wide fit range and intuitive design are also intended to make it easier for healthcare providers to help patients find a comfortable fit and support them throughout therapy.
AirTouch F40 builds on Resmed’s growing portfolio of fabric-based mask technology and reflects the company’s commitment to delivering more personalized experiences that support patients throughout their therapy experience. Resmed has seen encouraging outcomes across its fabric mask portfolio, including a 6% increase in 90-day compliance among users of a fabric-cushioned mask compared with users of a silicone-cushioned mask.5
“AirTouch F40 is one example of how we're continuing to redefine what's possible to create more comfortable and personalized therapy experiences,” said Justin Leong, Chief Product Officer at Resmed. “By building on the success of AirFit F40™ and introducing a new fabric option, we're giving people greater flexibility to choose the mask that works best for them. That's the kind of innovation that can help more people start and stay on CPAP therapy.”
Key features of AirTouch F40 include:
Designed to fit and move with the user: AirTouch F40 is designed to fit 96% of people6 with a minimalist design that adapts to the face as people move throughout the night.Brings fabric comfort to the full-face experience: The ComfiSoft fabric cushion features soft, breathable, and moisture-wicking fabric7 designed for comfort against the skin.A familiar platform for existing AirFit F40 users: The interchangeable cushion allows current AirFit F40 users to try the fabric cushion without changing mask systems or being resized or refitted. Connected support throughout therapy
AirTouch F40 is part of Resmed’s connected sleep health platform, bringing together devices, digital tools and provider support to create a more connected therapy experience and help people stay engaged over time.
Through myAir™, Resmed’s patient engagement app, people can track their therapy progress, access personalized guidance and receive ongoing support throughout their therapy experience. This includes upcoming features such as Equipment Care, a tool that is designed to encourage patients to take action and stay engaged in managing their CPAP equipment. Healthcare providers can use AirView™, Resmed’s remote monitoring platform, to view therapy insights and support patients between appointments. When used alongside AirView, myAir has been shown to improve therapy compliance from 70% to 87%.8
AirTouch F40 will be available in the U.S. beginning October 28, 2026. For more information, visit https://www.resmed.com/en-us/health-professionals/campaigns/airtouch-f40/
About Resmed
Resmed (NYSE: RMD, ASX: RMD) creates life-changing health technologies that people love. We're relentlessly committed to pioneering innovative technology to empower millions of people in 140 countries to live happier, healthier lives. Our AI-powered digital health solutions, cloud-connected devices and intelligent software make home healthcare more personalized, accessible and effective. Ultimately, Resmed envisions a world where every person can achieve their full potential through better sleep and breathing, with care delivered in their own home. Learn more about how we're redefining sleep health at Resmed.com and follow @Resmed.
1 Resmed external crossover study comparing AirTouch F40 mask against other Resmed and third-party masks. n=36. Data on file, ID: A5768170.
2 Benjafield AV, et al. Lancet Respir Med. 2019 Aug; 7(8):687-698.
3 Boers E, et al. Lancet Respir Med. 2025;13(12):1078–1086.
4 Patil SP et al. J Clin Sleep Med. 2019 Feb 15;15(2):301-334.
5 Resmed analysis of 90-day PAP compliance among U.S. patients using AirView™ and myAir™, comparing AirTouch™ N30i and AirFit™ N30i. Data on file, ID: A5707362.
6 Internal Resmed analysis of projected cushion fit per region. Data on file, ID: A5756043.
7 Resmed internal testing of the moisture-wicking properties of fabric. Data on file, ID: A5636924.
8 Malhotra et al., CHEST. 2018; 153(4): 843–850.
Resmed prodává MatrixCare za 490 milionů USD a soustředí se na rychleji rostoucí softwarové platformy. Ve fiskálním roce 2026 vzrostly globální výnosy z masek a dalších produktů o 13 % na 2,09 miliardy USD.
Key Takeaways Resmed is selling MatrixCare for $490M, sharpening its software focus on higher-growth platforms. RMD's global Masks and other revenues rose 13% in fiscal 2026 to $2.09B, aided by product innovation. Resmed faces macroeconomic, tariff and competitive pressures that could weigh on costs and pricing. Resmed (RMD - Free Report) benefits from the portfolio reduction of its Residential Care Software segment, which is poised to continue supporting its growth in the coming quarters. The company continues to expand its mask portfolio through product innovation and targeted initiatives that support resupply. Solid financial health further adds to the stock’s appeal. Yet, headwinds from macroeconomic pressures and intense competition may present operational risks for Resmed.
Over the past year, this Zacks Rank #3 (Hold) stock has lost 17.7% compared with the industry’s 29.8% decline and the S&P 500 Composite’s 16.6% growth.
The renowned medical device company has a market capitalization of $28.44 billion. RMD has an earnings yield of 5.5% compared with the industry’s yield of 2.6%. RMD’s earnings surpassed estimates in each of the trailing four quarters, delivering an average surprise of 2.8%.
Let’s delve deeper.
Upsides for RMD StockResidential Care Software Portfolio Optimization: Residential Care Software remains an important part of Resmed’s connected home-care strategy, but management is narrowing the portfolio toward areas with better growth and profitability. Resmed agreed to sell the MatrixCare business for $490 million in cash, including MatrixCare, HEALTHCAREfirst, Citus and select home health and hospice offerings. The divestiture is expected to be closed in the first quarter of fiscal 2027, leaving Brightree and MEDIFOX DAN as the core Residential Care Software platforms.
In fiscal 2026, segment revenues increased about 5% and operating profit rose 6.2% over fiscal 2025. MatrixCare contributed $220 million to fiscal 2026 revenues and $58 million to non-GAAP operating profit. Following the divestiture, management expects the remaining business to deliver high-single-digit revenue growth in fiscal 2027, with operating leverage supporting profitability.
Mask Innovation and Resupply: Resmed has been a consistent innovator in small nasal, nasal pillows and full-face masks, with designs aimed at improving comfort, fit and adherence. The company continues to broaden the AirFit and AirTouch platforms while using education and direct-to-consumer activity to support resupply. In fiscal 2026, global Masks and other revenues increased 13% year over year, or 12% at constant currency, to $2.09 billion. The latest product cycle extends that momentum.
During the fourth quarter of fiscal 2026, management cited continued global rollout of the AirTouch N30i and AirTouch F30i and uptake of the AirFit F40. Resmed also reported that AirTouch N30i users had 6% higher 90-day compliance than users of its silicone equivalent. Better adherence can support longer therapy duration and more frequent resupply, reinforcing the recurring revenue profile over time.
What Ails RMD?Macroeconomic Sensitivity: Resmed remains exposed to macroeconomic conditions, geopolitical instability, and the impact of tariffs and trade actions on its suppliers and input costs. These factors can weigh on demand, influence pricing and raise operating costs through higher freight, labor or component expenses, while currency volatility can also affect reported results.
Image Source: Zacks Investment Research
Competitive Landscape: The market for sleep-disordered breathing products remains highly competitive on price, product features, reliability and supply performance. Large providers and payers can gain purchasing leverage as healthcare markets consolidate, which can make account retention more costly.
Some competitors are also affiliated with customers, creating additional channel risk in selected markets. The company must therefore sustain innovation in connected devices, fabric masks and digital services while maintaining service levels and manufacturing efficiency. Failure to differentiate could reduce realized pricing and weaken the recurring resupply economics that support the broader sleep-health franchise.
RMD Stock’s Estimate TrendThe Zacks Consensus Estimate for RMD’s fiscal 2027 earnings per share (EPS) has moved south 0.1% to $12.02 in the past 30 days.
The Zacks Consensus Estimate for fiscal 2026 revenues is pegged at $5.87 billion, up 3.8% from the year-ago reported figure.
Key PicksSome better-ranked stocks in the broader medical space are Veracyte (VCYT - Free Report) , Globus Medical (GMED - Free Report) and Teleflex (TFX - Free Report) .
Veracyte has an earnings yield of 4.7% against the industry’s negative 1.4% yield. Shares of the company have risen 28.2% against the industry’s 3.8% decline. VCYT’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 41.8%.
VCYT sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Globus Medical, sporting a Zacks Rank #1 at present, has an earnings yield of 6.7% against the industry’s negative 1.4% yield. Its earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 27.9%. GMED shares have rallied 27.3% against the industry’s 3.8% decline over the past year.
Teleflex, currently carrying a Zacks Rank #2 (Buy), has an estimated long-term earnings growth rate of 20.7% compared with the industry’s 14.5% growth. Its earnings beat estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 3.2%. TFX shares have gained 4% against the industry’s 3.7% decline over the past year.
Hsbc Holdings PLC grew its position in shares of ResMed Inc. (NYSE:RMD – Free Report) by 13.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 355,518 shares of the medical equipment provider’s stock after buying an additional 42,007 shares during the period. Hsbc Holdings PLC owned about 0.25% of ResMed worth $69,292,000 as of its most recent SEC filing.
Several other hedge funds also recently made changes to their positions in the company. International Assets Investment Management LLC bought a new position in ResMed during the fourth quarter worth $25,000. Bell Investment Advisors Inc acquired a new position in ResMed in the second quarter worth $26,000. Imprint Wealth LLC bought a new stake in ResMed during the third quarter valued at $26,000. WFA of San Diego LLC bought a new stake in ResMed during the second quarter valued at $26,000. Finally, Sunbelt Securities Inc. acquired a new stake in shares of ResMed during the third quarter worth $31,000. Institutional investors and hedge funds own 54.98% of the company’s stock.
ResMed Stock Performance RMD stock opened at $228.25 on Tuesday. ResMed Inc. has a 1 year low of $180.26 and a 1 year high of $284.87. The stock has a market capitalization of $32.93 billion, a price-to-earnings ratio of 21.88, a PEG ratio of 1.44 and a beta of 0.77. The company has a debt-to-equity ratio of 0.06, a quick ratio of 2.42 and a current ratio of 3.10. The stock’s fifty day moving average is $216.10 and its two-hundred day moving average is $217.79.
ResMed (NYSE:RMD – Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The medical equipment provider reported $2.95 EPS for the quarter, topping the consensus estimate of $2.89 by $0.06. ResMed had a net margin of 26.94% and a return on equity of 25.58%. The business had revenue of $1.46 billion during the quarter, compared to analyst estimates of $1.46 billion. During the same quarter in the prior year, the firm earned $2.55 earnings per share. The company’s quarterly revenue was up 8.6% on a year-over-year basis. On average, research analysts predict that ResMed Inc. will post 12.02 EPS for the current year. ResMed Increases Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, August 20th will be given a $0.66 dividend. This is a positive change from ResMed’s previous quarterly dividend of $0.60. The ex-dividend date is Thursday, August 20th. This represents a $2.64 annualized dividend and a yield of 1.2%. ResMed’s payout ratio is currently 25.31%.
Insider Activity In other ResMed news, Director Peter Farrell sold 8,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $225.00, for a total value of $1,800,000.00. Following the sale, the director owned 52,773 shares in the company, valued at approximately $11,873,925. This trade represents a 13.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael Farrell sold 4,991 shares of ResMed stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $218.55, for a total value of $1,090,783.05. Following the sale, the chief executive officer directly owned 466,223 shares in the company, valued at approximately $101,893,036.65. This trade represents a 1.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 18,952 shares of company stock valued at $4,145,070. 0.65% of the stock is owned by insiders.
Wall Street Analyst Weigh In A number of research analysts have recently issued reports on the stock. Morgan Stanley restated an “equal weight” rating and issued a $230.00 price target (down from $286.00) on shares of ResMed in a research report on Wednesday, June 17th. Wells Fargo & Company lowered their price objective on shares of ResMed from $225.00 to $215.00 and set an “equal weight” rating for the company in a research report on Friday, August 7th. The Goldman Sachs Group reiterated a “buy” rating on shares of ResMed in a research note on Wednesday, July 1st. Rothschild & Co Redburn began coverage on shares of ResMed in a report on Wednesday, August 19th. They issued a “neutral” rating and a $230.00 target price on the stock. Finally, UBS Group restated a “buy” rating and issued a $300.00 target price on shares of ResMed in a research note on Tuesday, July 21st. Six research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat, ResMed presently has a consensus rating of “Hold” and a consensus target price of $240.31.
View Our Latest Stock Analysis on ResMed
ResMed Company Profile (Free Report)
ResMed (NYSE: RMD) is a global medical device and cloud-connectivity company focused on improving outcomes for people with sleep-disordered breathing and chronic respiratory conditions. Founded in 1989, the company is headquartered in San Diego, California, and develops, manufactures and distributes a range of devices and software used by patients, clinicians and providers worldwide.
ResMed’s product portfolio centers on noninvasive ventilation and sleep therapy equipment, including continuous positive airway pressure (CPAP) and bilevel devices, masks and related accessories for the treatment of obstructive sleep apnea and other respiratory disorders.
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, /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 [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether ResMed and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On August 7, 2026, ResMed reported financial results for its fiscal 2026 fourth quarter. Among other items, ResMed reported lower-than-expected adjusted gross margins and operating income. The Company disclosed that it was negatively impacted in the quarter by approximately $42 million worth of field safety notification expenses for its Astral respirators, some of which had a leak issue.
On this news, ResMed's stock price fell $11.30 per share, or 5.06%, to close at $211.94 per share on August 7, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Pomerantz LLP prošetřuje nároky investorů vůči společnosti ResMed kvůli možnému podvodu s cennými papíry a dalším nezákonným praktikám. Firma po výsledcích za 4. čtvrtletí fiskálního roku 2026 uvedla nižší než očekávanou upravenou hrubou marži a provozní zisk. Společnost také uvedla, že byla v daném čtvrtletí negativně ovlivněna náklady ve výši přibližně 42 milionů USD souvisejícími s bezpečnostním upozorněním pro své respirátory Astral.
NEW YORK, Aug. 25, 2026 (GLOBE NEWSWIRE) -- 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 [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether ResMed and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On August 7, 2026, ResMed reported financial results for its fiscal 2026 fourth quarter. Among other items, ResMed reported lower-than-expected adjusted gross margins and operating income. The Company disclosed that it was negatively impacted in the quarter by approximately $42 million worth of field safety notification expenses for its Astral respirators, some of which had a leak issue.
On this news, ResMed’s stock price fell $11.30 per share, or 5.06%, to close at $211.94 per share on August 7, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
American Capital Management Inc. bought a new stake in shares of ResMed Inc. (NYSE:RMD – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 228,458 shares of the medical equipment provider’s stock, valued at approximately $44,522,000. ResMed accounts for 2.0% of American Capital Management Inc.’s holdings, making the stock its 22nd largest holding. American Capital Management Inc. owned about 0.16% of ResMed at the end of the most recent reporting period.
A number of other hedge funds have also recently modified their holdings of the business. International Assets Investment Management LLC purchased a new position in shares of ResMed during the fourth quarter worth approximately $25,000. Bell Investment Advisors Inc bought a new position in ResMed in the second quarter worth approximately $26,000. Imprint Wealth LLC bought a new position in ResMed in the third quarter worth approximately $26,000. WFA of San Diego LLC purchased a new position in ResMed during the 2nd quarter worth $26,000. Finally, Sunbelt Securities Inc. purchased a new position in ResMed during the 3rd quarter worth $31,000. Institutional investors own 54.98% of the company’s stock.
Wall Street Analyst Weigh In A number of analysts recently weighed in on RMD shares. Robert W. Baird set a $213.00 price objective on shares of ResMed in a research note on Friday, August 7th. Morgan Stanley restated an “equal weight” rating and issued a $230.00 price target (down from $286.00) on shares of ResMed in a report on Wednesday, June 17th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of ResMed in a research report on Wednesday, July 1st. KeyCorp dropped their price objective on shares of ResMed from $260.00 to $255.00 and set an “overweight” rating on the stock in a research note on Friday, August 7th. Finally, Rothschild & Co Redburn began coverage on shares of ResMed in a report on Wednesday, August 19th. They set a “neutral” rating and a $230.00 price objective on the stock. Seven research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $239.38.
Check Out Our Latest Stock Report on ResMed ResMed Stock Performance RMD opened at $235.73 on Thursday. ResMed Inc. has a 12-month low of $180.26 and a 12-month high of $285.08. The company has a current ratio of 3.10, a quick ratio of 2.42 and a debt-to-equity ratio of 0.06. The firm has a market capitalization of $34.00 billion, a PE ratio of 22.60, a P/E/G ratio of 1.48 and a beta of 0.76. The firm has a 50 day moving average of $209.84 and a two-hundred day moving average of $219.29.
ResMed (NYSE:RMD – Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The medical equipment provider reported $2.95 earnings per share for the quarter, beating analysts’ consensus estimates of $2.89 by $0.06. The business had revenue of $1.46 billion during the quarter, compared to analyst estimates of $1.46 billion. ResMed had a return on equity of 25.58% and a net margin of 26.94%.The company’s revenue was up 8.6% on a year-over-year basis. During the same quarter last year, the business posted $2.55 EPS. On average, analysts anticipate that ResMed Inc. will post 12.03 EPS for the current year.
ResMed Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Thursday, August 20th will be given a dividend of $0.66 per share. This is a boost from ResMed’s previous quarterly dividend of $0.60. The ex-dividend date is Thursday, August 20th. This represents a $2.64 annualized dividend and a dividend yield of 1.1%. ResMed’s payout ratio is currently 25.31%.
Insider Activity In other news, Director Peter C. Farrell sold 8,000 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $225.00, for a total value of $1,800,000.00. Following the completion of the sale, the director directly owned 52,773 shares in the company, valued at $11,873,925. This represents a 13.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael J. Farrell sold 4,991 shares of the stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $205.69, for a total transaction of $1,026,598.79. Following the completion of the sale, the chief executive officer owned 466,256 shares of the company’s stock, valued at approximately $95,904,196.64. The trade was a 1.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 22,973 shares of company stock worth $4,885,436. 0.65% of the stock is currently owned by insiders.
About ResMed (Free Report)
ResMed (NYSE: RMD) is a global medical device and cloud-connectivity company focused on improving outcomes for people with sleep-disordered breathing and chronic respiratory conditions. Founded in 1989, the company is headquartered in San Diego, California, and develops, manufactures and distributes a range of devices and software used by patients, clinicians and providers worldwide.
ResMed’s product portfolio centers on noninvasive ventilation and sleep therapy equipment, including continuous positive airway pressure (CPAP) and bilevel devices, masks and related accessories for the treatment of obstructive sleep apnea and other respiratory disorders.
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Canada Pension Plan Investment Board ve druhém čtvrtletí otevřel novou pozici v ResMed za zhruba 10,8 milionu USD. ResMed zároveň oznámil čtvrtletní dividendu ve výši 0,66 USD na akcii, oproti předchozím 0,60 USD.
Canada Pension Plan Investment Board bought a new stake in shares of ResMed Inc. (NYSE:RMD – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 55,511 shares of the medical equipment provider’s stock, valued at approximately $10,818,000.
Several other hedge funds have also recently added to or reduced their stakes in RMD. International Assets Investment Management LLC bought a new stake in shares of ResMed in the 4th quarter valued at $25,000. Bell Investment Advisors Inc bought a new position in ResMed during the second quarter worth $26,000. Imprint Wealth LLC bought a new position in ResMed during the third quarter worth $26,000. WFA of San Diego LLC acquired a new position in ResMed in the second quarter valued at $26,000. Finally, Sunbelt Securities Inc. acquired a new position in ResMed in the third quarter valued at $31,000. Institutional investors own 54.98% of the company’s stock.
ResMed Stock Performance Shares of ResMed stock opened at $240.47 on Friday. ResMed Inc. has a 52 week low of $180.26 and a 52 week high of $284.87. The company has a quick ratio of 2.42, a current ratio of 3.10 and a debt-to-equity ratio of 0.06. The business has a 50 day moving average price of $211.81 and a 200-day moving average price of $219.18. The company has a market cap of $34.69 billion, a PE ratio of 23.06, a price-to-earnings-growth ratio of 1.51 and a beta of 0.76.
ResMed (NYSE:RMD – Get Free Report) last announced its earnings results on Thursday, August 6th. The medical equipment provider reported $2.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.89 by $0.06. The company had revenue of $1.46 billion for the quarter, compared to analysts’ expectations of $1.46 billion. ResMed had a return on equity of 25.58% and a net margin of 26.94%.ResMed’s quarterly revenue was up 8.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.55 earnings per share. Equities analysts anticipate that ResMed Inc. will post 12.03 earnings per share for the current fiscal year. ResMed Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.66 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $2.64 dividend on an annualized basis and a yield of 1.1%. This is a positive change from ResMed’s previous quarterly dividend of $0.60. ResMed’s payout ratio is presently 25.31%.
Wall Street Analyst Weigh In RMD has been the subject of a number of recent analyst reports. Citigroup reiterated a “neutral” rating and set a $235.00 price target (down from $270.00) on shares of ResMed in a report on Sunday, July 12th. Morgan Stanley reissued an “equal weight” rating and issued a $230.00 price objective (down from $286.00) on shares of ResMed in a research note on Wednesday, June 17th. UBS Group restated a “buy” rating and set a $300.00 target price on shares of ResMed in a research report on Tuesday, July 21st. The Goldman Sachs Group reaffirmed a “buy” rating on shares of ResMed in a research note on Wednesday, July 1st. Finally, Wells Fargo & Company lowered their target price on ResMed from $225.00 to $215.00 and set an “equal weight” rating for the company in a report on Friday, August 7th. Seven research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat.com, ResMed presently has an average rating of “Hold” and a consensus price target of $239.38.
Read Our Latest Report on RMD
Insiders Place Their Bets In other ResMed news, CEO Michael J. Farrell sold 4,991 shares of the company’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $205.69, for a total value of $1,026,598.79. Following the completion of the transaction, the chief executive officer owned 466,256 shares in the company, valued at $95,904,196.64. This represents a 1.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Peter C. Farrell sold 8,000 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $225.00, for a total transaction of $1,800,000.00. Following the sale, the director owned 52,773 shares of the company’s stock, valued at $11,873,925. This trade represents a 13.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 22,973 shares of company stock worth $4,885,436 over the last ninety days. Insiders own 0.65% of the company’s stock.
About ResMed (Free Report)
ResMed (NYSE: RMD) is a global medical device and cloud-connectivity company focused on improving outcomes for people with sleep-disordered breathing and chronic respiratory conditions. Founded in 1989, the company is headquartered in San Diego, California, and develops, manufactures and distributes a range of devices and software used by patients, clinicians and providers worldwide.
ResMed’s product portfolio centers on noninvasive ventilation and sleep therapy equipment, including continuous positive airway pressure (CPAP) and bilevel devices, masks and related accessories for the treatment of obstructive sleep apnea and other respiratory disorders.
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Akcie ResMed klesly zhruba o 6 % poté, co firma snížila výhled tržeb na fiskální rok 2027 na 5,75 až 5,85 miliardy dolarů pod odhady kvůli pozastavení prodeje ventilátorů Astral. Čtvrtletní zisk i tržby přitom překonaly očekávání.
Item 1 of 3 The Resmed name and logo are shown on one of their buildings in San Diego, California, U.S., August 3, 2026. REUTERS/Mike Blake
[1/3]The Resmed name and logo are shown on one of their buildings in San Diego, California, U.S., August 3, 2026. REUTERS/Mike Blake Purchase Licensing Rights, opens new tab
CompaniesAug 7 (Reuters) - Shares of ResMed (RMD.N), opens new tab dropped about 6% in morning trade on Friday after the medtech company forecast fiscal 2027 revenue below Wall Street expectations, impacted by suspended ventilator sales and cost pressures.
ResMed said it would suspend sales of its Astral ventilators, used by patients who require acute or long-term life-support, following a device correction and FDA recall, opens new tab tied to five serious injuries last week.
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The fresh guidance assumes no sales of Astral ventilators during fiscal 2027 and factors in an expected $75 million impact due to the suspension, as the company redirects scarce electronic components to support repairs and servicing of existing devices. ResMed said it has not yet decided whether Astral sales will resume in fiscal 2028.
The company now expects fiscal 2027 revenue of $5.75 billion to $5.85 billion, below analysts' expectations of $5.92 billion, according to data compiled by LSEG.
Emerging competitive and ongoing cost pressures also limit its growth outlook, Baird analyst David Rescott said.
ResMed, which makes devices to manage sleep apnea, among other medical equipment, plans to increase prices during fiscal 2027 as rising costs for electronic components and freight pressure its margins.
“We can no longer offset inflation with productivity alone,” CFO Aaron Bloomer said on a call with analysts.
ResMed's sleep apnea devices face competition from Eli Lilly's (LLY.N), opens new tab weight-loss drug Zepbound, which was approved by the FDA in 2024 to treat obstructive sleep apnea. While the condition can affect anyone, it is more common in people who are overweight or obese, according to the health regulator.
But Morningstar analysts said the Apple Watch's (AAPL.O), opens new tab ability to identify possible sleep apnea cases could drive more diagnoses and treatment, which could help counter the weight-loss-drug threat to ResMed's devices. Sleep apnea devices are still the standard of care on the market and widely used.
ResMed reported fourth-quarter adjusted profit of $2.95 per share, topping estimates of $2.89, while revenue rose 9% to $1.46 billion, in line with expectations.
Reporting by Kunal Das and Padmanabhan Ananthan in Bengaluru; Editing by Jonathan Ananda
Our Standards: The Thomson Reuters Trust Principles., opens new tab
ResMed (RMD - Free Report) came out with quarterly earnings of $2.95 per share, beating the Zacks Consensus Estimate of $2.9 per share. This compares to earnings of $2.55 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +1.72%. A quarter ago, it was expected that this maker of medical products for respiratory disorders would post earnings of $2.79 per share when it actually produced earnings of $2.86, delivering a surprise of +2.51%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
ResMed, which belongs to the Zacks Medical - Products industry, posted revenues of $1.46 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.17%. This compares to year-ago revenues of $1.35 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
ResMed shares have lost about 7% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for ResMed?While ResMed has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for ResMed was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.85 on $1.44 billion in revenues for the coming quarter and $12.02 on $6.03 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Products is currently in the bottom 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Canopy Growth Corporation (CGC - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 7.
This company is expected to post quarterly loss of $0.04 per share in its upcoming report, which represents a year-over-year change of +71.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Canopy Growth Corporation's revenues are expected to be $58.52 million, up 12.3% from the year-ago quarter.
Key Takeaways Resmed's Q4 revenues are projected to rise 8.4% to $1.46 billion, with EPS increasing 13.7% to $2.90. Strong mask demand, AirSense availability and NightOwl adoption may support Resmed's quarterly growth. Resmed may gain from VirtuOx and Noctrix, while MEDIFOX helps offset pressure in senior living software. Resmed (RMD - Free Report) is set to release fourth-quarter fiscal 2026 results on Aug. 6, after the closing bell.
The renowned sleep health device maker posted adjusted earnings per share (EPS) of $2.86 in the last reported quarter, surpassing the Zacks Consensus Estimate by 2.51%. The company topped earnings estimates in each of the trailing four quarters, the average surprise being 3.26%.
RMD’s Q4 EstimatesThe Zacks Consensus Estimate for revenues is pegged at $1.46 billion, indicating an increase of 8.4% from the year-ago reported figure.
The Zacks Consensus Estimate for EPS suggests a 13.7% rise to $2.90.
Estimate Revision Trend Ahead of RMD’s Q4 EarningsEstimates for earnings have remained stable over the past 60 days.
Here’s a brief review of the company’s performance leading up to the announcement.
Factors Likely to Influence RMD’s Q4 ResultsSleep and Breathing Health
Within this segment, Resmed is likely to have benefited from strong demand for its mask portfolio across the United States, Canada and Latin America. Growth might have also accelerated in Europe, Asia and the rest of the world region. Mask and other sales are expected to have witnessed continued growth in resupply and new patient setups, while the VirtuOx acquisition must have contributed to incremental revenues. The company is strategically expanding its mask portfolio with product innovations like AirTouch N30i, F30i Comfort and F30iClear, among others, which should have supported revenues in the fiscal fourth quarter.
Device sales numbers are likely to reflect the ongoing combined availability of Resmed’s AirSense 10 and AirSense 11 sleep devices, supporting underlying global demand. The company is also expected to have introduced AirSense 11 to additional countries following regulatory clearances. Resmed’s use of ML, AI and generative AI technology in its digital health products might have positively impacted its overall top line. The company must have also gained from the widespread U.S. adoption of NightOwl, its fingertip-sized home sleep apnea test.
In June, Resmed completed its acquisition of Noctrix Health, Inc., a medical device company developing clinically validated wearable therapeutics for chronic neurological disorders. The acquisition expands Resmed’s clinical sleep health portfolio for the treatment of Restless Legs Syndrome (RLS). We expect this acquisition to have had a positive impact on the quarterly top line.
The Zacks Consensus Estimate for Sleep and Breathing Health revenues implies an 8.8% increase.
Residential Care Software
The division, which provides business management software-as-a-service to out-of-hospital health providers, remains a key strategic enabler of the core Sleep and Breathing Health business. Resmed is likely to have executed its RCS portfolio management strategy, channeling more investment into the high-growth, higher-margin parts of the portfolio while reducing exposure to lower-growth, lower-margin areas, such as the services businesses.
The fiscal fourth-quarter performance might have been affected by a challenging growth environment for the senior living and long-term care vertical. This must have been offset by strong performance from the MEDIFOX platform.
The Zacks Consensus Estimate for this segment’s revenues indicates a rise of 6.1%.
What Our Model Unveils for RMDPer our proven model, a stock with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, has a higher chance of beating estimates, which is not the case here, as you can see below.
Earnings ESP: Resmed has an Earnings ESP of -1.39%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Key MedTech PicksHere are some other medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time around.
Hinge Health Inc. (HNGE - Free Report) has an Earnings ESP of +4.24% and a Zacks Rank #1 at present. The company is expected to release second-quarter 2026 results soon.
In the trailing four quarters, HINGE delivered an average earnings surprise of 179.54%. The Zacks Consensus Estimate for second-quarter EPS implies a decrease of 11.9% from the year-ago reported figure.
Neurocrine Biosciences (NBIX - Free Report) has an Earnings ESP of +40.60% and a Zacks Rank #1 at present. The company is expected to release second-quarter 2026 results soon.
NBIX’s earnings surpassed estimates in three of the trailing four quarters and missed in one, the average surprise being 9.08%. The Zacks Consensus Estimate for the company’s second-quarter EPS calls for an increase of 112.3% from the year-ago quarter’s figure.
West Pharmaceutical Services (WST - Free Report) has an Earnings ESP of +1.09% and a Zacks Rank #2 at present. The company is slated to release second-quarter 2026 results on July 23.
WST’s earnings beat estimates in each of the trailing four quarters, the average surprise being 19.37%. The Zacks Consensus Estimate for WST’s second-quarter EPS implies a rise of 13% from the year-ago reported figure.
Baader Bank Aktiengesellschaft decreased its stake in shares of ResMed Inc. (NYSE:RMD – Free Report) by 61.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,768 shares of the medical equipment provider’s stock after selling 7,696 shares during the quarter. Baader Bank Aktiengesellschaft’s holdings in ResMed were worth $1,045,000 as of its most recent SEC filing.
Several other large investors also recently added to or reduced their stakes in RMD. Jones Financial Companies Lllp raised its stake in shares of ResMed by 52.6% during the first quarter. Jones Financial Companies Lllp now owns 2,882 shares of the medical equipment provider’s stock valued at $645,000 after acquiring an additional 994 shares in the last quarter. Arrowstreet Capital Limited Partnership bought a new position in ResMed in the second quarter worth approximately $389,000. Brown Advisory Inc. increased its holdings in ResMed by 17.8% during the 2nd quarter. Brown Advisory Inc. now owns 1,586 shares of the medical equipment provider’s stock worth $409,000 after purchasing an additional 240 shares during the period. Cresset Asset Management LLC purchased a new position in ResMed during the 2nd quarter worth $206,000. Finally, Alliancebernstein L.P. raised its position in ResMed by 24.2% during the 2nd quarter. Alliancebernstein L.P. now owns 286,078 shares of the medical equipment provider’s stock valued at $73,808,000 after purchasing an additional 55,790 shares in the last quarter. 54.98% of the stock is owned by hedge funds and other institutional investors.
ResMed Trading Down 0.2% NYSE RMD opened at $198.55 on Tuesday. The company has a quick ratio of 2.33, a current ratio of 3.01 and a debt-to-equity ratio of 0.06. The firm has a market cap of $28.80 billion, a PE ratio of 19.15, a price-to-earnings-growth ratio of 1.19 and a beta of 0.78. The company has a 50 day moving average price of $199.39 and a 200 day moving average price of $226.21. ResMed Inc. has a 52 week low of $180.26 and a 52 week high of $293.81.
ResMed (NYSE:RMD – Get Free Report) last announced its earnings results on Thursday, April 30th. The medical equipment provider reported $2.86 earnings per share for the quarter, beating the consensus estimate of $2.79 by $0.07. ResMed had a net margin of 27.44% and a return on equity of 25.35%. The company had revenue of $1.43 billion during the quarter, compared to the consensus estimate of $1.42 billion. During the same period last year, the firm earned $2.37 earnings per share. ResMed’s revenue was up 10.8% compared to the same quarter last year. As a group, sell-side analysts forecast that ResMed Inc. will post 11.13 EPS for the current fiscal year.
ResMed Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Thursday, May 14th were issued a dividend of $0.60 per share. This represents a $2.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date was Thursday, May 14th. ResMed’s dividend payout ratio is currently 23.14%.
Analyst Upgrades and Downgrades Several brokerages have weighed in on RMD. Mizuho lowered their target price on ResMed from $235.00 to $220.00 and set an “outperform” rating for the company in a report on Wednesday, July 15th. Evercore set a $255.00 price target on ResMed and gave the company an “outperform” rating in a research note on Monday, April 13th. The Goldman Sachs Group restated a “buy” rating on shares of ResMed in a report on Wednesday, July 1st. Royal Bank Of Canada lowered shares of ResMed from an “outperform” rating to a “sector perform” rating and set a $234.00 price objective for the company. in a research note on Thursday. Finally, Morgan Stanley reiterated an “equal weight” rating and set a $230.00 target price (down from $286.00) on shares of ResMed in a report on Wednesday, June 17th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $250.00.
Get Our Latest Analysis on RMD
Insider Buying and Selling at ResMed In related news, CEO Michael J. Farrell sold 4,991 shares of the business’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $218.55, for a total transaction of $1,090,783.05. Following the transaction, the chief executive officer directly owned 466,223 shares in the company, valued at $101,893,036.65. The trade was a 1.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 14,973 shares of company stock valued at $3,096,067. 0.65% of the stock is owned by company insiders.
ResMed Company Profile (Free Report)
ResMed (NYSE: RMD) is a global medical device and cloud-connectivity company focused on improving outcomes for people with sleep-disordered breathing and chronic respiratory conditions. Founded in 1989, the company is headquartered in San Diego, California, and develops, manufactures and distributes a range of devices and software used by patients, clinicians and providers worldwide.
ResMed’s product portfolio centers on noninvasive ventilation and sleep therapy equipment, including continuous positive airway pressure (CPAP) and bilevel devices, masks and related accessories for the treatment of obstructive sleep apnea and other respiratory disorders.
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ResMed prodá MatrixCare společnosti Frazier Healthcare Partners, aby se více soustředil na spánek, dýchání a propojenou domácí péči. Uzavření transakce se očekává v 1. čtvrtletí fiskálního roku 2027.
Key Takeaways Resmed will sell MatrixCare to Frazier Healthcare Partners, with closing expected in fiscal Q1 2027.The divestiture enables Resmed to focus its investments on sleep, breathing and connected home-based care.Brightree and MEDIFOX DAN remain central to Resmed's connected care strategy and are not part of the deal. Resmed (RMD - Free Report) has entered into a definitive agreement to sell its MatrixCare business to private equity firm Frazier Healthcare Partners. The divestiture aligns with the company's long-term strategy to sharpen its focus on higher-growth opportunities across sleep health, breathing health and connected home-based care. The transaction is expected to close in the first quarter of fiscal 2027, subject to regulatory approvals and customary closing conditions.
From an investor's perspective, the divestiture underscores Resmed's disciplined capital allocation strategy and reinforces its commitment to businesses with stronger long-term growth potential and higher scalability. By streamlining its portfolio and reallocating resources toward innovation in its core connected care ecosystem, the company is positioning itself to strengthen its competitive edge and drive sustainable value creation, while enabling MatrixCare to pursue growth under an owner dedicated to the long-term care software market.
Likely Trend of RMD Stock Following the NewsShares of RMD have traded flat since the announcement on July 7. In the year-to-date period, shares of the company have lost 13.5% compared with the industry’s 21.8% decline. The S&P 500 increased 9.5% in the same time frame.
The divestiture is likely to strengthen Resmed's long-term growth profile by enabling the company to concentrate investments on its core sleep and breathing care franchises, where it enjoys strong market leadership and significant innovation opportunities. The transaction should also enhance capital allocation flexibility, allowing Resmed to accelerate product development, expand its AI-powered digital health offerings and scale its connected home-care ecosystem.
By exiting a non-core software business, the company can simplify operations, improve strategic focus and better position itself to capitalize on the growing global demand for home-based healthcare and sleep therapy solutions.
RMD currently has a market capitalization of $29.86 billion.
Image Source: Zacks Investment Research
More on the NewsThe transaction covers the entire MatrixCare business, including Healthcare First, Citus and its home health and hospice software solutions, which together serve more than 15,000 providers across skilled nursing, senior living, life plan communities, home health and hospice settings. However, the deal does not include Resmed's other healthcare software businesses, Brightree in the United States and MEDIFOX DAN in Germany, both of which remain integral to the company's connected care strategy.
Management stated that MatrixCare will continue operating as part of Resmed until the transaction closes, with no disruption to customer service or support. Resmed also noted that it will provide additional details regarding the transaction's financial impact in its fiscal fourth-quarter 2026 regulatory filings and has furnished a Form 8-K with the SEC outlining the agreement.
For Frazier Healthcare Partners, the acquisition represents a strategic investment in the growing post-acute care technology market. The private equity firm, which focuses exclusively on healthcare investments, plans to invest aggressively in product innovation to strengthen MatrixCare's capabilities and support evolving customer needs across long-term and post-acute care settings.
Resmed believes the new ownership structure will allow MatrixCare to pursue its long-term growth ambitions with a dedicated strategic focus, while enabling it to devote greater attention and resources to advancing AI-powered digital health solutions, cloud-connected medical devices and other technologies aimed at improving sleep, breathing and home-based healthcare outcomes.
Favorable Industry Prospect for RMDGoing by the data provided by Grand View Research, the global home healthcare market size was valued at $485.3 billion in 2025 and is projected to grow from $504.8 billion in 2026 to $1015.8 billion by 2033, at a CAGR of 10.5% from 2026 to 2033.
The market is driven by rising demand for cost-effective alternatives to curb rising healthcare costs and the growing penetration of the virtual and remote care industry.
A Recent Development by RMDRecently, Resmed completed the acquisition of Noctrix Health to broaden its clinical sleep health portfolio with the addition of Nidra Tonic Motor Activation Therapy, an FDA De Novo-classified, non-invasive treatment for moderate-to-severe Restless Legs Syndrome RLS. The deal expands Resmed's presence into one of the most prevalent sleep disorders, complementing its core sleep therapy business while enhancing its ability to offer innovative, drug-free treatment options. The acquisition is also expected to accelerate patient access to the therapy by leveraging Resmed's global commercial and distribution capabilities.
Some better-ranked stocks from the broader medical space are Veracyte (VCYT - Free Report) , West Pharmaceutical (WST - Free Report) and Pacific Biosciences of California (PACB - Free Report) .
Veracyte, currently sporting a Zacks Rank #1 (Strong Buy), has an estimated earnings growth rate of 5.1% for 2026. VCYT’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 45.9%. You can see the complete list of today’s Zacks #1 Rank stocks here.
Veracyte’s shares have gained 33.3% against the industry’s 14.2% decline in the year-to-date period.
West Pharmaceutical, currently carrying a Zacks Rank #2 (Buy), has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%.
West Pharmaceutical’s shares have gained 28.5% against the industry’s 1.2% decline in the year-to-date period.
Pacific Biosciences of California, currently carrying a Zacks Rank #2, has an estimated earnings growth rate of 22.6% for 2026. PACB’s earnings beat estimates in each of the trailing four quarters, the average surprise being 29.8%.
Pacific Biosciences’ shares have lost 19.8% compared with the industry’s 14.2% decline in the year-to-date period.
Resmed uzavřel definitivní dohodu o prodeji divize MatrixCare firmě Frazier Healthcare Partners. Transakce má být dokončena v prvním čtvrtletí fiskálního roku 2027.
SAN DIEGO, July 07, 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 it has entered into a definitive agreement to sell its MatrixCare business to Frazier Healthcare Partners, a private equity firm focused exclusively on health care.
This move reflects Resmed’s 2030 strategy by focusing on high-growth, scalable opportunities in sleep health, breathing health and connected home-based healthcare. The divestiture also strengthens Resmed’s ability to reallocate capital and resources toward innovation, operational scale and long-term value creation across its connected, home-based care ecosystem.
MatrixCare provides software solutions to more than 15,000 providers and supports skilled nursing, senior living and long-term care, life planning communities and home health and hospice care.
“Today’s announcement is about our disciplined approach to portfolio management and our commitment to driving long-term growth,” said Mick Farrell, Chairman and CEO of Resmed. “By focusing on areas where we see the greatest opportunity for sleep health innovation and impact, we are strengthening our ability to deliver life-changing health technologies, improve patient outcomes and create value for our stakeholders. We are confident MatrixCare and its affiliated businesses will continue to support team members and drive growth under new ownership with a dedicated focus on the long-term care market.”
“Frazier has spent several years evaluating the post-acute care technology sector and believes MatrixCare has established itself as a leading platform serving skilled nursing, senior living and home health and hospice providers,” said Ryan Lucero, General Partner at Frazier Healthcare Partners. “We are thrilled to partner with the MatrixCare team and plan to invest aggressively in product innovation to help providers deliver better outcomes as the post-acute care landscape continues to evolve.”
The transaction includes MatrixCare and related software offerings historically sold under the MatrixCare brand, including Healthcare First, Citus and home health and hospice solutions (collectively defined as the “MatrixCare business”). It excludes Resmed’s other software businesses, Brightree in the U.S. and MEDIFOX DAN in Germany.
The transaction is expected to close during the first quarter of Resmed’s fiscal year 2027, subject to required regulatory approvals and customary closing conditions. Until closing, MatrixCare will continue to operate as part of Resmed, with no changes to customer service or support.
Resmed is providing additional information regarding this transaction through a Form 8-K furnished with the U.S. Securities and Exchange Commission (SEC). Supplementary materials related to this press release are available on Resmed’s Investor Relations website at investor.resmed.com.
Resmed will provide further updates regarding the financial impact of the transaction in its regulatory filings for the fourth quarter of its fiscal year 2026, consistent with regulatory requirements.
About Resmed
Resmed (NYSE: RMD, ASX: RMD) creates life-changing health technologies that people love. We’re relentlessly committed to pioneering innovative technology to empower millions of people in 140 countries to live happier, healthier lives. Our AI-powered digital health solutions, cloud-connected devices and intelligent software make home healthcare more personalized, accessible and effective. Ultimately, Resmed envisions a world where every person can achieve their full potential through better sleep and breathing, with care delivered in their own home. Learn more at Resmed.com and follow @Resmed.
About Frazier Healthcare Partners
Founded in 1991, Frazier Healthcare Partners is a private equity firm focused exclusively on the healthcare industry. Since its inception, Frazier has raised over $11 billion of capital for private funds and co-investment opportunities and has invested in more than 200 companies over 35 years. Frazier has a philosophy of partnering with strong management teams while leveraging its internal operating resources and network to build exceptional companies. Frazier is headquartered in Seattle, WA, with an office in New York City, and invests broadly across the U.S., Canada, and Europe. For more information about Frazier, visit www.frazierhealthcare.com/home.
