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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for ResMed (RMD) is 8/10.
ResMed delivered 11% headline revenue growth with non-GAAP diluted EPS increasing 21% and free cash flow of $520 million at above 100% conversion. Gross margin was maintained in the 62-63% guidance range, and fabric mask innovation continued driving market share gains. The Noctrix Health acquisition expanded the sleep health portfolio, and management positioned GLP-1 synergy as a once-in-a-generation demand catalyst.
Scored from ResMed’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
On August 13, 2026, ResMed's Audit Committee dismissed KPMG LLP as its independent registered public accounting firm and appointed PricewaterhouseCoopers LLP for the fiscal year ending June 30, 2027, following a competitive review. KPMG's reports for fiscal 2026 and 2025 contained no adverse or qualified opinions, and there were no disagreements or reportable events.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $1.22B | +11.1% | $2.11 | +41.6% | 58.6% | 31.6% | 25.4% | $306M |
| FY2025 Q2 | $1.28B | +10.3% | $2.34 | +64.8% | 58.6% | 32.5% | 26.9% | $290M |
| FY2025 Q3 | $1.29B | +7.9% | $2.48 | +21.6% | 59.3% | 33.0% | 28.3% | $555M |
| FY2025 Q4 | $1.35B | +10.2% | $2.58 | +30.3% | 60.8% | 33.7% | 28.2% | $508M |
| FY2026 Q1 | $1.34B | +9.1% | $2.37 | +12.3% | 61.5% | 33.4% | 26.1% | $414M |
| FY2026 Q2 | $1.42B | +11.0% | $2.68 | +14.5% | 62.2% | 34.6% | 27.6% | $305M |
| FY2026 Q3 | $1.43B | +10.8% | $2.74 | +10.5% | 62.2% | 34.9% | 27.9% | $520M |
| FY2026 Q4 | $1.46B | +8.6% | $2.64 | +2.3% | 58.8% | 30.7% | 26.2% | $1.65B |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $4.22B | +18.0% | $6.10 | +14.9% | 55.8% | 26.8% | 21.3% | $559M |
| FY2024 | $4.69B | +10.9% | $6.93 | +13.6% | 56.7% | 28.2% | 21.8% | $1.29B |
| FY2025 | $5.15B | +9.8% | $9.51 | +37.2% | 59.4% | 32.7% | 27.2% |
All prior quarters are free.
| $1.66B |
| FY2026 | $5.65B | +9.9% | $10.43 | +9.7% | 61.2% | 33.4% | 26.9% | $2.89B |
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