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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tony Petrone | Mizuho Securities | 6 | 0% |
| Dan Hurren | MST Marquee | 6 | 17% |
| Brett Fishbin | KeyBanc Capital Markets | 5 | 20% |
| Lyanne Harrison | Bank of America | 5 | 0% |
| Dave Bailey | Morgan Stanley | 5 | 0% |
| Davin Thillainathan | Goldman Sachs | 5 | 0% |
| Saul Hadassin | Barrenjoey | 4 | 0% |
| Laura Sutcliffe | Citigroup | 4 | 0% |
| Dave Low | JPMorgan | 3 | 0% |
| Craig Wong-Pan | RBC Capital Markets | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| MST Marquee | 1 | 6 | 17% |
| Mizuho Securities | 1 | 6 | 0% |
| Goldman Sachs | 1 | 5 | 0% |
| Bank of America |
| 1 |
| 5 |
| 0% |
| Citigroup | 2 | 5 | 0% |
| KeyBanc Capital Markets | 1 | 5 | 20% |
| Morgan Stanley | 1 | 5 | 0% |
| Barrenjoey | 1 | 4 | 0% |
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.
Demand | Competitive Dynamics | Revenue Growth | Margin | Innovation & R&D | Pricing | Product Launch | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 4 | 4 | 2 | 2 | 3 | 3 | 2 | |
| 2025Q2 | 5 | 4 | 3 | 2 | 2 | 1 | 1 | |
| 2025Q3 | 4 | 3 | 1 | 4 | 1 | 1 | ||
| 2025Q4 | 2 | 3 | 2 | 2 | 1 | |||
| 2026Q1 | 4 | 1 | 2 | 1 | 1 | 2 | 1 | |
| 2026Q2 | 6 | 3 | 5 | 1 | 2 | 1 | ||
| 2026Q3 | 3 | 1 | 2 | 1 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 4 | 5 | 4 | 2 | 4 | 6 | 3 |
| Competitive Dynamics | 4 | 4 | 3 | 3 | 1 | 3 | 1 |
| Revenue Growth | 2 | 3 | 1 | 2 | 2 | 5 | 2 |
| Margin | 2 | 4 | 2 | 1 | 1 | 1 | |
| Innovation & R&D | 2 | 2 | 1 | 2 | |||
| Pricing | 3 | 1 | 1 | 1 | |||
| Product Launch | 3 | 2 | 1 | ||||
| Supply Chain | 2 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
RMD ResMed | 8 | +10.8% | |
| BAX Baxter International | 3 | +2.9% | |
| BDX Becton Dickinson | 6 | -10.6% | |
| COO Cooper Companies (The) | 8 | +6.2% | |
| HOLX Hologic | 5 | +2.5% | |
| ISRG Intuitive Surgical | 9 | +23.0% | |
| WST West Pharmaceutical Services | 9 | +21.0% |