ResMed Inc. (RMD) Earnings Call Transcripts

ResMed Inc.'s Latest Earnings Call - Q1 FY2027

In Q1 FY2027, ResMed Inc. reported a revenue of $1.4 billion, reflecting a 7% increase on a core constant currency basis, and a non-GAAP EPS of $2.91, up 14% year-over-year. The company maintained its full-year guidance for revenue growth of 5% to 7% and EPS of $12 to $12.25, indicating confidence despite ongoing inflationary pressures. Management highlighted strong demand across devices and masks, alongside significant shareholder returns exceeding $1 billion this quarter, primarily funded by the MatrixCare divestiture.

Reported metrics

Guidance from management

ResMed maintained its full-year revenue growth guidance of 5% to 7% and EPS guidance of $12 to $12.25, reflecting confidence in operational execution despite inflationary pressures.

What management said

There's such an opportunity on the top of the funnel like Mick talked about. And so we're laser focused on these critical investments targeting at the middle of the funnel. And this isn't about growth in a quarter or even a year. This is about creating durable growth that's sustainable over time. But like Mick said, it's going to take some time for some of these programs, the marketing campaigns, the myAir stuff that...

I would also add the work that we're doing and some of the things Mick talked about related to myAir. And so how do we, beyond just grow the existing installed base, but how do we make sure that we're ensuring that all of our -- the millions of patients that use our device every single night to help them sleep are getting the appropriate new masks tubs, tubes throughout the year. And some of these grades that we're s...

What analysts pressed on

Analysts expressed concerns regarding the potential impact of inflation on both operations and customer behavior. There were also questions about the competitive landscape and how ResMed plans to maintain its market share amidst increasing competition.

Main topics on the call

• Revenue Growth — ResMed achieved a revenue of $1.4 billion, representing a 7% increase on a core constant currency basis. Management stated, "We delivered another strong set of results... 7% revenue growth on a core constant currency bas...
• Earnings Performance — Non-GAAP earnings per share increased by 14% to $2.91, driven by revenue growth and gross margin expansion. Management noted, "Non-GAAP earnings per share increased by 14% to $2.91 per share."
• Shareholder Returns — ResMed returned over $1 billion to shareholders this quarter, a record for the company, primarily through share repurchases and dividends. Management highlighted, "We returned more than USD 1 billion to our shareholders ...
• Guidance Maintenance — The company reiterated its full-year guidance for revenue growth of 5% to 7% and EPS of $12 to $12.25, reflecting confidence in its operational execution. Management stated, "We are pleased with our solid start to fiscal...

Read the full ResMed Inc. transcript (Q1 FY2027) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 73 ResMed Inc. earnings call transcripts on record, spanning January 13, 2020 to October 29, 2026. Based on this history, ResMed Inc. reports quarterly. The most recent call on file is dated October 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

RMD

Exchange

NYSE

Country

US

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

73

First call

January 13, 2020

Most recent

October 29, 2026

Reporting cadence

quarterly