The earnings call highlights strong financial performance with notable revenue growth, gross margin expansion, and significant shareholder returns. ResMed emphasizes ongoing innovation and strategic acquisitions, but faces uncertainties in competitive bidding and market competition. Overall, the positives significantly outweigh the negatives.

Company Guidance

During the Q4 Fiscal Year 2025 Earnings Call, ResMed reported robust financial performance, achieving a 10% year-over-year revenue growth and a 230 basis point increase in gross margin. The company's free cash flow for the fiscal year totaled $1.7 billion, providing significant flexibility for business investments and shareholder returns, including over $610 million in dividends and share repurchases. In fiscal year 2026, ResMed plans to increase its quarterly dividend and share repurchase activity, aiming to buy back shares worth approximately $150 million per quarter. Despite global macroeconomic uncertainties, ResMed continues to expand its digital health ecosystem, serving over 154 million lives, and remains focused on its 2030 goal to improve 500 million lives. The company also reported a strong net operating profit growth, with a 19% increase in operating profit and a 23% rise in non-GAAP diluted earnings per share. ResMed's strategic acquisitions, such as VirtuOx, have been neutral to non-GAAP earnings per share but are expected to enhance the company's capabilities in sleep care pathways.

Strong Revenue Growth

ResMed achieved 10% year-over-year reported revenue growth and 9% in constant currency terms, reflecting positive contributions across product and ReSupply portfolio.

Gross Margin Expansion

The company reported a 230 basis points year-over-year gross margin expansion and 150 basis points sequentially, driven by procurement, manufacturing and logistics efficiencies, as well as favorable foreign currency movements.

Free Cash Flow and Shareholder Returns

ResMed's fiscal year 2025 free cash flow was $1.7 billion, allowing significant flexibility for business investments and capital returns to shareholders, including over $610 million in dividends and share repurchases.

Dividend Increase and Share Repurchase Program

The Board of Directors authorized a 13% increase in the quarterly dividend for fiscal year 2026 and plans to increase share buyback program, purchasing shares to the value of approximately $150 million per quarter.

Innovation and Product Development

ResMed continues to innovate with the rollout of AI and GenAI technologies into digital products and plans for a wider rollout of the Dawn digital assistant across the myAir platform throughout fiscal year 2026.

Resmed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (AU:RMD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AU:RMD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2026 (Q1)	0.39 / -	0.337	―	―	―
Jul 31, 2025	2025 (Q4)	0.39 / 0.39	0.318	22.60% (+0.07)	―	―
Apr 23, 2025	2025 (Q3)	0.36 / 0.36	0.326	11.27% (+0.04)	―	―
Jan 30, 2025	2025 (Q2)	0.35 / 0.37	0.288	29.26% (+0.08)	―	―
Oct 24, 2024	2025 (Q1)	0.32 / 0.34	0.251	34.15% (+0.09)	―	―
Aug 01, 2024	2024 (Q4)	0.32 / 0.32	0.245	30.00% (+0.07)	―	―
Apr 25, 2024	2024 (Q3)	0.30 / 0.33	0.257	26.79% (+0.07)	―	―
Jan 24, 2024	2024 (Q2)	0.27 / 0.29	0.254	13.25% (+0.03)	―	―
Oct 26, 2023	2024 (Q1)	0.25 / 0.25	0.231	8.61% (+0.02)	―	―
Aug 03, 2023	2023 (Q4)	0.26 / 0.24	0.228	7.38% (+0.02)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AU:RMD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	AU$42.36	AU$42.79	+1.02%
Apr 23, 2025	AU$33.11	AU$35.92	+8.49%
Jan 30, 2025	AU$40.24	AU$39.92	-0.80%
Oct 24, 2024	AU$35.31	AU$37.40	+5.92%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Resmed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (AU:RMD) report earnings?

Resmed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (AU:RMD) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

What is Resmed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (AU:RMD) earnings time?

Resmed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (AU:RMD) earnings time is at Oct 23, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Resmed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh stock?

The P/E ratio of Resmed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh is N/A.

What is AU:RMD EPS forecast?

AU:RMD EPS forecast for the fiscal quarter 2026 (Q1) is 0.39.

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