ResMed Inc
RMD.AX
$37.51 -2.34%
Exchange: ASX | Sector: Healthcare | Industry: Medical Instruments Supplies
Q1 2026
Published: Oct 31, 2025

Earnings Highlights

  • Revenue of $1.34B up 9.2% year-over-year
  • EPS of $2.37 increased by 19.6% from previous year
  • Gross margin of 61.5%
  • Net income of 348.54M
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RMD.AX
Company RMD.AX

Executive Summary

ResMed reported solid QQ1 2026 results, underscoring durable demand for sleep and respiratory care devices alongside growing software-enabled services. Revenue of USD 1.336 billion marked a 9.19% year-over-year rise and 3.39% quarter-over-quarter expansion, supported by a robust gross margin of ~61.5% and a healthy operating margin around 33.4%. EBITDA stood at USD 494.5 million (margin ~37.0%), with net income of USD 348.5 million and EPS of USD 2.38 (diluted USD 2.37). The company generated substantial operating cash flow (USD 457.3 million) and delivered free cash flow of USD 414.4 million, reflecting disciplined capital allocation through modest capex and meaningful capital returns (dividends paid USD 87.8 million and share repurchases USD 150.0 million). ResMed maintains a strong balance sheet, ending QQ1 2026 with USD 1.38 billion in cash and a net cash position of approximately USD 537.5 million after considering approximately USD 846.4 million of debt. These fundamentals support ongoing investment in R&D and software-enabled services while preserving a flexible liquidity buffer to navigate external risks.

Key Performance Indicators

Revenue
Increasing
1.34B
QoQ: 3.39% | YoY: 9.19%
Gross Profit
Increasing
820.82M
61.46% margin
QoQ: 7.10% | YoY: 16.55%
Operating Income
Increasing
446.54M
QoQ: 4.75% | YoY: 17.13%
Net Income
Increasing
348.54M
QoQ: -4.52% | YoY: 19.27%
EPS
Increasing
2.38
QoQ: -4.42% | YoY: 19.60%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 1,335.58 2.37 +9.2% View
Q3 2025 1,291.74 2.48 +7.9% View
Q2 2025 1,282.09 2.34 +10.3% View
Q1 2025 1,224.51 2.11 +27.2% View
Q4 2024 1,223.20 1.98 +9.0% View