正在加载公司
Just reported
Q1 FY2027 results
From Resmed's results release of 2026年10月29日; its quarterly report has since been filed.
Revenue
Actual
US$1.41B
+5.9% y/y
-3.3% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$2.92
+23% y/y
+11% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$453M
+1.4% y/y
+1.0% q/qGuided
—
No guide given
Company outlook
Full year 2027
- EPS, adjustedUS$12.00 – US$12.25First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Resmed is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Medical Instruments and Supplies
Graded A or B and worth $2B or more: A first, then the largest.
ISRGIntuitive Surgical, Inc.US$153.8BA+
MDLNMedline Inc.US$51.9BA
ALCAlcon Inc.US$36.1BA
BLCOBausch & Lomb CorpUS$7.5BA-
ATRCAtriCure, Inc.US$2.9BA
Grade rose recently in Healthcare
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
DHRDanaher Corporation2026年10月21日CBGraded C, now B
MCKMckesson Corporation2026年11月4日BAGraded B, now A
CVSCVS Health Corp2026年11月4日BAGraded B, now A
EWEdwards Lifesciences Corporation2026年11月4日BAGraded B, now A
GEHCGE Healthcare Technologies Inc.2026年10月28日CAGraded C, now A
怎么赚钱
- Sleep and breathing devices, masks, and related products88%
- Residential care software12%
各项收入占比是对quarter ended 2026-03-31的估算，并非来自已提交报告的数字。
竞争对手
- PHGPhilipsD
- 规模
- US$29.2B
- 利润率
- 0.0%
- FPHAFFisher & Paykel Healthcare
卖什么6
AirSense 11
A connected machine that delivers continuous or automatically adjusted air pressure to treat sleep apnea.
AirCurve 11
A bilevel breathing machine that provides different pressure levels for breathing in and out, for people needing more support or with complex breathing disorders.
Astral ventilators
Ventilators that provide breathing support, including for people receiving care at home.
再显示 3 项
AirTouch N30i, AirTouch F30i, and AirFit F40 masks
Masks that connect a person to a breathing machine during sleep; the named models include fabric and silicone designs.
myAir and AirView
Software for patients to engage with their sleep treatment and for providers to connect with and support patients.
Brightree and MEDIFOX DAN
Software products for residential care and home medical equipment providers.
谁在买3
- Home medical equipment and durable medical equipment providers buy and supply devices and masks for people prescribed breathing treatment.
- Residential care providers buy software such as Brightree and MEDIFOX DAN.
- Patients use ResMed's breathing devices, masks, and patient software, often with support from medical equipment providers and clinicians.
靠什么支撑，什么会击垮它
业务依赖什么
- 1Manufacturing depends on electronic components and freight; the company has cited rising costs in both.
- 2Astral corrective work uses electronic components that are being prioritized for existing patients and device servicing.
- 3Sales depend on clinicians diagnosing sleep and breathing conditions and providers helping patients start and continue treatment.
可能出什么问题
- 1A field safety action involving Astral ventilators requires corrective work and has led ResMed to suspend new Astral sales during fiscal 2027.
- 2Inflation in electronic components and freight can outpace manufacturing productivity; modest price increases may be constrained by customers' reimbursement arrangements.
- 3Device and mask sales depend on patients being diagnosed, prescribed treatment, and supported through setup and ongoing use.
关于Resmed Inc.
ResMed makes devices that help people breathe during sleep and ventilators for people who need breathing support. It also sells masks and software for patients, medical equipment providers, and residential care providers. Its sleep products include machines that connect with patient and provider software.
- 总部
- San Diego, California
- 成立于
- 1989
- 员工人数
- More than 11,000 (as of 2026-08-06, high)
- 上市于
- NYSE
- 财年结束
- June 30
基于 Resmed Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。
