ResMed (RMD) Aktienübersicht
ResMed Inc. entwickelt, produziert, vertreibt und vermarktet medizinische Geräte und cloudbasierte Softwareanwendungen zur Diagnose, Behandlung und Verwaltung von Atemwegserkrankungen in den Vereinigten Staaten und international. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 5/6 |
| Künftiges Wachstum | 2/6 |
| Vergangene Leistung | 5/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 4/6 |
Belohnungen
Risikoanalyse
Bei unseren Risikoprüfungen wurden keine Risiken für RMD festgestellt.
RMD Community Fair Values
Create NarrativeSee what 122 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
ResMed Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$194.78 |
| 52-Wochen-Hoch | US$293.81 |
| 52-Wochen-Tief | US$180.27 |
| Beta | 0.78 |
| 1 Monat Veränderung | -3.75% |
| 3 Monate Veränderung | -15.62% |
| 1 Jahr Veränderung | -21.88% |
| 3 Jahre Veränderung | -11.08% |
| 5 Jahre Veränderung | -17.97% |
| Veränderung seit IPO | 28,890.51% |
Aktuelle Nachrichten und Updates
Seeking Alpha • Jun 11
ResMed: GLP-1 Threats Are Overstated
Summary My contrarian take on ResMed is that GLP-1 concerns are overstated, and even though a portion of market share will be lost, the remaining portion will be more beneficial to profitability. Other business threats come from PHG's reentrance and Apnimed's drug commercialization. While not to be overlooked, I still see RMD retaining its market dominance. The stock currently trades as if revenues are already declining and margins are contracting. But the opposite is true. Margins far exceed peers, and the top line grows at double digits. I'm upgrading the stock to a strong buy, as I find the current valuation unjust. Read the full article on Seeking Alpha
Narrativ-Update • Jun 05
RMD: Sleep Health Partnerships And Acquisitions Will Support Long Term Upside
ResMed's updated analyst price target has shifted lower to $270.60 from $288.21, as analysts factor in revised fair value assumptions and a more conservative future P/E outlook, while maintaining steady expectations for revenue growth and profit margins. Analyst Commentary Recent Street research around ResMed has mixed implications for valuation and execution, with several firms trimming price targets while one major bank has started coverage with a positive stance.Recent updates
Seeking Alpha • Jun 11
ResMed: GLP-1 Threats Are Overstated
Summary My contrarian take on ResMed is that GLP-1 concerns are overstated, and even though a portion of market share will be lost, the remaining portion will be more beneficial to profitability. Other business threats come from PHG's reentrance and Apnimed's drug commercialization. While not to be overlooked, I still see RMD retaining its market dominance. The stock currently trades as if revenues are already declining and margins are contracting. But the opposite is true. Margins far exceed peers, and the top line grows at double digits. I'm upgrading the stock to a strong buy, as I find the current valuation unjust. Read the full article on Seeking AlphaNarrativ-Update • Jun 05
RMD: Sleep Health Partnerships And Acquisitions Will Support Long Term Upside
ResMed's updated analyst price target has shifted lower to $270.60 from $288.21, as analysts factor in revised fair value assumptions and a more conservative future P/E outlook, while maintaining steady expectations for revenue growth and profit margins. Analyst Commentary Recent Street research around ResMed has mixed implications for valuation and execution, with several firms trimming price targets while one major bank has started coverage with a positive stance.
Neues Narrativ • May 18
GLP 1 Therapies And Sleep Apnea Links Will Drive Powerful Long Term Tailwinds
Catalysts About ResMed ResMed develops and sells sleep and respiratory care devices, masks and cloud-connected software that support treatment and monitoring in the home. What are the underlying business or industry changes driving this perspective?
Neues Narrativ • May 01
GLP 1 Therapies And Margin Pressures Will Challenge Long Term Earnings Sustainability
Catalysts About ResMed ResMed develops and sells sleep and respiratory care devices, masks and cloud-connected software that support treatment in the home. What are the underlying business or industry changes driving this perspective?Narrativ-Update • May 01
RMD: Distribution Expansion And Execution Discipline Will Drive Future Upside
ResMed's updated analyst price target has slipped by about $8 to reflect slightly more cautious assumptions on revenue growth, profit margins, discount rate and future P/E, with several firms trimming targets even as others maintain a constructive view. Analyst Commentary Recent Street research on ResMed has tilted more cautious on valuation, even as one major firm has initiated with a bullish stance.Narrativ-Update • Apr 12
RMD: Distribution Expansion And Margin Strength Will Support Future Upside
ResMed's analyst price target has been nudged lower by about $0.33 as analysts balance a slightly higher discount rate with firmer revenue growth, profit margin assumptions, and modest target increases from several firms alongside a more recent $5 trim from Citi. Analyst Commentary Recent Street research around ResMed reflects a mix of optimism on the company’s execution and growth profile, alongside a more cautious stance on valuation and near term expectations.Narrativ-Update • Mar 29
RMD: Higher Earnings Visibility And Margins Will Support Future Upside
Analysts have lifted the consolidated ResMed price target by $15, reflecting updated views on its long term growth, margin profile and P/E assumptions in light of recent research from Citi, RBC Capital, Stifel, KeyBanc and Baird. Analyst Commentary Recent Street research points to a cluster of higher price targets for ResMed, with different teams revisiting their assumptions around growth durability, margin structure and the P/E multiple they are willing to apply.Narrativ-Update • Mar 14
RMD: AI Sleep Personalization And New Distribution Hub Will Support Upside
ResMed's analyst price target has edged lower by about $1 to $296.87, as analysts fine tune their models around slightly different fair value, discount rate, revenue growth, profit margin, and future P/E assumptions, while keeping an overall constructive stance. This stance is reflected in a series of recent target increases across the Street.Narrativ-Update • Feb 28
RMD: AI Sleep Therapy Personalization Will Support Long Term Upside
ResMed's analyst price target has moved higher by several dollars to reflect a modest adjustment to discount rate assumptions, while multiple firms have raised their targets by $3 to $15. Analysts point to supportive fundamentals for the updated view.Narrativ-Update • Feb 14
RMD: AI Sleep Therapy Personalization And Buyback Will Support Long Term Upside
Our updated ResMed narrative reflects a modest lift in the implied analyst price target to about $297.47, with analysts pointing to slightly higher assumed revenue growth, a small improvement in profit margins, and a marginally lower future P/E multiple as key drivers of the change. Analyst Commentary Recent Street research shows a cluster of upward price target revisions for ResMed, with several firms lifting their targets by between $3 and $15.Narrativ-Update • Jan 31
RMD: AI Therapy Personalization Will Support Sustained Long Term Upside Potential
Narrative Update on ResMed Analysts have lifted their price targets on ResMed, supporting a modest fair value adjustment to about $296.40 as they factor in updated expectations for growth, profitability, and a slightly lower future P/E assumption. Analyst Commentary Recent Street research on ResMed points to a cluster of price target increases, with several bullish analysts nudging their targets higher by incremental amounts.Narrativ-Update • Oct 21
Analyst Commentary Highlights Margin Optimism as ResMed Faces Market Headwinds and Patent Challenge
Analysts have raised their price target for ResMed to $295 from $292, citing improved profit margin expectations and better anticipated gross margin expansion. This comes despite concerns over slower market growth dynamics.Analyseartikel • Sep 06
We Think ResMed (NYSE:RMD) Can Manage Its Debt With Ease
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Jul 29
Calculating The Intrinsic Value Of ResMed Inc. (NYSE:RMD)
Key Insights ResMed's estimated fair value is US$302 based on 2 Stage Free Cash Flow to Equity Current share price of...Analyseartikel • Jun 23
Shareholders Would Enjoy A Repeat Of ResMed's (NYSE:RMD) Recent Growth In Returns
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Apr 24
ResMed: Cornering The Market In Sleep Solutions
Summary ResMed is a dominant player in healthcare devices with strong margins, recurring revenues, and a near-monopoly, offering a compelling mix of value and growth. The company continually invests in R&D, enhancing its product portfolio, customer experience, and expanding into new markets, justifying its premium share price. Concerns about GLP-1 drugs reducing ResMed's market are countered by data suggesting increased overall health engagement, boosting interest in sleep health solutions. ResMed's consistent innovation and market leadership make it a highly attractive investment, despite its shares already trading at a substantial premium. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Revisiting ResMed In 2025: Strong Q2 Financial Results And The Growing Demand For Sleep Apnea Solutions
Summary ResMed reported $1.28 billion in revenue and $2.43 EPS, driven by strong demand for AirSense 11 and effective cost management. Rising awareness of sleep apnea, aided by wearable devices like Apple Watch, underscores a significant growth opportunity, with millions still undiagnosed and untreated globally. Concerns over GLP-1 drugs reducing CPAP demand have diminished. Despite an 8.3% stock dip post-earnings, ResMed remains undervalued, trading below its 5-year average P/E ratio, with strong growth prospects supported by innovation and macro trends. Read the full article on Seeking AlphaSeeking Alpha • Feb 01
ResMed: Snoozers Can Be Winners
Summary I believe ResMed is currently overvalued relative to its intrinsic value, making it a good time for investors to take some profits. RMD’s growth has been driven by COVID-19, Philips' product recall, and acquisitions, with a projected growth rate of 9% per year until FY2030. The company's competitive position is strong, with a high ROIC and increasing operating margins, particularly in the SaaS division. Despite the potential impact of GLP-1 drugs, RMD’s demand remains robust, and the company is well-managed with market-leading products. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
ResMed: Fully Valued With Medium-Term Challenges (Rating Downgrade)
Summary ResMed's share price has outperformed the S&P 500 by ~35% since my October 2023 Buy rating. The stock’s outperformance has been driven by a combination of earnings growth and multiple expansion. Operating conditions for ResMed remain positive, but taking a longer-term perspective, investors should be mindful of downside risks related to GLP-1 drugs and the eventual return of Respironics. ResMed’s valuation now looks slightly stretched, however a supportive near-term outlook is sufficient to justify a Hold rating. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
ResMed: Solid Execution, Pricey Valuation
Summary ResMed Inc., a leader in sleep apnea and respiratory care, posted strong 1Q2025 results late in October. The stock is also up nearly 45% year to date and the analyst community has become quite mixed on the stock's prospects, mainly due to valuation. Is there more upside to this rally in 2024 or is some profit taking overdue? An analysis follows in the paragraphs below. Read the full article on Seeking AlphaAktionärsrenditen
| RMD | US Medical Equipment | US Markt | |
|---|---|---|---|
| 7D | -0.6% | -0.2% | -2.4% |
| 1Y | -21.9% | -20.7% | 21.5% |
Rendite im Vergleich zur Industrie: RMD unter dem Niveau der Branche US Medical Equipment , die im vergangenen Jahr eine Rendite von -20.7% erzielte.
Rendite vs. Markt: RMD hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 21.5 erzielte.
Preisvolatilität
| RMD volatility | |
|---|---|
| RMD Average Weekly Movement | 3.8% |
| Medical Equipment Industry Average Movement | 8.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: RMD hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: RMDDie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1989 | 10,600 | Mick Farrell | www.resmed.com |
ResMed Inc. entwickelt, produziert, vertreibt und vermarktet medizinische Geräte und Cloud-basierte Software-Anwendungen zur Diagnose, Behandlung und Verwaltung von Atemwegserkrankungen in den Vereinigten Staaten und international. Das Unternehmen ist in zwei Segmenten tätig: Sleep and Breathing Health und ResMed Residential Care Software. Es bietet Schlafrekorder für die Diagnose und Titration von Schlafapnoe in Schlafkliniken, Krankenhäusern und zu Hause an, darunter ApneaLink Air, ein tragbares Diagnosegerät, das Oximetrie, Atemanstrengung, Puls, Nasenfluss und Schnarchen misst; NightOwl, ein tragbares, mit der Cloud verbundenes Einweg-Diagnosegerät, das den AHI auf der Grundlage des abgeleiteten peripheren Arterientonus, der Aktigraphie und der Oximetrie misst; und EasyCare Tx, eine Schlaflaborlösung.
ResMed Inc.'s Grundlagenzusammenfassung
| RMD grundlegende Statistiken | |
|---|---|
| Marktanteil | US$27.79b |
| Gewinn(TTM) | US$1.52b |
| Umsatz(TTM) | US$5.54b |
18.5x
Kurs-Gewinn-Verhältnis 5.1x
Kurs-Umsatz-VerhältnisIst RMD zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| RMD Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$5.54b |
| Kosten der Einnahmen | US$2.09b |
| Bruttogewinn | US$3.44b |
| Sonstige Ausgaben | US$1.92b |
| Gewinn | US$1.52b |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 10.52 |
| Bruttomarge | 62.18% |
| Nettogewinnspanne | 27.44% |
| Schulden/Eigenkapital-Verhältnis | 10.2% |
Wie hat sich RMD auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
1.2%
Aktuelle Dividendenrendite22%
AusschüttungsquoteZahlt RMD eine zuverlässige Dividende?
Siehe RMD Dividendenhistorie und Benchmarks| ResMed Dividendentermine | |
|---|---|
| Ex-Dividenden Datum | May 14 2026 |
| Datum der Dividendenzahlung | Jun 18 2026 |
| Tage bis Ex-Dividende | 30 days |
| Tage bis zum Datum der Dividendenzahlung | 5 days |
Zahlt RMD eine zuverlässige Dividende?
Siehe RMD Dividendenhistorie und BenchmarksUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/12 23:54 |
| Aktienkurs zum Tagesende | 2026/06/12 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/06/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
ResMed Inc. wird von 47 Analysten beobachtet. 13 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Rescott | Baird |
| Michael Polark | Baird |
| Matthew Taylor | Barclays |