ResMed Inc.

NYSE:RMD Lagerbericht

Marktkapitalisierung: US$32.4b

ResMed Zukünftiges Wachstum

Future Kriterienprüfungen 2/6

ResMed wird ein jährliches Gewinn- und Umsatzwachstum von 7.3% bzw. 5.4% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 8.9% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 25% betragen.

Wichtige Informationen

7.3%

Wachstumsrate der Gewinne

8.89%

EPS-Wachstumsrate

Medical Equipment Gewinnwachstum17.3%
Wachstumsrate der Einnahmen5.4%
Zukünftige Eigenkapitalrendite24.97%
Analystenabdeckung

Good

Zuletzt aktualisiert11 Aug 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel • Aug 09

Here's What Analysts Are Forecasting For ResMed Inc. (NYSE:RMD) After Its Full-Year Results

ResMed Inc. ( NYSE:RMD ) came out with its annual results last week, and we wanted to see how the business is...

Recent updates

Analyseartikel • Aug 09

Here's What Analysts Are Forecasting For ResMed Inc. (NYSE:RMD) After Its Full-Year Results

ResMed Inc. ( NYSE:RMD ) came out with its annual results last week, and we wanted to see how the business is...
Narrative-Update • Aug 07

RMD: FY27 Device Supply Challenges Will Pressure Earnings And Share Rerating

ResMed's analyst fair value has been trimmed by about $7 to $175, as analysts factor in lower modeled revenue growth, slightly softer profit margins, and modestly adjusted P/E assumptions following recent price target cuts related to FY27 headwinds and device supply challenges. Analyst Commentary Recent research on ResMed points to a more cautious tone from several bearish analysts.
Narrative-Update • Jul 24

RMD: Sleep Health Demand And GLP 1s Will Support Post MatrixCare Upside

ResMed's analyst price target has been revised lower, with the fair value estimate moving from about $260.60 to roughly $247.93 as analysts factor in FY27 headwinds tied to Astral ventilator component constraints, higher costs of goods, and potential competitive pressure from a possible Philips Respironics re entry. Analyst Commentary Recent research on ResMed reflects a split view, with bullish analysts still seeing long term growth drivers in sleep and respiratory care, while more cautious voices focus on near term execution risks, valuation reset, and competitive questions around 2027.
Narrative-Update • Jul 10

RMD: Sleep Therapy Focus After MatrixCare Sale Will Drive Future Upside

ResMed's analyst fair value estimate has been trimmed from $340 to $325 as analysts factor in lower assumed revenue growth, a reduced profit margin outlook, and updated P/E expectations following recent price target cuts related to the MatrixCare sale and evolving competitive views on the sleep therapy market. Analyst Commentary Recent research on ResMed shows a mix of caution and optimism, with most firms adjusting price targets and ratings after the MatrixCare sale, updated assumptions for the sleep therapy market, and potential competitive changes in U.S. devices.
Seeking Alpha • Jun 29

ResMed: Fear-Driven Selloff Creates A Compelling Margin Of Safety Entry Point

Summary ResMed (RMD) exemplifies the razor-and-blade model, leveraging inevitability, brand loyalty, inexpensive recurring costs, and a superior user experience. RMD dominates the sleep apnea market with a 62% share in a vast, under-penetrated addressable market with huge future growth potential. RMD’s financials are resilient, with consistent sales and earnings growth, no earnings misses in more than a decade, and a predictable business model. CMS exclusion and tariff exemptions remove two major near-term headwinds for ResMed's margins. My fair value estimate suggests a 12% margin of safety at current prices — rated Buy. Read the full article on Seeking Alpha
Narrative-Update • Jun 26

RMD: Sleep Health Demand And GLP 1 Therapies Will Support Future Upside

Analysts have trimmed their fair value estimate for ResMed by $10 to $260.60. This reflects lower price targets driven by expectations of moderating revenue growth and profit margins, despite ongoing interest in sleep apnea demand trends.
Analyseartikel • Jun 19

ResMed (RMD) Stock Could Be 30.3% Undervalued After Morgan Stanley Downgrade

Morgan Stanley’s downgrade of ResMed (RMD), citing limited near term profit margin growth and rising competitive risks from Philips and GLP-1 weight-loss drugs, has put fresh attention on how the stock’s story is changing. See our latest analysis for ResMed. At a share price of US$188.63, ResMed has seen its 30 day share price return fall 9.22% and its year to date share price return fall 22.95%, while the 1 year total shareholder return is down 24.08%. This suggests recent downside pressure...
Narrative-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 Narrative • 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 Narrative • 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?
Narrative-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.
Narrative-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.
Narrative-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.
Narrative-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.
Narrative-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.
Narrative-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.
Narrative-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.
Narrative-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...
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 Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:RMD - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
6/30/20296,6131,9101,8982,07716
6/30/20286,1871,7811,7641,94026
6/30/20275,8121,6281,6601,82526
6/30/20265,6531,5231,6291,806N/A
3/31/20265,5381,5201,7361,890N/A
12/31/20255,3981,4861,7771,914N/A
9/30/20255,2571,4381,7571,883N/A
6/30/20255,1461,4011,6511,752N/A
3/31/20255,0221,3131,5601,653N/A
12/31/20244,9271,2491,3841,476N/A
9/30/20244,8071,1131,3471,441N/A
6/30/20244,6851,0211,2861,401N/A
3/31/20244,5849581,0711,199N/A
12/31/20234,5048909441,079N/A
9/30/20234,375907792935N/A
6/30/20234,223898559693N/A
3/31/20234,016863408535N/A
12/31/20223,763809222370N/A
9/30/20223,624786305461N/A
6/30/20223,578779195351N/A
3/31/20223,539779344498N/A
12/31/20213,444522446577N/A
9/30/20213,349500397527N/A
6/30/20213,197475620737N/A
3/31/20213,091457733840N/A
12/31/20203,092699774884N/A
9/30/20203,028680684784N/A
6/30/20202,957622696802N/A
3/31/20202,892513N/A614N/A
12/31/20192,784455N/A514N/A
9/30/20192,699419N/A573N/A
6/30/20192,607405N/A459N/A
3/31/20192,525446N/A447N/A
12/31/20182,455450N/A456N/A
9/30/20182,405335N/A459N/A
6/30/20182,340316N/A505N/A
3/31/20182,273307N/A516N/A
12/31/20172,196285N/A434N/A
9/30/20172,125352N/A422N/A
6/30/20172,067342N/A414N/A
3/31/20172,029324N/A417N/A
12/31/20161,968327N/A474N/A
9/30/20161,893346N/A510N/A
6/30/20161,839352N/A548N/A
3/31/20161,773357N/A505N/A
12/31/20151,742357N/A471N/A
9/30/20151,710353N/A421N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: RMDDas prognostizierte Gewinnwachstum (7.3% pro Jahr) liegt über der Sparquote (3.7%).

Ertrag vs. Markt: RMDDie Erträge des Unternehmens (7.3% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (17.1% pro Jahr).

Hohe Wachstumserträge: RMDDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: RMDDie Einnahmen des Unternehmens (5.4% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (13% pro Jahr).

Hohe Wachstumseinnahmen: RMDDie Einnahmen des Unternehmens (5.4% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: RMDDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (25%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/08/17 18:00
Aktienkurs zum Tagesende2026/08/14 00:00
Gewinne2026/06/30
Jährliche Einnahmen2026/06/30

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung 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 44 Analysten beobachtet. 26 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.

AnalystEinrichtung
Michael PolarkBaird
David RescottBaird
Matthew TaylorBarclays