ResMed (RMD) Resumen de Acciones
ResMed Inc. desarrolla, fabrica, distribuye y comercializa dispositivos médicos y aplicaciones de software basadas en la nube para diagnosticar, tratar y gestionar trastornos respiratorios en Estados Unidos e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 6/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en RMD a partir de nuestros controles de riesgos.
RMD Community Fair Values
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Analyst Price Targets
Competidores de ResMed Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$211.94 |
| Máximo en las últimas 52 semanas | US$293.81 |
| Mínimo de 52 semanas | US$180.27 |
| Beta | 0.75 |
| Cambio en 1 mes | 3.96% |
| Variación en 3 meses | 4.00% |
| Cambio de 1 año | -25.46% |
| Variación en 3 años | 17.19% |
| Variación en 5 años | -24.37% |
| Variación desde la OPV | 31,444.56% |
Noticias y actualizaciones recientes
Artículo de análisis • 20h
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...
Actualización de narrativa • 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.Recent updates
Artículo de análisis • 20h
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...Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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 AlphaActualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Nueva narrativa • 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?Nueva narrativa • 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?Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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 AlphaRentabilidad de los accionistas
| RMD | US Medical Equipment | Mercado US | |
|---|---|---|---|
| 7D | -1.5% | 0.3% | 2.7% |
| 1Y | -25.5% | -12.8% | 20.9% |
Rentabilidad vs. Industria: Los resultados de RMD fueron inferiores a los de la industria US Medical Equipment, que obtuvo un rendimiento del -12.8% el año pasado.
Rentabilidad vs. Mercado: RMD obtuvo unos resultados inferiores a los del mercado US, que fueron del 20.9% el año pasado.
Volatilidad de los precios
| RMD volatility | |
|---|---|
| RMD Average Weekly Movement | 5.4% |
| Medical Equipment Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: RMD no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de RMD (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1989 | 10,600 | Mick Farrell | www.resmed.com |
ResMed Inc. desarrolla, fabrica, distribuye y comercializa dispositivos médicos y aplicaciones de software basadas en la nube para diagnosticar, tratar y gestionar trastornos respiratorios en Estados Unidos e internacionalmente. La empresa opera en dos segmentos, Salud Respiratoria y del Sueño, y Software de Atención Residencial. Ofrece registradores del sueño para el diagnóstico y la valoración de la apnea del sueño en clínicas del sueño, hospitales y en el hogar, incluido ApneaLink Air, un dispositivo de diagnóstico portátil que mide la oximetría, el esfuerzo respiratorio, el pulso, el flujo nasal y los ronquidos; NightOwl, un dispositivo de diagnóstico portátil, conectado a la nube y desechable que mide el IAH basado en el tono arterial periférico derivado, la actigrafía y la oximetría; y EasyCare Tx, una solución de laboratorio del sueño.
Resumen de fundamentos de ResMed Inc.
| Estadísticas fundamentales de RMD | |
|---|---|
| Capitalización bursátil | US$30.57b |
| Beneficios(TTM) | US$1.52b |
| Ingresos (TTM) | US$5.65b |
20.1x
Ratio precio-beneficio (PE)5.4x
Ratio precio-ventas (PS)¿Está RMD sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de RMD | |
|---|---|
| Ingresos | US$5.65b |
| Coste de los ingresos | US$2.17b |
| Beneficio bruto | US$3.48b |
| Otros gastos | US$1.96b |
| Beneficios | US$1.52b |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 10.56 |
| Margen bruto | 61.62% |
| Margen de beneficio neto | 26.94% |
| Ratio deuda/patrimonio | 10.0% |
¿Cómo se ha desempeñado RMD a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.2%
Rentabilidad actual por dividendo23%
Ratio de pagos¿Paga RMD dividendos fiables?
Ver historial de dividendos e índices de referencia de RMD| fechas de dividendos de ResMed | |
|---|---|
| Fecha ex dividendo | Aug 20 2026 |
| Fecha de pago de dividendos | Sep 24 2026 |
| Días hasta ex dividendo | 10 days |
| Días hasta la fecha de pago de dividendos | 45 days |
¿Paga RMD dividendos fiables?
Ver historial de dividendos e índices de referencia de RMDAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/10 08:57 |
| Precio de las acciones al final del día | 2026/08/07 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2026/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
ResMed Inc. está cubierta por 44 analistas. 24 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Michael Polark | Baird |
| David Rescott | Baird |
| Matthew Taylor | Barclays |