ResMed（RMD）株式概要
は、呼吸器疾患の診断、治療、管理を行うための医療機器やクラウドベースのソフトウェア・アプリケーションの開発、製造、販売、マーケティングを米国内外で行っています。 詳細
報酬
リスク分析
リスクチェックの結果、RMD 、リスクは検出されなかった。
RMD Community Fair Values
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Analyst Price Targets
ResMed Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$224.03 |
| 52週高値 | US$293.81 |
| 52週安値 | US$180.27 |
| ベータ | 0.75 |
| 1ヶ月の変化 | 2.58% |
| 3ヶ月変化 | 8.28% |
| 1年変化 | -20.12% |
| 3年間の変化 | 26.63% |
| 5年間の変化 | -17.79% |
| IPOからの変化 | 33,244.00% |
最新ニュース
ナラティブ更新 • 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.
ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.新しいナラティブ • 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?
新しいナラティブ • 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?ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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 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 Alpha株主還元
| RMD | US Medical Equipment | US 市場 | |
|---|---|---|---|
| 7D | 4.5% | 2.3% | 4.9% |
| 1Y | -20.1% | -12.8% | 21.3% |
業界別リターン: RMD過去 1 年間で-12.8 % の収益を上げたUS Medical Equipment業界を下回りました。
リターン対市場: RMDは、過去 1 年間で21.3 % のリターンを上げたUS市場を下回りました。
価格変動
| RMD volatility | |
|---|---|
| RMD Average Weekly Movement | 5.2% |
| Medical Equipment Industry Average Movement | 8.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: RMD 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: RMDの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1989 | 10,600 | Mick Farrell | www.resmed.com |
は、呼吸器疾患の診断、治療、管理を行うための医療機器やクラウドベースのソフトウェア・アプリケーションの開発、製造、販売、マーケティングを米国内外で行っている。睡眠と呼吸の健康」と「住宅ケアソフトウェア」の2つのセグメントで事業を展開。オキシメトリー、呼吸努力、脈拍、鼻流量、いびきを測定するポータブル診断装置ApneaLink Air、末梢動脈緊張、アクチグラフ、オキシメトリーに基づきAHIを測定するポータブル、クラウド接続、使い捨て診断装置NightOwl、睡眠ラボソリューションEasyCare Txなど、睡眠クリニック、病院、自宅で睡眠時無呼吸症候群の診断と滴定を行うための睡眠記録装置を提供している。また、クラウドベースのシステムで、患者の機器の遠隔モニタリングや設定変更が可能なAirView、睡眠時無呼吸症候群の患者向けにパーソナライズされた治療管理アプリケーションで、患者の関与を高め、コンプライアンスを向上させるためのサポート、教育、トラブルシューティングツールを提供するmyAir、互換性のある換気装置とAirViewシステム間のセルラー接続を提供する接続モジュールも提供している。さらに同社は、在宅医療機器・薬局、義肢装具・補綴、在宅輸液の組織向けのソリューションとサービスであるBrightreeソリューション、電子カルテ、ソフトウェア、請求・コーディングサービス、在宅医療・ホスピス機関が臨床・財務・管理プロセスを最適化できる高度な分析を提供するHEALTHCAREfirstソリューションを提供している；MatrixCare EHR software as a service solutionsは、熟練看護師や高齢者向け住宅プロバイダー、ライフプラン・コミュニティ、在宅医療・ホスピス部門で使用されている。レスメド・インクは1989年に設立され、カリフォルニア州サンディエゴに本社を置いています。
ResMed Inc. 基礎のまとめ
| RMD 基礎統計学 | |
|---|---|
| 時価総額 | US$32.19b |
| 収益（TTM） | US$1.52b |
| 売上高(TTM) | US$5.54b |
21.3x
PER（株価収益率5.8x
P/SレシオRMD は割高か？
公正価値と評価分析を参照収益と収入
| RMD 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.54b |
| 売上原価 | US$2.09b |
| 売上総利益 | US$3.44b |
| その他の費用 | US$1.92b |
| 収益 | US$1.52b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 06, 2026
| 一株当たり利益（EPS） | 10.53 |
| グロス・マージン | 62.18% |
| 純利益率 | 27.44% |
| 有利子負債／自己資本比率 | 10.2% |
RMD の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.1%
現在の配当利回り22%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/05 21:59 |
| 終値 | 2026/08/05 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
ResMed Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。47
| アナリスト | 機関 |
|---|---|
| David Rescott | Baird |
| Michael Polark | Baird |
| Matthew Taylor | Barclays |