공시 • Jul 08
Frazier Management, L.L.C. agreed to acquire MatrixCare, Inc. from ResMed Inc. (NYSE:RMD) for $490 million. Frazier Management, L.L.C. agreed to acquire MatrixCare, Inc. from ResMed Inc. (NYSE:RMD) for $490 million on June 30, 2026. Until closing, MatrixCare will continue to operate as part of Resmed, with no changes to customer service or support.
For the period ended June 30, 2026, MatrixCare, Inc reported revenue of $220 million and profit of $55 million.
The transaction is subject to approval by regulatory board / committee and is expected to be completed during the third quarter of 2026. Resmed intends to use net proceeds from the transaction to return capital to shareholders, including through an accelerated share repurchase (ASR) program, and for general corporate purposes. Buy Or Sell Opportunity • Jul 08
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.7% to €183. The fair value is estimated to be €232, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period. 공시 • Jul 01
ResMed Inc. to Report Q4, 2026 Results on Aug 06, 2026 ResMed Inc. announced that they will report Q4, 2026 results After-Market on Aug 06, 2026 공시 • Jun 03
ResMed Inc. (NYSE:RMD) completed the acquisition of Noctrix Health, Inc. ResMed Inc. (NYSE:RMD) entered into a definitive agreement to acquire Noctrix Health, Inc. for $360 million on April 30, 2026.
The transaction is expected to be modestly dilutive to ResMed’s near-term earnings, with an anticipated impact of approximately $0.02 per share in the fourth quarter of fiscal year 2026. However, the company expects the deal to contribute to long-term revenue growth and margin expansion
The transaction is subject to customary closing conditions and is expected to be completed by June 1, 2026..
ResMed Inc. (NYSE:RMD) completed the acquisition of Noctrix Health, Inc. on June 1, 2026. Reported Earnings • May 05
Third quarter 2026 earnings released: EPS: US$2.74 (vs US$2.49 in 3Q 2025) Third quarter 2026 results: EPS: US$2.74 (up from US$2.49 in 3Q 2025). Revenue: US$1.43b (up 11% from 3Q 2025). Net income: US$398.7m (up 9.2% from 3Q 2025). Profit margin: 28% (in line with 3Q 2025). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Medical Equipment industry in Italy. Declared Dividend • May 04
Dividend of US$0.60 announced Shareholders will receive a dividend of US$0.60. Ex-date: 13th May 2026 Payment date: 18th June 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover. 공시 • Apr 02
ResMed Inc. to Report Q3, 2026 Results on Apr 30, 2026 ResMed Inc. announced that they will report Q3, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2026 Reported Earnings • Jan 30
Second quarter 2026 earnings released: EPS: US$2.69 (vs US$2.35 in 2Q 2025) Second quarter 2026 results: EPS: US$2.69 (up from US$2.35 in 2Q 2025). Revenue: US$1.42b (up 11% from 2Q 2025). Net income: US$392.6m (up 14% from 2Q 2025). Profit margin: 28% (in line with 2Q 2025). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Medical Equipment industry in Italy. 공시 • Jan 30
ResMed Inc. Declares Quarterly Cash Dividend, Payable on March 19, 2026 The board of directors of ResMed Inc. declared a quarterly cash dividend of $0.60 per share. The dividend will have a record date of February 12, 2026, payable on March 19, 2026. The dividend will be paid in U.S. currency to holders of Resmed's common stock trading on the New York Stock Exchange. Holders of CHESS Depositary Interests (CDIs) trading on the Australian Securities Exchange will receive an equivalent amount in Australian currency, based on the exchange rate on the record date, and reflecting the 10:1 ratio between CDIs and NYSE shares. The ex-dividend date will be February 11, 2026, for common stockholders and for CDI holders. 공시 • Jan 09
ResMed Inc. to Report Q2, 2026 Results on Jan 29, 2026 ResMed Inc. announced that they will report Q2, 2026 results After-Market on Jan 29, 2026 공시 • Dec 09
Resmed, Inc. Receives FDA Clearance for Personalized Therapy Comfort Settings, to Be Marketed as Smart Comfort Resmed Inc. announced it has received U.S. Food and Drug Administration (FDA) clearance for Personalized Therapy Comfort Settings (PTCS), to be marketed as Smart Comfort. Smart Comfort is the first FDA-cleared AI-enabled medical device that recommends personalized comfort settings to help people with obstructive sleep apnea (OSA) start and stay on CPAP therapy. Smart Comfort will launch in early 2026 in a limited U.S. beta version for new users of myAir™, Resmed's consumer sleep companion app, paired with a Resmed AirSense™ 11 device. It will be followed by a broader U.S. rollout to new myAir users later in 2026. CPAP therapy is not one-size-fits-all. Addressing common therapy issues, like comfort and mask fit, early can promote long-term adherence. Smart Comfort leverages Resmed's proprietary machine-learning algorithms, drawing on more than 100 million nights of de-identified, real-world sleep data and user information, such as age, gender and Apnea-Hypopnea Index (AHI), to recommend individualized comfort settings for CPAP therapy delivered by Resmed's market leading AirSense 11 devices. These include settings that help ease users into therapy, adjust how gradually an AirSense 11 increases pressure and reduce pressure on exhale. Smart Comfort was developed with clinical oversight and ethical data use in compliance with privacy laws, considering quality and patient safety at every stage. The FDA submission was supported by retrospective real-world evidence showing that Resmed AirSense 10 and 11 users whose comfort settings matched Smart Comfort recommendations had higher engagement and sustained therapy adherence compared to those using default settings. These findings demonstrate that personalized comfort adjustments can help improve the therapy experience without compromising efficacy. In the U.S., OSA impacts an estimated 61 million people and is expected to rise to nearly 77 million by 2050. Left untreated, OSA can significantly impact health and quality of life, increasing the risk of high blood pressure, heart disease, type 2 diabetes and stroke. CPAP therapy, the gold standard treatment for sleep apnea, can significantly reduce the risk of death in people with OSA. For healthcare providers, Smart Comfort offers a solution to help streamline user setup and follow-up and reduce manual adjustments so clinicians can devote more attention to clinical decision-making and patient support. By getting people engaged in their therapy from day one, Smart Comfort helps standardize the comfort settings workflow and builds user confidence that their settings are personalized for them. These non-prescription comfort settings are designed to support CPAP therapy device usage - not alter prescribed therapy settings or therapy efficacy. Together with other myAir features, including Dawn™?, Therapy Control and Streaks, these innovations demonstrate Resmed's commitment to responsible, data-driven innovation that helps more people start and stay on therapy. Reported Earnings • Oct 31
First quarter 2026 earnings released: EPS: US$2.38 (vs US$2.12 in 1Q 2025) First quarter 2026 results: EPS: US$2.38 (up from US$2.12 in 1Q 2025). Revenue: US$1.34b (up 9.1% from 1Q 2025). Net income: US$348.5m (up 12% from 1Q 2025). Profit margin: 26% (in line with 1Q 2025). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Medical Equipment industry in Italy. 공시 • Oct 31
ResMed Inc. Declares Quarterly Cash Dividend, Payable on December 18, 2025 ResMed Inc. board of directors declared a quarterly cash dividend of $0.60 per share. The dividend will have a record date of November 13, 2025, payable on December 18, 2025. The ex-dividend date will be November 12, 2025, for common stockholders and for CDI holders. 공시 • Oct 18
Samsung Electronics Co., Ltd. (KOSE:A005930) completed the acquisition of Xealth Inc. Samsung Electronics Co., Ltd. (KOSE:A005930) signed an agreement to acquire Xealth Inc. on July 7, 2025.
The acquisition is subject to the satisfaction of customary closing conditions, including receipt of any required regulatory approvals, and is expected to close within 2025.
Samsung Electronics Co., Ltd. (KOSE:A005930) completed the acquisition of Xealth Inc. on October 17, 2025. Xealth will continue operations under its existing brand and its leadership team remains in place.
The acquisition of Xealth has completed all customary closing conditions, including required regulatory approvals. 공시 • Oct 10
ResMed Inc. to Report Q1, 2026 Results on Oct 30, 2025 ResMed Inc. announced that they will report Q1, 2026 results After-Market on Oct 30, 2025 공시 • Oct 03
ResMed Inc., Annual General Meeting, Nov 19, 2025 ResMed Inc., Annual General Meeting, Nov 19, 2025. 공시 • Aug 19
ResMed Inc. Announces Board Changes ResMed Inc. announced the election of Nicole Mowad-Nassar to its board of directors, effective August 15, 2025. The company also announced that board member Rich Sulpizio will retire from the board, not standing for reelection at the 2025 Annual Meeting of Stockholders, scheduled for November 19, 2025. Nicole Mowad-Nassar currently serves as President of Specialty and U.S. Therapeutics Operations at AbbVie. She leads a $6 billion commercial portfolio spanning more than 17 therapeutic areas and oversees a workforce of 6,000. Over her 30-year career, she has held senior executive roles across commercial strategy, marketing, digital innovation, patient services, and large-scale business transformation. Her leadership includes both U.S. and global responsibilities, with direct contributions to long-range strategic planning, digital health innovation, and enterprise integration. At AbbVie, Mowad-Nassar led the commercial integration of the $63 billion Allergan acquisition, one of the largest in industry history. She ensured continuity across product launches, while minimizing operational disruption. Mowad-Nassar will serve as an independent director and has been appointed to the Compensation and Leadership Development Committee. She will stand for reelection with the rest of Resmed’s board members at the company’s 2025 Annual Meeting of Stockholders. Rich Sulpizio, who has served on Resmed’s board of directors since 2005, will retire following the 2025 Annual Meeting. During his tenure, Rich has chaired the Compensation Committee, served on the Audit Committee, and most recently chaired the Nominating and Governance committee. Sulpizio is the former President and Chief Operating Officer of Qualcomm, and served on the board of both Qualcomm and CA Technologies. Upcoming Dividend • Aug 07
Upcoming dividend of US$0.60 per share Eligible shareholders must have bought the stock before 13 August 2025. Payment date: 18 September 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Italian dividend payers (5.0%). Lower than average of industry peers (1.8%). Reported Earnings • Aug 01
Full year 2025 earnings released: EPS: US$9.55 (vs US$6.94 in FY 2024) Full year 2025 results: EPS: US$9.55 (up from US$6.94 in FY 2024). Revenue: US$5.15b (up 9.8% from FY 2024). Net income: US$1.40b (up 37% from FY 2024). Profit margin: 27% (up from 22% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Medical Equipment industry in Italy. Board Change • Jul 28
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. Independent Director Chris DelOrefice was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 공시 • Jul 08
Samsung Electronics Co., Ltd. (KOSE:A005930) signed an agreement to acquire Xealth Inc. Samsung Electronics Co., Ltd. (KOSE:A005930) signed an agreement to acquire Xealth Inc. on July 7, 2025.
The acquisition is subject to the satisfaction of customary closing conditions, including receipt of any required regulatory approvals, and is expected to close within 2025. 공시 • Jul 02
ResMed Inc. to Report Q4, 2025 Results on Jul 31, 2025 ResMed Inc. announced that they will report Q4, 2025 results After-Market on Jul 31, 2025 공시 • Jun 30
ResMed Inc.(NYSE:RMD) dropped from Russell 1000 Dynamic Index ResMed Inc.(NYSE:RMD) dropped from Russell 1000 Dynamic Index Board Change • Jun 10
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. Independent Director Chris DelOrefice was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • May 23
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. Independent Director Chris DelOrefice was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 
