ResMed (RMD) Aandelenoverzicht
ResMed Inc. is actief op het gebied van digitale gezondheidszorg en medische apparatuur die via de cloud is verbonden, zowel in de Verenigde Staten als internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 4/6 |
Beloningen
Risicoanalyse
Geen risico's gedetecteerd voor RMD uit onze risicocontroles.
RMD Community Fair Values
Create NarrativeSee what 132 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
ResMed Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$224.46 |
| 52 Week Hoogtepunt | US$293.81 |
| 52 Week Laag | US$180.27 |
| Bèta | 0.75 |
| 1 maand verandering | 13.04% |
| 3 maanden verandering | 11.18% |
| 1 Jaar Verandering | -21.21% |
| 3 jaar verandering | 35.49% |
| 5 jaar verandering | -21.43% |
| Verandering sinds IPO | 33,308.00% |
Recent nieuws en updates
Recent updates
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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 AlphaNarratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Nieuw narratief • 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?Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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 AlphaRendement voor aandeelhouders
| RMD | US Medical Equipment | US Markt | |
|---|---|---|---|
| 7D | 5.9% | 2.7% | 0.6% |
| 1Y | -21.2% | -11.6% | 19.9% |
Rendement versus industrie: RMD presteerde slechter dan de US Medical Equipment -sector, die het afgelopen jaar een rendement van -11.6 % opleverde.
Rendement versus markt: RMD presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 19.9 % opleverde.
Prijsvolatiliteit
| RMD volatility | |
|---|---|
| RMD Average Weekly Movement | 5.4% |
| Medical Equipment Industry Average Movement | 8.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: RMD heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van RMD is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1989 | 10,600 | Mick Farrell | www.resmed.com |
ResMed Inc. is actief op het gebied van digitale gezondheidszorg en cloud-gekoppelde medische apparatuur, zowel in de Verenigde Staten als internationaal. Het bedrijf is actief in twee segmenten: Slaap- en ademhalingsgezondheid en Software voor thuiszorg. Het bedrijf biedt slaapregistratieapparaten aan voor de diagnose en titratie van slaapapneu in slaapklinieken, ziekenhuizen en thuis, waaronder ApneaLink Air, een draagbaar diagnostisch apparaat dat oximetrie, ademhalingsinspanning, hartslag, neusluchtstroom en snurken meet; NightOwl, een draagbaar, met de cloud verbonden en wegwerpbaar diagnostisch apparaat dat de AHI meet op basis van afgeleide perifere arteriële tonus, actigrafie en oximetrie; en EasyCare Tx, een oplossing voor slaaplaboratoria.
ResMed Inc. Samenvatting
| RMD fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$32.71b |
| Inkomsten(TTM) | US$1.52b |
| Inkomsten(TTM) | US$5.65b |
21.3x
Koers/Winstverhouding5.7x
P/S-verhoudingIs RMD overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| RMD resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$5.65b |
| Kosten van inkomsten | US$2.17b |
| Brutowinst | US$3.48b |
| Overige uitgaven | US$1.96b |
| Inkomsten | US$1.52b |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 10.56 |
| Brutomarge | 61.62% |
| Nettowinstmarge | 26.94% |
| Schuld/Eigen Vermogen Verhouding | 10.0% |
Hoe presteerde RMD op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.2%
Huidig dividendrendement23%
UitbetalingsratioBetaalt RMD een betrouwbaar dividend?
Zie RMD dividendgeschiedenis en benchmarks| ResMed dividenddata | |
|---|---|
| Ex Dividend Datum | Aug 20 2026 |
| Betaaldatum dividend | Sep 24 2026 |
| Dagen tot Ex-dividend | 4 days |
| Dagen tot dividendbetaaldatum | 39 days |
Betaalt RMD een betrouwbaar dividend?
Zie RMD dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/14 14:00 |
| Aandelenkoers aan het einde van de dag | 2026/08/14 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2026/06/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
ResMed Inc. wordt gevolgd door 44 analisten. 26 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Michael Polark | Baird |
| David Rescott | Baird |
| Matthew Taylor | Barclays |