ResMed Inc.

NYSE:RMD Stok Raporu

Piyasa değeri: US$31.6b

ResMed Gelecekteki Büyüme

Future kriter kontrolleri 2/6

ResMed kazanç ve gelirin sırasıyla yıllık 7.2% ve 5.3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 8.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 24.4% olacağı tahmin edilmektedir.

Anahtar bilgiler

7.2%

Kazanç büyüme oranı

8.80%

EPS büyüme oranı

Medical Equipment kazanç büyümesi17.5%
Gelir büyüme oranı5.3%
Gelecekteki özkaynak getirisi24.43%
Analist kapsamı

Good

Son güncelleme08 Sep 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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

Seeking Alpha • 1h

ResMed: A Significant Upside Despite The Perceived Risk

Summary ResMed has de-rated from 30x to under 21x earnings despite 17% EPS growth, driven by narrative rather than fundamentals. Recurring mask and consumables revenue, now 42% of the sleep and breathing segment, is underappreciated and grew 13% last year. Two major risks—sleep apnea pill and reimbursement—are less material for RMD than feared; Philips' US return poses the most credible threat. I target $280–$300 per share (21–29% upside), assuming 6% core growth and a low-twenties multiple as mask attach holds. Read the full article on Seeking Alpha
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:RMD - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
6/30/20296,5991,9131,9062,07617
6/30/20286,1891,7801,7691,93828
6/30/20275,8111,6431,6441,80728
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: RMD 'nin tahmini kazanç büyümesi (yıllık 7.2% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: RMD şirketinin kazançlarının (yıllık 7.2% ) US pazarından (yıllık 17.4% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: RMD şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: RMD şirketinin gelirinin (yıllık 5.3% ) US pazarından (yıllık 13.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: RMD şirketinin gelirinin (yıllık 5.3% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: RMD 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 24.4 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/09 12:46
Gün Sonu Hisse Fiyatı2026/09/09 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2026/06/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

ResMed Inc. 45 Bu analistlerden 28, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Michael PolarkBaird
David RescottBaird
Matthew TaylorBarclays