Análise opcional do produto
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ResMed Inc.'s published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $30.8B | |
|---|---|---|
| P/E (forward) | 18.5x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-06-30 | 2023-06-30 | 2024-06-30 | 2025-06-30 | 2026-06-30 | Trend |
| Revenue | $3.58B | $4.22B | $4.69B | $5.15B | $5.65B | +12.1% |
| Gross profit | $2.02B | $2.36B | $2.66B | $3.05B | $3.45B | +14.3% |
| Operating income | $1.00B | $1.13B | $1.32B | $1.69B | $1.89B | +17.2% |
| Net income | $779.4M | $897.6M | $1.02B | $1.40B | $1.52B | +18.2% |
| EPS (diluted) | $5.30 | $6.09 | $6.92 | $9.51 | $10.43 | +18.4% |
| EBITDA | $1.18B | $1.36B | $1.53B | $1.91B | $2.15B | +16.2% |
| R&D | $253.6M | $287.6M | $307.5M | $331.3M | $378.3M | +10.5% |
| SG&A | $737.5M | $874.0M | $917.1M | $993.1M | $1.12B | +11.0% |
Recent company headlines from major financial publishers.
Under the base case, ResMed achieves a target valuation of $239.41, representing a return of 9.4% relative to $218.89 with an assigned probability of 60.0%. This scenario requires steady volume growth across cloud-connected sleep therapy devices, sustained high-margin mask replenishment cycles, and manufacturing productivity that counters persistent electronic component inflation. Disconfirmation would occur if core device placements stall or if gross margin fails to recover across upcoming quarters.
In the bull case, ResMed reaches Potential value of $282.29, yielding an attractive return of 29.0% against $218.89 with a probability of 20.0%. This upside path requires accelerated patient diagnosis across international markets, rapid resolution of component allocation bottlenecks, and substantial operating leverage from SaaS software platforms following portfolio streamlining. Investors would observe confirmation through accelerating constant-currency revenue growth and expanding operating margins across quarterly reporting checkpoints.
| Ke ↓ / g → | 2.5% | 2.8% | 3.0% | 3.3% | 3.5% |
|---|---|---|---|---|---|
| 7.6% | $262 | $269 | $278 | $287 | $298 |
| 8.1% | $244 | $250 | $257 | $264 | $272 |
| 8.6% | $229 | $234 | $239 | $245 | $252 |
| 9.1% | $216 | $220 | $225 | $230 | $235 |
| 9.6% | $205 | $209 | $212 | $216 | $221 |
Upcoming earnings date and setup when available.
A classificação que a edição de pesquisa publicada em cada mês trazia. Uma classificação compara o preço na data da análise com o valor justo; não é um registro de se a avaliação se confirmou.
| Ano | jan. | fev. | mar. | abr. | mai. | jun. | jul. | ago. | set. | out. | nov. | dez. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
