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ResMed Inc.

Q2 FY26Health Care Equipment and Supplies

ResMed Inc. Q2 FY26 Results — Earnings Call Analysis

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹203
Market cap₹29.5K Cr
P/E20.0
Updated29 May 2026
Read3 min read

What the Q2 FY26 call signalled

1 of 3 strong

RevenueSlow growth
MarginMargins steady
CapexCapex planned

The short version

- ResMed anticipates high single-digit revenue growth continuing into FY ’27, with better bottom-line performance supported by strong operating margins. - ResMed expects high single-digit revenue growth going into FY ’27 and through 2030.

From ResMed Inc.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.

Revenue & Sales Performance

Slow growth
  • ResMed anticipates high single-digit revenue growth continuing into FY ’27, with better bottom-line performance supported by strong operating margins.
  • Device sales growth is expected around mid-single digits, with a focus on driving that from 5% toward 6% or higher through demand generation and improved patient capture and conversion.
  • Masks and other sales are growing robustly, supported by innovative products like the AirTouch N30i and F30i mask lines at premium pricing.
  • Expansion of the AirSense 11 device platform into Latin America, China, Asia Pacific (Korea, Australia, New Zealand, Singapore), drives growth in those markets.
  • The Noctrix Health acquisition adds faster-growing, higher-margin revenue in Restless Leg Syndrome, with efforts to increase market access and reimbursement.

2 more points from ResMed Inc.'s call on revenue

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Profitability & Margins

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Capital Expenditure Plans

Capex planned
  • ResMed plans to continue investing in growth through R&D and tuck-in acquisitions.
  • Capital expenditure for the quarter was $34 million.
  • The company emphasizes strategic acquisitions, e.g., the upcoming acquisition of Noctrix Health for $340 million, expected to close June 1, 2026, adding a novel product line.
  • Noctrix investment includes further R&D and sales/marketing spend.

2 more points from ResMed Inc.'s call on capex

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Fundraising & Capital Structure

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Order Book & Pipeline

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Continue your research

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Frequently Asked Questions

What were ResMed Inc. Q2 FY26 results?

- ResMed anticipates high single-digit revenue growth continuing into FY ’27, with better bottom-line performance supported by strong operating margins. - ResMed expects high single-digit revenue growth going into FY ’27 and through 2030.

What is ResMed Inc. share price analysis?

ResMed Inc. currently shows a neutral. The stock trades at a P/E of 20.0 with a market cap of $29,507. Investors should review the full earnings analysis for detailed insights.

Is ResMed Inc. planning capital expenditure?

- ResMed plans to continue investing in growth through R&D and tuck-in acquisitions. - Capital expenditure for the quarter was $34 million. - The company emphasizes strategic acquisitions, e.g., the upcoming acquisition of Noctrix Health for $340 million, expected to close June 1, 2026, adding a novel product line. - Noctrix investment includes further R&D and sales/marketing spend. - Share buyback programs: repurchased approx.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.