ResMed Inc. (RMD)

In the past six months, ResMed announced its first-quarter fiscal year 2026 results and is expected to report its second-quarter fiscal year 2026 earnings on January 29, 2026. ResMed received FDA clearance for its AI-enabled digital medical device, Smart Comfort. Director Peter C. Farrell reported a sale of 2,000 shares of company common stock. Between January 6, 2025, and January 2, 2026, ResMed's share price increased by 4.13%.

ResMed's products and services generally experience strong and consistent demand. The company has noted "almost unlimited demand" for its sleep apnea machines, partly due to a significant recall by a major competitor (Philips) in early 2022. In Q1 FY2025, ResMed reported an 11% year-over-year revenue growth, driven by increased demand for sleep devices and CPAP masks, as well as strong growth in its residential care software business. The global market for sleep and related respiratory care is considered underpenetrated, indicating a sustained opportunity for growth.

ResMed Inc. is a medical device company specializing in the development, manufacturing, and distribution of medical equipment for respiratory disorders, including sleep-disordered breathing (SDB), sleep apnea, and chronic obstructive pulmonary disease (COPD). The company's major products include airflow generators like CPAP, auto-bilevel, VPAP, and APAP devices, as well as masks and accessories. ResMed also offers software as a service (SaaS) to out-of-hospital health providers, featuring platforms like AirView, myAir, and U-Sleep.

ResMed is headquartered in San Diego, California, and operates in over 140 countries. The company distributes its products through direct sales teams and distributors. ResMed maintains manufacturing facilities in Australia, Singapore, France, and the United States.

In the past year, ResMed has focused on evolving its brand to unify its portfolio and enhance its direct-to-consumer engagement. ResMed announced a brand evolution, including a new visual identity, redesigned logo, and refreshed brand voice. The company also launched its 2030 Operating Model in fiscal year 2024, designed to be product-led, customer-centric, and brand-enhanced.

ResMed Inc. has substantial institutional ownership, with 1689 institutional owners and shareholders holding a total of 102,450,706 shares, representing approximately 69% of the company's shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., State Street Corp, and Bank of New York Mellon Corp. Insiders own less than 1% of ResMed Inc.