ResMed Inc. (RMD)

In the past six months, ResMed's stock has seen positive trends and analyst confidence. ResMed reported strong Q2 and Q3 results for fiscal year 2025. Analyst sentiment remains positive, with a consensus of "Buy" ratings. The stock has shown an increase of 19.65% between June 17, 2024, and June 16, 2025. In May 2025, ResMed acquired VirtuOx. In April 2025, ResMed named Salli Schwartz as Chief Investor Relations Officer. Analysts highlight that GLP-1 medications have not yet materially impacted ResMed's business.

Information directly detailing the demand seasonality for ResMed's products and services is not explicitly available. The company's performance is generally driven by the increasing prevalence of sleep apnea and COPD due to population aging. The demand for its products, particularly CPAP devices, has been strong, partly due to competitor recalls. ResMed's focus on digital health and cloud-connected devices also suggests a consistent demand for ongoing services and data-driven therapy adjustments.

ResMed Inc. is a medical device company that develops, manufactures, and distributes medical equipment for respiratory disorders, including sleep-disordered breathing (SDB), sleep apnea, and chronic obstructive pulmonary disease (COPD). The company operates within the Healthcare sector, specifically in the Medical Supplies and Medical Equipment industry. ResMed's major products include airflow generators, masks and accessories, ventilation devices, and Software as a Service (SaaS).

ResMed operates in over 140 countries worldwide and is headquartered in San Diego, California. It has manufacturing facilities in Australia, Singapore, Malaysia, France, and the United States. ResMed has a significant presence in North America, Europe, and the Asia-Pacific region. Key operational and functional support team locations include San Diego, Sydney, Suzhou, Hildesheim, and Siegen. The United States accounts for 61.4% of its net sales.

ResMed's brand reputation in the past year has been impacted by a significant product recall, though the company remains a leader in its field. In January 2024, the FDA designated ResMed's voluntary recall of its AirFit and AirTouch CPAP masks with magnets as a Class I recall due to potential interference with medical implants. ResMed responded by updating labels and providing guidance. In March 2025, ResMed unveiled a brand evolution to unify its portfolio and reflect growing direct-to-consumer engagement. ResMed solidified its leading position in the sleep apnea device market, partly benefiting from a competitor's product recalls.

ResMed is primarily owned by institutional shareholders (63.10%), followed by retail investors (32.67%), and ResMed insiders (4.24%). Key institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Christopher G. Roberts is the largest individual shareholder, owning 1.70 million shares, representing 1.16% of the company.