ResMed Inc. · RMD · Next earnings

ResMed Inc. reports Thursday, Oct 29, 2026

RMD reports after market close with consensus EPS at $2.72 and revenue at $1.39B. Last quarter: ResMed Q3 FY2026: 11% Revenue Growth, Margin Expansion, and Noctrix Acquisition

Reports After market close39 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $2.72 Calendar consensus
Consensus revenue $1.39B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session After market close 39 days away

Where RMD left off: FY2026 Q3

Full report

ResMed Q3 FY2026: 11% Revenue Growth, Margin Expansion, and Noctrix Acquisition

EPS surprise +2.1% Reported $2.86 vs $2.80
Revenue surprise +0.8% Reported $1.43B vs $1.42B
Stock move -4.1% Event window
Subsequent drift -9.1% Up to 20 sessions

Guidance sentiment was maintained, unchanged from the prior quarter. Management reiterated confidence in continued high-single-digit revenue growth through 2030 and its long-term margin-accretion strategy. No formal guidance revision was announced.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Component cost inflation and freight fuel price volatility could pressure margins.
  • Geopolitical uncertainty affecting supply-chain logistics.
  • Reimbursement risk for the newly acquired Noctrix NIDRA device.
  • Macro-economic uncertainty and evolving payer models such as Synapse could impact HME margins.
  • Seasonality and weather-related impacts on U.S. device shipments.

Questions analysts left open

  • Current component cost trends and freight logistics.
  • Impact of Noctrix acquisition on SG&A and R&D expense lines.
  • Drivers behind strong Europe and Asia mask growth and contract specifics.
  • Potential effects of new payer utilization models such as Synapse on HME margins.
  • Pricing profitability of fabric masks in certain U.S. payer environments.

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Recent RMD quarters

All RMD earnings
-4.1%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.