NYSE$RMD

ResMed Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

ResMed's Q2 2024 results announced, featuring revenue growth and decreased operating profit.

ResMed Inc. reported a 12% increase in revenue to $1.2 billion for the second quarter of fiscal year 2024. Diluted earnings per share were $1.42, and non-GAAP diluted earnings per share were $1.88. The company saw strong growth across its device, masks and accessories, and residential care software businesses.

  • Revenue increased by 12% to $1.2 billion.
  • Diluted earnings per share were reported at $1.42; non-GAAP diluted earnings per share at $1.88.
  • Income from operations decreased by 2%; non-GAAP operating profit increased by 20%.
  • The company resumed its share repurchase program, buying back $50 million worth of shares.

Headline financials

Total Revenue

$1.16B

Previous: $1.03B+12.5%
EPS

$1.42

Previous: $1.66-14.5%
Gross margin

55.6%

Previous: 56.1%-0.9%
Non-GAAP gross margin

56.9%

Previous: 56.8%+0.2%
Operating cash flow

$273M

No prior period
Capital Expenditures

-$53.4M

Previous: -$56.4M+5.4%
Free Cash Flow

$155M

Previous: $169M-7.8%
Net Income

$209M

Previous: $225M-7.2%
Operating Income

$275M

Previous: $280M-1.8%
Gross Profit

$647M

Previous: $580M+11.6%
Cash & Equivalents

$210M

Previous: $253M-17.0%
Total Assets

$6.91B

Previous: $6.68B+3.4%
R&D Expense

$73.9M

No prior period
Stock-Based Comp

$19.8M

Previous: $16.5M+20.5%

Revenue & EPS history

ResMed · Revenue · Quarterly

$1.16B

Q2 2024+12.5%vs Q2 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

ResMed · $963M total across 2 segments · Q1 2024

  • Total Devices
    $565M
  • Total Masks and other
    $398M

Forward guidance

ResMed is focusing on product innovation, operational excellence, and increasing brand awareness to improve 250 million lives in 2025.

Tailwinds

  • Expanding production and delivery of market-leading flow generator platforms.
  • Successfully launching the latest generation platform, AirSense 11, into new markets and geographies.
  • Strong growth in patient flow supports ongoing device growth.
  • Augmented and accelerated replenishment programs for sustained mask and accessories growth.
  • Organic growth of residential care software business is delivering and complementing core mask and accessory business growth.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.1%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.2%

Avg return

30 days after

49%

33 / 67 earnings

Positive

+18.7%

Q3 2024

Best reaction

-19.3%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-2.9%-2.0%-10.8%
Q2 2026-1.5%+2.1%-0.5%
Q1 2026-1.5%-2.8%+1.4%
Q3 2025+10.1%+10.9%+13.2%
Q2 2025-8.3%-5.8%-9.4%
Q1 2025+7.9%+2.9%+2.7%
Q4 2024+4.9%+2.6%+14.9%
Q3 2024+18.7%+16.4%+16.0%
Q2 2024+6.5%+9.3%+5.2%
Q1 2024-4.2%+0.5%+9.5%
Q4 2023-19.3%-19.3%-28.3%
Q3 2023+7.6%+5.4%-3.8%
Q2 2023-2.8%-1.2%-8.5%
Q1 2023-6.5%-5.6%-1.7%
Q4 2022-1.5%-3.1%-3.1%
Q3 2022-6.9%-8.5%-3.0%
Q2 2022-6.5%+0.5%+6.2%
Q1 2022-1.9%-2.1%-6.3%
Q4 2021+0.5%+0.7%+8.3%
Q3 2021-10.6%-8.6%-2.0%
Q2 2021-5.8%-3.5%-9.9%
Q1 2021+6.2%+12.1%+16.0%
Q4 2020-13.4%-13.6%-14.4%
Q3 2020+1.8%+2.0%+2.9%
Q2 2020-4.1%+0.6%-4.1%
Q1 2020+13.8%+15.7%+14.6%
Q4 2019+1.1%+3.8%+5.4%
Q3 2019+7.9%+7.6%+9.3%
Q2 2019-19.3%-21.5%-13.6%
Q1 2019+6.2%+7.3%+5.7%
Q4 2018-2.1%+0.7%+4.1%
Q3 2018-2.1%-1.4%+6.9%
Q2 2018+13.2%+15.9%+5.1%
Q1 2018+7.7%+7.4%+8.6%
Q4 2017-6.0%-2.6%+0.6%
Q3 2017-5.2%-2.7%-2.3%
Q2 2017+9.5%+7.1%+13.7%
Q1 2017-5.0%-5.3%-8.7%
Q4 2016+5.8%+6.5%+6.0%
Q3 2016-7.4%
Q2 2016+7.1%
Q1 2016+0.1%
Q4 2015+3.6%
Q3 2015-10.3%
Q2 2015+8.6%
Q1 2015+9.5%
Q4 2014-4.1%
Q3 2014-0.4%
Q2 2014-5.7%
Q1 2014-13.2%
Q4 2013+0.5%
Q3 2013+0.9%
Q2 2013+7.0%
Q1 2013-4.7%
Q4 2012+12.8%
Q3 2012+7.6%
Q2 2012+9.7%
Q1 2012-12.0%
Q4 2009-5.4%
Q4 2011-5.4%
Q3 2011-0.9%
Q3 2010-0.9%
Q2 2010+2.2%
Q2 2011+2.2%
Q1 2010+3.6%
Q1 2011+3.6%
Q4 2010+3.6%

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