NYSE$RMD

ResMed Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

ResMed's Q4 2023 earnings showcased strong double-digit growth, driven by increased demand for sleep and respiratory care devices and software solutions.

ResMed Inc. reported a 23% increase in revenue to $1.1 billion for the fourth quarter of fiscal year 2023. Diluted earnings per share were $1.56, and non-GAAP diluted earnings per share were $1.60. The company's performance was driven by strong global demand for its cloud-connected flow generator devices, patient interfaces, and software solutions.

  • Revenue increased by 23% to $1.1 billion, reflecting strong growth in constant currency.
  • Diluted earnings per share (EPS) reached $1.56, while non-GAAP diluted EPS was $1.60.
  • Operating cash flow was $237.4 million for the quarter.
  • The company's software-as-a-service revenue increased by 34%.

Headline financials

Total Revenue

$1.12B

Previous: $915M+22.7%
EPS (adj)

$1.60

Previous: $1.49+7.4%
Capital Expenditures

$34.4M

Previous: $28.6M+20.3%
Free Cash Flow

$203M

Previous: $50.8M+299.2%
Net Income

$230M

Previous: $195M+17.7%
Operating Income

$275M

Previous: $255M+7.8%
Gross Profit

$617M

Previous: $523M+18.2%
Cash & Equivalents

$228M

Previous: $274M-16.7%
Total Assets

$6.75B

Previous: $5.1B+32.5%
Stock-Based Comp

$19.9M

Previous: $16M+24.6%

Revenue & EPS history

ResMed · Revenue · Quarterly

$1.12B

Q4 2023+22.7%vs Q4 2022
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 focused on delivering therapy and digital health solutions to improve people's lives outside the hospital, aiming to help 250 million lives in 2025.

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 Q4 2023

Historical avgQ4 2023

+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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