NYSE$RMD

ResMed Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

ResMed's Q4 2024 earnings were announced, demonstrating revenue growth, improved gross margin, and increased profitability.

ResMed Inc. reported a 9% increase in revenue to $1.2 billion for the fourth quarter of fiscal year 2024. The company's operating profit increased by 38%, with non-GAAP operating profit up by 30%. Diluted earnings per share were reported at $1.98, and non-GAAP diluted earnings per share at $2.08.

  • Revenue increased by 9% year-over-year, reaching $1.2 billion.
  • Operating profit surged by 38%, while non-GAAP operating profit rose by 30%.
  • Gross margin improved by 350 bps to 58.5%, with non-GAAP gross margin improving by 330 bps to 59.1%.
  • Diluted earnings per share (EPS) reached $1.98, and non-GAAP diluted EPS was $2.08.

Headline financials

Total Revenue

$1.22B

Previous: $1.12B+9.0%
EPS (adj)

$2.08

Previous: $1.60+30.0%
Gross margin

58.5%

No prior period
Non-GAAP gross margin

59.1%

No prior period
SG&A expenses percent of revenue

19.8%

No prior period
Capital Expenditures

-$26.3M

Previous: $34.4M-176.4%
Net Income

$292M

Previous: $230M+27.2%
Operating Income

$381M

Previous: $275M+38.5%
Gross Profit

$716M

Previous: $617M+15.9%
R&D Expense

$80.9M

No prior period
Stock-Based Comp

$21.4M

Previous: $19.9M+7.4%

Revenue & EPS history

ResMed · Revenue · Quarterly

$1.22B

Q4 2024+9%vs Q4 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 did not provide a detailed forward guidance in the earnings report. However, the CEO mentioned the company is well-positioned to drive increased market penetration and accelerate growth.

Tailwinds

  • Ongoing patient and customer demand for best-in-class products and software solutions.
  • Focus on operating excellence and cost discipline.
  • Profitable growth acceleration.
  • Increasing awareness with the fast-growth population of sleep-health-interested consumers.
  • Creating virtual pathways that expand access to therapies.

Headwinds

  • No specific negative aspects were mentioned in the earnings report.
  • The report focuses on the positive aspects and future opportunities.
  • The company is operating in significantly underpenetrated markets, which presents both an opportunity and a challenge.
  • No explicit risks or uncertainties were highlighted in the provided text.
  • The safe harbor statement mentions potential risks and uncertainties that could affect future results.

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 2024

Historical avgQ4 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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