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ResMed 8-K Report, Financial Results (Oct 30, 2025)

Reports
Earnings & Results·Other Events·Exhibits & Filings
Filing Date
Filed October 30, 2025
Period End
October 30, 2025
Securities
RMDRSMDF
In the record · 2016–202610-K1410-Q338-K85

RMD filed 14 annual reports (10-K), 33 quarterly reports (10-Q) and 85 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · Jan ’17Jan ’17
  2. Material agreement8-K · Jul ’19Jul ’19
  3. Leadership change8-K · Jul ’22Jul ’22
  4. Leadership change8-K · Aug ’26Aug ’26

01—Abstract

Summary

Summary of the 8-K filed October 30, 2025. Cited figures are marked; the original filing is the authoritative source.

ResMed Inc. reported results for its first quarter of fiscal year 2026, the quarter ended September 30, 2025.

Revenue rose 9% to $1.3 billiona ($1,335.6 million, up from $1,224.5 million), or 8% on a constant currency basis. GAAP gross margin expanded 290 basis points to 61.5%, and non-GAAP gross margin rose 280 basis points to 62.0%, which the company attributed to manufacturing and logistics efficiencies and component cost improvements. Income from operations increased 15% to $446.5 million, while non-GAAP income from operations rose 19% to $482.1 million.

GAAP diluted earnings per share were $2.37b and non-GAAP diluted EPS were $2.55, up 16% year over year. Operating cash flow was $457.3 million, and the company paid $87.8 million in dividends and repurchased 523,000 shares for $150 million during the quarter. Cash and cash equivalents increased to $1.38 billion at September 30, 2025, from $1.21 billion at June 30, 2025.

Short-term debt rose to $259.9 millionc from $9.9 million, while long-term debt fell to $408.7 million from $658.4 million. The company recorded $16 million of restructuring charges tied to workforce planning aligned with its 2030 strategic priorities.

The board declared a quarterly cash dividend of $0.60d per share, with a record date of November 13, 2025, an ex-dividend date of November 12, 2025, and payment on December 18, 2025. The filing also furnishes a press release announcing the quarterly results and notes board changes, including the election of Nicole Mowad-Nassar effective August 15, 2025, and the upcoming retirement of Rich Sulpizio at the November 19, 2025 Annual Meeting.

02—Key points

Key Highlights

  1. Revenue increased 9% to $1,335.6 million, or 8% on a constant currency basis, driven by demand for sleep devices, masks and accessories.
  2. Gross margin rose 290 basis points to 61.5%; non-GAAP gross margin rose 280 basis points to 62.0%.
  3. Income from operations increased 15% to $446.5 million; non-GAAP income from operations increased 19% to $482.1 million.
  4. Diluted EPS was $2.37; non-GAAP diluted EPS was $2.55, up 16% year over year.
  5. Operating cash flow was $457.3 million, and cash and cash equivalents reached $1,383.8 million at September 30, 2025.
  6. Recorded $15.8 million in restructuring expenses (reported as $16 million in the press release) following company-wide workforce planning aligned with 2030 strategic priorities.
  7. Declared a quarterly cash dividend of $0.60 per share, with a November 12, 2025 ex-dividend date and a December 18, 2025 payment date.

03—Questions

Frequently Asked Questions

  1. How did ResMed perform in its first quarter of fiscal 2026?

    Revenue grew 9% to $1,335.6 million, and income from operations rose 15% to $446.5 million. Non-GAAP diluted EPS increased 16% to $2.55, while GAAP diluted EPS was $2.37.

  2. What drove the improvement in gross margin?

    The company attributed the 290 basis point increase in gross margin to manufacturing and logistics efficiencies and component cost improvements. Non-GAAP gross margin rose 280 basis points for the same reasons.

  3. How did regional revenue trends differ?

    Revenue in the U.S., Canada, and Latin America, excluding Residential Care Software, grew 10%. Revenue in Europe, Asia, and other markets, excluding Residential Care Software, grew 6% on a constant currency basis. Residential Care Software revenue increased 5% on a constant currency basis.

  4. What is the dividend and when will it be paid?

    The board declared a quarterly cash dividend of $0.60 per share. The record date is November 13, 2025, the ex-dividend date is November 12, 2025, and the dividend is payable December 18, 2025. CDI holders on the Australian Securities Exchange will receive an equivalent amount in Australian currency.

  5. How is the company managing its capital and balance sheet?

    During the quarter, ResMed paid $88 million in dividends and repurchased 523,000 shares for $150 million. Cash and cash equivalents rose to $1.38 billion, while long-term debt decreased to $408.7 million from $658.4 million and short-term debt increased to $259.9 million from $9.9 million.

04—Continue

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