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Dec 31, 2023

ResMed Q2 2024 Earnings Report

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

Key Takeaways

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.

Total Revenue
$1.16B
Previous year: $1.03B
+12.5%
EPS
$1.88
Previous year: $1.66
+13.3%
Gross Margin
55.6%
Previous year: 56.1%
-0.9%
Non-GAAP Gross Margin
56.9%
Previous year: 56.8%
+0.2%
Gross Profit
$647M
Previous year: $580M
+11.6%
Cash and Equivalents
$210M
Previous year: $253M
-17.0%
Free Cash Flow
$249M
Previous year: $101M
+146.3%
Total Assets
$6.91B
Previous year: $6.68B
+3.4%

ResMed

ResMed

ResMed Revenue by Segment

ResMed Revenue by Geographic Location

Forward Guidance

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

Positive Outlook

  • 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.

Revenue & Expenses

Visualization of income flow from segment revenue to net income