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Dec 31, 2025
ResMed Q2 2026 Earnings Report
ResMed reported strong financial results for the second quarter of fiscal year 2026, with significant growth in revenue, gross margin, and net income.
Key Takeaways
ResMed Inc. announced robust results for the second quarter of fiscal year 2026, with revenue increasing by 11% to $1.4228 billion and diluted earnings per share rising by 15% to $2.68. Non-GAAP diluted earnings per share also saw a 16% increase to $2.81, driven by strong sales growth and gross margin improvement.
Revenue increased by 11% to $1.4228 billion, or 9% on a constant currency basis, driven by increased demand for sleep devices, masks, and accessories.
Gross margin improved by 320 basis points to 61.8%, with non-GAAP gross margin up 310 basis points to 62.3%, primarily due to manufacturing and logistics efficiencies and component cost improvements.
Income from operations increased by 18%, and non-GAAP income from operations rose by 19%, reflecting strong operating excellence.
Diluted earnings per share grew by 15% to $2.68, and non-GAAP diluted earnings per share increased by 16% to $2.81.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
ResMed plans to continue investing in innovation to scale digital health capabilities and expand global access to life-saving care, while delivering sustainable, profitable growth in the second half of fiscal year 2026.
Positive Outlook
- Continued investment in innovation to scale digital health capabilities.
- Expansion of global access to life-saving care.
- Commitment to delivering sustainable, profitable growth.
- Strong ongoing demand for market-leading sleep and respiratory care devices.
- Growing impact of digital health ecosystem spanning over 140 countries.
Challenges Ahead
- No specific negative forward guidance was provided in the report.
- Potential for foreign currency fluctuations to impact financial results.
- Risks associated with new product development and launches.
- Uncertainties related to supply chain and macroeconomic conditions.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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