ResMed (RMD) Earnings Date & Reports

Key Takeaways

• ResMed is scheduled to report results for the first quarter of fiscal year 2027 on Thursday, October 29, 2026, after the market closes.
• Analysts expect adjusted earnings per share (EPS) of approximately $2.70, up about 5.9% from $2.55 in the year-ago quarter.
• Consensus revenue is roughly $1.39 billion, compared with about $1.34 billion a year earlier.
• Full-year fiscal 2027 guidance of $5.75 billion to $5.85 billion in revenue includes a roughly $75 million headwind from the Astral ventilator safety suspension.
• ResMed has topped Wall Street's EPS estimates in each of its last four reported quarters, a streak investors will watch closely.

Earnings Context and Why It Matters

ResMed is a leading maker of devices and digital health platforms for sleep apnea, chronic obstructive pulmonary disease (COPD), and other respiratory conditions. Its quarterly results are a closely watched gauge of demand for continuous positive airway pressure (CPAP) therapy and connected respiratory care. The report matters because investors are weighing strong underlying device demand against a rare operational setback — a safety-related suspension of Astral ventilator sales — as well as competitive pressure as rival Philips re-enters the market. Coming after the company issued fiscal 2027 guidance that disappointed some investors, this report will be a key test of whether management can defend its growth trajectory and margins.

Earnings Expectations

For the first quarter of fiscal 2027, Wall Street expects ResMed to report adjusted EPS of about $2.70, up from $2.55 in the same period a year ago. Revenue is projected to reach roughly $1.39 billion, an increase from approximately $1.34 billion in the prior-year quarter. These figures sit within the framework of the company's fiscal 2027 revenue guidance of $5.75 billion to $5.85 billion, which already accounts for a roughly $75 million revenue headwind tied to the Astral ventilator safety suspension. Management has also indicated a target of low double-digit core EPS growth for the full year.

Investors will focus on several metrics beyond the headline numbers. Sleep device growth in the Americas, the pace of recovery or disruption from the Astral situation, gross margin trends, and any commentary on how GLP-1 (glucagon-like peptide-1) weight-loss medications are influencing new CPAP therapy starts will all be in focus. ResMed has beaten EPS estimates for four consecutive quarters, so the bar for a positive reaction may be higher than the headline consensus suggests.

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Market Reaction and Investor Sentiment

Sentiment heading into the report is cautious. ResMed's shares came under pressure in August after the company issued fiscal 2027 revenue guidance that landed below some expectations, partly reflecting the Astral ventilator suspension. Since then, attention has shifted to whether underlying sleep device demand and pricing actions can offset that headwind. Because ResMed has a history of beating bottom-line estimates, the market will likely look beyond the headline EPS figure toward revenue growth, gross margin, and management's tone on the competitive landscape. Any update on the timing or scope of the Astral situation, or on the demand impact of GLP-1 medications, could move the stock more than the reported numbers themselves.

Forward Outlook and Key Factors to Monitor

Looking beyond the first-quarter print, investors should track how ResMed navigates the Astral ventilator safety suspension, which management has flagged as a roughly $75 million revenue headwind for fiscal 2027. A faster-than-expected resolution would be a positive signal, while any extension or expansion of the issue would pressure the full-year outlook.

Demand trends in sleep devices remain a central theme. ResMed has reported strong growth in the Americas, and investors will watch whether that momentum continues. Pricing actions implemented early in the fiscal year may also begin to show up in results and could help offset rising costs for freight and electronic components.

Competitive dynamics with Philips, which is re-entering the sleep market, deserve monitoring, as do the longer-term effects of GLP-1 medications on therapy adoption. The company has noted that patients using both CPAP and GLP-1 treatments show higher therapy start rates, a trend that could support demand if it persists. Finally, gross margin trajectory and the integration of recent acquisitions, such as the Noctrix addition targeting restless leg syndrome, will help shape expectations for the remainder of fiscal 2027.

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