Foreign exchange volatility
International sales and software revenue are translated into U.S. dollars.
- Scope
- Global operations and non-U.S. revenue
- Materiality
- high
ResMed Inc
ResMed Inc. develops and sells medical devices, masks, accessories, and cloud-based software used to diagnose, treat, and manage respiratory disorders. Its business spans sleep apnea and other breathing conditions, with operations and customers across the United States, Canada, Latin America, Europe, Asia, and other international markets.
36,9 %
61,1 %
26,9 %
+9,9 %
3.10
2.42
| % | |
|---|---|
| Sleep and Breathing Health Devices | 88% Devices used to diagnose and treat sleep-disordered breathing and other respiratory conditions. |
| Masks and Other Consumables | 24% Mask systems, headgear, and related accessories used with therapy devices. |
| Residential Care Software | 12% Software-as-a-service tools for out-of-hospital care providers and care coordination. |
ResMed sells to healthcare providers, durable medical equipment channels, homecare providers, and other organizations...
- Sleep and breathing disorder providersprimary
Clinics, physicians, and care channels that buy devices and masks for sleep apnea and respiratory therapy.
- Homecare and durable medical equipment channelsprimary
Providers that distribute therapy devices and consumables to patients for home use.
- Hospitals and acute care settingssecondary
Facilities that use ventilation devices, masks, and related respiratory products.
- Out-of-hospital care providerssecondary
Senior living, long-term care, home health, and hospice operators using SaaS workflow tools.
ResMed reports revenue across two broad regions: U.S., Canada and Latin America, and Combined Europe, Asia and other...
- •U.S., Canada and Latin America generated $835.0 million in the quarter
- •Combined Europe, Asia and other markets generated $420.9 million in the quarter
- •Global distribution supports device and mask replacement demand
- •International currency movements can affect reported software revenue
- •Regional care models influence adoption of home-based therapy
ResMed’s strategy centers on expanding connected care across sleep and respiratory disease through devices, masks, and...
01
Advance connected respiratory caremedium-term
Integrated devices and software improve patient outcomes and provider workflow.
02
Expand residential care softwaremedium-term
Software adds recurring revenue and deepens relationships with care providers.
03
Broaden global respiratory franchiselong-term
International reach diversifies demand and supports scale in devices and consumables.
ResMed is exposed to demand shifts in sleep apnea and respiratory care, where adoption depends on diagnosis rates,...
Supply chain disruption
Device and mask production depends on components, logistics, and manufacturing continuity.
- Scope
- Devices, masks, and accessories
- Materiality
- high
Regulatory and product liability exposure
Medical devices and software are subject to healthcare regulation and claims risk.
- Scope
- Sleep and breathing health products
- Materiality
- high
Cybersecurity and data privacy
Cloud-based monitoring and care software handle sensitive patient and provider data.
- Scope
- Residential Care Software and connected care platforms
- Materiality
- high
Inflation in input and freight costs
Higher costs can pressure pricing and operating efficiency if not offset.
- Scope
- Manufacturing and distribution
- Materiality
- medium
Revenue recognition
Affects quarterly comparability and mix between product and software revenue
Warranty obligations
Impacts cost of sales and accrued liabilities
Goodwill and intangible assets
Can create non-cash charges if expected cash flows weaken
Foreign currency hedging
Can affect other income/expense and balance sheet volatility
Contingencies and legal proceedings
May affect expenses and liabilities if outcomes change
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CONMED Corp
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INSMED Inc
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INSMED Inc is a U.S.-based biopharmaceutical company focused on developing and commercializing therapies for serious respiratory and other high-unmet-need diseases.
: 11/08/2026