# ResMed Inc > Clarifo company profile — qualitative business description generated from > the company's filings. Financial statements, charts and ratios are > available on Clarifo (https://www.clarifo.com/en/companies/ResMed Inc). ## Overview 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. ## Products & services • CPAP and other sleep therapy devices • Mask systems, headgear, and accessories • Ventilation and respiratory care devices • Cloud-based patient monitoring software • Residential care software for out-of-hospital providers - **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. - CPAP and other sleep therapy devices - Mask systems, headgear, and accessories - Ventilation and respiratory care devices - Cloud-based patient monitoring software - Residential care software for out-of-hospital providers ## Customers ResMed sells to healthcare providers, durable medical equipment channels, homecare providers, and other organizations that diagnose or manage chronic respiratory disease. It also serves out-of-hospital care providers through its residential care software business, which supports patient management and care workflows. End users are typically patients with sleep apnea, COPD, neuromuscular disease, and related chronic conditions. - **Sleep and breathing disorder providers** (primary) — Clinics, physicians, and care channels that buy devices and masks for sleep apnea and respiratory therapy. - **Homecare and durable medical equipment channels** (primary) — Providers that distribute therapy devices and consumables to patients for home use. - **Hospitals and acute care settings** (secondary) — Facilities that use ventilation devices, masks, and related respiratory products. - **Out-of-hospital care providers** (secondary) — Senior living, long-term care, home health, and hospice operators using SaaS workflow tools. - Sleep clinics and physicians diagnosing sleep-disordered breathing - Durable medical equipment providers distributing therapy devices - Homecare and respiratory care providers serving patients at home - Hospitals and care settings using ventilation and mask products - Out-of-hospital care providers buying residential care software ## Geography ResMed reports revenue across two broad regions: U.S., Canada and Latin America, and Combined Europe, Asia and other markets. In the latest quarter, U.S., Canada and Latin America accounted for $835.0 million of revenue, while Combined Europe, Asia and other markets contributed $420.9 million. The company’s mix reflects a global installed base for devices and recurring demand for masks, accessories, and software across home and care settings. - **U.S., Canada and Latin America** (58.7%) — Quarter ended December 31, 2025 - **Combined Europe, Asia and other markets** (29.6%) — Quarter ended December 31, 2025 - 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 ## Strategy ResMed’s strategy centers on expanding connected care across sleep and respiratory disease through devices, masks, and cloud software. It also invests in product development, digital features, and software platforms that help providers manage patients outside the hospital and create recurring customer relationships. - **Advance connected respiratory care** (medium-term) — Integrated devices and software improve patient outcomes and provider workflow. - **Expand residential care software** (medium-term) — Software adds recurring revenue and deepens relationships with care providers. - **Broaden global respiratory franchise** (long-term) — International reach diversifies demand and supports scale in devices and consumables. - Expand connected care across devices, masks, and software - Invest in R&D and product enhancements for therapy adoption - Grow residential care software for out-of-hospital providers - Use global distribution to broaden access to respiratory care - Support recurring demand through consumables and monitoring tools ## Risks ResMed is exposed to demand shifts in sleep apnea and respiratory care, where adoption depends on diagnosis rates, reimbursement, and provider workflows. The business also faces supply chain, inflation, foreign exchange, and product development risks because it relies on global manufacturing, international sales, and ongoing innovation. Software and device businesses also carry cybersecurity, regulatory, and litigation exposure typical of healthcare technology companies. - **Foreign exchange volatility** [high] — International sales and software revenue are translated into U.S. dollars. - **Supply chain disruption** [high] — Device and mask production depends on components, logistics, and manufacturing continuity. - **Inflation in input and freight costs** [medium] — Higher costs can pressure pricing and operating efficiency if not offset. - **Regulatory and product liability exposure** [high] — Medical devices and software are subject to healthcare regulation and claims risk. - **Cybersecurity and data privacy** [high] — Cloud-based monitoring and care software handle sensitive patient and provider data. - Demand depends on diagnosis, reimbursement, and therapy adoption - Foreign exchange can affect reported revenue and margins - Supply chain disruptions can affect device availability and costs - Inflation may raise freight, wage, and input costs - Regulatory, product liability, and litigation risks are inherent in medtech ## Accounting Key accounting areas include revenue recognition across device sales, consumables, and SaaS subscriptions, which can differ in timing and margin profile. Investors should also watch estimates for warranty obligations, inventory reserves, goodwill and intangible assets, contingencies, and foreign currency hedging because these can materially affect reported results and comparability. - **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 - Revenue timing differs between device sales and software subscriptions - Warranty and inventory reserves depend on product quality and demand - Goodwill and intangibles require impairment testing - Foreign currency hedges affect reported earnings and balance sheet items - Legal contingencies and purchase obligations can affect future cash needs --- *Last updated: 2026-08-11T04:03:56.228997+00:00*