RMD · 8-K · 20260806PR337962
Revenue Performance and Mix
RESMED INC · 2026-08-06 · Importance 36 · Surprise 14 · From source text
Fourth-quarter revenue increased 9% year over year to $1,464 million, or 8% on a constant-currency basis, while fiscal-year revenue increased 10% to $5,653 million, or 8% constant currency. Fourth-quarter Sleep and Breathing Health revenue rose 9% to $1,292 million, including $750 million from devices and $542 million from masks and other products. Fourth-quarter Americas revenue increased 8% to $853 million, while Rest of World revenue increased 13% to $439 million, or 10% constant currency. Residential Care Software revenue increased 3% to $172 million in the quarter and 5% to $676 million for fiscal 2026.
Key facts
- Q4 revenue increased by 9% to $1.5 billion; up 8% on a constant currency basis source
- FY 2026 revenue increased by 10% to $5.7 billion; up 8% on a constant currency basis source
- Three months ended June 30, 2026 net revenue: $1,463,647 thousand ($1,463.647 million) vs June 30, 2025: $1,347,993 thousand source
- Twelve months ended June 30, 2026 net revenue: $5,653,443 thousand ($5,653.443 million) vs June 30, 2025: $5,146,327 thousand source
- Three months ended June 30, 2026: Total Devices revenue $750 million; Total Masks and other $542 million; Total Sleep and Breathing Health $1,292 million; Residential Care Software $172 million source
- Twelve months ended June 30, 2026: Total Devices $2,892 million; Total Masks and other $2,085 million; Total Sleep and Breathing Health $4,978 million; Residential Care Software $676 million source
- Three months ended June 30, 2026 Americas: Devices $459 million; Masks and other $394 million; Total Americas $853 million source
- Three months ended June 30, 2026 Rest of World: Devices $291 million; Masks and other $148 million; Total Rest of World $439 million source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +34.6% | Twelve months ended June 30, 2026 net revenue: $5,653,443 thousand ($5,653.443 million) vs June 30, 2025: $5,146,327 thousand |
| revenue | positive | realized | +7.9% | Three months ended June 30, 2026 net revenue: $1,463,647 thousand ($1,463.647 million) vs June 30, 2025: $1,347,993 thousand |