Resmed Inc. RMD

Revenue Intelligence Report • 50 quarters of SEC filing data • Updated 2026-03-15

Resmed Inc. has a forecasted full-year revenue of $5.8B, a +8.1% year-over-year change, based on 50 quarters of SEC filing data. Key revenue drivers include R&D ($19.66 per $1) and SG&A ($6.94 per $1). The ARDL model has 513.8% MAPE.

Investment Thesis

At 513.8% MAPE, the model captures Resmed Inc.'s broad revenue trajectory, though quarterly variability suggests sensitivity to external factors. Every $1 of R&D investment is associated with $19.66 of revenue, indicating efficient capital deployment in innovation. Each $1 of SG&A spending generates $6.94 in revenue, reflecting strong commercial efficiency.

Next FY Revenue
$5.77B
+8.1% YoY
R&D Multiplier
$19.66 per $1
SG&A Multiplier
$6.94 per $1
Model Accuracy
513.8% MAPE
Holdout validation: The model predicted $1.3B vs the actual $1.4B — an error of 6.0%.

Revenue Forecast

RMD Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q4 2025 $1.3B $1.4B $1.2B – $1.5B +9.2% ✓ In range
Q2 2026 $1.4B $1.2B – $1.6B +9.6%
Q3 2026 $1.4B $1.2B – $1.7B +10.3%
Q4 2026 $1.5B $1.1B – $1.8B +9.1%
Q1 2027 $1.5B $1.1B – $1.8B +4.0%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Resmed Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Sep–Nov) 1.0086 +0.9% In line with trend 15
FQ2 (Dec–Feb) 0.9928 -0.7% In line with trend 16
FQ3 (Mar–May) 1.0391 +3.9% +3.9% above trend 15
FQ4 (Jun–Aug) 1.0 +0.0% In line with trend 0

How Spending Drives Revenue

RMD Spending Timing
Reading this chart: Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.

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