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.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| 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
| Fiscal Quarter | Seasonal Factor | vs Trend | Interpretation | Obs. |
|---|---|---|---|---|
| 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
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