Resmed Inc. RMD

Revenue Intelligence Report • 36 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

Resmed Inc.'s latest quarterly revenue is $1.5B for the period ending 2026-06-30. The model projects $6.4B across the next four quarters (+13.6% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 1.9%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$6.42B
+13.6% YoY
R&D Multiplier
$11.16 per $1
SG&A Multiplier
$6.67 per $1
Training Fit
1.3% MAPE
Retrospective holdout (Q4 FY2026): The model predicted $1.49B vs the actual $1.46B — an error of 1.9%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.

Revenue Forecast

RMD Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q4 FY2026
Period end 2026-06-30		 $1.49B $1.46B $1.46B–$1.52B +10.7% ✓ In range
Q1 FY2027
Period end 2026-09-30		 $1.51B $1.47B–$1.55B +13.0%
Q2 FY2027
Period end 2026-12-31		 $1.60B $1.55B–$1.66B +12.7%
Q3 FY2027
Period end 2027-03-31		 $1.63B $1.57B–$1.69B +13.6%
Q4 FY2027
Period end 2027-06-30		 $1.69B $1.62B–$1.75B +15.1%

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 (Jul–Sep) 0.9978 -0.2% In line with trend 8
FQ2 (Oct–Dec) 0.9997 -0.0% In line with trend 8
FQ3 (Jan–Mar) 0.9955 -0.4% In line with trend 8
FQ4 (Apr–Jun) 1.004 +0.4% In line with trend 7

Spending and Revenue

RMD Spending Timing
Reading this chart: Each line shows the cumulative revenue association per $1 of spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 36 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 0.4448x • R&D elasticity: -0.0989x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

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Data sourced from SEC EDGAR XBRL filings. SEC source data. Forecast model: ARDL; spending associations: ARDL (linear) with 36 quarters. This analysis is for informational purposes only and does not constitute investment advice.

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