• ResMed hosted fiscal Q3 2026 earnings call on April 30 with Chief Executive Officer Michael Farrell, Chief Financial Officer Brett Sandercock, Chief Investor Relations Officer Salli Schwartz, analysts from Morgan Stanley, UBS, Goldman Sachs, KeyBanc, Mizuho, Stifel, William Blair, Jarden, Barrenjoey, MST.
• Results showed revenue of $1.43 billion, up 11% on a headline basis, with non-GAAP diluted EPS up 21%.
• Management agreed to acquire Noctrix Health for $340 million, targeting close around June 1, 2026, with Noctrix annual revenue run rate near $24 million.
• Sandercock guided Noctrix to reduce Q4 non-GAAP EPS by about $0.02, while ResMed planned at least $175 million of share repurchases in Q4.
• Farrell cited real-world analyses showing PAP patients who start GLP-1 therapy had higher resupply rates, including 5.1% higher at two years, framing GLP-1s as a multi-year demand tailwind for CPAP initiation and adherence.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. ResMed Inc. published the original content used to generate this news brief on May 01, 2026, and is solely responsible for the information contained therein.