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ResMed Inc: MatrixCare divestment frees $490m of capital and restores +HSD growth opportunity in RCS; Overweight-20260708
摩根大通· 2026-07-08 13:16
We continue to argue that one of the more attractive features of the stock currently is the likely prospect of continued increases in shareholder distributions as RMD could finish FY26 with close to $1bn of net cash while continuing to execute well in attractive markets, both currently and into the medium term. J P M O R G A N RMD trades on a FCF yield of 5.5% (vs. ASX 200 on 3.9%) and at 18.2x NTM P/E for +11% EPS CAGR (FY26-28E), vs. the sector on 20.2x for +10%. Reiterate Overweight. Asia Pacific Equity ...
ResMed (NYSE:RMD) Earnings Call Presentation
2026-07-07 19:00
Investor Relations July 2026 June 4, 2025 Presentation of Financial Information & Forward-Looking Statements Divestiture of MatrixCare Business Historical financial and operating data in this presentation reflect the consolidated results of ResMed Inc., its subsidiaries, and its legal entities for the periods indicated. This presentation includes financial information prepared in accordance with accounting principles generally accepted in the United States, or GAAP, as well as other financial measures refer ...