Analysis: ResMed Inc.

US:RMD

Why is ResMed Inc. stock rising?

  • Indianapolis distribution center is expected to become operational during calendar 2027, expanding U.S. distribution capacity and speeding delivery.
  • AirTouch F30i full-face fabric masks are in select markets and will be rolled out globally as regulatory approvals are obtained.
  • Noctrix Health acquisition is expected to close around June 1, 2026, adding an FDA de novo RLS device and opening restless leg syndrome as a new sleep-health category.
  • ResMed expects the residential care software business to return to high-single-digit revenue growth in fiscal 2027.
  • Fiscal 2027 capex is expected to step up to $160 million-$180 million to expand and automate U.S. and global manufacturing.

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