NYSE · Health Care

RESMED INC RMD

ResMed Inc. develops, manufactures, distributes, and markets medical devices and cloud-based software applications to diagnose, treat, and manage respiratory disorders in the United States and internationally. The company operates in two segments, Sleep and Breathing Health, and Residential Care Software.

Medical/Dental Instruments

Company profile

Business mix

  • The company operates in two segments, Sleep and Breathing Health, and Residential Care Software.
  • The company also provides AirView, a cloud-based system that enables remote monitoring and changing of patients’ device settings.
  • In addition, the company offers Brightree solutions which are solutions and services for organizations in home medical equipment and pharmacy, orthotic and prosthetic, and home infusion.
  • ResMed Inc. was founded in 1989 and is headquartered in San Diego, California.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical instruments & supplies?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 18.9 FCF 6.2% Buyback 0.62%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Giverny Capital Francois Rochon 1.9% $51.6M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 0 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $30.6M Estimated from net reduced shares
Net share change / base shares -33.7% -119,460 / 354,719
Giverny Capital Francois Rochon 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.3% 13F value change -$5.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 235,388 Last 1 periods -5,383 (-2.3%) Total shares 230,005 Value $51.6M
Bridgewater Associates Ray Dalio 1 filing periods
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -95.6% 13F value change -$25.4M
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 119,331 Last 1 periods -114,077 (-95.6%) Total shares 5,254 Value $1.4M

Recent mentions

No public mentions.