ResMed ($RMD) podcast mentions
Per Ticker.id: 1 ResMed ($RMD) mention across 1 podcast (30 days) — timestamped, verifiable quotes, updated 2026-09-26.
Well said, mate. Let me just double down on that other point you make. It is choosing what to compare yourself with. For me, it's always the business. I'll give you a really neat example because a lot of people will be familiar with it. Let's go back 2 years. And I'm being selective with my dates here, but just to illustrate the point. 2 years ago, you remember all these GLP-1 diet drugs were sort of like really coming into vogue. Anyway, ResMed just ate it. No one was going to use sleep apnea anymore before. But there's plenty of investors I knew that were like, you know, it's kind of still a good business, and maybe they I think that's too simplistic a thesis. And actually, I actually think revenue's going to go up over the next couple of years, and I think profit's going to go up. So, well, let's have a look what happened. Well, revenue went from $7.07 billion in 2024 to $8.2 billion in 2026.
Chris Hill · Motley Fool Money · Mailbag, incl: I didn’t beat the S&P500. Should I give up? September 27, 2026 · 2026-09-26Huang agreed with Trump that China should be prevented from taking over AI, but also praised former Anthropic researcher Jacob Coxon, who resigned over safety concerns, calling him courageous and saying whistleblowers should be taken seriously. Among active stocks, Dave& Buster's is sliding as higher food and beverage payroll and pre-opening costs eroded Q2 results, driving the company into the red. Inova International is plunging after the company withdrew regulatory applications tied to its proposed acquisition of Grasshopper Bancorp. CEO Steve Cunningham says regulators do not have clear standards for non-banks that want to become banks and that serve customers whose credit needs today are met mostly outside of the banking system. And ResMed is up after RBC Capital Markets upgraded the stock to outperform from sector perform and raised its price target to $262 from $244. Citing positives in the respiratory device maker's Q4 results. Analyst Craig Wong Pan expects high single-digit EPS growth over the next 3 years.
Kim Kahn · Wall Street Breakfast · Trump says AI takeover is a hoax · 2026-09-15Pleasure, mate. Thanks for being here. Stocks in Focus is where we take apart a company that people, though widely known, widely owned, talked about in the news, whatever those things are. And I suspect today's company, ResMed, RMD is the ASX code, probably fits most of those relatively widely owned, relatively well-known, certainly in the news. And I'm sure we'll talk a little bit about why in a second. Before we get into any of that though, mate, let's start as we always do. Tell me about ResMed, the company. What is it? What does it do?
Jason Moser · Motley Fool Money · Stocks In Focus: ResMed, March 18 2026 · 2026-03-18It's a company that's pretty well known, I think, among Australian investors, not only because it's been around for decades, but also because I suspect there are a lot of people who actually also use its solutions and specifically develops medical devices and also increasingly software as well. But the medical devices specifically predominantly treating conditions like sleep apnea and other respiratory conditions. Of course, I guess the, the, the conditions that it treats or the conditions that its products can actually help extend far beyond just sleep apnea. We know that affected sleep, sleep apnea specifically, can affect a lot of other conditions within the human body, whether that be the heart, breathing health, sleep health, Focus during the day, therefore work outcomes as well. So there's far-reaching outcomes that ResMed really aims to treat and to remedy. So it is best known for its CPAP machines. I suppose in a way you could almost say it's a razor and blade model in the sense that it really sells the razor, which is the CPAP machine itself to begin with. Doesn't make a huge margin on that, but it does make some money on that nonetheless. In addition, though, it does sell also accessories such as masks and all those sort of things that do create more margin at the back end. And I find what I find fascinating as well is that there have been some challenges to, I suppose, the technology that it uses in recent years, and we'll get to that in a moment. But what I find really interesting is the data that it's got at its back and the data that can actually use to support it going forward, that actually seems to be really helping it to propel sales in the future as well. So that's something that I really like about the business. But as I said, Scott, it is operating in the medical space, the medical technology space. It's a pretty defensive model, you know, even in terms of recessions, inflation, the products that it sells, its customers can't really do without. Now, what I do really like about ResMed, and I think this is really worth highlighting here, is they do really look after the customer. They're not out there to, you know, to price gouge the customer in times of, you know, inflation.
Ryan Newman · Motley Fool Money · Stocks In Focus: ResMed, March 18 2026 · 2026-03-18In terms of the pros, I'll flesh those out a little bit. As you said, there's really some, some strong tailwinds at these companies back. And specifically, we know that we have an aging population. And that's not just the case here. That's the case in many other markets, in many other developed markets as well. We also have a market, or I guess a demographic that unfortunately is becoming increasingly prone to many health conditions, whether that be heart issues, you know, risk of stroke, burnout at work, you know, like, I guess a very rapid pace of life, I think can also create a lot of stress, which can also lead to breathing conditions and affected sleep. So there's some really strong tailwinds at its back, but I guess even more so than, than just those health conditions and the demographic conditions, I think there's also a number of other technological, uh, tailwinds at its back as well. And one of these is probably a little bit ironic because it was only a couple of years ago that this was seen as a major, major risk to ResMed's business. And specifically that was the GLP-1 drug. So think Ozempic and other weight loss drugs. The, I guess, short, short story here is at the time people were terrified that GLP-1 drugs like Ozempic would lead to lower rates of obesity, which would lead to less cases of sleep apnea, which would therefore lead to less demand for ResMed's devices. Now, I think that is a, it's a viable concern. I certainly was at the time. However, I think over time the company has really proven that to be the wrong way to look at this. And of course things can change, and that is something that we will continue to watch and, and investors should continue to watch over time. But ultimately what the company is finding is that the, the patients who are on these GLP-1 drugs are actually those who have tended to be more proactive about their health, and they're actually looking for ways to be healthier. And when paired with— so GLP-1 drugs, when paired with with ResMed's own treatments like CPAP, they actually get better results, not only for the patient, but also financially. They're finding that those sort of patients are coming back for more masks, more accessories.
Ryan Newman · Motley Fool Money · Stocks In Focus: ResMed, March 18 2026 · 2026-03-18They're a more reliable customer base. So at the end of the day, this has actually become quite a tailwind for the business. The other tailwind as well that I'll touch on here is the use of wearable devices, and I'm wearing one right now, the, the Apple Watch. I'm wearing an older model, I must say, but a lot of the newer models, and not only from Apple, but also from Samsung and the like, these smart devices do have the capability to track sleep, sleep health, sleep quality. And these are the sort of things that can actually send alerts to the client or to the patient or to the potential client and say, your quality of sleep is lacking here. You know, your breathing is affected, maybe seek treatment. You know, it's also creating more abilities and more capabilities for health experts and sleep experts to actually monitor those, those patients and I guess bring more of that treatment into the home. And I think there's a really big opportunity for ResMed. I'll touch on a couple of others. Recurring revenue model, as I said, it sort of has that razor and blade model, sells the device initially and then sells accessories ongoing before potentially selling another device maybe 4 or 5 years later. And also a very high-quality financial profile. This company is consistently bringing in high single digits, if not low single-digit growth. Scott, as you said, there are some cons as well, and I touched on one a moment ago. The major one I would say is the risk of technological obsolescence, I suppose. Now we've seen GLP-1 drug was a threat and has now become an opportunity. That doesn't mean it necessarily will always be that opportunity. It could also reverse and become a threat. So I think that is worth, worth watching. And of course, you know, the risk of AI. Yeah, AI can't be attached to a person's lungs and help them breathe necessarily, but AI could potentially help to accelerate the finding of another viable solution, potentially one that's even superior to CPAP or GLP-1 drugs. And I think that's something that we really do need to monitor going forward. I think in this day and age, there is nothing that isn't, you know, that isn't completely safe from AI.
Ryan Newman · Motley Fool Money · Stocks In Focus: ResMed, March 18 2026 · 2026-03-18If you're watching this on YouTube, you're welcome. If you're not, you're on the podcast listening to this, check out YouTube. Just so you'll see me fidget trying to stay still while I'm listening to Ryan talk about a very important company while the dog is giving me absolute grief. And because we're keeping it real, we're not going to pause it. We're going to push through while I deal with the dog. Mate, so you've given us the pros and the cons. You promised us a definitive answer. So I'm going to, I think I know which way you're going to go, but let's give our listeners and viewers a treat. ResMed, do you reckon over the next 5 years it's a market beater or do you think it's going to lag the ASX?
Jason Moser · Motley Fool Money · Stocks In Focus: ResMed, March 18 2026 · 2026-03-18Hey Luke or Justin, I've got a question about ResMed, ticker RMD. I actually stumbled upon this stock in October of last year after trying to find one of my clients' required minimum distributions. Plugged in RMD in the search bar and up came ResMed. So I was hoping to hear your thoughts on the company. Thank you so much. I'll listen on the podcast.
Speaker C · InvestTalk · The Super Bowl Indicator · 2026-02-04That's actually a hilarious way to find a company ticker is look for some sort of acronym and then accidentally end up on a company. But either way, maybe that was intentional from these guys. ResMed Inc. What they do is they design and manufacture and sell medical devices and cloud-connected digital solutions for sleep apnea, for chronic respiratory conditions, for home healthcare. So they got CPAP therapy, one of their devices, ventilators, diagnostic tools. It is a $37— oh, still looking at Expedia here. Let me flip that over to RMD. I don't know why it didn't pop up. How large is this guy? Can't tell you because my computer doesn't want to work. Let's see if it says it over here. It's a $38 billion market cap company, about $9.7 earnings per share, pays a 1% dividend yield. Quite the range over the past 52 weeks from $1.99 to $2.94, currently trading at about $2.50, $2.60 per share. Now we're about to head into another break, so we will tackle the rest of this question on ticker RMD when we get back. And because there's only 10 minutes left in this show, if you have a burning question on your mind and you want to get through to me live, Before you head off and enjoy dinner or whatever you're doing right now, pick up that phone, dial that number, 888-99-CHART.
Speaker B · InvestTalk · The Super Bowl Indicator · 2026-02-04For the break, we were talking a bit about ResMed, which I couldn't even pull up on my FactSet, but you know what, I pulled it up. It is a $37 billion market cap medical devices company. Pays a 1% dividend yield, and growth has been pretty solid and pretty consistent over the past 5 years, 11.7% on an annualized basis. Margin's pretty solid as well, and that margin's sitting about 27.2% this year. Margin's expanding over the past couple years. It's trading also below its 5-year average price to earnings and price to cash flow. Its return on equity compared to its peers is better. Across the board. It's also trading at a bit of a cheaper valuation than most, with earnings per share growth year over year at 37.4%. That is very, very solid. Year to date, it's up 438%, only up 451% over the past 52 weeks, but really only underperforming in 2025 its industry by about 1%. Its balance sheet, pretty clean, $811 million in debt. Honestly, its core market seems to be sleep apnea and breathing disorders, which has had a rising prevalence across the globe. And the fact that it's trading at a pretty decent valuation, I don't know, looks pretty good to me. That is ResMed Inc., ticker RMD. Bill, sorry for making you wait. We appreciate the call. Looks like you got a question on BHP. Do you own it? Are you looking to buy it?
Speaker B · InvestTalk · The Super Bowl Indicator · 2026-02-04