Resmed Inc (RMD) Quarterly and Annual Segment Results by Country and Region - CSIMarket
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Resmed Inc   (NYSE: RMD)

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Description of Resmed Inc's Business Segments


Overview of ResMed Inc.

ResMed Inc. is recognized as a pioneer in the medical device industry, primarily dedicated to enhancing the lives of individuals with respiratory disorders. The company’s offerings are tailored to meet the needs of patients suffering from conditions such as sleep apnea, chronic obstructive pulmonary disease (COPD), and other chronic respiratory ailments. ResMed categorizes its products and services into distinct segments, ensuring comprehensive coverage across various aspects of respiratory care.

Segments

ResMed operates through two principal business segments: Sleep and Respiratory Care, and Software as a Service (SaaS).

1. Sleep and Respiratory Care

This segment focuses on a broad spectrum of products and solutions designed to combat sleep-disordered breathing and other respiratory conditions. The offerings include:

- CPAP (Continuous Positive Airway Pressure) Machines: Devices that provide a continuous flow of air to keep airways open during sleep, ensuring uninterrupted breathing.
- Bi-level Positive Airway Pressure (BiPAP) Machines: Equipment designed to deliver two distinct levels of air pressure—one for inhalation and a lower pressure for exhalation—facilitating easier breathing for patients.
- Ventilators: These are specialized machines offering support for individuals with respiratory insufficiencies. They come in both non-invasive and invasive ventilation configurations, catering to various patient needs.
- Oxygen Concentrators: Essential for patients with chronic respiratory diseases who require supplemental oxygen to maintain adequate levels in the blood.
- Nebulizers: Devices that transform liquid medication into a fine mist, allowing for efficient delivery of treatments to the lungs.

Noteworthy products in this segment include:

- AirSense 10 Autoset CPAP Machine: Features automatic pressure adjustments that optimize therapy based on individual needs.
- AirCurve 10 VAuto: A bi-level therapy device equipped with advanced technology for auto-adjustment and integrated humidification options.
- AirMini AutoSet Travel CPAP Machine: A compact, lightweight unit designed for travel without compromising on therapy effectiveness.
- AirFit Series Masks: A versatile range of masks—encompassing nasal, full-face, and nasal pillow designs—catering to varying patient preferences and requirements.
- SimplyGo Portable Oxygen Concentrator: A lightweight and portable solution for patients requiring oxygen therapy during daily activities.

Software as a Service (SaaS)

The SaaS segment is dedicated to providing cloud-based software solutions that significantly enhance patient monitoring, care coordination, and clinical decision-making processes. Key offerings include:

- AirView: A robust cloud-based platform enabling healthcare providers to remotely monitor and manage patient therapies, thereby improving compliance and overall health outcomes.
- myAire: A personalized mobile app that allows patients to track their therapy progress and communicate with healthcare providers for ongoing support.
- Brightree: A comprehensive web-based platform designed for home medical equipment providers, facilitating inventory management, billing, and reimbursement processes.
- Care Orchestrator: A platform integrating various data sources to optimize care coordination for patients with complex healthcare needs.
- Whil Corporate Wellness: A digital health initiative focused on improving employee well-being through personalized wellness programs and training.

Products

ResMeds extensive product portfolio is essential in managing respiratory disorders and can be classified into machines, masks, devices, and consumables.

1. Machines

ResMed’s machines play a critical role in treating sleep apnea, COPD, and other respiratory disorders, with offerings including:

- Continuous Positive Airway Pressure (CPAP) Machines: Deliver a consistent airflow to prevent airway collapse during sleep.
- Bi-level Positive Airway Pressure (BiPAP) Machines: Equipped with dual pressure settings to facilitate easier breathing for patients.
- AutoPAP Machines: Automatically adjust airflow pressure in real-time based on the patients breathing needs throughout the night.

Masks

A successful treatment regimen is contingent upon effective mask solutions. ResMed provides various types of masks, including:

- Nasal Masks: Lightweight and designed to fit over the nose, often preferred by users for comfort and usability.
- Full-Face Masks: Covering both the mouth and nose, these masks are particularly beneficial for patients who find themselves breathing through their mouths.
- Nasal Pillow Masks: Featuring a minimalist design, this type fits directly into the nostrils, offering a less intrusive option for therapy.

Devices

Several additional devices complement respiratory therapy, including:

- Nebulizers and Inhalers: Used for delivering medication directly to the lungs, crucial for patients with conditions like asthma or COPD.
- Humidifiers: Designed to alleviate dryness in airways, enhancing overall patient comfort during therapy.

Consumables

Essential accessories that maintain equipment efficacy and enhance patient comfort include:

- Filters: Designed to reduce airborne particles circulating through CPAP devices, ensuring clean airflow.
- Humidifier Chambers: Specialized chambers meant for optimal functioning with ResMed machines, improving user comfort.
- CPAP Hoses and Tubes: Durable and flexible components ensuring effective airflow delivery.

Services

ResMed places significant emphasis on providing supportive services aimed at optimizing the patient experience:

1. Clinical Education: Online and in-person training programs for clinical staff and healthcare providers ensure skilled use of ResMed products.

2. Technical Training: Hands-on training for home medical equipment providers, focusing on maintenance and repair of ResMed devices.

3. Customer Support: Multi-channel availability for customer assistance through phone and email, addressing user inquiries and providing guidance.

4. Sleep Coaching: Programs designed to assist patients in developing healthier sleep habits, setting achievable sleep goals, and receiving continuous feedback.

Conclusion

ResMed Inc. has firmly established itself as a leader in the medical device industry through its diverse range of innovative products and services tailored to improve the quality of life for individuals with respiratory conditions. By integrating both physical devices and cutting-edge digital health solutions, ResMed offers a holistic approach to respiratory care. This comprehensive support system, which includes clinical education and customer service, underscores ResMeds dedication to enhancing patient outcomes and overall health and wellness.


Composition of Resmed Inc Revenues by Segments

 
Sleep and Breathing Health    340.08 % of total Revenue
Residential Care Software    46.17 % of total Revenue
Devices    76.83 % of total Revenue
Masks and Other    39.09 % of total Revenue
United States    243.37 % of total Revenue
Non-US    142.89 % of total Revenue

Q4 three months ended (Jun 30 2026)
Revenues by Business Segments Revenues
(in millions $)
%
(of total Revenues)
Sleep and Breathing Health 4,977.63 340.08 %
Residential Care Software 675.81 46.17 %
Devices 1,124.49 76.83 %
Masks and Other 572.12 39.09 %
United States 3,562.02 243.37 %
Non-US 2,091.42 142.89 %
Total 1,463.65 100 %




Q4 three months ended (Jun 30 2026)
Revenue Growth rates by Segment Y/Y Revenue
%
Q/Q Revenue
%
Sleep and Breathing Health - 294.89 %
Residential Care Software - 295.47 %
Devices - -
Masks and Other - -
United States - -
Non-US - -
Total -71.38 % 2.86 %




Q4 three months ended (Jun 30 2026)
Income by Business Segments Income
(in millions $)
%
(Profit Margin)
Sleep and Breathing Health 2,204.50 44.29 %
Residential Care Software 217.73 32.22 %
Total 383.43 26.2 %




Q4 three months ended (Jun 30 2026)
Income Growth rates by Segment Y/Y Income
%
Q/Q Income
%
Sleep and Breathing Health - -
Residential Care Software - -
Total -72.63 % -3.84 %




Annual Report on Resmed Inc Divisions, Sales by Country

 
Sleep and Breathing Health   Sleep and Breathing Health Segment contribution to total sales 88.09 % of total Revenue
Residential Care Software   Residential Care Software Segment contribution to total sales 12.54 % of total Revenue
United States   United States Segment contribution to total sales 64.25 % of total Revenue
Sleep and Breathing Health Devices   Sleep and Breathing Health Devices Segment contribution to total sales 52.12 % of total Revenue
Sleep and Breathing Health Masks and other   Sleep and Breathing Health Masks and other Segment contribution to total sales 35.97 % of total Revenue
Sleep and Breathing Health U S Canada and Latin America   Sleep and Breathing Health U S Canada and Latin America Segment contribution to total sales 58.61 % of total Revenue
Sleep and Breathing Health U S Canada and Latin America Devices   Sleep and Breathing Health U S Canada and Latin America Devices Segment contribution to total sales 32.35 % of total Revenue
Sleep and Breathing Health U S Canada and Latin America Masks and other   Sleep and Breathing Health U S Canada and Latin America Masks and other Segment contribution to total sales 26.26 % of total Revenue
Sleep and Breathing Health Combined Europe Asia and other markets   Sleep and Breathing Health Combined Europe Asia and other markets Segment contribution to total sales 29.48 % of total Revenue
Sleep and Breathing Health Combined Europe Asia and other markets Devices   Sleep and Breathing Health Combined Europe Asia and other markets Devices Segment contribution to total sales 19.76 % of total Revenue
Sleep and Breathing Health Combined Europe Asia and other markets Masks and other   Sleep and Breathing Health Combined Europe Asia and other markets Masks and other Segment contribution to total sales 9.71 % of total Revenue
Rest of the World   Rest of the World Segment contribution to total sales 36.39 % of total Revenue


Twelve months ended 2025
RMD s Annual Revenue by Geography and Business Segments Sales
(in millions $)
%
(of total Sales)
Sleep and Breathing Health 4,504.89 88.09 %
Residential Care Software 641.44 12.54 %
United States 3,285.58 64.25 %
Total 5,113.97 100 %
Sleep and Breathing Health Devices 2,665.17 52.12 %
Sleep and Breathing Health Masks and other 1,839.72 35.97 %
Sleep and Breathing Health U S Canada and Latin America 2,997.51 58.61 %
Sleep and Breathing Health U S Canada and Latin America Devices 1,654.41 32.35 %
Sleep and Breathing Health U S Canada and Latin America Masks and other 1,343.10 26.26 %
Sleep and Breathing Health Combined Europe Asia and other markets 1,507.38 29.48 %
Sleep and Breathing Health Combined Europe Asia and other markets Devices 1,010.76 19.76 %
Sleep and Breathing Health Combined Europe Asia and other markets Masks and other 496.62 9.71 %
Rest of the World 1,860.75 36.39 %


Twelve months ended 2025
RMD s Annual Income by Country and Business Segments Income
(in millions $)
%
(Profit Margin)
Total 1,400.72 27.39 %

Twelve months ended 2025
Annual Revenue and Income Growth by Country and Business Segments % Y/Y Sales Growth % Y/Y Income Growth
Sleep and Breathing Health 9.84 % -
Residential Care Software 9.81 % -
United States 10.25 % -
Sleep and Breathing Health Devices 9.05 % -
Sleep and Breathing Health Masks and other 11.02 % -
Sleep and Breathing Health U S Canada and Latin America 10.1 % -
Sleep and Breathing Health U S Canada and Latin America Devices 8.65 % -
Sleep and Breathing Health U S Canada and Latin America Masks and other 11.94 % -
Sleep and Breathing Health Combined Europe Asia and other markets 9.34 % -
Sleep and Breathing Health Combined Europe Asia and other markets Devices 9.72 % -
Sleep and Breathing Health Combined Europe Asia and other markets Masks and other 8.58 % -
Rest of the World 9.12 % -



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