Strong Financial Performance: ResMed reported a 10% year-over-year revenue growth for Q4 FY2025, reaching $1.35 billion. The gross margin expanded by 230 basis points year-over-year to 61.4%, highlighting improved efficiencies in procurement and logistics.

Positive Guidance on Gross Margin: For FY2026, the company expects gross margins to be in the range of 61% to 63%. This optimistic outlook is supported by ongoing gross margin improvement initiatives, including better component costs and logistics optimization, although currency fluctuations may present challenges.

Strategic Acquisitions and Market Expansion: ResMed is focused on integrating acquisitions like VirtuOx and Somnoware to enhance its diagnostic and digital health portfolio. The company views these acquisitions as complementary to its therapeutic offerings in sleep apnea and respiratory care, increasing patient engagement and market presence.