Form 8-K

8-K — RESMED INC

Accession: 0001193125-26-197192

Filed: 2026-04-30

Period: 2026-04-30

CIK: 0000943819

SIC: 3841 (SURGICAL & MEDICAL INSTRUMENTS & APPARATUS)

Item: Results of Operations and Financial Condition

Item: Other Events

Item: Financial Statements and Exhibits

Documents

8-K — d146862d8k.htm (Primary)

EX-99.1 (d146862dex991.htm)

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XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: d146862d8k.htm · Sequence: 1

8-K

RESMED INC US false 0000943819 0000943819 2026-04-30 2026-04-30

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Under Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported):

April 30, 2026

ResMed Inc.

(Exact Name of Registrant as Specified in Charter)

Delaware

001-15317

98-0152841

(State or Other Jurisdiction

of Incorporation)

(Commission

File Number)

(I.R.S. Employer

Identification No.)

9001 Spectrum Center Blvd.

San Diego, California 92123

(Address of Principal Executive Offices)

(858) 836-5000

(Registrant’s telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading

Symbol(s)

Name of each exchange

on which registered

Common Stock, $0.004 par value

RMD

NYSE

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). ☐

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition.

On April 30, 2026, we issued the press release furnished as Exhibit 99.1. The press release describes the results of our operations for the quarter ended March 31, 2026.

The information furnished in this Current Report on Form 8-K under Item 2.02 and the attached exhibit shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 8.01. Other Events.

On April 30, 2026, we announced that our board of directors declared a quarterly cash dividend of US $0.60 per share. The dividend will have a record date of May 14, 2026, payable on June 18, 2026. The dividend will be paid in U.S. currency to holders of Resmed’s common stock trading on the New York Stock Exchange. Holders of CHESS Depositary Interests (“CDIs”) trading on the Australian Securities Exchange will receive an equivalent amount in Australian currency, based on the exchange rate on the record date, and reflecting the 10:1 ratio between CDIs and NYSE shares. The ex-dividend date will be May 13, 2026, for common stockholders and for CDI holders. Resmed has received a waiver from the ASX’s settlement operating rules, which will allow Resmed to defer processing conversions between its common stock and CDI registers from May 13, 2026, through May 14, 2026, inclusive.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits

Exhibits:

Description of Document

99.1

Press Release dated April 30, 2026, regarding results of operations

104

Cover Page Interactive Data File (embedded within the Inline XBRL, document)

-2-

SIGNATURES

We have authorized the person whose signature appears below to sign this report on our behalf, in accordance with the Securities Exchange Act of 1934.

Date: April 30, 2026

ResMed Inc.

(registrant)

By:

/s/ Brett Sandercock

Name:

Brett Sandercock

Its:

Chief Financial Officer

-3-

EX-99.1

Filename: d146862dex991.htm · Sequence: 2

EX-99.1

Exhibit 99.1

For investors

For media

+1 858-221-3304

+1 619-510-1281

investorrelations@resmed.com

news@resmed.com

Resmed Inc. Announces Results for the Third Quarter of Fiscal Year 2026

•

Revenue increased by 11% to $1.4 billion; up 8% on a constant currency basis

•

GAAP gross margin up 290 bps to 62.2%; non-GAAP gross margin up 290 bps

to 62.8%

•

GAAP income from operations increased 17%; non-GAAP income from

operations up 18%

•

GAAP diluted earnings per share of $2.74; non-GAAP diluted earnings per

share of $2.86

•

Operating cash flow of $554 million; $262 million returned to shareholders through share repurchases and

dividends

Note: A webcast of Resmed’s conference call will be available at 4:30 p.m. ET today at http://investor.resmed.com

SAN DIEGO, April 30, 2026 – Resmed Inc. (NYSE: RMD, ASX: RMD) today announced results for its quarter ended March 31, 2026.

“Our third quarter results reflect the continued strength of our global business, driven by ongoing demand for our market-leading products and disciplined

execution of our strategy,” said Resmed’s Chairman and CEO, Mick Farrell.

“Year-over-year, we delivered 11% reported revenue growth, 290 basis

points of non-GAAP gross margin expansion, and 21% increase in earnings per share. These results highlight the momentum behind our strategy, and the continued progress we are making in shaping the future of

sleep health, breathing health, and healthcare in the home.

As we advance through the remainder of our fiscal year 2026, we remain focused on expanding access to

care globally, scaling our digital health capabilities, and delivering further strong, profitable growth.”

RMD Third Quarter 2026 Earnings Press Release – April 30, 2026

Page 2 of 10

Financial Results and Operating Metrics

Unaudited; $ in millions, except for per share amounts

Three Months Ended

March 31,

2026

March 31,

2025

% Change

Constant

Currency

(A)

Revenue

1,431.4

1,291.7

Gross margin

62.2

59.3

Non-GAAP gross margin (B)

62.8

59.9

Selling, general, and administrative expenses

285.7

245.3

Non-GAAP selling, general, and administrative expenses(B)

279.8

245.3

Research and development expenses

94.3

83.9

Income from operations

499.8

426.3

Non-GAAP income from operations (B)

524.8

444.6

Net income

398.7

365.0

Non-GAAP net income (B)

417.2

348.5

Diluted earnings per share

2.74

2.48

Non-GAAP diluted earnings per share (B)

2.86

2.37

Nine Months Ended

March 31,

2026

March 31,

2025

% Change

Constant

Currency

(A)

Revenue

4,189.8

3,798.3

Gross margin

61.8

58.8

Non-GAAP gross margin (B)

62.4

59.4

Selling, general, and administrative expenses

823.2

725.9

Non-GAAP selling, general, and administrative expenses(B)

817.4

725.9

Research and development expenses

272.6

244.8

Income from operations

1,438.0

1,230.8

Non-GAAP income from operations (B)

1,524.1

1,286.9

Net income

1,139.9

1,021.0

Non-GAAP net income (B)

1,203.5

1,032.2

Diluted earnings per share

7.79

6.93

Non-GAAP diluted earnings per share (B)

8.22

7.00

(A)

In order to provide a framework for assessing how our underlying businesses performed, excluding the effect of foreign

currency fluctuations, we provide certain financial information on a “constant currency” basis, which is in addition to the actual financial information presented. In order to calculate our constant currency information, we translate the

current period financial information using the foreign currency exchange rates that were in effect during the previous comparable period. However, constant currency measures should not be considered in isolation or as an alternative to U.S. dollar

measures that reflect current period exchange rates, or to other financial measures calculated and presented in accordance with U.S. GAAP.

(B)

See the reconciliation of non-GAAP financial measures in the table at the end of

the press release.

Discussion of Third Quarter Results

All comparisons are to the prior year period unless otherwise noted

•

Revenue grew by 8 percent on a constant currency basis, driven by increased demand for our portfolio of sleep devices,

masks and accessories.

•

Revenue in the U.S., Canada, and Latin America, excluding Residential Care Software, grew by 9 percent.

•

Revenue in Europe, Asia, and other markets, excluding Residential Care Software, grew by 7 percent on a constant

currency basis.

•

Residential Care Software revenue increased by 4 percent on a constant currency basis.

RMD Third Quarter 2026 Earnings Press Release – April 30, 2026

Page 3 of 10

•

Gross margin increased by 290 basis points primarily driven by component cost improvements and manufacturing and logistics

efficiencies, as well as a small positive impact from product mix and foreign currency movements. Non-GAAP gross margin increased by 290 basis points due to the same factors.

•

Selling, general, and administrative expenses increased by 11 percent on a constant currency basis. The increase in

SG&A expenses was mainly due to additional expenses associated with our VirtuOx acquisition, employee costs as well as marketing and technology investments. Additionally, we recorded acquisition and portfolio review related expenses of

$5.9 million reflecting costs associated with the evaluation of strategic transactions, including legal and professional fees for diligence and related consultations. SG&A expenses, excluding acquisition and portfolio review related

expenses, were 19.5 percent of revenue in the quarter, compared with 19.0 percent in the same period of the prior year.

•

Income from operations increased by 17 percent and non-GAAP income from

operations increased by 18 percent.

•

Net income for the quarter was $399 million and diluted earnings per share was

$2.74. Non-GAAP net income increased by 20 percent to $417 million, and non-GAAP diluted earnings per share increased by 21 percent to

$2.86, predominantly attributable to strong sales growth and gross margin improvement.

•

Operating cash flow for the quarter was $554 million, compared to net income in the current quarter of

$399 million and non-GAAP net income of $417 million.

•

During the quarter, we paid $87 million in dividends to shareholders and repurchased 673,000 shares for consideration

of $175 million as part of our ongoing capital management.

Other Business and Operational Highlights

•

Unveiled findings from sixth annual Global Sleep Survey, drawing insights from 30,000 people across 13 countries; as sleep

awareness grows, so does the opportunity to turn intent into action.

•

Announced expansion of U.S. operations with new distribution center in Greenwood, Indiana, scheduled to begin operations in

2027 and expand Resmed’s U.S. presence while strengthening the company’s distribution capacity to better serve patients and providers across North America.

•

Launched the AirTouch F30i Comfort full face mask in the U.S. following its introduction in Australia and Canada, and

building on the launch of the AirTouch F30i Clear in the U.S.

RMD Third Quarter 2026 Earnings Press Release – April 30, 2026

Page 4 of 10

Dividend program

The

Resmed board of directors today declared a quarterly cash dividend of $0.60 per share. The dividend will have a record date of May 14, 2026, payable on June 18, 2026. The dividend will be paid in U.S. currency to holders of Resmed’s

common stock trading on the New York Stock Exchange. Holders of CHESS Depositary Interests (“CDIs”) trading on the Australian Securities Exchange will receive an equivalent amount in Australian currency, based on the exchange rate on the

record date, and reflecting the 10:1 ratio between CDIs and NYSE shares. The ex-dividend date will be May 13, 2026, for common stockholders and for CDI holders. Resmed has received a waiver from

the ASX’s settlement operating rules, which will allow Resmed to defer processing conversions between its common stock and CDI registers from May 13, 2026, through May 14, 2026, inclusive.

Webcast details

Resmed will discuss its third quarter fiscal year

2026 results on its webcast at 1:30 p.m. U.S. Pacific Time today. The live webcast of the call can be accessed on Resmed’s Investor Relations website at investor.resmed.com. Please go to this section of the website and click on the icon

for the “Q3 2026 Earnings Webcast” to register and listen to the live webcast. A replay of the earnings webcast will be accessible on the website and available approximately two hours after the live webcast. In addition, a telephone

replay of the conference call will be available approximately three hours after the webcast by dialing +1 877-660-6853 (U.S.) or

+1 201-612-7415 (outside U.S.) and entering the passcode 13759381. The telephone replay will be available until May 14, 2026.

About Resmed

Resmed (NYSE: RMD, ASX: RMD) creates life-changing

health technologies that people love. We’re relentlessly committed to pioneering innovative technology to empower millions of people in 140 countries to live happier, healthier lives. Our AI-powered

digital health solutions, cloud-connected devices and intelligent software make home healthcare more personalized, accessible and effective. Ultimately, Resmed envisions a world where every person can achieve their full potential through better

sleep and breathing, with care delivered in their own home. Learn more about how we’re redefining sleep health at Resmed.com and follow @Resmed.

Safe

harbor statement

Statements contained in this release that are not historical facts are “forward-looking” statements as contemplated by the

Private Securities Litigation Reform Act of 1995. These forward-looking statements – including statements regarding Resmed’s projections of future revenue or earnings, expenses, new product development, new product launches, new markets

for its products, the integration of acquisitions, our supply chain, domestic and international regulatory developments, litigation, tax outlook, and the expected impact of macroeconomic conditions of our business – are subject to risks and

uncertainties, which could cause actual results to materially differ from those projected or implied in the forward-looking statements. Additional risks and uncertainties are discussed in Resmed’s periodic reports on file with the U.S.

Securities & Exchange Commission. Resmed does not undertake to update its forward-looking statements.

– More –

RMD Third Quarter 2026 Earnings Press Release – April 30, 2026

Page 5 of 10

RESMED INC. AND SUBSIDIARIES

Condensed Consolidated Statements of Operations

(Unaudited; $ in

thousands, except for per share amounts)

Three Months Ended

Nine Months Ended

March 31,

2026

March 31,

2025

March 31,

2026

March 31,

2025

Net revenue

1,431,406

1,291,736

4,189,796

3,798,334

Cost of sales

532,577

517,883

1,575,796

1,540,684

Amortization of acquired

intangibles (1)

7,850

7,444

23,480

22,748

Total cost of sales

540,427

525,327

1,599,276

1,563,432

Gross profit

890,979

766,409

2,590,520

2,234,902

Selling, general, and administrative

279,797

245,302

817,387

725,894

Acquisition and portfolio review related expenses

(1)

5,858

—

5,858

—

Total selling, general, and administrative

285,655

245,302

823,245

725,894

Research and development

94,267

83,944

272,560

244,840

Amortization of acquired

intangibles (1)

11,247

10,895

34,967

33,345

Restructuring expenses (1)

—

21,745

—

Total operating expenses

391,169

340,141

1,152,517

1,004,079

Income from operations

499,810

426,268

1,438,003

1,230,823

Other income (expenses), net:

Interest (expense) income, net

12,287

793

29,029

(1,643

)

Gain (loss) attributable to equity method investments

1,718

335

4,722

2,375

Gain (loss) on equity investments

(10,130

)

(5,647

)

(16,014

)

(7,765

)

Other, net

(1,373

)

(4,056

)

(10,488

)

(4,277

)

Total other income (expenses), net

2,502

(8,575

)

7,249

(11,310

)

Income before income taxes

502,312

417,693

1,445,252

1,219,513

Income taxes

103,580

52,652

305,391

198,495

Net income

398,732

365,041

1,139,861

1,021,018

Basic earnings per share

2.74

2.49

7.82

6.96

Diluted earnings per share

2.74

2.48

7.79

6.93

Non-GAAP diluted earnings per share (1)

2.86

2.37

8.22

7.00

Basic shares outstanding

145,340

146,719

145,794

146,797

Diluted shares outstanding

145,723

147,220

146,369

147,432

(1)

See the reconciliation of non-GAAP financial measures in the table at

the end of the press release.

– More –

RMD Third Quarter 2026 Earnings Press Release – April 30, 2026

Page 6 of 10

RESMED INC. AND SUBSIDIARIES

Condensed Consolidated Balance Sheets

(Unaudited; $ in thousands)

March 31,

2026

June 30,

2025

Assets

Current assets:

Cash and cash equivalents

1,660,513

1,209,450

Accounts receivable, net

998,837

939,492

Inventories

911,876

927,711

Prepayments and other current assets

492,836

428,952

Total current assets

4,064,062

3,505,605

Non-current assets:

Property, plant, and equipment, net

566,972

550,790

Operating

lease right-of-use assets

161,602

167,497

Goodwill and other intangibles, net

3,468,321

3,511,541

Deferred income taxes and

other non-current assets

523,328

438,958

Total non-current assets

4,720,223

4,668,786

Total assets

8,784,285

8,174,391

Liabilities and Stockholders’ Equity

Current liabilities:

Accounts payable

273,301

278,157

Accrued expenses

446,149

402,253

Operating lease liabilities, current

29,233

30,506

Deferred revenue

179,277

166,030

Income taxes payable

163,322

132,274

Short-term debt

259,928

9,900

Total current liabilities

1,351,210

1,019,120

Non-current liabilities:

Deferred revenue

163,148

156,803

Deferred income taxes

77,929

77,682

Operating lease liabilities, non-current

149,840

153,015

Other long-term liabilities

146,079

141,520

Long-term debt

404,168

658,392

Total non-current liabilities

941,164

1,187,412

Total liabilities

2,292,374

2,206,532

Stockholders’ equity

Common stock

763

761

Additional paid-in capital

2,134,231

2,033,599

Retained earnings

6,958,779

6,081,490

Treasury stock

(2,576,957

)

(2,073,292

)

Accumulated other comprehensive income

(24,905

)

(74,699

)

Total stockholders’ equity

6,491,911

5,967,859

Total liabilities and stockholders’ equity

8,784,285

8,174,391

– More –

RMD Third Quarter 2026 Earnings Press Release – April 30, 2026

Page 7 of 10

RESMED INC. AND SUBSIDIARIES

Condensed Consolidated Statements of Cash Flows

(Unaudited; $ in

thousands)

Three Months Ended

Nine Months Ended

March 31,

2026

March 31,

2025

March 31,

2026

March 31,

2025

Cash flows from operating activities:

Net income

398,732

365,041

1,139,861

1,021,018

Adjustment to reconcile net income to cash provided by operating activities:

Depreciation and amortization

58,981

43,675

156,564

134,845

Amortization

of right-of-use assets

10,051

8,235

32,467

26,678

Stock-based compensation costs

26,792

24,120

76,890

66,910

(Gain) loss attributable to equity method investments, net of dividends received

(1,718

)

(335

)

(4,722

)

(2,375

)

(Gain) loss on equity investments

10,130

5,647

16,014

7,765

Changes in operating assets and liabilities:

Accounts receivable, net

(16,857

)

(40,033

)

(59,569

)

(71,469

)

Inventories, net

12,480

29,864

23,946

(48,032

)

Prepaid expenses, net deferred income taxes and other current assets

(48,335

)

79,357

(152,410

)

35,612

Accounts payable, accrued expenses, income taxes payable and other

103,876

63,091

122,157

41,870

Net cash provided by (used in) operating activities

554,132

578,662

1,351,198

1,212,822

Cash flows from investing activities:

Purchases of property, plant, and equipment

(33,654

)

(20,796

)

(105,158

)

(59,280

)

Patent registration and acquisition costs

(5,935

)

(2,992

)

(13,286

)

(7,584

)

Purchases of intangible assets

—

(1,479

)

—

Business acquisitions, net of cash acquired

(24,883

)

—

(25,405

)

(670

)

Purchases of investments

(20,132

)

(2,053

)

(26,536

)

(4,403

)

Proceeds from exits of investments

2,502

—

2,752

4,378

Proceeds (payments) on maturity of foreign currency contracts

24,074

(5,945

)

7,564

1,227

Net cash provided by (used in) investing activities

(58,028

)

(31,786

)

(161,548

)

(66,332

)

Cash flows from financing activities:

Proceeds from issuance of common stock, net

7,427

9,022

45,189

44,283

Purchases of treasury stock

(175,013

)

(75,026

)

(500,037

)

(200,017

)

Taxes paid related to net share settlement of equity awards

(418

)

(364

)

(21,445

)

(17,487

)

Payments of business combination contingent consideration

—

(855

)

Repayment of borrowings

—

(5,000

)

(35,000

)

Dividends paid

(87,238

)

(77,704

)

(262,572

)

(233,290

)

Net cash provided by (used in) financing activities

(255,242

)

(144,072

)

(743,865

)

(442,366

)

Effect of exchange rate changes on cash

2,582

7,963

5,278

(9,774

)

Net increase (decrease) in cash and cash equivalents

243,444

410,767

451,063

694,350

Cash and cash equivalents at beginning of period

1,417,069

521,944

1,209,450

238,361

Cash and cash equivalents at end of period

1,660,513

932,711

1,660,513

932,711

– More –

RMD Third Quarter 2026 Earnings Press Release – April 30, 2026

Page 8 of 10

RESMED INC. AND SUBSIDIARIES

Reconciliation of Non-GAAP Financial Measures

(Unaudited; $ in thousands, except for per share amounts)

The measures “non-GAAP gross profit” and “non-GAAP gross margin” exclude amortization expense from acquired intangibles and are

reconciled below:

Three Months Ended

Nine Months Ended

March 31,

2026

March 31,

2025

March 31,

2026

March 31,

2025

Revenue

1,431,406

1,291,736

4,189,796

3,798,334

GAAP cost of sales

540,427

525,327

1,599,276

1,563,432

Less: Amortization of acquired

intangibles (A)

(7,850

)

(7,444

)

(23,480

)

(22,748

)

Non-GAAP cost of sales

532,577

517,883

1,575,796

1,540,684

GAAP gross profit

890,979

766,409

2,590,520

2,234,902

GAAP gross margin

62.2

59.3

61.8

58.8

Non-GAAP gross profit

898,829

773,853

2,614,000

2,257,650

Non-GAAP gross margin

62.8

59.9

62.4

59.4

The measures “non-GAAP selling, general, and administrative expenses” and “non-GAAP selling, general, and administrative expenses as a percentage of revenues” exclude acquisition and portfolio review related expenses and are reconciled below:

Three Months Ended

Nine Months Ended

March 31,

2026

March 31,

2025

March 31,

2026

March 31,

2025

Revenue

1,431,406

1,291,736

4,189,796

3,798,334

GAAP selling, general, and administrative

285,655

245,302

823,245

725,894

Less: Acquisition and portfolio review related expenses (A)

(5,858

)

—

(5,858

)

—

Non-GAAP selling, general, and administrative

279,797

245,302

817,387

725,894

As a percentage of revenue:

GAAP selling, general, and administrative expenses

20.0

19.0

19.6

19.1

Non-GAAP selling, general, and administrative expenses

19.5

19.0

19.5

19.1

The measure “non-GAAP income from operations” is reconciled with GAAP

income from operations below:

Three Months Ended

Nine Months Ended

March 31,

2026

March 31,

2025

March 31,

2026

March 31,

2025

GAAP income from operations

499,810

426,268

1,438,003

1,230,823

Amortization of acquired intangibles—cost of

sales (A)

7,850

7,444

23,480

22,748

Amortization of acquired intangibles—operating expenses (A)

11,247

10,895

34,967

33,345

Restructuring (A)

—

21,745

—

Acquisition and portfolio review related expenses

(A)

5,858

—

5,858

—

Non-GAAP income from operations

524,765

444,607

1,524,053

1,286,916

– More –

RMD Third Quarter 2026 Earnings Press Release – April 30, 2026

Page 9 of 10

RESMED INC. AND SUBSIDIARIES

Reconciliation of Non-GAAP Financial Measures

(Unaudited; $ in thousands, except for per share amounts)

The measures “non-GAAP net income” and “non-GAAP diluted earnings per share” are reconciled with GAAP net income and GAAP diluted

earnings per share in the table below:

Three Months Ended

Nine Months Ended

March 31,

2026

March 31,

2025

March 31,

2026

March 31,

2025

GAAP net income

398,732

365,041

1,139,861

1,021,018

Amortization of acquired intangibles—cost of

sales (A)

7,850

7,444

23,480

22,748

Amortization of acquired intangibles—operating expenses (A)

11,247

10,895

34,967

33,345

Restructuring expenses (A)

—

21,745

—

Acquisition and portfolio review related

expenses (A)

5,858

—

5,858

—

Income tax effect of interest and penalties on income tax refunds (A)

—

(29,976

)

—

(29,976

)

Income tax effect on non-GAAP adjustments (A)

(6,519

)

(4,871

)

(22,394

)

(14,904

)

Non-GAAP net income (A)

417,168

348,533

1,203,517

1,032,231

GAAP diluted shares outstanding

145,723

147,220

146,369

147,432

GAAP diluted earnings per share

2.74

2.48

7.79

6.93

Non-GAAP diluted earnings per share (A)

2.86

2.37

8.22

7.00

(A)

Resmed adjusts for the impact of the amortization of acquired intangibles, restructuring expenses, and acquisition and

portfolio review related expenses from their evaluation of ongoing operations, and believes that investors benefit from adjusting these items to facilitate a more meaningful evaluation of current operating performance.

Resmed believes that non-GAAP diluted earnings per share is an additional measure of performance that

investors can use to compare operating results between reporting periods. Resmed uses non-GAAP information internally in planning, forecasting, and evaluating the results of operations in the current

period and in comparing it to past periods. Resmed believes this information provides investors better insight when evaluating Resmed’s performance from core operations and provides consistent financial reporting. The use of non-GAAP measures is intended to supplement, and not to replace, the presentation of net income and other GAAP measures. Like

all non-GAAP measures, non-GAAP earnings are subject to inherent limitations because they do not include all the expenses that must be included under

GAAP.

– More –

RMD Third Quarter 2026 Earnings Press Release – April 30, 2026

Page 10 of 10

RESMED INC. AND SUBSIDIARIES

Revenue by Product and Region

(Unaudited; $ in millions, except for per

share amounts)

Three Months Ended

March 31,

2026

(A)

March 31,

2025

(A)

% Change

Constant

Currency

(B)

U.S., Canada, and Latin America

Devices

447.5

422.7

Masks and other

371.2

326.7

Total U.S., Canada and Latin America

818.7

749.3

Combined Europe, Asia, and other markets

Devices

288.2

253.5

Masks and other

153.6

127.7

Total Combined Europe, Asia and other markets

441.8

381.3

Global revenue

Total Devices

735.7

676.2

Total Masks and other

524.8

454.4

Total Sleep and Breathing Health

1,260.5

1,130.6

Residential Care Software

170.9

161.2

Total

1,431.4

1,291.7

Nine Months Ended

March 31,

2026

(A)

March 31,

2025

(A)

Change

Constant

Currency

(B)

U.S., Canada, and Latin America

Devices

1,309.0

1,221.6

Masks and other

1,119.5

983.9

Total U.S., Canada and Latin America

2,428.5

2,205.6

Combined Europe, Asia, and other markets

Devices

833.3

749.6

Masks and other

424.2

368.7

Total Combined Europe, Asia and other markets

1,257.4

1,118.3

Global revenue

Total Devices

2,142.3

1,971.3

Total Masks and other

1,543.6

1,352.6

Total Sleep and Breathing Health

3,685.9

3,323.9

Residential Care Software

503.9

474.4

Total

4,189.8

3,798.3

(A)

Totals and subtotals may not add due to rounding.

(B)

In order to provide a framework for assessing how our underlying businesses performed excluding the effect of foreign

currency fluctuations, we provide certain financial information on a “constant currency basis,” which is in addition to the actual financial information presented. In order to calculate our constant currency information, we translate the

measures that reflect current period exchange rates, or to other financial measures calculated and presented in accordance with U.S. GAAP.

– End –

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