RMD at a glance
ResMed (RMD, SEC CIK 943819) filed its latest 10-K annual report on August 13, 2026, a 10-Q quarterly report on May 1, 2026, an 8-K current report on September 1, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), ResMed (RMD) reported revenue of $5.7 billion (up 9.9% from FY2025) and net income of $1.5 billion. Diluted EPS was $10.43.
- As of June 30, 2026, 40 institutional investment managers tracked by SignalX reported holding ResMed (RMD) shares worth $10.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Farrell Michael J. on September 8, 2026 of 4,991 shares at $222.44 per share.
- In the last 90 days, RMD insiders reported 0 open-market purchases ($0) and 4 open-market sales ($4.2M) on Form 4, a net sale of $4.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $5.7B
- +9.9% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$4.2M
- 13F holders
- 40 funds
- $10.7B · +0 vs prior quarter
- Latest 8-K
- Sep 1, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $5,653M, up 10% YoY ($507M increase); Sleep and Breathing Health +10%, Residential Care Software +5%
- Gross margin 61.1% vs 59.4%, operating margin 33.4% vs 32.7%; non-GAAP operating margin 36.1% vs 34.3%
- Best segment: Sleep and Breathing Health revenue $4,978M (+10%); worst: Residential Care Software $676M (+5%)
- Operating cash flow $1.8B; treasury stock repurchases $700M; dividends $350M paid; capex and acquisitions total $545M investing cash outflow
- Management outlook implies continued growth and strategic acquisitions; risks include foreign currency effects, global minimum tax, and regulatory environment
Risk Factors
- Direct Medicare oversight risk due to acquisitions of VirtuOx and Noctrix, subject to Anti-Kickback Statute, Stark Law, False Claims Acts, and HIPAA compliance
- Geopolitical risk from Uyghur Forced Labor Prevention Act (effective June 2022) and Russia-Ukraine conflict potentially disrupting suppliers of raw materials
- Supply chain risk from reliance on single-source suppliers and Chinese export controls on rare earth magnets, impacting cost and availability of components
- Competitive risk from Philips' product recall and re-entry, plus pharmaceuticals like GLP-1 affecting market for OSA treatment devices
- Financial risk from $660 million debt (June 30, 2026) increasing vulnerability to adverse conditions and limiting financial flexibility
Business Overview
- Core business model: Global leader in AI-powered digital health and cloud-connected medical devices for sleep and breathing health, plus residential care software
- New acquisition: Noctrix Health in June 2026, expanding portfolio into restless legs syndrome treatment with FDA De Novo classified wearable device
- Strategic shift: Sold MatrixCare business for $490 million to focus on core sleep, breathing, and connected home-based healthcare growth areas
- Employee count steady at approximately 11,370 with 31% in Americas, 31% Asia, 15% Australia, 23% Europe; 13% global turnover rate in FY 2026
- Noteworthy development: Launched Smart Comfort feature in myAir app in early 2026, first FDA-cleared AI-enabled medical device recommending personalized therapy comfort settings
AI summary of the RMD 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Share repurchases 673,418 shares in February at $259.87 average price
- 45,826,079 shares repurchased under program through March 31, 2026
- 8,889,934 shares remaining under authorized repurchase program
- Cumulative repurchases 11.1 million shares for $1.4 billion since 2014
AI summary of the RMD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- $450M accelerated share repurchase announced, signaling capital return following MatrixCare business sale
- $450M payment to Citibank scheduled September 3, 2026, funded by MatrixCare proceeds and cash on hand
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Ronald Taylor retiring from ResMed’s Board at the expected November 18, 2026 annual meeting
- Departure unrelated to disagreements over operations, policies, or practices
Item 4.01: Changes in Registrant's Certifying Accountant
- KPMG dismissed August 13, 2026 after auditing fiscal years ended June 30, 2026 and 2025
- Clean transition record: no qualified opinions, accounting disagreements, or reportable events disclosed
Item 7.01: Regulation FD Disclosure
- Taylor’s retirement effective at the Annual Meeting creates a board leadership transition
- Burt appointed lead director effective November 15, 2026, indicating planned governance succession
Item EX-99.1: Item EX-99.1
- Carol Burt becomes Lead Director on November 15, 2026, succeeding Ron Taylor
- Taylor will retire after more than 21 years on Resmed’s Board and will not seek reelection at the November 18 annual meeting
Item EX-99.1: Item EX-99.1
- FY2026 revenue rose 10% to $5.7B, with non-GAAP EPS up 17% to $11.17
- FY2026 non-GAAP operating margin expanded 180 bps to 36.1%, indicating strong productivity execution
Item 2.02: Results of Operations and Financial Condition
- Exhibit 99.1 covers ResMed’s quarter and fiscal year ended June 30, 2026
- Earnings information is furnished under Item 2.02 for investor review
Item 8.01: Other Events
- Quarterly dividend increased 10% to $0.66 per share, signaling continued shareholder-return capacity
- Record date August 20, 2026; payment scheduled for September 24, 2026
AI summaries of RMD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for RMD
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Farrell Michael J. | M | Sep 8, 2026 | 4,991 | - |
| Farrell Michael J. | M | Sep 8, 2026 | 4,991 | $146.34 |
| Farrell Michael J. | Sell | Sep 8, 2026 | 4,991 | $222.44 |
| FARRELL PETER C | Sell | Sep 2, 2026 | 970 | $234.73 |
| Bloomer Aaron | A | Aug 14, 2026 | 9,072 | - |
| Farrell Michael J. | A | Aug 14, 2026 | 13,547 | - |
| Rider Michael J | A | Aug 14, 2026 | 3,230 | - |
| Leong Justin | A | Aug 14, 2026 | 6,461 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $5.1B | $5.7B |
| Gross Profit | - | $3.1B | $3.5B |
| Operating Income | - | $1.7B | $1.9B |
| Net Income | - | $1.4B | $1.5B |
| Gross Margin | - | 59.4% | 61.1% |
| Op. Margin | - | 32.7% | 33.4% |
| Net Margin | - | 27.2% | 26.9% |
| Balance Sheet | |||
| Total Assets | $6.9B | $8.2B | $9.0B |
| Equity | - | $6.0B | $6.6B |
| ROE | - | 23.5% | 23.1% |
| Per Share | |||
| EPS | - | $9.51 | $10.43 |
| Cash Flow | |||
| Operating CF | - | $1.8B | $1.8B |
| CapEx | $99.5M | $89.9M | $156.3M |
Source: XBRL data in ResMed (RMD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate RMD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 40 | $10.65B |
| Q1 2026 | 40 | $12.24B |
| Q4 2025 | 37 | $13.51B |
| Q3 2025 | 40 | $15.33B |
| Q2 2025 | 37 | $14.28B |
| Q1 2025 | 34 | $9.84B |
| Q4 2024 | 29 | $8.60B |
| Q3 2024 | 24 | $4.49B |
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- Citadel Advisors LLC+176.2K (+53%)
- Goldman Sachs Group+156.2K (+16%)
- Morgan Stanley−757.9K (-28%)
- BNY Mellon−727.8K (-15%)
- Bank of America Corp−153.0K (-16%)
- FMR LLC (Fidelity)−127.0K (-37%)
- Ameriprise Financial−116.0K (-41%)
- Allstate−22.1K
- StoneX Group Inc.−1.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 281 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
RMD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 10-K | Aug 13, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 11, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 10-Q | May 1, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 9, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
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RMD SEC filings: frequently asked questions
Are RMD insiders buying or selling?
In the last 90 days, ResMed (RMD) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $4.2 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold RMD stock?
As of June 30, 2026, the largest ResMed (RMD) holders among the 13F filers tracked by SignalX were BlackRock ($2.4 billion), Vanguard Capital Management LLC ($1.8 billion), Vanguard Portfolio Management LLC ($1.5 billion), State Street Corp ($1.3 billion), BNY Mellon ($818.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was RMD's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), ResMed (RMD) reported revenue of $5.7 billion (up 9.9% from FY2025) and net income of $1.5 billion. Diluted EPS was $10.43. The figures come from the XBRL data in the 10-K.
What are the main risks in RMD's latest 10-K?
In the 10-K filed August 13, 2026, ResMed (RMD) flagged: Direct Medicare oversight risk due to acquisitions of VirtuOx and Noctrix, subject to Anti-Kickback Statute, Stark Law, False Claims Acts, and HIPAA compliance. Geopolitical risk from Uyghur Forced Labor Prevention Act (effective June 2022) and Russia-Ukraine conflict potentially disrupting suppliers of raw materials. (AI summary of the Risk Factors section.)
What did RMD report in its latest 8-K?
ResMed (RMD) filed an 8-K on September 1, 2026 reporting Item 8.01 (Other Events). $450M accelerated share repurchase announced, signaling capital return following MatrixCare business sale.
What are the latest RMD SEC filings?
ResMed (RMD) filed its latest 10-K annual report on August 13, 2026, a 10-Q quarterly report on May 1, 2026, an 8-K current report on September 1, 2026 and a Form 4 insider filing on October 1, 2026.
What is RMD's SEC CIK number?
ResMed (RMD)'s SEC Central Index Key (CIK) is 943819. EDGAR lists every RMD filing under that number.
Ask anything about RMD
The research agent reads RMD's filings, financials, insider trades and 13F holders, then answers with sources.