ResMed: 3 Key Takeaways for Long-Term Investors

ResMed reported 7% core revenue growth in Q1 FY2027 with expanding gross margins driven by manufacturing productivity gains. The company noted that patients on GLP-1 obesity medications are 11% more likely to adopt CPAP therapy for sleep apnea and show higher retention rates. ResMed returned over $1 billion to shareholders this quarter through dividends and share repurchases following the sale of its MatrixCare business, reflecting confidence in its 2030 strategy targeting high single-digit revenue growth with higher earnings growth.