Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>ResMed Inc. delivered a strong performance in the first quarter of fiscal year 2026, showcasing a robust operational and financial stance amidst challenging global market conditions.</li><li>The company reported a 9% growth in revenue, or 8% in constant currency, reflecting significant contributions across its product portfolio.</li><li>The U.S., Canada, and Latin American markets demonstrated high single-digit growth in device sales and double-digit growth in masks, contributing substantially to the overall revenue growth.</li></ul>

ResMed Inc. delivered a strong performance in the first quarter of fiscal year 2026, showcasing a robust operational and financial stance amidst challenging global market conditions.The company reported a 9% growth in revenue, or 8% in constant currency, reflecting significant contributions across its product portfolio.The U.S., Canada, and Latin American markets demonstrated high single-digit growth in device sales and double-digit growth in masks, contributing substantially to the overall revenue growth.

The Secret Behind ResMed’s Market Surge—AI, Awareness, & Smarter Sleep Campaigns!

Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

<ul><li>ResMed's first-quarter result broadly met market expectations, though rising margins and potential for further capital management have been negated by US import tariff ambiguity.</li><li> ResMed updates with strong September quarter performance (but largely in line) Gross margin surprised, device revenues outperform expectation Uncertainty about US import tariff exemption weighs on share price Expects share buybacks of US$150m in each quarter of FY26 Ord Minnett sees scope for additional capital management initiatives</li></ul>

ResMed's first-quarter result broadly met market expectations, though rising margins and potential for further capital management have been negated by US import tariff ambiguity. ResMed updates with strong September quarter performance (but largely in line) Gross margin surprised, device revenues outperform expectation Uncertainty about US import tariff exemption weighs on share price Expects share buybacks of US$150m in each quarter of FY26 Ord Minnett sees scope for additional capital management initiatives

Tariff Uncertainty Negates ResMed's Q1 Positives

Smartkarma AI, Smartkarma

αSK

Smartkarma AI

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
 <li>
Market Leader Capitalizing on Favorable Industry Dynamics: <a href="https://smartkarma.com/entities/resmed-inc-6dc4b0de-9652-4d5b-bb6e-c443299e48fc">ResMed </a>is a global leader in the sleep and respiratory care market, poised to benefit from the large and underpenetrated market for sleep apnea, which affects an estimated 936 million adults globally. The company's growth is supported by favorable demographic trends, including an aging population and rising obesity rates.</li>
 <li>
Strong Financial Performance and Share Gains: The company has demonstrated a consistent track record of double-digit revenue and earnings growth, significantly bolstered by gaining market share from its primary competitor, Philips, following a major product recall. This is evidenced by strong growth in revenue, net income, and cash flow over the past three years.</li>
 <li>
Navigating Market Uncertainties: While the long-term outlook is positive, <a href="https://smartkarma.com/entities/resmed-inc-6dc4b0de-9652-4d5b-bb6e-c443299e48fc">ResMed </a>faces near-term uncertainty from the potential impact of new GLP-1 weight-loss drugs on the sleep apnea market and intensified competition as Philips re-enters the market. However, initial data suggests GLP-1s may be a net positive, increasing patient engagement and therapy adherence.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
Market Leader Capitalizing on Favorable Industry Dynamics: ResMed is a global leader in the sleep and respiratory care market, poised to benefit from the large and underpenetrated market for sleep apnea, which affects an estimated 936 million adults globally. The company's growth is supported by favorable demographic trends, including an aging population and rising obesity rates.
  
Strong Financial Performance and Share Gains: The company has demonstrated a consistent track record of double-digit revenue and earnings growth, significantly bolstered by gaining market share from its primary competitor, Philips, following a major product recall. This is evidenced by strong growth in revenue, net income, and cash flow over the past three years.
  
Navigating Market Uncertainties: While the long-term outlook is positive, ResMed faces near-term uncertainty from the potential impact of new GLP-1 weight-loss drugs on the sleep apnea market and intensified competition as Philips re-enters the market. However, initial data suggests GLP-1s may be a net positive, increasing patient engagement and therapy adherence.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

<ul>
 <li>ResMed is a global leader in the sleep and respiratory care market, primarily focused on devices and software solutions for sleep apnea.</li>
 <li>The company has demonstrated strong financial performance with consistent revenue and earnings growth, driven by product innovation and market share gains, partly due to a major competitor's product recall.</li>
 <li>While facing potential long-term disruption from GLP-1 weight-loss drugs, current data suggests these medications may actually be a tailwind by increasing awareness and diagnosis of sleep apnea, leading to higher therapy adoption.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  ResMed is a global leader in the sleep and respiratory care market, primarily focused on devices and software solutions for sleep apnea.
  The company has demonstrated strong financial performance with consistent revenue and earnings growth, driven by product innovation and market share gains, partly due to a major competitor's product recall.
  While facing potential long-term disruption from GLP-1 weight-loss drugs, current data suggests these medications may actually be a tailwind by increasing awareness and diagnosis of sleep apnea, leading to higher therapy adoption.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

<ul><li>ResMed's fourth quarter fiscal year 2025 results present a balanced outlook for potential investors, highlighting a mix of strong financial performance and strategic challenges.</li><li>The company reported a 10% year-over-year increase in headline revenue and a 230 basis point expansion in gross margin, indicating strong operational execution and cost management.</li><li>This growth was fueled by robust demand across its product and ReSupply portfolios, with notable performance in both the U.S., Canada, Latin America, and internationally.</li></ul>

ResMed's fourth quarter fiscal year 2025 results present a balanced outlook for potential investors, highlighting a mix of strong financial performance and strategic challenges.The company reported a 10% year-over-year increase in headline revenue and a 230 basis point expansion in gross margin, indicating strong operational execution and cost management.This growth was fueled by robust demand across its product and ReSupply portfolios, with notable performance in both the U.S., Canada, Latin America, and internationally.

ResMed: Accelerating Global Expansion With Strong Growth in Europe & China!

United States

ResMed Inc. develops, manufactures, and markets medical equipment for the treatment of sleep disordered breathing.  The Company sells diagnostic and treatment devices in various countries through its subsidiaries and independent distributors.

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Resmed Inc (RMD US)

The Secret Behind ResMed’s Market Surge—AI, Awareness, & Smarter Sleep Campaigns!

ResMed Inc. delivered a strong performance in the first quarter of fiscal year 2026, showcasing a robust operational and financial stance amidst...

Baptista Research

Tariff Uncertainty Negates ResMed's Q1 Positives

ResMed's first-quarter result broadly met market expectations, though rising margins and potential for further capital management have been...

FNArena

Primer: ResMed (RMD UN) - Sep 2025

Market Leader Capitalizing on Favorable Industry Dynamics: ResMed is a global leader in the sleep and respiratory care market, poised to...

αSK

Primer: ResMed Inc (RMD AU) - Sep 2025

ResMed is a global leader in the sleep and respiratory care market, primarily focused on devices and software solutions for sleep apnea. The...

αSK

ResMed: Accelerating Global Expansion With Strong Growth in Europe & China!

ResMed's fourth quarter fiscal year 2025 results present a balanced outlook for potential investors, highlighting a mix of strong financial...

Baptista Research

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