Financial News, Analysis and Data, FNArena

FNArena

Financial news, analysis and data for self-managing and self-researching investors with key focus on the Australian Stock Exchange (ASX)

Financial News, Analysis and Data

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

Equity Bottom-Up

<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

ResMed Inc

Tariff Uncertainty Negates ResMed's Q1 Positives