ResMed Earnings Reflect Increased Demand For Sleep Devices, Performance Indicates Positive Dynamics, Opportunities
ResMed Earnings Reflect Increased Demand For Sleep Devices, Performance Indicates Positive Dynamics, Opportunities
ResMed Inc. (NYSE:RMD) reported fourth-quarter 2024 revenue of $1.22 billion, up 9% year-over-year and up 10% on a constant currency basis, in line with the consensus of $1.22 billion.
瑞思邁公司（紐約證券交易所代碼：RMD）公佈的2024年第四季度收入爲12.2億美元，同比增長9％，按固定貨幣計算增長10％，與12.2億美元的共識一致。
The growth was driven by increased demand for sleep devices and masks portfolio and strong growth across Software as a service business.
增長是由對睡眠設備和口罩產品組合的需求增加以及軟件即服務業務的強勁增長推動的。
Gross margin improved 350 bps to 58.5%; non-GAAP gross margin improved 330 bps to 59.1%, mainly due to reduced freight and manufacturing cost improvements, increased average selling prices, and a favorable product mix.
毛利率提高了350個點子至58.5％；非公認會計准則毛利率提高了330個點子至59.1％，這主要是由於運費和製造成本的降低，平均銷售價格上漲以及良好的產品組合。
Income from operations increased 38%; non-GAAP income from operations up 30%.
運營收入增長了38％；非公認會計准則運營收入增長了30％。
The company reported adjusted EPS of $2.08, up from $1.60 a year ago, beating the consensus of $2.07.
該公司報告調整後的每股收益爲2.08美元，高於去年同期的1.60美元，超過了市場預期的2.07美元。
The company increased its quarterly dividend by 10% to 53 cents per share.
該公司將季度股息提高了10％，至每股53美分。
William Blair writes that despite the short-term impact of the GLP-1 issue, ResMed's strong quarterly performance indicates positive market dynamics and opportunities.
威廉·布萊爾寫道，儘管 GLP-1 問題產生了短期影響，但瑞思邁強勁的季度表現表明了積極的市場動態和機遇。
"With catalysts to come from margin expansion, new product launches, and the recent resolution to the competitive consent decree, we believe the fundamentals of the business remain positive," the analyst highlights.
該分析師強調說：“利潤擴張、新產品發佈以及最近通過競爭同意令的決議將帶來催化劑，我們認爲業務基本面仍然樂觀。”
ResMed trades at 24.9 times the consensus 2024 EPS of $8.26 below its high-growth large-cap peers.
瑞思邁的交易價格是2024年共識每股收益8.26美元的24.9倍，低於其高增長的大盤股同行。
The analyst keeps the Outperform rating.
分析師維持跑贏大盤的評級。
In June, Eli Lilly And Co (NYSE:LLY) released detailed results from the SURMOUNT-OSA phase 3 trials evaluating tirzepatide injection (10 mg or 15 mg) for moderate-to-severe obstructive sleep apnea (OSA) in adults with obesity, with and without positive airway pressure (PAP) therapy.
6月，禮來公司（紐約證券交易所代碼：LLY）公佈了Surmount-OSA三期試驗的詳細結果，該試驗評估了針對肥胖成人的中度至重度阻塞性睡眠呼吸暫停（OSA），使用或不接受氣道正壓治療（PAP）的替塞帕肽注射液（10 mg或15 mg）。
Price Action: RMD stock is down 2.02% at $210.23 at last check Friday.
價格走勢：週五最後一次檢查時，RMD股價下跌2.02％，至210.23美元。
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