ResMed Bull Stays Positive Amid Strong Revenue Growth -- Market Talk

Dow Jones02-02

2331 GMT - ResMed's bull at Macquarie stays positive on the breath-tech provider amid strong growth across all its revenue streams. ResMed's December-quarter revenue and profit were stronger than anticipated, while its gross margin was about 30 bps wider than Macquarie's forecast. A note from one of Macquarie's analysts flags revenue strength in masks, accessories and devices, adding that positive demand catalysts from weight-loss drugs and wearables support the stock's continued status as the investment bank's preferred sector exposure. Macquarie expects a full-year gross margin of 62.3%, compared with guidance of 62%-63%. Macquarie cuts its target price on ResMed's Australia-listed stock by 3.4% to A$47.50 and keeps an outperform rating. Shares are down 0.9% at A$37.20. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

February 01, 2026 18:31 ET (23:31 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2608882719?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-02 07:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2608882719","market":"sh","top_or_hot":-1,"title":"ResMed Bull Stays Positive Amid Strong Revenue Growth -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2331 GMT - ResMed's bull at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> stays positive on the breath-tech provider amid strong growth across all its revenue streams. ResMed's December-quarter revenue and profit were stronger than anticipated, while its gross margin was about 30 bps wider than Macquarie's forecast. A note from one of Macquarie's analysts flags revenue strength in masks, accessories and devices, adding that positive demand catalysts from weight-loss drugs and wearables support the stock's continued status as the investment bank's preferred sector exposure. Macquarie expects a full-year gross margin of 62.3%, compared with guidance of 62%-63%. Macquarie cuts its target price on ResMed's Australia-listed stock by 3.4% to A$47.50 and keeps an outperform rating. Shares are down 0.9% at A$37.20. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 01, 2026 18:31 ET (23:31 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ResMed Bull Stays Positive Amid Strong Revenue Growth -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nResMed Bull Stays Positive Amid Strong Revenue Growth -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-02 07:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2331 GMT - ResMed's bull at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> stays positive on the breath-tech provider amid strong growth across all its revenue streams. ResMed's December-quarter revenue and profit were stronger than anticipated, while its gross margin was about 30 bps wider than Macquarie's forecast. A note from one of Macquarie's analysts flags revenue strength in masks, accessories and devices, adding that positive demand catalysts from weight-loss drugs and wearables support the stock's continued status as the investment bank's preferred sector exposure. Macquarie expects a full-year gross margin of 62.3%, compared with guidance of 62%-63%. Macquarie cuts its target price on ResMed's Australia-listed stock by 3.4% to A$47.50 and keeps an outperform rating. Shares are down 0.9% at A$37.20. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 01, 2026 18:31 ET (23:31 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"RMD","symbol_name":"瑞思迈","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2608882719","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608882719","pubTimestamp":1769988660,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2331 GMT - ResMed's bull at Macquarie stays positive on the breath-tech provider amid strong growth across all its revenue streams. ResMed's December-quarter revenue and profit were stronger than anticipated, while its gross margin was about 30 bps wider than Macquarie's forecast. A note from one of Macquarie's analysts flags revenue strength in masks, accessories and devices, adding that positive demand catalysts from weight-loss drugs and wearables support the stock's continued status as the investment bank's preferred sector exposure. Macquarie expects a full-year gross margin of 62.3%, compared with guidance of 62%-63%. Macquarie cuts its target price on ResMed's Australia-listed stock by 3.4% to A$47.50 and keeps an outperform rating. Shares are down 0.9% at A$37.20. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"RMD":"瑞思迈"},"translate_title":"瑞思迈牛市在收入强劲增长的情况下保持乐观——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RMD":1.5},"content_text":"2331 GMT - ResMed's bull at Macquarie stays positive on the breath-tech provider amid strong growth across all its revenue streams. ResMed's December-quarter revenue and profit were stronger than anticipated, while its gross margin was about 30 bps wider than Macquarie's forecast. A note from one of Macquarie's analysts flags revenue strength in masks, accessories and devices, adding that positive demand catalysts from weight-loss drugs and wearables support the stock's continued status as the investment bank's preferred sector exposure. Macquarie expects a full-year gross margin of 62.3%, compared with guidance of 62%-63%. Macquarie cuts its target price on ResMed's Australia-listed stock by 3.4% to A$47.50 and keeps an outperform rating. Shares are down 0.9% at A$37.20. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 01, 2026 18:31 ET (23:31 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608882719","isCrawlerRequest":true}