Phase Space Research

ResMed

RMD · Investment summary · as of 12 August 2026

Priced close to what the business has demonstrated

Portfolio decision
Pending strategy review
Price · 12 August 2026
$224.84
12-month target
$241.00 +7%
Expected return
+7.4%
Next decision point
29 October 2026Results expected (estimated)

Business type: Compounder · mature and structurally stable

Investment view

At $224.84, RMD requires a 2% five-year revenue growth rate to justify its enterprise value — less than the business already delivers, at 10%.

the GLP-1 dispute is a growth dispute; both margin solves carry double-digit slack

The value rests on an exit multiple of 16.2x, a terminal operating margin of 35% and a 7.9% cost of capital. Move any one of them materially and the conclusion moves with it, which is why the required-versus-demonstrated test above carries more weight here than the point value.

The strongest argument against this view: Oral GLP-1 approval for an OSA indication solves the persistence problem and new PAP starts turn negative.

Underwriting bridge

QuestionEvidence-based conclusion
What drives the business?the GLP-1 dispute is a growth dispute; both margin solves carry double-digit slack
What do we forecast?Revenue growth of 10% demonstrated; a terminal operating margin of 35%; an exit multiple of 16.2x.
What does Street forecast?Not determined — no consensus estimates are joined to this record
Where do we differ?On revenue growth, the difference between what the price requires and what the business has demonstrated is +7.5 percentage points.
What is it worth?Twelve-month target $241.00, +7% from the struck price. Scenario-weighted expected return net of costs +7.4%.
Why now?Date not announced — no dated event that would resolve the disagreement is on file

What must go right

  1. By quarterly from Q1 FY2027The condition does not occur: Global devices revenue growth <= 0% YoY (reported USD) for two consecutive quartersWhere it stands: Not determined — no current reading of this metric is on file
  2. By quarterly from Q1 FY2027The condition does not occur: Masks-and-other growth below devices growth for two consecutive quartersWhere it stands: Not determined — no current reading of this metric is on file
  3. By quarterly from Q2 FY2027 (first clean post-close quarter)The condition does not occur: Post-divestiture RCS revenue growth below +5% constant-currency for two consecutive quartersWhere it stands: Not determined — no current reading of this metric is on file

Catalysts and falsifiers

Date or windowEventThesis confirmed ifThesis weakened or refuted if
29 October 2026Next results (date estimated, not issuer-confirmed)Revenue and margin in line with, or above, the house pathA miss that moves the full-year path below the guided floor
quarterly from Q1 FY2027Global devices revenue growth <= 0% YoY (reported USD) for two…Neither leg of the condition opposite is met at this dateGlobal devices revenue growth <= 0% YoY (reported USD) for two consecutive quarters
quarterly from Q1 FY2027Masks-and-other growth below devices growth for two consecutive…Neither leg of the condition opposite is met at this dateMasks-and-other growth below devices growth for two consecutive quarters
quarterly from Q2 FY2027 (first clean post-close quarter)Post-divestiture RCS revenue growth below +5% constant-currency for…Neither leg of the condition opposite is met at this datePost-divestiture RCS revenue growth below +5% constant-currency for two consecutive quarters

Dates marked as estimated are drawn from the company’s own reporting cadence, not from an announcement.

Risk and sell discipline

Impairment case

Oral GLP-1 approval for an OSA indication solves the persistence problem and new PAP starts turn negative. FY2025 10-K names the escalation; management's own 30-40% one-year GLP-1 persistence concession is what an oral formulation would fix. Path at FY2026 actuals: devices -5%, masks +5%, RCS-remainder hsd -> consolidated ~+1%; margin 33%; 12x exit -> ~$170/share.

Estimated probability 20%, against the 41% level at which the position would be resized. It sits within that level.

Fundamental invalidation

Falsifiable and fundamental — not one of them is a price condition.

Price-based risk trigger

A daily close below $197.86 triggers an immediate review of the thesis and pauses additional buying. It is not an automatic sell unless a separate fundamental invalidation condition has been breached.

Upside sell discipline

Trim on approach to $241; MANDATORY valuation reassessment at 6.95x EV/NTM-sales (~$290), the 5y-defined median of own forward-multiple history. On approach to the $241.00 target the case is reviewed rather than added to; a target reached is a reason to re-examine the position, not to hold it by default. The position is trimmed once forward expected return falls below 0% net of costs, because the capital has a better use elsewhere in the book.

Investment criteria

CriteriaStatusInvestment meaning
QualityMetIs the business worth owning under its declared economic type?
ValuationMetIs the operating path required by today's price achievable?
LiquidityMetCan the intended position be built and exited in the right vehicle?
DownsideMetOral GLP-1 approval for an OSA indication solves the persistence problem and new PAP starts turn negative.
MomentumNot determinedDoes price action support or complicate entry timing? Not established on the evidence on file.
CatalystNot determinedIs there a dated event that resolves the disagreement? Not established on the evidence on file.
ConsensusNot determinedIs the house-versus-Street disagreement identified and quantified? Not established on the evidence on file.

Quality, valuation and liquidity can prevent a position on their own. The remaining four inform timing, sizing and monitoring, and never reject an investment by themselves.

Bottom line

The strongest case for mispricing is that the business already delivers +7.5 percentage points more growth than the price requires. The most important unresolved uncertainty is the permanent-loss mechanism: oral GLP-1 approval for an OSA indication solves the persistence problem and new PAP starts turn negative. The next evidence that should change the portfolio decision is the next scheduled results, or a daily close below $197.86, which forces an immediate review.