ResMed [RMD]
Type: MEASURED. Time works for a long, so a dated event is not required to own a compounder. Every date below is either filed, disclosed, or derived from RMD's own filing cadence and labelled as such. Nothing here is invented.
| date | basis | event | what it tests |
|---|---|---|---|
| ~2026-08-06 (derived) | RMD filed its FY2025 10-K on 2025-08-08 and its FY2024 8-K results 2025-07-31/08-01. Q4 FY2026 results land in the first week of August | Q4 FY2026 results + initial FY2027 guidance | Whether device growth holds ~8.8% and masks hold ~15%. The single most informative event in the calendar. Consensus FY2027 revenue is $5,967.8m (+5.6%) — a guide above that is a direct estimate-revision catalyst |
| ~2026-08-08 (derived) | prior-year 10-K filed 2025-08-08 | FY2026 10-K | Whether the GLP-1 risk paragraph changes wording; whether any new metric is retired; full-year segment gross margins |
| 2026-11-19 (approx.) (derived) | RMD filed 8-Ks on 2025-11-20 and 2025-11-19 | Annual meeting / Q1 FY2027 results | First quarter of FY2027 against the new guide |
| ~2026-10-30 (derived) | Q1 FY2026 10-Q filed 2025-10-31 | Q1 FY2027 10-Q | Same-quarter DSO check; device/mask disaggregation |
| ~2027-01-29 (derived) | Q2 FY2026 results 8-K filed 2026-01-29 | Q2 FY2027 results | |
| UNDATED — disclosed but no date | FY2025 10-K: "Oral versions of these drugs are reportedly under development and may be approved for the treatment of OSA." | Oral GLP-1 approval for an OSA indication | The one event that could change the terminal growth assumption. RMD discloses no date and I will not supply one. Recorded as an undated, disclosed risk |
| UNDATED — disclosed but no date | FY2025 10-K: "Philips continues to operate in the U.S. under a consent decree… We cannot predict the timing or nature of their substantial return." | Philips' return to full US flow-generator sales | Device pricing and share. RMD states explicitly that it cannot predict timing |