Phase Space AI

Financial Model Notes

ResMed [RMD]

ResMed [RMD] — Financial Model Notes

Every figure used in RMD_Valuation.md, with its source and any correction applied. Sources are EDGAR primary filings for anything load-bearing; Alpha Vantage normalised statements are used only where cross-checked and stated.

Period conventions

Income statement — TTM build (EDGAR)

9M FY2026 (EDGAR) + Q4 FY2025 = TTM
Revenue $4,189.796m $1,348.0m $5,537.8m
Gross profit $2,590.520m $820.1m $3,410.6m → 61.59%
Operating income $1,438.003m $454.5m $1,892.5m → 34.17%
R&D $272.560m (6.51%)
SG&A $823.245m (19.65%)
Amort. acquired intangibles (opex) $34.967m (0.83%)
Restructuring (note 11) $21.745m (0.52%) $0 prior year non-recurring

Bridge check on the 9M actuals: 61.83 − 6.51 − 19.65 − 0.83 − 0.52 = 34.32%, which equals the filed 9M operating margin exactly. Effective tax rate 9M FY26 = $305.391m / $1,445.252m = 21.13%.

AV's quarterly operating-income series sums to $1,443.9m for the same nine months against EDGAR's $1,438.003m — a $5.9m (0.41%) difference. EDGAR used throughout.

Balance sheet at 2026-03-31 (EDGAR, rebuilt by hand)

Cash and cash equivalents $1,660.513m — includes $668.2m in money-market accounts requiring up to 90 days' notice, disclosed in the 10-Q. Still cash equivalents under GAAP; flagged, not adjusted
Short-term investments $5.475m (AV; EDGAR has no such tag)
Total debt $664.096m (DebtLongtermAndShorttermCombinedAmount), of which $404.168m non-current
Net cash +$1,001.892m
Capital-lease obligations $179.073m — excluded from EV; EV is stated lease-exclusive
Operating lease liabilities $149.840m non-current + $29.233m current
Goodwill / intangibles $3,043.136m / $425.185m
Shareholders' equity $6,491.911m

The screen's net_cash of $592.249m subtracted BOTH LongTermDebt ($404.168m) AND DebtLongtermAndShorttermCombinedAmount ($664.096m) — the same debt counted twice. Corrected above. This is the reverse of the IRTC and BSX defects (missing debt); here it is duplicated debt, and it moves in the direction that suppresses a PASS rather than manufacturing one.

Cash flow — TTM

CFO $1,890.0m; capex $141.8m; FCF $1,748.2m → FCF margin +31.57%. Net income TTM $1,519.6m, so cash conversion is 115% — accruals benign, which is the Quality Criteria's earnings-quality test.

The sign of FCF is positive and large, so per DATA_DEFECTS.md omitting --fcf-margin from reverse_dcf.py would overstate required CAGR. Measured on this name: 3.7% with the flag vs 10.2% without — a 6.5pp bias, larger than any previously recorded instance in the corpus.

Receivables and DSO

Use EDGAR AccountsReceivableNetCurrent, not AV currentNetReceivables — AV runs $47.1m to $61.4m (4.7%–6.2%) higher on every quarter and would inflate DSO by ~3 days throughout.

AR (EDGAR) revenue DSO (91.25d)
2026-03-31 $998.837m $1,431.406m 63.67d
2025-03-31 $907.825m $1,291.736m 64.13d
same-quarter Δ −0.46d (improvement)

Factoring / securitisation / receivables-sale search: ZERO hits across the Q3 FY2026 10-Q and the FY2025 10-K for factoring, securitiz, sold … receivable, supply chain financ. No such line in the cash-flow statement. Per the CLS finding, a falling DSO is evidence only once the balance is known not to have been sold down — on RMD it is now known.

Corporate actions

SPLITS queried explicitly: three splits on record — 2010-08-31 (2:1), 2005-10-03 (2:1), 2000-04-03 (2:1). None since 2010. No split-basis mismatch is possible in the price/share series used here. No spin-off. Single share class, so the META/GOOGL dimensional-tagging problem does not arise. entity_public_float $33.42bn against a $30.01bn market cap — float exceeds market cap, which is arithmetically impossible for a single-class issuer and indicates the screen's float figure is stale or computed at a different price. Flagged; it is not used anywhere in this memo.

What is NOT modelled