Health Care
ResMed delivered roughly 10% revenue and diluted EPS growth in fiscal 2026 on strong sleep device and mask demand, but a higher effective tax rate held net income growth to single digits.
Key risk: GLP-1 and alternative treatments may reduce OSA prevalence
Management warns that pharmaceutical treatments such as GLP-1s, currently approved for diabetes and weight loss, may enhance patient health, lower obesity, or reduce the severity or existence of OSA. If alternative treatments or cures emerge, ResMed's sleep devices could become noncompetitive or obsolete.
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