RM

ResMed Inc. stock research

Sep 30, 2024

FY2025 Q1

ResMed (RMD) Gross Margin — Quarter Ended Sep 30, 2024

Gross profit increased from a year ago as revenue grew faster than cost of revenue, leading to a higher gross margin. Compared with the prior quarter, gross margin was stable with a slight improvement.

Gross margin takeaway

Quarter ended Sep 30, 2024 · FY2025 Q1

Gross profit increased from a year ago as revenue grew faster than cost of revenue, leading to a higher gross margin. Compared with the prior quarter, gross margin was stable with a slight improvement.

  • Revenue growth outpacing cost growth is the strongest observable driver of the gross margin improvement year over year.
  • Gross margin was slightly higher than the prior quarter and notably higher than the same quarter one year earlier.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

58.6%

Gross profit

$717.2M

Revenue

$1.2B

Cost of revenue

$507.3M

Quarter-over-quarter change

+0.1 pts

Year-over-year change

+4.1 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Dec 31, 2023$1.2B$646.9M$515.9M55.6%
Mar 31, 2024$1.2B$692.8M$504.2M57.9%
Jun 30, 2024$1.2B$715.5M$507.7M58.5%
Sep 30, 2024$1.2B$717.2M$507.3M58.6%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jun 30, 2024

+0.1 pts

Year-over-year change

Sep 30, 2023

+4.1 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Revenue growth outpacing cost growth is the strongest observable driver of the gross margin improvement year over year.

Gross margin was slightly higher than the prior quarter and notably higher than the same quarter one year earlier.

Monitor whether revenue growth continues to exceed cost growth in coming quarters.