RM

ResMed Inc. stock research

Mar 31, 2025

FY2025 Q3

ResMed (RMD) Gross Margin — Quarter Ended Mar 31, 2025

Revenue was stable compared to the prior quarter, while gross profit improved and cost of revenue declined, resulting in a higher gross margin. Compared to the same quarter last year, revenue, gross profit, and gross margin were all higher, with cost of revenue also higher.

Gross margin takeaway

Quarter ended Mar 31, 2025 · FY2025 Q3

Revenue was stable compared to the prior quarter, while gross profit improved and cost of revenue declined, resulting in a higher gross margin. Compared to the same quarter last year, revenue, gross profit, and gross margin were all higher, with cost of revenue also higher.

  • The gross margin improved sequentially and year-over-year, driven by a combination of higher gross profit and a lower cost of revenue relative to revenue in the sequential comparison, and higher gross profit in the year-over-year comparison.
  • Compared to the immediately preceding quarter, gross margin improved, with revenue stable and cost of revenue lower. Compared to the same quarter one year earlier, gross margin improved, with both revenue and cost of revenue higher.

Gross margin snapshot

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

Gross margin

59.3%

Gross profit

$766.4M

Revenue

$1.3B

Cost of revenue

$525.3M

Quarter-over-quarter change

+0.7 pts

Year-over-year change

+1.5 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2024$1.2B$715.5M$507.7M58.5%
Sep 30, 2024$1.2B$717.2M$507.3M58.6%
Dec 31, 2024$1.3B$751.3M$530.8M58.6%
Mar 31, 2025$1.3B$766.4M$525.3M59.3%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2024

+0.7 pts

Year-over-year change

Mar 31, 2024

+1.5 pts

What the margin says

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

The gross margin improved sequentially and year-over-year, driven by a combination of higher gross profit and a lower cost of revenue relative to revenue in the sequential comparison, and higher gross profit in the year-over-year comparison.

Compared to the immediately preceding quarter, gross margin improved, with revenue stable and cost of revenue lower. Compared to the same quarter one year earlier, gross margin improved, with both revenue and cost of revenue higher.

Monitor the trend in cost of revenue relative to revenue, as its decline contributed to the sequential margin improvement.