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ResMed(RMD)2020Q1決算 好決算

ResMed(RMD)2020Q1

・発表日 2019/10/24 アフターマーケット
・売上 $681M +15.8% コンセンサス予想より+$20M
・non-GAAP EPS $0.93 +14.8% コンセンサス予想より+$0.06
GAAP EPS $0.83
GAAP net income $120M
・gross margin 59.5%(2019Q1 58.3%)
・決算発表後の株価 アフターマーケットで+10.01%
・2020FYコンセンサス予想PER 127.73/3.97=32.17
・2021FYコンセンサス予想PER 127.73/4.37=29.22
http://investors.resmed.com/investor-relations/events-and-presentations/default.aspx

新製品を出しつつ着実に業績を伸ばしています。

To recap those launches, we have now launched four new masks during the last 12 months; the F30, the N30i and the P30i. And just this week, actually on Monday, our newest innovation was launched, the N30. We have the right mask for every patient, every time, and the N30 adds innovative dimensions to these portfolios. The N30 is a world first tube-down nasal cradle CPAP mask in a new product subcategory that we are calling the minimalist category. The N30 is our smallest, our lightest mask ever and our quietest nasal mask ever. I personally think this new N30 is another winner from our amazing research and development engineers. Watch this space as it gets into the hands of our market-leading marketing and sales teams.

https://seekingalpha.com/article/4298921-resmeds-rmd-ceo-mick-farrell-q1-2020-results-earnings-call-transcript?part=single

決算発表メモ

Devices 売上 $338.8.4M +5%(為替を除くと+6%

Masks and other 売上 $255.4M +18%(為替を除くと+19%

Software as a service 売上 $86.9M +83%(為替を除くと+83%

地域別では、

U.S., Canada and Latin America 売上 $457.2M +22%

Combined Europe, Asia and other markets 売上 $223.9M +4%(為替を除くと+8%

 

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