-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：ResMed公佈了2026財年第三季業績，表現好壞參半。營收成長11%至14.3億美元，較預期低2,000萬美元；非GAAP每股收益為2.86美元，成長21%，超出市場預期0.06美元。各地區業績表現強勁，美國/加拿大/拉丁美洲成長9%，歐洲/亞洲成長16%。面罩/配件的成長率高於設備，分別為16%和9%。最突出的亮點是毛利率提升290個基點至62.2%，這主要得益於生產效率的提高和零件成本的降低，我們認為這反映了公司卓越的營運能力。公司正持續推動其數位化醫療策略，推出包括AirTouch F30i面罩在內的新產品，並計畫於2027年在印第安納州建立配送中心。我們預計最近完成的 VirtuOx 收購將加強 ResMed 在 140 多個國家的數位健康生態系統中的診斷能力，使公司在不斷擴大的睡眠和呼吸護理市場中保持良好的成長勢頭。
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