ResMed

RMDleader

ResMed is the global leader in cloud-connected devices and software for sleep apnea and respiratory care. It has benefited significantly from competitor Philips' CPAP recall, gaining substantial market share.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($4.7B)

Data statis (memuat keuangan langsung…)

Devices (50%)

Masks & Accessories (30%)

Software as a Service (20%)

Komposisi segmen dan pelanggan utama

Detail produk

CPAP/BiPAP Devices50%

Flow generators for treating obstructive sleep apnea and respiratory insufficiency

Masks & Accessories30%

Nasal, full-face, and pillow masks for sleep therapy

SaaS Solutions20%

Cloud-based patient engagement and out-of-hospital care management software

Hubungan Rantai Pasok

Pesaing

Medtronic

Respiratory therapy devices (legacy)

Dampak: Competitor in respiratory

Pelanggan Utama

UnitedHealth Group

CPAP coverage for insured members

Dampak: $300M+ annually

Konteks makro dan pasar

헬스케어Berita sektor

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

Katalis mendatang

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

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Info Perusahaan

Kantor Pusat

San Diego, California, USA

Didirikan

1989

Karyawan

10,000+

Situs Web

resmed.com

Gambaran umum sektor — 헬스케어

Berita sektor