Just caught ResMed's latest earnings and the numbers are looking solid. RMD pulled in $1.42 billion for the quarter ending December 2025, up 11% year-over-year, which actually beat the Street's $1.39 billion consensus by 2.3%. EPS came in at $2.81 versus the expected $2.69 - that's a nice 4.59% beat.

What caught my eye is how balanced the growth is across segments. The Sleep and Breathing Health division hit $1.26 billion globally, up 11.6% from last year. Masks and accessories were particularly strong, jumping 16.1% to $529.7 million. Even the Residential Care Software segment held steady at $166.9 million. Geographically, the Americas drove $835 million (up 11.5%), while Europe, Asia and other markets contributed $420.9 million (up 11.8%).

Device sales were solid too - $726.2 million globally, beating analyst estimates and up 8.5% year-over-year. The standout was the masks category, consistently outpacing devices across all regions.

Since the earnings drop, RMD has gained about 7% over the past month, outpacing the broader market's modest 0.8% return. The stock currently carries a Zacks Rank 2 (Buy) rating, suggesting potential for near-term outperformance. The consistency across product lines and geographies suggests the company's diversification strategy is paying off.