Resmed Inc. · NYSE:RMD
Resmed — Merger or Acquisition (June 2025)
6 slides from Resmed's merger presentation, Jun 4, 2025
Slide 1: Divestiture of MatrixCare Business
Divestiture of MatrixCare Business Investor Relations July 2026 June 4, 2025
Slide 2: Presentation of Financial Information & Forward-Looking Statements
Presentation of Financial Information & Forward-Looking Statements Historical financial and operating data in this presentation reflect the consolidated results of ResMed Inc., its subsidiaries, and its legal entities for the periods indicated. This presentation includes financial information prepar
Slide 3: Transaction Overview
Transaction Overview 1 Divestiture of MatrixCare Business1 within Resmed’s Residential Care Software (RCS) segment. 2 Robust process resulting in Frazier Healthcare Partners as acquiror. Divestiture of Portfolio optimization to sharpen focus on core growth areas: sleep, breathing, and 3 connected ho
Slide 4: Residential Care Software: Looking Forward
Residential Care Software: Looking Forward • Post-transaction close, Residential Care Software (RCS) will be comprised of Brightree & MEDIFOX DAN • Expect RCS to accelerate to HSD revenue growth, with operating leverage, in FY27 • Sharpened focus on core in sleep, breathing, and connected home-based
Slide 5: Financial Modeling Considerations
Financial Modeling Considerations Transaction Details • $490 million all-cash transaction subject to certain closing adjustments; expected to close during Q1 FY27 • Until closing, MatrixCare Business1 will continue to operate as part of RMD P&L Impacts • Based on preliminary financial results for th
Slide 6: Additional Outlook Considerations
Additional Outlook Considerations Noctrix • Noctrix expected to contribute ~$30M in revenue and reduce non-GAAP fully diluted EPS by ~$0.20 in FY27 FY26 • Reiterating full year FY26 outlook for non-GAAP gross margin, non-GAAP SG&A as a % of revenue, R&D as a % of revenue, and non-GAAP tax rate as pr