ResMed Bulls See Potential for 4Q Margin Beat -- Market Talk

Dow Jones
Jul 18

0041 GMT - ResMed's bulls at Jarden see potential for the breathing-tech maker's 4Q gross margin to surprise to the upside. Analysts Steve Wheen and Tristan Maher forecast on-quarter margin expansion of 20 bps, but tell clients in a note that an even greater improvement is possible. They cite manufacturing and distribution efficiencies, product mix, scale advantages and currency tailwinds as reasons for their optimism. While their 60.1% margin forecast is in line with consensus, they observe that a result of 60.5% would lift EPS by 1.3% relative to their forecasts. Jarden has an overweight rating and A$40.55 target price on the stock, which is down 0.1% at A$39.48. (stuart.condie@wsj.com)

 

(END) Dow Jones Newswires

July 17, 2025 20:41 ET (00:41 GMT)

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