| RMD |
Report |
Non-GAAP EPS (Q4 FY26) |
BEAT |
pred ~$2.95 vs. cons ~$2.90 |
MEDIUM |
| RMD |
Report |
Revenue (Q4 FY26) |
IN-LINE |
pred ~$1.47B vs. cons ~$1.46B |
MEDIUM |
| RMD |
Report |
Non-GAAP gross margin (Q4 FY26) |
BEAT |
pred ~63.1% vs. cons ~62.8% |
MEDIUM |
| RMD |
Guide |
FY27 revenue growth framework |
UNCHANGED |
guide ~high-single-digit / ~+8% vs. cons ~+8% (FY27) |
MEDIUM |
| RMD |
Guide |
FY27 gross margin trajectory |
BETTER |
guide ~63%+ (continued annual expansion) vs. cons ~63.0% (FY27) |
LOW |
| RMD |
Guide |
U.S./Americas device growth (Q4) |
UNKNOWN |
pred ~6-7% vs. cons ~6% (Q4 FY26) |
LOW |
| RMD |
Guide |
Quarterly dividend |
BETTER |
guide ~$0.68 (raise ~13%) vs. cons ~$0.60 (FY27 Q1) |
MEDIUM |
| RMD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| RMD |
Return |
5-day cumulative residual |
+0.0% (FADE) |
Likely modest EPS/margin beat plus reassuring GLP-1 real-world data drives an initial pop, but the stock already rallied ~16% in two weeks into the print (from ~$192 to $224), re-inflating expectations. FY27 framing at high-single-digit revenue growth (EPS outpacing) caps out-period upside revisions rather than lifting them meaningfully, and lingering GLP-1/Philips overhang plus the CFO transition limit multiple expansion, so the day-1 gain partly fades over the week. |
LOW |