| RMD |
Report |
Fiscal Q4 2026 revenue |
BEAT |
pred ~$1.480B vs. cons $1.465B |
MEDIUM |
| RMD |
Report |
Fiscal Q4 2026 non-GAAP diluted EPS |
BEAT |
pred ~$2.95 vs. cons $2.90 |
MEDIUM |
| RMD |
Report |
Fiscal Q4 2026 non-GAAP gross margin |
IN-LINE |
pred ~62.9% vs. cons 62.8% |
MEDIUM |
| RMD |
Guide |
Fiscal 2027 reported revenue |
LOWER |
guide ~$5.90B vs. cons $5.93B (FY2027) |
MEDIUM |
| RMD |
Guide |
Fiscal 2027 non-GAAP diluted EPS |
LOWER |
guide implied ~$11.85 vs. cons $11.95 (FY2027) |
MEDIUM |
| RMD |
Guide |
Fiscal 2027 non-GAAP gross margin |
BETTER |
guide midpoint ~63.3% vs. cons 63.2% (FY2027) |
LOW |
| RMD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.2% |
— |
MEDIUM |
| RMD |
Return |
5-day cumulative residual |
-3.8% (FOLLOW-THROUGH) |
A modest Q4 beat is outweighed by FY2027 non-GAAP EPS implied at ~$11.85 versus consensus of $11.95; MatrixCare profit removal, Noctrix dilution and elevated investment spending drive estimate reductions despite buyback support and slight gross-margin upside. |
MEDIUM |