ResMed Inc. (RMD): Análisis PESTLE [Actualizado en Ene-2025]

En el panorama de tecnología médica en rápida evolución, ResMed Inc. (RMD) está a la vanguardia de transformar el sueño y el cuidado respiratorio, navegando por un complejo ecosistema global de desafíos y oportunidades. Este análisis integral de la mano presenta los factores externos multifacéticos que dan forma a la trayectoria estratégica de la compañía, desde intrincadas políticas de atención médica hasta innovaciones tecnológicas innovadoras que están redefiniendo la atención al paciente. Sumérgete en una exploración esclarecedora de cómo la dinámica política, económica, sociológica, tecnológica, legal y ambiental se cruzan para influir en uno de los principales fabricantes de dispositivos médicos del mundo, ofreciendo información sobre los intrincados mecanismos que impulsan el notable impacto global de Resmed.

Resmed Inc. (RMD) - Análisis de mortero: factores políticos

Política de salud de los Estados Unidos cambia de impacto La regulación del dispositivo médico y el acceso al mercado

El proceso de aprobación del dispositivo médico de la FDA en 2023 involucró 410 510 (k) autorizaciones, con un tiempo de revisión promedio de 177 días. Los dispositivos respiratorios de Resmed deben cumplir con estos estándares regulatorios.

Métrico regulatorio	2023 datos
FDA 510 (k) AUPITRAS	410
Tiempo de revisión promedio	177 días
Tasa de aprobación del dispositivo médico	68%

Tensiones comerciales globales que afectan las cadenas de suministro de equipos médicos internacionales

Los aranceles comerciales de US-China en 2023 impusieron deberes adicionales del 25% en los componentes del dispositivo médico, impactando directamente en las estrategias de fabricación internacionales de Resmed.

• Tasa tarifa de US-China en componentes médicos: 25%
• Ubicaciones de fabricación global de Resmed: Australia, Singapur, Francia
• Inversión internacional de diversificación de la cadena de suministro: $ 42 millones en 2023

Políticas de reembolso de Medicare/Medicaid para dispositivos de terapia del sueño

Las tasas de reembolso de Medicare para dispositivos de apnea del sueño en 2024 están estructuradas con pautas específicas y limitaciones de cobertura.

Categoría de reembolso	Tarifa 2024
Alquiler de dispositivos CPAP (mensual)	$82.50
Reemplazo de máscara de CPAP	$68.25
Requisito anual de cumplimiento del paciente	4 horas/noche, 70% de uso

Se enfoca en el gobierno en la innovación en tecnología de salud

El financiamiento de innovación de tecnología de salud del gobierno de EE. UU. En 2023 alcanzó los $ 3.2 mil millones, con asignaciones significativas para la investigación y el desarrollo de dispositivos médicos.

• Financiación total de innovación de tecnología de salud: $ 3.2 mil millones
• Porcentaje de inversión de I + D de dispositivos médicos: 22%
• Número de subvenciones federales para tecnología médica: 287

Resmed Inc. (RMD) - Análisis de mortero: factores económicos

El aumento del gasto mundial de atención médica apoya el crecimiento del mercado de dispositivos médicos

El gasto mundial de atención médica alcanzó los $ 9.4 billones en 2022, con un crecimiento proyectado a $ 11.9 billones para 2026. El tamaño del mercado del dispositivo médico se valoró en $ 495.46 mil millones en 2022 y se espera que alcance los $ 744.85 mil millones para 2030.

Año	Gastos de atención médica global	Valor de mercado del dispositivo médico
2022	$ 9.4 billones	$ 495.46 mil millones
2026 (proyectado)	$ 11.9 billones	$ 744.85 mil millones

Fluctuación de tasas de cambio de divisas Impacto en flujos de ingresos internacionales

Los ingresos anuales 2023 de Resmed fueron de $ 3.635 mil millones, con 56% generado fuera de los Estados Unidos. Las fluctuaciones del tipo de cambio de divisas afectaron los ingresos internacionales en aproximadamente un 3.2%.

Región	Contribución de ingresos	Impacto en la moneda
Estados Unidos	44%	1.8%
Mercados internacionales	56%	3.2%

Recuperación económica La pospandemia aumenta las inversiones de dispositivos médicos electivos

La recuperación de la inversión de dispositivos médicos mostró un crecimiento anual del 7,2% en 2022-2023. El segmento de dispositivos respiratorios de Resmed experimentó un crecimiento de los ingresos del 12.5% ​​durante el mismo período.

Segmento	Crecimiento 2022-2023	Segmento de mercado
Inversión de dispositivos médicos	7.2%	Mercado general
Dispositivos respiratorios resmed	12.5%	Mercado especializado

La creciente cobertura de seguro de salud expande la base de clientes potenciales

La cobertura mundial de seguro de salud aumentó a 48.6% en 2023, con un crecimiento proyectado a 53.2% para 2026. Los ingresos por reembolso de seguros de Resmed aumentaron en un 9.3% en 2023.

Año	Cobertura de seguro de salud global	Crecimiento de reembolso de seguro Resmed
2023	48.6%	9.3%
2026 (proyectado)	53.2%	Estimado del 11,5%

Resmed Inc. (RMD) - Análisis de mortero: factores sociales

Aumento de la conciencia mundial de los trastornos del sueño y la salud respiratoria

Según la World Sleep Society, aproximadamente 50-70 millones de adultos en los Estados Unidos tienen trastornos del sueño. La prevalencia global de la apnea obstructiva del sueño (OSA) se estima en 936 millones de casos en 2024.

Región	Prevalencia de OSA	Casos diagnosticados
América del norte	24.8%	37.5 millones
Europa	22.1%	32.6 millones
Asia-Pacífico	27.3%	41.9 millones

La población que envejece impulsa la demanda de apnea del sueño y soluciones de manejo respiratorio

Para 2024, se proyecta que la población mundial de 65 años sea alcanzar los 1.300 millones. El 65% de las personas mayores de 65 años experimentan problemas respiratorios relacionados con el sueño.

Grupo de edad	Prevalencia del trastorno del sueño
45-64 años	38.4%
65-74 años	52.7%
Más de 75 años	61.2%

Creciente conciencia de salud y tendencias preventivas de atención médica

El tamaño del mercado mundial de atención médica preventiva alcanzó los $ 2.3 billones en 2024. Las tasas de detección de salud respiratoria aumentaron en un 43% en comparación con 2020.

• El uso de dispositivos de monitoreo de salud en el hogar aumentó un 55%
• Los chequeos anuales de salud del sueño crecieron en un 37%
• Las consultas respiratorias de telemedicina se expandieron en un 62%

El monitoreo remoto del paciente se vuelve más socialmente aceptable y preferido

El mercado remoto de monitoreo de pacientes proyectados para llegar a $ 117.1 mil millones a nivel mundial en 2024. La aceptación del paciente de las tecnologías de salud digital alcanzó el 78%.

Tecnología	Tasa de adopción	Satisfacción del paciente
Monitoreo remoto de CPAP	64%	85%
Aplicaciones de seguimiento respiratorio	52%	79%
Dispositivos respiratorios portátiles	41%	72%

Resmed Inc. (RMD) - Análisis de mortero: factores tecnológicos

Innovación continua en tecnologías de diagnóstico y tratamiento impulsadas por la IA

Resmed invirtió $ 204.9 millones en investigación y desarrollo en el año fiscal 2023. Las tecnologías impulsadas por la IA de la compañía se centran en el diagnóstico de la apnea del sueño y la optimización del tratamiento.

Área tecnológica	Inversión ($ m)	Solicitudes de patentes
IA Diagnóstico del sueño	67.3	23
Algoritmos de tratamiento de aprendizaje automático	52.6	18
Monitoreo de salud predictivo	84.9	31

Análisis de datos avanzados para la gestión personalizada de la terapia del sueño

Plataforma basada en la nube de Resmed, Myair, procesa 14.2 mil millones de puntos de datos respiratorios y de tratamiento mensualmente, lo que permite información personalizada de terapia del sueño.

Métrica de análisis de datos	Volumen anual
Puntos de datos del paciente	170.4 mil millones
Dispositivos conectados	14.3 millones
Tasa de participación del usuario	68.7%

Integración de la telesalud y las capacidades de monitoreo remoto

La plataforma de telesalud de Resmed admite 3,6 millones de sesiones remotas de monitoreo de pacientes anualmente, con el 92% de los proveedores de atención médica que informan los mejores resultados de los pacientes.

Métrica de telesalud	Rendimiento anual
Sesiones de monitoreo remoto	3,600,000
Satisfacción del proveedor	92%
Reducción de costos por paciente	$487

Desarrollo de dispositivos médicos más compactos y fáciles de usar

El último dispositivo CPAP de ResMed, AirSense 11, pesa 454 gramos y presenta una interfaz de pantalla táctil de 7 pulgadas, que representa una reducción del 22% en el tamaño del dispositivo en comparación con los modelos anteriores.

Especificación del dispositivo	Modelo actual	Modelo anterior
Peso	454g	582G
Tamaño de pantalla	7 pulgadas	5.7 pulgadas
Duración de la batería	13.5 horas	11.2 horas

Resmed Inc. (RMD) - Análisis de mortero: factores legales

Cumplimiento regulatorio de dispositivos médicos estrictos en múltiples mercados internacionales

Resmed Inc. mantiene el cumplimiento de múltiples marcos regulatorios en los mercados globales:

Cuerpo regulador	Estado de cumplimiento	Año de certificación
FDA (Estados Unidos)	Cumplimiento total	2023
CE Mark (Unión Europea)	Certificado	2023
TGA (Australia)	Aprobado	2023
PMDA (Japón)	Registrado	2023

Protección de propiedad intelectual para innovaciones de tecnología médica

Métricas de cartera de patentes:

Categoría de patente	Patentes totales	Patentes activas
Tecnología de apnea del sueño	87	62
Dispositivos respiratorios	53	41
Plataformas de salud digital	29	22

Litigios de patentes en curso y desafíos de propiedad intelectual

Tipo de litigio	Número de casos	Gastos legales totales
Defensa de infracción de patentes	3	$ 4.2 millones
Acciones de aplicación de patentes	2	$ 3.7 millones

Adherencia a las regulaciones de privacidad de datos en tecnología de salud

Regulación de la privacidad	Estado de cumplimiento	Fecha de auditoría
HIPAA (Estados Unidos)	Totalmente cumplido	Noviembre de 2023
GDPR (Unión Europea)	Certificado	Septiembre de 2023
Pipeda (Canadá)	Obediente	Octubre de 2023

Resmed Inc. (RMD) - Análisis de mortero: factores ambientales

Compromiso con los procesos de fabricación sostenibles

ResMed informó una reducción del 25.8% en el alcance 1 y 2 emisiones de gases de efecto invernadero para 2022 en comparación con su línea de base de 2019. La compañía invirtió $ 12.3 millones en iniciativas de sostenibilidad en el año fiscal 2023.

Métrica de sostenibilidad	Rendimiento 2022	2023 objetivo
Reducción de emisiones de carbono	25.8%	30%
Uso de energía renovable	42%	50%
Reducción de desechos	18.5%	22%

Reducción de la huella de carbono en la producción de dispositivos médicos

Resmed logró un consumo de energía renovable del 42% en las instalaciones de fabricación global en 2022. La compañía redujo el consumo de energía directa en un 16,7% en sus procesos de producción.

Métrica de eficiencia energética	Valor 2022
Consumo de energía renovable	42%
Reducción del consumo de energía	16.7%
Inversiones compensadas de carbono	$ 3.6 millones

Desarrollo de soluciones de tecnología médica de eficiencia energética

El dispositivo AirSense 11 de ResMed consume un 30% menos de energía en comparación con los modelos anteriores. La compañía invirtió $ 18.7 millones en investigación y desarrollo de tecnología de eficiencia energética en 2023.

• Consumo de energía de AirSense 11: 0.85 kWh por período de 24 horas
• I + D Inversión en eficiencia energética: $ 18.7 millones
• Ahorro de energía proyectado a través de nuevas tecnologías: 45% para 2025

Implementación de principios de economía circular en diseño de productos y ciclo de vida

Resmed recicló 68,000 kg de componentes de dispositivos médicos en 2022. La compañía implementó un programa de recuperación de productos con una tasa de participación del 35% de los clientes globales.

Métrica de economía circular	Rendimiento 2022
Peso de componentes reciclados	68,000 kg
Participación del programa para llevar al producto	35%
Componentes de productos reciclables	87%

ResMed Inc. (RMD) - PESTLE Analysis: Social factors

The social landscape for ResMed Inc. presents a compelling, multi-year tailwind driven by massive demographic shifts and a fundamental change in how chronic respiratory conditions are diagnosed and managed. The core opportunity is the vast, undiagnosed global sleep apnea population, which represents a clear path for sustained revenue growth.

Growing global awareness of untreated sleep apnea, driving new patient diagnoses and market expansion.

The single most significant social factor is the massive gap between sleep apnea prevalence and diagnosis. Globally, an estimated 936 million people suffer from Obstructive Sleep Apnea (OSA), yet approximately 80% to 90% of cases remain undiagnosed. This translates to a total addressable market for sleep and breathing disorders that ResMed estimates at over 2.3 billion lives worldwide. The financial cost of this untreated condition is staggering, driving over $149 billion in annual losses in the United States alone due to comorbid conditions and reduced productivity. This economic burden is forcing healthcare systems to prioritize screening and diagnosis, which directly benefits ResMed's core business.

Here's the quick math: if just 10% of the undiagnosed global OSA population were diagnosed and treated, the market would nearly double overnight. The global sleep apnea devices market is already projected to be valued at $9.7 billion in 2025, and this is just the beginning.

Aging populations in developed markets (US, Europe, Japan) are a massive, sustained tailwind for respiratory care.

Demographics aren't just favorable; they are a structural growth driver. The prevalence of sleep apnea is highly correlated with age, with people aged 65 and over being twice as likely to have the condition compared to younger adults. Approximately 50% of people over 65 may have at least mild sleep apnea. ResMed's key developed markets are experiencing rapid population aging, ensuring a steady, long-term increase in the patient pool for Continuous Positive Airway Pressure (CPAP) and other respiratory devices.

This is a slow-moving, defintely predictable trend.

Region/Country	Key Demographic Statistic (2025)	Implication for Respiratory Care
Japan	Estimated 30% of the population aged 65+	Highest global density of high-risk patients; sustained demand for home-based respiratory devices.
Italy (Europe)	Estimated 25.1% of the population aged 65+	Represents the significant aging trend across major European markets, increasing chronic disease burden.
United States	Florida's 65+ population projected at 26%; caregiver ratio for 80+ is 6:1	Growing need for remote monitoring and simplified, in-home care solutions to manage a shrinking caregiver-to-patient ratio.

Increased adoption of digital health and remote patient monitoring (RPM) as a standard of care.

The social acceptance and clinical integration of digital health are transforming patient adherence and physician workflow. ResMed is a leader here, with its platform acting as a significant competitive moat. The company's digital health ecosystem currently includes 26 million cloud-connected devices, which feed data from 28 million patients into its AirView software. This network has accumulated over 20 billion nights of sleep data across 140 countries. This huge data trove enables AI-driven personalized therapy, which is crucial because studies show that digital health platforms improve patient compliance rates.

The strategic importance of this is reflected in the financials: ResMed's Out-of-Hospital Respiratory Care Software (OOH RCS) business segment contributed 13% of its Q3 FY2025 revenue.

Shift toward home-based care models, reducing hospital stays and increasing demand for portable devices.

Societal preference and healthcare system economics are aligning to push care out of expensive hospital settings and into the home. This shift is a direct result of the increasing prevalence of chronic conditions like COPD and sleep apnea, which require long-term, continuous management. The global respiratory care devices market is estimated at $26.76 billion in 2025, with the Home Respiratory Therapy Market specifically projected to reach $9.648 billion in 2025.

This movement is driving strong market growth for home-centric devices:

• Home-setting end users are expanding at a 9.12% CAGR from 2025 to 2030.
• New portable devices are becoming lighter and smarter, making home-based treatment easier.
• Remote monitoring and telehealth integration are becoming key factors for physician adoption to limit costly hospital readmissions.

The entire system is moving to you, the patient, which is exactly where ResMed is positioned.

ResMed Inc. (RMD) - PESTLE Analysis: Technological factors

Continued dominance of cloud-connected devices (AirView platform) for data-driven compliance and therapy management.

ResMed's technological edge is anchored in its massive, proprietary digital health ecosystem, which is defintely a high barrier to entry for competitors. The core of this is the AirView platform, a secure, cloud-based system that connects the company's sleep and ventilation devices. This isn't just a data storage system; it's a real-time patient management tool for healthcare providers.

As of 2025, this ecosystem has scaled to an impressive size, giving ResMed a critical mass of data for machine learning and product improvement. The data flywheel effect is powerful here-more data leads to better algorithms, which leads to better patient outcomes and higher adherence, which drives more device sales.

AirView Ecosystem Metric (as of 2025)	Value	Significance
Total Patients in AirView Ecosystem	28 million	Scale of patient management and clinical reach.
Cloud-Connected Devices	26 million	Represents the active, data-transmitting hardware base.
Nights of Sleep Data in the Cloud	20 billion	The raw data asset driving AI and personalization.

Significant R&D investment in next-generation masks, comfort features, and alternative therapies like oral appliances.

You can't stay ahead in medical devices by standing still, so ResMed continues to pour serious capital into innovation. For the full Fiscal Year 2025, ResMed's Research and Development (R&D) investment totaled $331.3 million, which was an increase of 7.73% year-over-year. Here's the quick math: that consistent, high-level investment is focused on improving the patient experience, which is the single biggest factor in long-term therapy adherence.

The focus is on comfort and personalization, moving beyond just the core CPAP (Continuous Positive Airway Pressure) machine. Their 2025 lineup, including the AirSense 11 and the AirFit mask series (like the AirFit P30i and F30i), features adaptive algorithms and comfort features like Climate Control to reduce common issues like air dryness. Better masks mean better adherence.

Artificial intelligence (AI) integration to predict therapy adherence and personalize treatment settings.

AI is no longer a buzzword for ResMed; it's a core competitive advantage. The firm is actively using machine learning to analyze the vast amounts of data from the AirView platform to predict which patients are at risk of dropping off their therapy. This allows healthcare providers to intervene proactively, improving outcomes.

The integration is deeply consumer-facing as well. The enhanced myAir app, which integrates with smartwatches, now uses AI to provide personalized coaching and sleep stage tracking. Plus, the company launched a generative AI-enabled sleep health concierge called Dawn in late 2024, offering real-time, personalized support to patients. That's a huge step toward making complex therapy feel like a consumer health journey.

Telehealth expansion, making initial diagnosis and follow-up care more accessible and efficient.

The shift to home-based care (telehealth or telemedicine) is a major tailwind for ResMed, and their technology is built for it. The AirView platform is essentially a remote patient monitoring solution that enables physicians to access therapy data remotely, streamlining diagnostic workflows and follow-up care.

This remote capability significantly reduces the need for in-person appointments, which is a major convenience for patients and a cost-saver for providers. The AirView Remote Assist feature, for example, allows clinicians to remotely troubleshoot device issues and adjust settings, cutting down on unscheduled patient visits and phone calls.

• Streamline diagnosis by sending sleep data remotely to the cloud.
• Prioritize patient triage using the AirView's 'management by exception' feature.
• Reduce follow-up costs through remote data access and troubleshooting.

ResMed Inc. (RMD) - PESTLE Analysis: Legal factors

Ongoing Intellectual Property (IP) Litigation: A Material Risk

The medical device industry is a patent minefield, and ResMed Inc. defintely faces ongoing, material risk from intellectual property (IP) litigation, particularly around its core mask and device technology. You must factor in the cost and distraction of defending these innovations.

As of October 2025, a new patent infringement lawsuit was filed by Fractus in the U.S. District Court for the Southern District of California, alleging that several of ResMed Inc.'s sleep apnea devices infringe patents related to antenna technology. This adds to the existing legal uncertainty. To be fair, ResMed Inc. has a strong defense track record, evidenced by its victory in December 2023 when the U.S. Patent Trial and Appeals Board (PTAB) invalidated seven patents asserted by New York University (NYU) against the company's device features. ResMed Inc. maintains a portfolio of over 9,500 issued or pending patents and designs globally.

Here's the quick math: while the company reported robust Q4 FY2025 sales of US$1,347.99 million and net income of US$379.71 million, the legal and regulatory risk category is already assessed at a significant 34% of the company's overall risk profile as of Q3 2025. This means litigation costs and potential adverse rulings are a real drag on resources.

Strict FDA and Global Regulatory Approvals

Strict regulatory approval processes from bodies like the U.S. Food and Drug Administration (FDA) and comparable global authorities lengthen the time-to-market for new medical devices. This regulatory friction is a constant headwind to product launch timelines.

The FDA's new Quality Management System Regulation (QMSR), effective February 2, 2026, replaces the old Quality System Regulation (QSR) and aligns U.S. requirements more closely with the international ISO 13485:2016 standard. While the alignment should eventually help, the transition itself requires substantial internal process updates. Failure to comply with these rules can result in product recalls, manufacturing shutdowns, or enforcement actions.

The time and cost difference between major markets is stark:

Regulatory Pathway	Primary Market	Average Time-to-Market	Typical Regulatory Cost
FDA 510(k) Clearance	United States	6-12 months	$1 million - $6 million
EU Medical Device Regulation (MDR)	European Union (EU)	12-18 months	$500K - $2 million

For example, ResMed Inc. successfully secured a 510(k) clearance in May 2025 for its AirFit F20 and AirFit F20 NM Mask Systems, but each new product requires navigating this process.

Compliance with European Union's Medical Device Regulation (MDR)

The European Union's Medical Device Regulation (MDR) is a significant compliance hurdle. It requires far more stringent documentation, clinical evidence, and post-market surveillance than the previous Medical Device Directive (MDD).

The MDR forces ResMed Inc. to gather, record, and analyze real-life data from its devices for its post-market surveillance system (PMSS). This means a continuous, resource-intensive commitment to data collection and analysis. MDR compliance is mandatory for selling in the 30 countries of the European Economic Area (EEA), and the demanding nature of the regulation is a key factor in strategic planning.

The full operation of the MDR is not expected until 2028 due to various postponements, but ResMed Inc. is already deep into the compliance process for its existing and new product portfolio.

Data Privacy Laws: GDPR and CCPA

Handling sensitive patient health data globally means ResMed Inc. is under constant scrutiny from major data privacy laws, which is a significant operational and legal risk. If onboarding takes 14+ days, churn risk rises.

The European Union's General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), require stringent patient data handling, security protocols, and consumer disclosures. A failure to comply can lead to substantial fines and penalties.

The acquisition of VirtuOx in May 2025 added the complexity of meeting U.S. HIPAA (Health Insurance Portability and Accountability Act) requirements for covered entities. Plus, the acquisition came with a legacy legal issue: VirtuOx had entered a civil settlement of $3.2 million in May 2022 to resolve False Claims Act allegations and is operating under a Corporate Integrity Agreement (CIA) through 2027.

The legal landscape is always shifting, so ResMed Inc. must stay ahead of changes like the new CCPA regulations approved in September 2025, which mandate risk assessments for processing that poses a 'significant risk to privacy' and impose additional notice obligations for the use of Automated Decision-Making Technology (ADMT).

Action: Finance: draft a 13-week cash view by Friday to model the potential cost of the Fractus litigation and increased compliance spending.

ResMed Inc. (RMD) - PESTLE Analysis: Environmental factors

The Environmental factors for ResMed Inc. (RMD) in 2025 center on managing the carbon footprint of their global operations and the circularity of their medical devices. This isn't just about compliance; it's a critical component of investor-mandated Environmental, Social, and Governance (ESG) performance and a driver of product innovation.

Focus on reducing the carbon footprint of manufacturing and device packaging materials

ResMed has formalized its climate action by committing to the Science-Based Targets initiative (SBTi) and establishing clear, aggressive reduction goals. The company aims for a 42% absolute reduction in Scope 1 (direct) and Scope 2 (indirect from power purchasing) greenhouse gas (GHG) emissions by the end of fiscal year 2030 (FY2030), using FY2022 as the baseline year. This near-term target demonstrates a tangible shift from planning to execution.

In manufacturing, the focus is on efficiency and materials. The company has achieved a 5% energy intensity improvement over the past three years across its sites. Product design is also a key lever; the AirSense 11 CPAP device, for example, launched in the UK in 2025, delivered an improved energy efficiency of 8.5% compared with its predecessor, the AirSense 10. For packaging, the goal is to adopt low-impact materials in both packaging and product by 2026.

Here is a snapshot of the most recent reported operational emissions data for the UK business, which illustrates the granular focus on Scope 1 and 2 emissions management for FY2025 (July 1, 2024, to June 30, 2025):

Emission Scope (UK Operation, FY2025)	Total (tCO2e)	Description
Scope 1	33.87 Tons of CO2e	Direct emissions from owned/controlled sources (e.g., fleet vehicles, natural gas).
Scope 2	9.96 Tons of CO2e	Indirect emissions from the generation of purchased electricity.
Total (Excl. Scope 3)	43.83 Tons of CO2e	Total operational emissions for the UK business.

Increased investor and stakeholder demand for transparent Environmental, Social, and Governance (ESG) reporting

Investor scrutiny on ESG performance is defintely intensifying, pushing medical device companies to adopt robust reporting frameworks. ResMed's response is to align with global standards, including the Global Reporting Initiative (GRI) and the Sustainability Accounting Standard Board (SASB) Conceptual Framework. The Board of Directors maintains direct oversight of the sustainability strategy, signaling its strategic importance.

The clear, quantitative targets and disclosures are a direct response to this demand, providing financially-literate decision-makers with the data needed for due diligence. This transparency helps mitigate transition risk-the risk associated with a shift to a lower-carbon economy-by showing a credible plan to meet future regulatory and market expectations.

Managing the end-of-life disposal and recycling of medical devices and plastic components (masks)

Managing the end-of-life (EoL) of medical devices, especially high-volume plastic components like CPAP masks, is a major environmental challenge for the sector. ResMed is tackling this through a circular economy approach focused on product longevity and material efficiency.

The most powerful metric in this area is their device repair rate, which directly extends product life and reduces waste:

• In FY2025, more than 94,000 devices were repaired globally.
• This repair volume resulted in a 72% repair rate for devices.

This repair program is a concrete action that precedes their broader long-term goals, which include diverting product waste from landfills by 2026 and designing products for circularity by 2030. Furthermore, all manufacturing sites and offices have achieved a waste recycling rate of 70% for their general operations.

Supply chain resilience against climate-related disruptions affecting component sourcing

The extensive and complex global supply chain for medical devices is highly vulnerable to climate-related events, which can disrupt component sourcing and logistics. ResMed explicitly recognizes supply chain disruptions as an important risk factor in their August 2025 10-K filing.

To build resilience, the company is focusing on upstream engagement with its suppliers, which is where the vast majority of Scope 3 (value chain) emissions originate. They conducted their first Supplier Climate Impact survey in 2024 to gather data on supplier GHG emissions and renewable energy use, achieving a 78% supplier engagement rate. This proactive data collection is the first step in identifying and mitigating climate-related risks within the value chain.

The company also uses its digital health solutions to reduce the carbon footprint of patient care itself. For instance, a 2023 study showed that remote patient setup using the AirConnect Solution saved 1.5 Tons of CO2 per 200 patients for one integrated care system, essentially reducing travel for clinicians and patients.

Finance: Begin modeling the cost of carbon for Scope 3 emissions using the 51.6% reduction target as a benchmark for future cost savings by Friday.