ResMed

Chairman and CEO Mick Farrell and long‑tenured CFO Brett Sandercock have navigated semiconductor shortages, freight inflation, and a competitor recall while driving a strategic pivot to an integrated hardware‑software ecosystem outlined at the 2024 Investor Day.

Execution is evident in margin recovery, cash generation, and disciplined capital deployment. Management is transparent on GLP‑1 and Philips risks and continues to invest in demand generation, product pipeline (AirSense/AirCurve 11, masks), and scaled software platforms. Governance and communications quality are strong.