{"id":69727,"date":"2025-08-15T07:55:07","date_gmt":"2025-08-15T07:55:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/69727\/"},"modified":"2025-08-15T07:55:07","modified_gmt":"2025-08-15T07:55:07","slug":"this-surging-asx-200-healthcare-stock-could-just-be-getting-started-expert","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/69727\/","title":{"rendered":"This surging ASX 200 healthcare stock could just be getting started: expert"},"content":{"rendered":"

\"Medical<\/p>\n

Image source: Getty Images<\/p>\n

Investors in ResMed CDI (ASX: RMD<\/a>) have enjoyed a stellar run over the past twelve months. <\/p>\n

Shares in the ASX 200 healthcare stock<\/a> have climbed from $33.71 apiece a year ago to $43.71 per share at the time of writing.<\/p>\n

This equates to a welcome 30% return for shareholders.<\/p>\n

In comparison, the All Ordinaries Index (ASX: XAO) advanced by 13.5% during the same period.<\/p>\n

So, what caused ResMed shares to handsomely outperform the broader market?<\/p>\n

As it turns out, a recent catalyst for the rally came with the release of the group’s FY25 results<\/a> on the first day of August.<\/p>\n

What happened? <\/p>\n

ResMed’s revenue in FY25 jumped by 10% year over year, helping to drive a 19% lift in operating profit.<\/p>\n

Its gross margin also improved by 270 basis points to reach 59.4%, supporting a 28% increase in income from operations.<\/p>\n

And investors welcomed the news.<\/p>\n

The company’s shares hit an all-time high<\/a> on results day and rallied further to reach a new record of $45.01 per share in the days that followed. <\/p>\n

Fast forward to today, and shares in this ASX 200 healthcare stock continue to trade near record peaks.<\/p>\n

But one expert believes the party could just be getting started.<\/p>\n

Global leader in sleep disorder treatment <\/p>\n

ResMed develops devices and software to treat sleep apnea, chronic obstructive pulmonary disease (COPD), and other respiratory conditions. <\/p>\n

Overall, the company’s products are sold in more than 140 countries.<\/p>\n

Its product range includes CPAP machines, masks, and cloud-connected monitoring tools, which help patients breathe and allow healthcare professionals to monitor treatment effectiveness.<\/p>\n

All up, ResMed generated US$5.1 billion in revenue in FY25, with the US, Canada, and Latin America accounting for 58% of the total.<\/p>\n

More fuel left in the tank? <\/p>\n

Alphinity Investment Management is a Sydney-based investment firm managing $34 billion in assets.<\/p>\n

Its research-driven approach to investing aims to detect companies at optimal points in their earnings cycles, with a view to building a diversified and flexible portfolio.<\/p>\n

In this respect, Alphinity sees Australia’s healthcare sector as particularly compelling.<\/p>\n

And ResMed is one ASX 200 healthcare stock to catch the firm’s eye.<\/p>\n

More specifically, client portfolio manager Elfreda Jonker believes that ResMed shares offer the most near-term upside<\/a> out of all the stocks held by the fund.<\/p>\n

She points to the group’s earnings momentum, driven by strong product demand and margin expansion as ResMed scales its operations and launches new offerings. <\/p>\n

Ms Jonker noted that ResMed’s significant investment in research and development may help sustain the group’s earnings upgrade cycle in the long term, whilst also strengthening its competitive moat.<\/p>\n

In turn, ResMed shares could be poised to deliver healthy returns for investors well beyond the recent record highs.<\/p>\n","protected":false},"excerpt":{"rendered":"Image source: Getty Images Investors in ResMed CDI (ASX: RMD) have enjoyed a stellar run over the past…\n","protected":false},"author":2,"featured_media":41788,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34],"tags":[64,63,13955,137,500,7037,7038,7039,7040,23962],"class_list":["post-69727","post","type-post","status-publish","format-standard","has-post-thumbnail","category-healthcare","tag-au","tag-australia","tag-category-healthcare-shares","tag-health","tag-healthcare","tag-partner-feeds-msn-9","tag-partner-feeds-newstex","tag-partner-feeds-sharesight","tag-partner-feeds-webull","tag-tickers_global-asx-rmd"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/69727","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=69727"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/69727\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/41788"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=69727"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=69727"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=69727"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}