RE
REZI
REZI What Resideo Technologies promised, and what happened
Guidance
What management said, and what became of it
26 of 26 judged targets kept · 13 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| ADI business segment spin-off completion timing | complete the separation during the second half of 2026 | Sep 2025 | we completed the ADI Global Distribution spin-off on August 3. | Achieved |
| Full-year (total company) adjusted EBITDA outlook | $935 million to $985 million | Dec 2025 | adjusted EBITDA in the range of $605 million to $625 million | Diluted |
| OEM security channel revenue headwind from a large customer (2H FY26) | $40 million to $50 million less revenue in the second half of 2026 versus the prior-year period | Jun 2026 | Our current outlook reflects lower volumes from a large OEM security customer which we expect will result in $40 million to $50 million less revenue in the second half of 2026 versus the same period in the prior year. | New |
The full ledger
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The rest of the ledger
Pro opens all 39 tracked commitments for Resideo Technologies
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.