Jun 2026 (Q2 FY26) — Aug 12, 2026
Resideo Q2 FY26 — Strong Q2 Performance Exceeds Outlook, ADI Spin-off Completed, Stand-alone Outlook Initiated
Read the full callResideo (REZI) earnings
- Jul 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Resideo earnings: last reported Wed, 12 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,981 | +2.0% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 6.6 | −2.5 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 97.0 | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
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 |
13 of RESIDEO TECHNOLOGIES, INC.'s 39 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 36 more targets are in the full ledger.
Claimed
- Total revenue grew 2% year-over-year to just under $2 billion, a new quarterly record.
- Total adjusted EBITDA grew 19% year-over-year to $249 million, a new quarterly record.
- Total adjusted earnings per share grew 26% year-over-year to $0.83.
- Products & Solutions (P&S) segment revenue grew 4% year-over-year, with its 13th consecutive quarter of gross margin expansion.
- P&S gross margin percentage was 43.6%, up 70 basis points year-over-year and 100 basis points sequentially.
Qualified
- Operating cash flow decreased year-over-year by $52 million, driven primarily by $45 million in payments for nonrecurring business separation activities and $20 million higher cash interest paid.
- OEM security channel revenue is expected to be $40 million to $50 million less in the second half of 2026 versus the prior year due to reduced volumes with a large customer.
- A slight headwind to gross margin is anticipated in the second half of 2026 due to higher input costs (memory, metals, PCBs, semiconductors, shipping) increasing faster than expected.
Price
$16.58 +2.28% · +$0.37
Performance −42.8% 1Y
1Y: $28.99 on 14 Oct 2025 → $16.58. High $30.97 (24 Oct 2025), low $16.21 (14 Oct 2026).
- Previous close
- $16.21
- 52-week range
- $16.21 – $30.97
- One year
- −42.98%
Overview
- Symbol
- REZI
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
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 |
Claimed
- Total revenue grew 2% year-over-year to just under $2 billion, a new quarterly record.
- Total adjusted EBITDA grew 19% year-over-year to $249 million, a new quarterly record.
- Total adjusted earnings per share grew 26% year-over-year to $0.83.
- Products & Solutions (P&S) segment revenue grew 4% year-over-year, with its 13th consecutive quarter of gross margin expansion.
- P&S gross margin percentage was 43.6%, up 70 basis points year-over-year and 100 basis points sequentially.
Qualified
- Operating cash flow decreased year-over-year by $52 million, driven primarily by $45 million in payments for nonrecurring business separation activities and $20 million higher cash interest paid.
- OEM security channel revenue is expected to be $40 million to $50 million less in the second half of 2026 versus the prior year due to reduced volumes with a large customer.
- A slight headwind to gross margin is anticipated in the second half of 2026 due to higher input costs (memory, metals, PCBs, semiconductors, shipping) increasing faster than expected.
The full ledger
Open RESIDEO TECHNOLOGIES, INC.’s full ledger
A free account opens 5 company ledgers a month. All 39 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 12, 2026
Resideo Q1 FY26 — Strong Outperformance and ADI Spin-off Progress
Read the full callDec 2025 (Q4 FY25) — Feb 24, 2026
Resideo Q4 FY25 — Exceeds Outlook with Strong P&S Growth and ADI Operational Stabilization
Read the full callEvery analysed call
Resideo earnings calls (REZI)
Financials
What the filings say
Net profit, year on year: +112% (quarter to jul 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,828 | 1,858 | 1,770 | 1,943 | 1,864 | 1,895 | 1,912 | 1,981 |
| Operating profit | 126 | 144 | 136 | 177 | 154 | 140 | 102 | 131 |
| Operating margin | 6.9% | 7.8% | 7.7% | 9.1% | 8.3% | 7.4% | 5.3% | 6.6% |
| Interest | 27 | 26 | 25 | 24 | 37 | 49 | 47 | 46 |
| Profit before tax | 44 | 45 | 15 | -738 | 110 | 156 | 55 | 166 |
| Tax rate | 54.5% | 48.9% | 60.0% | −11.8% | −41.8% | 12.8% | 30.9% | 41.6% |
| Net profit | 20 | 23 | 6 | -825 | 156 | 136 | 38 | 97 |
| EPS ($ per share) | 0.07 | — | 0.02 | -5.59 | 0.88 | — | 0.17 | 0.52 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 2 | 38 | 75 | 317 | 600 | 810 | 907 | 345 |
| Total liabilities | 3,439 | 3,526 | 3,617 | 3,601 | 3,858 | 3,896 | 4,890 | 5,516 |
| Fixed assets | 300 | 316 | 318 | 287 | 366 | 390 | 410 | 447 |
| Total assets | 4,972 | 5,128 | 5,610 | 5,853 | 6,387 | 6,645 | 8,199 | 8,433 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 462 | 23 | 244 | 315 | 152 | 440 | 444 | -1,137 |
| Cash from investing | -74 | -112 | -103 | -65 | -764 | -44 | -1,409 | -39 |
| Cash from financing | -167 | -53 | 253 | 20 | 170 | -64 | 1,031 | 1,128 |
| Net cash flow | 209 | -143 | 395 | 262 | -450 | 308 | 56 | -31 |
| Capital expenditure | -64 | — | -70 | -63 | -85 | -105 | -80 | -116 |
| Free cash flow | 398 | — | 174 | 252 | 67 | 335 | 364 | -1,253 |
REZI revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| ADI Global Distribution | 65% | 64% | 63% | 66% | 65% | 62% | 63% | 65% | +0.7% |
| Products and Solutions | 35% | 36% | 37% | 34% | 35% | 38% | 37% | 35% | +4.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- Americas 57% ↑ 4 pt
- International 8% ↑ 1 pt
As REZI cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
69 filings between Nov 10, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
$54.07M
9 purchases by 5 insiders
Sales
None
No insider sold shares.
Compensation
not trading decisions- 32
- Award — granted as compensation
- 2
- Option exercise — converted options into shares
- 26
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| CD&R Channel Holdings II, L.P. | $52.97M | — | Nov 13, 2025 |
| Foster Joshua Peter | $315.2K | — | Aug 14, 2026 |
| SURRAN THOMAS A | $306.9K | — | Aug 14, 2026 |
| TEICH ANDREW C | $250.0K | — | Nov 10, 2025 |
| Mehta Amit Ashvin | $226.0K | — | Aug 17, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | TEICH ANDREW C Director | Award | 944 | $17.0K |
| Oct 1, 2026 | LAZAR JACK R Director | Award | 1,811 | $32.5K |
| Sep 1, 2026 | HARRISON SHANE R SVP, CFO | Award | 51,203 | $0 |
| Aug 17, 2026 | Mehta Amit Ashvin SVP, Strategy & Business Ops | Purchase | 10,928 | $226.0K |
| Aug 14, 2026 | Foster Joshua Peter SVP, GC & Corp Sec | Purchase | 15,317 | $315.2K |
| Aug 14, 2026 | SURRAN THOMAS A President and CEO | Purchase | 15,000 | $306.9K |
| Aug 13, 2026 | Campelli Andrew Director | Award | 6,407 | $0 |
| Aug 3, 2026 | SURRAN THOMAS A President and CEO | Award | 45,125 | $0 |
| Jul 7, 2026 | Kutz Jeffrey Chief Accounting Officer | Tax withheld | 2,466 | $79.3K |
| Jul 1, 2026 | TEICH ANDREW C Director | Award | 4,834 | $152.5K |
| Jul 1, 2026 | LAZAR JACK R Director | Award | 1,010 | $31.9K |
| Jun 3, 2026 | Wienbar Sharon L Director | Award | 5,468 | $0 |
| Jun 3, 2026 | Kushner Brian Director | Award | 5,468 | $0 |
| Jun 3, 2026 | Hostetler Cynthia Lynn Director | Award | 5,468 | $0 |
| Jun 3, 2026 | Sleeper Nathan K Director | Award | 5,468 | $0 |
| Jun 3, 2026 | Stroup John S Director | Award | 5,468 | $0 |
| Jun 3, 2026 | Richardson Nina Director | Award | 5,468 | $0 |
| Jun 3, 2026 | LAZAR JACK R Director | Award | 5,468 | $0 |
| Jun 3, 2026 | DENINGER PAUL F Director | Award | 5,468 | $0 |
| Jun 3, 2026 | Yusuf Kareem Director | Award | 5,468 | $0 |
| Jun 3, 2026 | TEICH ANDREW C Director | Award | 5,468 | $0 |
| May 15, 2026 | Carlet Michael Chief Financial Officer | Tax withheld | 1,944 | $56.8K |
| Apr 1, 2026 | TEICH ANDREW C Director | Award | 4,442 | $152.5K |
| Apr 1, 2026 | LAZAR JACK R Director | Award | 928 | $31.9K |
| Feb 18, 2026 | Geldmacher Jay L President and CEO | Award | 82,530 | $0 |
| Feb 15, 2026 | Geldmacher Jay L President and CEO | Tax withheld | 22,286 | $802.0K |
| Feb 15, 2026 | Carlet Michael Chief Financial Officer | Tax withheld | 10,862 | $390.9K |
| Feb 14, 2026 | Geldmacher Jay L President and CEO | Tax withheld | 23,546 | $847.3K |
| Feb 14, 2026 | Kelly Stephen Montgomery EVP, Chief HR Officer | Tax withheld | 2,418 | $87.0K |
| Feb 14, 2026 | Aarnes Robert B President, ADI | Tax withheld | 7,582 | $272.8K |
| Feb 14, 2026 | Lane Jeannine J EVP, GC and Corp Sec | Tax withheld | 5,813 | $209.2K |
| Feb 13, 2026 | Lane Jeannine J EVP, GC and Corp Sec | Award | 20,873 | $0 |
| Feb 13, 2026 | Geldmacher Jay L President and CEO | Award | 504,466 | $0 |
| Feb 13, 2026 | SURRAN THOMAS A President Products & Solutions | Award | 30,615 | $0 |
| Feb 13, 2026 | Geldmacher Jay L President and CEO | Tax withheld | 211,208 | $7.60M |
| Feb 13, 2026 | Kutz Jeffrey Chief Accounting Officer | Award | 11,828 | $0 |
| Feb 13, 2026 | Carlet Michael Chief Financial Officer | Award | 27,831 | $0 |
| Feb 13, 2026 | Kelly Stephen Montgomery EVP, Chief HR Officer | Tax withheld | 17,950 | $645.9K |
| Feb 13, 2026 | Kelly Stephen Montgomery EVP, Chief HR Officer | Award | 52,548 | $0 |
| Feb 13, 2026 | Kelly Stephen Montgomery EVP, Chief HR Officer | Award | 11,132 | $0 |
| Feb 13, 2026 | Aarnes Robert B President, ADI | Tax withheld | 45,491 | $1.64M |
| Feb 13, 2026 | Aarnes Robert B President, ADI | Award | 115,606 | $0 |
| Feb 13, 2026 | Aarnes Robert B President, ADI | Award | 30,615 | $0 |
| Feb 13, 2026 | Lane Jeannine J EVP, GC and Corp Sec | Tax withheld | 34,874 | $1.25M |
| Feb 13, 2026 | Lane Jeannine J EVP, GC and Corp Sec | Award | 68,312 | $0 |
| Feb 12, 2026 | Lane Jeannine J EVP, GC and Corp Sec | Tax withheld | 5,879 | $213.3K |
| Feb 12, 2026 | SURRAN THOMAS A President Products & Solutions | Tax withheld | 7,096 | $257.5K |
| Feb 12, 2026 | Carlet Michael Chief Financial Officer | Tax withheld | 4,613 | $167.4K |
| Feb 12, 2026 | Kelly Stephen Montgomery EVP, Chief HR Officer | Tax withheld | 2,244 | $81.4K |
| Feb 12, 2026 | Aarnes Robert B President, ADI | Tax withheld | 6,646 | $241.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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