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The closing range begins at the captured split on Aug 4, 2026.
Resideo reported 6% core-business growth and 3% overall growth, while targeting margins of 43 to 45 in three to five years as it reduces leverage.
Resideo reported third-quarter revenue of $727 million, up 3% year over year, gross margin of 40.4% and standalone adjusted EBITDA of $154 million, and raised its 2026 revenue outlook to $2.927 to $2.947 billion.
Resideo reported third-quarter revenue of $727 million, up 3.4%, while operating income fell to $72 million from $106 million; it repaid $1.1 billion of gross debt after separating ADI on August 3, 2026.
Resideo Technologies, Inc. reported third-quarter revenue of $727 million, up 3% year over year, and repaid $1.1 billion of gross debt, leaving total gross debt of $2.1 billion at October 3, 2026.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Resideo delivered 3% total revenue growth, 6% growth excluding OEM Security, 15% retail growth, a fourteenth consecutive quarter of gross-margin expansion, 5% Standalone Adjusted EBITDA growth, and 8% Standalone Adjusted EPS growth, while raising its 2026 outlook and repaying $1.1 billion of gross debt. Risks include declining OEM Security revenue, lower GAAP earnings and EPS, fourth-quarter core revenue growth of only flat to low single digits, inflation-driven gross-profit pressure, a soft security market, and approximately $30 million of spin-related operating-cash-flow pressure.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Non-GAAP Adjusted diluted earnings per share non-GAAP | $1.48 | Six Months Ended July 4, 2026 | — |
| Non-GAAP Adjusted EBITDA non-GAAP | $464M | Six Months Ended July 4, 2026 | — |
| Non-GAAP Adjusted EBITDA (ADI Global Distribution Segment) non-GAAP | $169M | Six Months Ended July 4, 2026 | — |
| Non-GAAP Adjusted EBITDA (Products and Solutions Segment) non-GAAP | $354M | Six Months Ended July 4, 2026 | — |
| Non-GAAP Adjusted EBITDA as a % of revenue non-GAAP | 11.9% | Six Months Ended July 4, 2026 | — |
| Non-GAAP Adjusted EBITDA as a % of revenue (ADI Global Distribution Segment) non-GAAP | 6.8% | Six Months Ended July 4, 2026 | — |
| Non-GAAP Adjusted EBITDA as a % of revenue (Products and Solutions Segment) non-GAAP | 25.3% | Six Months Ended July 4, 2026 | — |
| Non-GAAP Adjusted Income from Operations (ADI Global Distribution Segment) non-GAAP | $111M | Six Months Ended July 4, 2026 | — |
| Non-GAAP Adjusted Income from Operations (Products and Solutions Segment) non-GAAP | $312M | Six Months Ended July 4, 2026 | — |
| Non-GAAP Adjusted net income non-GAAP | $229M | Six Months Ended July 4, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
REZI
this stock
Resideo Technologies, Inc.
|
$3.24B | — | +10.5% | — | 5.8% |
|
GWW
W.W. Grainger, Inc.
|
$69.72B | +47.6% | +4.5% | 32.7 | 2.6% |
|
FAST
Fastenal Co
|
$63.32B | +37.5% | +8.7% | 44.9 | 3.3% |
|
FERG
Ferguson Enterprises Inc.
|
$49.61B | +15.2% | +0.3% | — | 3.2% |
|
WCC
Wesco International Inc
|
$15.66B | +31.5% | +2.2% | 20.0 | 2.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| REZI | +9.9% | +29.5% | +2.4% | +13.8% | -12.8% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +7.3% | +30.7% | +1.9% | +14.0% | -23.4% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
