Resideo Technologies, Inc. (REZI)

Resideo Technologies, Inc. (REZI) is a leading global provider of critical comfort, thermal, and security solutions, headquartered in Scottsdale, Arizona. Led by CEO Jay Geldmacher, Resideo’s strategic mission is to "provide technology-driven solutions that protect the home and connect the life within it." The company holds a unique industry position as a dual-entity powerhouse, consisting of a leading "Products & Solutions" manufacturer and "ADI Global Distribution," the world’s premier wholesale distributor of low-voltage security products. The company’s vision is to be the essential platform for the "Modern Connected Home." In late 2025, REZI stock reached a major strategic pivot point after making a one-time $1.59 billion payment to Honeywell in Q3 to terminate its historical indemnification agreement, a move that immediately unlocked $35 million in quarterly EBITDA. The REZI stock price reflects the market’s enthusiasm for this "Clean Balance Sheet" transformation.

The business operations of Resideo are transitioning toward an independent, high-growth structure. In fiscal 2025, ADI Global Distribution reported a record $1.2 billion in quarterly revenue, while the Products & Solutions segment maintained a healthy 43.0% gross margin. A primary growth driver is the "Honeywell Independence Strategy," which allows Resideo to invest more heavily in its own R&D, including the recent launch of its "First Alert" integrated smart home security suite. The 2026 strategic roadmap focuses on "The Great Separation," where the company expects to split into two focused public companies by the second half of 2026 to maximize individual segment value. Resideo holds a "Channel Moat" through its ADI network, which distributes over 500,000 products to a loyal base of 1,000+ manufacturers. By eliminating its Honeywell liabilities and pursuing an ERP modernization program, the company has positioned REZI stock as a high-potential value play in the building technologies sector.

Resideo Technologies, Inc. (REZI) is listed on the New York Stock Exchange (NYSE). For investors researching REZI stock, the company’s 2025 financial health—highlighted by a surge in operating income from $36 million to $56 million in its ADI segment—is a key highlight. The REZI stock price is sensitive to the residential housing market and the pace of the upcoming corporate spin-off. For those tracking REZI stock, the company’s 2025 "Value Creation" actions represent the most significant structural changes since its 2018 inception, setting the stage for a new era of margin expansion.