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Maker of smart-home and security products (Honeywell Home thermostats, sensors) and owner of ADI wholesale distribution.
Maker of smart-home and security products (Honeywell Home thermostats, sensors) and owner of ADI wholesale distribution.
Distribution is the larger half: ADI buys security, fire and smart-home gear from other manufacturers and resells it to installers, earning a distributor's mark-up, while the products it makes carry a better margin. It uses the Honeywell Home name under a long-term licence after being spun off from Honeywell in 2018.
Moat: narrow (brand, distribution, installed base). Honeywell brand licensing plus the ADI distribution network give scale most smart-home rivals lack.
Headquarters: Austin, Texas, US · Founded: 2018 · Employees: 14,800
Size Resideo Technologies (REZI) is a United States Information Technology company (Electronics Distributors) with a market value of $2.95B, the 1568th largest of 3,117 United States companies the cockpit tracks. Shares closed at $36.23 on 6 Nov 2026.
Performance Over six months the shares gained 5.8%, against -10.8% for the median peer and -1.1% for the United States market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue grew 3.4% over the last twelve months (peer median +28.8%); the operating margin is 8.3% (peer median 4.1%).
Valuation It trades at 13.8× forward earnings against a peer median of 13.1× (8th most expensive of 16).
Capital Return on invested capital runs 0.8 points below its cost of capital (8.6% WACC).
Short interest Short interest is 6.4% of the free float (15 Oct 2026).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $7.65B | $7.47B | $6.76B | $6.24B | $6.37B |
| Revenue growth | — | +11% | +8% | -2% | — |
| Gross profit | $2.14B | $2.07B | $1.82B | $1.66B | $1.73B |
| EBITDA | $838M | $836M | $716M | $687M | $751M |
| Net income | $427M | -$527M | $116M | $210M | $283M |
| Free cash flow | -$1.40B | -$1.25B | $364M | $335M | $67.0M |
| Capital expenditure | $130M | $116M | $80.0M | $105M | $85.0M |
| Total debt | $3.90B | $3.33B | $2.25B | $1.61B | $1.62B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Resideo Technologies REZI | $2.95B | +6% | +3% | 8% | 13.8× | n/a |
| Johnson Controls JCI | $81.8B | -3% | +9% | 16% | 21.3× | 17.8% |
| Carrier Global CARR | $42.9B | -22% | +3% | 9% | 17.2× | 19.0% |
| Alarm.com ALRM | $3.19B | +37% | +9% | 13% | 22.4× | 10.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | REZI | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +18.2% | -10.0% | highest of 21 |
| 6-month return | +5.8% | -10.8% | 4th highest of 21 |
| Distance from 52-week high | -20.0% | -30.9% | 7th highest of 21 |
| Revenue growth (TTM) | +3.4% | +28.8% | 3rd lowest of 21 |
| Operating margin | 8.3% | 4.1% | 8th highest of 21 |
| Forward P/E | 13.8× | 13.1× | 8th most expensive of 16 |
| ROIC minus cost of capital | -0.8 pp | +4.7 pp | 3rd lowest of 21 |
| EV / EBITDA | 7.6× | 7.0× | 3rd most expensive of 6 |
| Net debt / EBITDA | 3.5× | 0.6× | 3rd most indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Resideo Technologies REZI | United States | $2.95B | +6% | +3% | 8% | 13.8× | n/a | n/a |
| ALSO ALSN.SW | Switzerland | $3.01B | +17% | +29% | 2% | 16.7× | -4.4% | -0.1% |
| Shenzhen Huaqiang Industry 000062.SZ | China | $3.04B | -48% | +48% | 4% | n/a | n/a | n/a |
| Qi An Xin Technology 688561.SS | China | $2.61B | -15% | -14% | -45% | n/a | n/a | n/a |
| BIPROGY 8056.T | Japan | $2.47B | -3% | +4% | 10% | 13.1× | -9.5% | +7.1% |
| Nanjing Sunlord Electronics 300975.SZ | China | $2.40B | -11% | +109% | 8% | n/a | n/a | n/a |
| WinWay Technology 6515.TW | Taiwan | $3.63B | -67% | +45% | 24% | 27.9× | 32.8% | +22.0% |
| SoftwareOne SWON.SW | Switzerland | $2.30B | +11% | +62% | 12% | 12.6× | -5.7% | +8.4% |
| Shenzhen CECport Technologies 001287.SZ | China | $2.28B | -24% | +138% | 2% | n/a | n/a | n/a |
| ASBISc Enterprises ASB.WA | Poland | $2.17B | +123% | +43% | 4% | 12.6× | 5.9% | +9.5% |
| Xi'an Novastar Tech 301589.SZ | China | $2.12B | -9% | +15% | 17% | 22.0× | 15.9% | +28.7% |
| Synnex Technology International 2347.TW | Taiwan | $4.26B | +3% | +36% | 2% | 7.8× | n/a | n/a |
| SINBON Electronics 3023.TW | Taiwan | $1.88B | -11% | +9% | 10% | 15.4× | -0.1% | +7.3% |
| WPG 3702.TW | Taiwan | $4.78B | -12% | +29% | 2% | 4.4× | n/a | n/a |
| Daiwabo 3107.T | Japan | $1.79B | +4% | +14% | 3% | 10.8× | -7.7% | +5.3% |
| Shenzhen Yitoa Intelligent Control 300131.SZ | China | $1.68B | -39% | +3% | 0% | n/a | n/a | n/a |
| Canon Marketing Japan 8060.T | Japan | $5.26B | +5% | +3% | 10% | 17.1× | -7.2% | +4.5% |
| Puya Semiconductor (Shanghai) 688766.SS | China | $5.30B | -12% | +323% | 37% | 13.0× | 15.2% | +26.5% |
| Wuhan P&S Information Technology 300184.SZ | China | $1.63B | -29% | +48% | 5% | 15.8× | n/a | n/a |
| SeSa SES.MI | Italy | $1.53B | -1% | +11% | 4% | 11.4× | -7.1% | +12.0% |
| Shenzhen Aisidi 002416.SZ | China | $1.44B | -44% | +26% | 1% | 22.1× | n/a | n/a |