Resideo Technologies
Maker of professional-grade home comfort, water, life-safety, and security controls.
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Profile
Develops and manufactures thermostats, HVAC and water controls, smoke and carbon-monoxide alarms, fire-suppression products, and residential security systems, sold largely through professional installers and distributors. Now focused on building products after spinning off ADI, the portfolio centers on Honeywell Home, First Alert, and BRK.
Develops and manufactures controls and sensors across four product groups: Safety and Security, Air, Energy, and Water. Products include thermostats, HVAC and water controls, smoke and carbon-monoxide alarms, fire suppression, intrusion systems, cameras, cloud services, and components for heating equipment. Core brands include Honeywell Home, First Alert, BRK, Braukmann, and Resideo.
Serves residential and commercial markets globally through contractors, installers, dealers, distributors, and equipment manufacturers. In-house manufacturing and shared device platforms support its professional-channel focus.
Following the completed ADI Global Distribution spin-off, wholesale distribution and Snap One/Control4 are no longer part of the business. The Honeywell Home trademark is licensed from Honeywell, while much production for U.S. sales is concentrated in Mexico under trade, energy-efficiency, and product-safety rules.
Company facts
Categories
Key statistics
Year to date −19.8% · Average volume (30d) 2.5M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Oppenheimer | Reiterate | Outperform | $48 | $27 | |
| Jul 10, 2026 | Morgan Stanley | Target | $32 | $45 | ||
| Jul 1, 2026 | Seaport Global | Initiate | Buy | $55 | ||
| Sep 19, 2025 | Oppenheimer | Reiterate | Outperform | $35 | $48 | |
| Aug 12, 2025 | Morgan Stanley | Upgrade | Equal Weight | Overweight |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | $0.47 | $0.83 | +76.8% | $1.94B | $1.98B | +2.4% | −20.42% |
| May 12, 2026Q1 FY26 | $0.61 | $0.65 | +6.6% | $1.87B | $1.91B | +2.2% | −17.94% |
| Feb 24, 2026Q4 FY25 | $0.47 | $0.50 | +6.4% | $1.87B | $1.90B | +1.3% | +14.36% |
| Nov 5, 2025Q3 FY25 | $0.71 | $0.89 | +25.4% | $1.89B | $1.86B | −1.3% | −23.73% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.77B | $1.94B | $1.86B | $1.90B | $1.91B | $1.98B | |
| Gross profit | $481.0M | $539.0M | $525.0M | $529.0M | $520.0M | $595.0M | |
| Operating income | $140.0M | $179.0M | $157.0M | $161.0M | $132.0M | $131.0M | |
| Net income | $6.0M | −$825.0M | $156.0M | $136.0M | $38.0M | $97.0M | |
| Diluted EPS | −$0.02 | −$5.59 | $0.85 | $0.82 | $0.17 | $0.51 | |
| Gross margin | 27.2% | 27.7% | 28.2% | 27.9% | 27.2% | 30.0% | |
| Operating margin | 7.9% | 9.2% | 8.4% | 8.5% | 6.9% | 6.6% |
Fiscal years (4-quarter sums)FY21 $5.85B · FY22 $6.37B · FY23 $6.24B · FY24 $6.76B · FY25 $7.47B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jul 4, 2026Cash & short-term investments $549.0M · Total debt $3.83B · Total assets $8.78B · Shareholders' equity $3.01B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 217.60M · Float 190.92M · 87.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| CD&R Channel Holdings II, L.P. | 33.48M | 19.70% | 13D | Aug 4, 2026 |
| Thomas A. Surran · director, officer: President and CEO | 338.6K | 0.16% | Form 4 | Aug 17, 2026 |
| Joshua Peter Foster · officer: SVP, GC & Corp Sec | 183.5K | 0.08% | Form 4 | Aug 17, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Amit Ashvin Mehta | officer: SVP, Strategy & Business Ops | +10,928 | $20.68 |
| Aug 14, 2026 | Joshua Peter Foster | officer: SVP, GC & Corp Sec | +15,317 | $20.58 |
| Aug 14, 2026 | Thomas A. Surran | director, officer: President and CEO | +15,000 | $20.46 |
| Aug 12, 2025 | Nina Richardson | director | −2,789 | $29.67 |
| Nov 10, 2025 | CD&R Channel Holdings II, L.P. | 10 percent owner | +333,000 | $30.69 |
Peers
- ADT
Largest US residential security monitoring company with ~6 million subscribers.
- Honeywell Technologies
Commercial-controls rival and brand licensor across fire, security, and HVAC
- Johnson Controls
Global commercial building systems leader in fire, security, and HVAC controls
- Alphabet Class A
Nest thermostats, cameras, and smart home ecosystem for the residential market
- Alarm.com
Pro-dealer SaaS and competing hardware for residential and commercial security
- WESCO International
Low-voltage wholesale rival to ADI in security, AV, and professional networking
- Carrier Global
HVAC manufacturer with installer-channel thermostats overlapping Honeywell Home
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Resideo Technologies | $19.63 | 0.00% | $4.27B | 8.4 | 11.0 | 0.6 | +2.0% |
| ADT | $7.51 | −0.53% | $6.03B | 10.8 | 7.9 | 1.2 | +1.9% |
| Honeywell Technologies | $217.85 | +0.18% | $68.91B | 8.4 | 23.7 | 1.9 | −49.9% |
| Johnson Controls | $139.59 | +0.01% | $84.56B | 24.3 | 24.2 | 3.4 | +9.3% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Alarm.com | $57.47 | −0.03% | $2.84B | 25.4 | 19.6 | 2.7 | +9.2% |
| WESCO International | $336.42 | 0.00% | $16.39B | 23.2 | 18.5 | 0.7 | +13.0% |
| Carrier Global | $58.46 | −0.55% | $48.46B | 40.8 | 19.2 | 2.2 | +3.9% |
| Median | 23.2 | 19.6 | 2.2 | +9.2% |