Resideo Technologies, Inc. (REZI) Analyst/Investor Day Transcript
Resideo Technologies NYSE: REZI executives used an Investor Day at the New York Stock Exchange to outline the company's strategy as a standalone building technology business following the planned separation of its ADI Distribution business.
Resideo Technologies' (REZI) transformation initiatives, Snap One integration, and product launches are expected to drive margin and EBITDA growth, especially in 2H 2026. Despite negative free cash flow and macro risks, REZI maintains robust liquidity and improved leverage, supporting resilience amid ongoing market uncertainty. With an EV/EBITDA multiple below peers and 4–6% EBITDA growth projected, REZI offers ~98% near-term upside, presenting an attractive accumulation opportunity.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 94 | $2,213.75 | $3,398.57 | $1,184.82 | 53.52% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 82 | $1,954.06 | $2,964.71 | $1,010.65 | 51.72% |
| CE Curtis Ellergodt Rothschild Investment LLC | 257 | $5,424.61 | $9,291.83 | $3,867.22 | 71.29% |
Tweedy Browne Tweedy, Browne Company LLC | 73,628 | $2.46M | $2.66M | $202,658.19 | 8.24% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 200 | $7,024 | $7,231 | $207 | 2.95% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Erik Woodring Morgan Stanley | 2,824.86 | $100,000 | $100,254.24 | $254.24 | 0.25% |
| IT Services Industry | Information Technology Sector | Jay L. Geldmacher CEO | NYSE Exchange | 76118Y104 CUSIP |
| US Country | 14,640 Employees | - Last Dividend | - Last Split | 29 Oct 2018 IPO Date |
Resideo Technologies, Inc. is a company that focuses on the development, manufacture, and sale of comfort, energy management, safety, and security solutions targeted at commercial and residential markets across the United States, Europe, and other international locations. The company supports its mission through two primary business segments: Products and Solutions, and ADI Global Distribution. Founded in 2018 and based in Scottsdale, Arizona, Resideo operates under the guiding principle of improving the functionality and safety of living and working environments. Its products and services are marketed through a vast network that includes professional contractors, distributors, original equipment manufacturers (OEMs), as well as retail and online merchants, underlining the company's comprehensive approach to reaching its end markets.
Resideo Technologies, Inc. offers a wide array of products and services designed to enhance the comfort, energy efficiency, safety, and security of residential and commercial environments:
Through its ADI Global Distribution segment, Resideo also takes part in the broader smart home, power, audio, ProAV, networking, communications, data communications, wire and cable, enterprise connectivity, and structured wiring products markets. This extensive distribution network ensures that Resideo’s innovations are widely available, supporting the company's commitment to enhancing the comfort, safety, and efficiency of living and working spaces around the globe.