Filing Flows

Filing Flows › Industrials › Resideo Technologies (REZI)

Resideo Technologies (REZI) earnings and revenue breakdown

Latest: Q2 2026 · 10-Q filed Aug 12, 2026 · Resideo Technologies (REZI) Q2 2026 earnings results →

Q2 2026 Revenue up 2% year over year to $2.0B · 5¢ of every $1 of revenue kept as net profit · operating margin 6.6%

Resideo Technologies made $2.0B in Q2 2026 (+2% Y/Y): ADI Global Distribution $1.3B, Products and Solutions $695M. Operating margin 6.6%, net earnings $97.0M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 12, 2026.

Revenue$2.0B
Year over year+2%
Operating margin6.6%
Net earnings$97.0M
Operating cash flow$148M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

Resideo Technologies Q2 2026 revenue breakdown: Sankey diagram of revenue (ADI Global Distribution, Products and Solutions), costs, profit and cash flow
Resideo Technologies Q2 2026 revenue breakdown — free to use with credit and a link (terms). Share on X
Embed this chart on your site

Free to use with the credit line. Click a box to select the code.

What changed this quarter

Revenue was $2.0B in Q2 2026, up 2% year over year and up 4% from the previous quarter. ADI Global Distribution was the largest line at 65% of revenue. Products and Solutions added $0.03B year over year (up 4%), 76% of the total change.

Gross margin was 30.0%, up 0.8 points from Q2 2025. Operating profit was $0.13B, a 6.6% margin (down 2.5 points year over year). Operating profit fell $0.05B even though revenue rose $0.04B versus Q2 2025, so costs grew faster than sales. Operating expenses grew 18% against revenue growth of 2%. The fastest-growing cost line was Other operating costs (+162%). Net earnings were $0.10B. The effective tax rate was 41.6%. Non-operating items added $0.04B, 21% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was $0.15B (down 26% year over year), 153% of net earnings. Non-cash charges added back $0.05B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items used $0.01B. Capital expenditures of $0.03B left free cash flow of $0.12B.

Quarterly history

Resideo Technologies revenue by quarterResideo Technologies revenue by quarter$1.9BQ4 2024$1.8BQ1 2025$1.9BQ2 2025$1.9BQ3 2025$1.9BQ4 2025$1.9BQ1 2026$2.0BQ2 2026
Resideo Technologies net earnings by quarterResideo Technologies net earnings by quarter$23.0MQ4 2024$6.0MQ1 2025−$825MQ2 2025$156MQ3 2025$136MQ4 2025$38.0MQ1 2026$97.0MQ2 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 202610-QAug 12, 2026$2.0B+2%6.6%$97.0M$148M
Q1 202610-QMay 12, 2026$1.9B+8%5.3%$38.0M−$145M
Q4 202510-KFeb 24, 2026$1.9B+2%7.4%$136M$299M
Q3 202510-QNov 5, 2025$1.9B+2%8.3%$156M−$1.6B
Q2 202510-QAug 5, 2025$1.9B+22%9.1%−$825M$200M
Q1 202510-QMay 6, 2025$1.8B+19%7.7%$6.0M−$65.0M
Q4 202410-KFeb 20, 2025$1.9B+21%7.8%$23.0M$203M

Charts

Resideo Technologies: revenue growth, year over year and quarter over quarterResideo Technologies: revenue growth, year over year and quarter over quarterY/YQ/Q+21%Q4 2024+19%-5%Q1 2025+22%+10%Q2 2025+2%-4%Q3 2025+2%+2%Q4 2025+8%+1%Q1 2026+2%+4%Q2 2026
Latest (Q2 2026): Y/Y +2%, Q/Q +4%.
Resideo Technologies: where the cash came from (+) and went (−), TTM to Q2 2026Resideo Technologies: where the cash came from (+) and went (−), TTM to Q2 2026Net borrowing (+) / repaid (−)$1.6BOperating cash flow−$1.3BCash drawn (+) / kept (−)−$195MCapital spending−$130MOther investing$87.0MTaxes on employees’ shares−$46.0MOther financing−$33.0MExchange rates$4.0M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Resideo Technologies: profit against cash, quarter by quarterResideo Technologies: profit against cash, quarter by quarterNet incomeOperating cash flow$20.0M$147MQ3 2024$23.0M$203MQ4 2024$6.0M−$65.0MQ1 2025−$825M$200MQ2 2025$156M−$1.6BQ3 2025$136M$299MQ4 2025$38.0M−$145MQ1 2026$97.0M$148MQ2 2026
Latest (Q2 2026): Net income $97.0M, Operating cash flow $148M.
Resideo Technologies: diluted shares by fiscal yearResideo Technologies: diluted shares by fiscal year126MFY2020148MFY2021149MFY2022148MFY2023149MFY2024149MFY2025
+18.3% since FY2020: more shares outstanding (issuance, stock pay).
Resideo Technologies: long-term debt falling due (FY2025)Resideo Technologies: long-term debt falling due (FY2025)$18.0M2026$18.0M2027$536M2028$318M2029$18.0M2030$2.3BLater
Cash $661M, short-term investments —, long-term debt $3.2B at 2025-12-31.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

Loading the interactive chart…

🌏Named in Asian annual reportsinteractive

Loading the interactive chart…

🔄Rotation against the market and its industry (RRG)interactive

Loading the interactive chart…

🔍Earnings qualityinteractive

Loading the interactive chart…

⚖️Fair value by methodinteractive

Loading the interactive chart…

🔭Outlook & guidanceinteractive

Loading the interactive chart…

📈Investments: gains and what it boughtinteractive

Loading the interactive chart…

🏭Its industry’s money flow (input-output)interactive

Loading the interactive chart…

Customers and suppliers named in filings

Sells to

Buys from

About Resideo Technologies

As used herein, unless the context otherwise dictates, the term “Resideo”, the “Company”, “we”, “us”, or “our” means Resideo Technologies, Inc. and its consolidated subsidiaries. Our common stock began trading under the ticker symbol “REZI” on the New York Stock Exchange (“NYSE”) on October 29, 2018. We separated from Honeywell International Inc. (“Honeywell”) in 2018, becoming an independent publicly traded company as a result of a pro rata distribution of our common stock to stockholders of Honeywell (the “Honeywell Spin-Off”).

In its own words, from its 10-K, filed Feb 24, 2026.

Resideo Technologies against its Wholesale-Hardware peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +2% against the peers' median +0.7%. Operating margin: 6.6% against the peers' median 1.9%.

CompanyQuarterRevenueY/YOp. margin
REZI Resideo TechnologiesQ2 2026$2.0B+2%6.6%
ADIG ADI Global DistributionQ2 2026$1.3B+0.7%1.9%
LTCH LatchQ2 2026$15.6M-18%-46.2%

Source: Resideo Technologies 10-Q on SEC EDGAR · CIK 1740332 · Wholesale-Hardware

13F: who owns REZI and who is buying

Largest holders of REZI (13F)Largest holders of REZI (13F)BlackRock$673MVanguard Group$515MClayton, Dubilier & Rice, LLC$466MFMR LLC$362MVanguard Portfolio Management LLC$245MDimensional Fund Advisors LP$244MVanguard Capital Management LLC$192MAriel Investments, LLC$191MState Street$181MBoston Partners$166M
Funds' net buying of REZI by quarter (13F)Funds' net buying of REZI by quarter (13F)$39.3M2024-09−$45.2M2024-12$19.3M2025-03$142M2025-06−$204M2025-09$216M2025-12−$150M2026-03$230M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on REZI

History

Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results · Q4 2024 results

Compare REZI with

中文版:Resideo Technologies(REZI)财报

Español · Français