Resideo Technologies, Inc. (REZI)

Resideo reported strong Q2 2025 earnings, surpassing revenue expectations with a 22.3% year-over-year increase, leading to a stock price jump. Morgan Stanley upgraded Resideo Technologies from Equalweight to Overweight, raising its price target due to the company's strong performance and the cancellation of an indemnification agreement with Honeywell. Resideo completed a transaction with Honeywell to accelerate the payment of all potential monetary obligations under their indemnification and reimbursement agreement. An independent Chairman of the Board purchased US$1.0 million worth of stock, and a major shareholder, CD&R Channel Holdings II, L.P., increased their position by 4.28%. Resideo Technologies was a top contributor to the Ariel Focus Fund in Q3 2025, driven by strong earnings and raised guidance. The stock reached a new 52-week high of $29.74 on August 12, 2025, and later an all-time high of $45.13 on October 23, 2025. Resideo is scheduled to release its Third Quarter 2025 financial results on November 5, 2025.

Demand for Resideo Technologies' products and services is generally driven by the growing market for smart home solutions and connected security solutions. The global smart home market is projected to continue growing. While the company has experienced headwinds from a sluggish U.S. housing market, it is considered well-positioned to benefit from a normalization in housing activity. The demand for new products indicates underlying consumer interest in connected and safety solutions.

Resideo Technologies, Inc. is a global provider of technology-driven products and solutions for residential and commercial environments, focusing on comfort, energy management, and safety and security. The company operates in the Industrials sector, within industries such as Security & Protection Services, Industrial Distribution, and Electronics Distributors. Resideo's business is structured into two main segments: Products and Solutions, and ADI Global Distribution. The Products and Solutions segment offers a comprehensive portfolio including temperature and humidity controls, water and air solutions, smoke and carbon monoxide detection home safety products, residential and small business security products, video cameras, and other home-related lifestyle convenience solutions. The ADI Global Distribution segment is a wholesale distributor of low-voltage products, including security, fire, access control, smart home, residential and professional audio-visual, power management, networking, data communications, and wire and cable products.

Resideo Technologies, Inc. has a significant global presence, with its solutions and services found in over 150 million homes worldwide. The company develops, manufactures, sells, and distributes its products and solutions in the United States, Europe, and internationally. Its ADI Global Distribution business further extends this reach, exporting to more than 100 countries from over 200 stocking locations globally.

Resideo Technologies maintains a strong brand reputation, built on a 130-year heritage and trusted brands such as Honeywell Home, First Alert, BRK, and Control4. The company is recognized for its commitment to innovation and product development, with significant R&D investments and new product launches. Resideo has also been implementing sustainability initiatives and developing energy-efficient solutions. Its established brand portfolio and focus on smart home integration contribute to its competitive edge.

Resideo Technologies, Inc. has a high level of institutional ownership, with 91.71% of the stock held by institutions including BlackRock, Inc., Vanguard Group Inc, and Clayton, Dubilier & Rice, LLC. Insider ownership is relatively low, ranging from 1.50% to 2.6% of the stock.