Resideo Technologies, Inc. (REZI)

In the past six months, Resideo's stock has experienced significant movements. As of May 8, 2026, the stock had a 1-day return of a 1.9% decline and a 7-day return of a 2.6% decline, but showed gains over the past month and three months. Over the last 12 months, the stock price increased by 156.89%, with a year-to-date return of 13.23%. In the past month, the stock increased by 18.49%. A notable event was the announcement on July 30, 2025, of Resideo's intention to separate its ADI Global Distribution business through a tax-free spin-off to shareholders, expected to be completed in the second half of 2026. On February 24, 2026, Resideo announced its fourth-quarter and full-year 2025 financial results, which included record high full-year 2025 net revenue of $7.47 billion, up 11% year-over-year. The company also reported a net income of $136 million in Q4 2025, a significant increase from $23 million in Q4 2024. Following these strong earnings, Resideo's stock jumped over 14% on February 25, 2026, as investors reassessed the company's earnings power after a volatile year. The company also sold its Grid Services demand response business, simplifying its portfolio and focusing on higher-margin core operations.

While the provided information does not explicitly detail the demand seasonality for all of Resideo's products and services, the nature of some of its core offerings suggests potential seasonal fluctuations. Products like home heating and cooling controls are likely to experience higher demand during periods of extreme weather. Security systems and fire/carbon monoxide detection products may have more consistent demand throughout the year, though home improvement cycles could also play a role. The ADI Global Distribution segment might also experience seasonality tied to construction and renovation cycles.

Resideo Technologies, Inc. is a global provider of comfort, energy management, and safety and security solutions for residential and commercial markets, spun off from Honeywell International Inc. in 2018. Resideo operates in the Industrials sector, specifically within the Industrial Distribution and Security and Protection Services industries. The company's business is divided into two main segments: Products and Solutions, and ADI Global Distribution. The Products and Solutions segment offers smart home and software products, including temperature and humidity control, water and air solutions, home safety products, security products, video cameras, and other home-related solutions, sold under brands such as Honeywell Home, First Alert, Resideo, Braukmann, BRK, and Control4. The ADI Global Distribution segment is a wholesale distributor of low-voltage security products, including access control, fire detection, security, and video products, as well as wire, networking, and professional audiovisual systems.

Resideo Technologies, Inc. has a global presence, providing its solutions in the United States, Europe, and internationally. Its products are found in over 150 million households globally, and the company serves over 100,000 professional contractors, installers, dealers, and integrators worldwide. ADI Global Distribution has over 200 locations across 20 countries.

Resideo leverages a heritage of over 130 years and well-established brands such as Honeywell Home, First Alert, BRK, and Control4, which contribute to its trusted reputation in the market. The company's solutions and services are found in over 150 million residential and commercial spaces globally, indicating widespread adoption and trust. There is no specific information available regarding events that have negatively impacted Resideo Technologies, Inc.'s brand reputation in the past year.

Resideo Technologies, Inc. has a mixed ownership structure, with a significant portion held by institutional investors. As of April 2025, institutional investors held 96.25% of Resideo's stock. Major institutional owners include BlackRock, Inc., Clayton, Dubilier & Rice, LLC, Vanguard Group Inc, Dimensional Fund Advisors Lp, Ariel Investments, Llc, Boston Partners, State Street Corp, Neuberger Berman Group LLC, Fuller & Thaler Asset Management, Inc., and Geode Capital Management, Llc. Insider ownership accounted for approximately 2.28% as of April 2025, with key individual holders including President and CEO Jay L. Geldmacher and Chairman of the Board Andrew C. Teich. CD&R Channel Holdings II, L.P. owns 9.89% of the company's shares.