Resideo Technologies (REZI)
Maker of professional-grade home comfort, water, life-safety, and security controls.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 13, 2026 | Oppenheimer | Reiterate | Rating: —Target: $48 | Target: $27 |
| Jul 10, 2026 | Morgan Stanley | Target | Target: $32 | Target: $45 |
| Jul 1, 2026 | Seaport Global | Initiate | Rating: —Target: — | Target: $55 |
| Aug 12, 2025 | Morgan Stanley | Upgrade | ||
| Apr 22, 2025 | JP Morgan | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 4, 2026Cash & short-term investments $549.0M · Total debt $3.83B · Total assets $8.78B · Shareholders' equity $3.01B
- Revenue
- $1.98B
- Operating income
- $131.0M
- Net income
- $97.0M
No dividends on record.
| Institutions | 142.98% | 217.12M shares | |
|---|---|---|---|
| 443 holders · as of Jun 30, 2026 | |||
| Insiders | 3.35% | 5.08M shares | |
| 22 holders · as of Sep 3, 2026 | |||
| Adds to | 146.33% | ||
151.85M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
4 positions filed across a stock split leave their adjustment unstated and stay out of the bar.
These groups come from separate filings that can overlap, so they add to 146.33%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 20.49% | 21.65M | as of Jun 30, 2026 |
Clayton, Dubilier & Rice, LLCInstitution | 14.19% | 14.99M | as of Jun 30, 2026 |
FMR LLCInstitution | 11.03% | 11.65M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.46% | 7.88M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 7.42% | 7.84M | as of Jun 30, 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 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Resideo Technologies | $18.88 | +0.35% | $2.86B | 8.0 | 10.6 | 0.4 | +2.0% |
| ADT | $6.56 | −0.98% | $5.30B | 9.5 | 6.8 | 1.0 | +1.9% |
| Honeywell Technologies | $211.71 | +2.53% | $65.44B | 8.0 | 23.0 | 1.8 | −49.9% |
| Johnson Controls | $145.62 | +0.30% | $87.94B | 25.3 | 24.9 | 3.5 | +9.3% |
| Alphabet Class A | $350.91 | −1.14% | $4.30T | 17.8 | 26.1 | 9.6 | +24.2% |
| Alarm.com | $52.56 | −1.09% | $2.63B | 23.5 | 18.0 | 2.5 | +9.2% |
| WESCO International | $364.81 | +2.67% | $17.32B | 24.6 | 20.0 | 0.7 | +13.0% |
| Carrier Global | $55.20 | +1.06% | $45.02B | 37.9 | 17.8 | 2.0 | +3.9% |
| Median | 23.5 | 20.0 | 2.0 | +9.2% |