Resideo Technologies (REZI)
NYSE:REZI
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.76Last Year’s EPS
0.66Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call showcased solid execution and multiple clear positives — top-line growth (+8% revenue), strong adjusted EBITDA expansion (+28%), product segment outperformance, digital/e-commerce gains, and tangible progress toward the ADI spinoff — while also acknowledging meaningful near-term headwinds from freight/fuel inflation, modest margin pressure, memory supply risk and elevated cash usage tied to separation activities. Management communicated plans to raise prices, capture cost synergies (particularly at ADI), and reiterated the 2026 outlook, which supports a constructive view despite the highlighted risks.Company Guidance
Top-Line Growth
Total net revenue of over $1.9 billion, up 8% year-over-year (including ~2% favorable currency impact), exceeding the high end of the outlook range.
Strong Profitability Expansion
Total adjusted EBITDA of $215 million, up 28% year-over-year and above the high end of the outlook range; GAAP net income per share of $0.17 versus a net loss of $0.02 in the prior period.
Adjusted EPS Improvement
First quarter adjusted earnings per share of $0.65, up 3% year-over-year (prior-year $0.63) and above the high end of guidance.
Products & Solutions Outperformance
Products & Solutions net revenue growth of 9% year-over-year (including ~200 bps favorable currency and ~300 bps benefit from an extra 4 days); gross margin of 41.8%, up 40 basis points YoY; 12th consecutive quarter of YoY gross margin expansion; adjusted EBITDA up 12% YoY driven by operating leverage.
ADI Revenue and Strategic Progress
ADI net revenue grew 8% YoY; e-commerce revenue up 12% YoY (average daily sales +5% YoY) and exclusive brands revenue up 7% YoY while generating 13% more gross margin dollars; added ~60 SKUs including new Luma cameras, Triad sound and Araknis networking products.
Separation Milestones and Investor Events
Filed ADI Form 10 publicly and set expectation to complete the spinoff between mid-Q3 and mid-Q4; plan Investor Day events for Resideo and ADI in mid-July to present go-forward strategies.
Reaffirmed 2026 Outlook and Near-Term Guidance
Company reaffirmed its 2026 outlook and provided Q2 guidance: total net revenue $1.916B–$1.940B, total adjusted EBITDA $216M–$230M, and diluted EPS $0.71–$0.75 (note: one fewer day in Q2 vs prior year).
Operational Wins and Product Momentum
Continued new product introductions and R&D investment; positive market signals for new integrated security platform (general release H2 2026) and growing adoption of First Alert SC05 and Honeywell Home Elite Pro thermostat.
REZI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
REZI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $36.68 | $30.11 | -17.91% |
Feb 24, 2026 | $35.72 | $40.86 | +14.39% |
Nov 05, 2025 | $41.06 | $31.31 | -23.75% |
Aug 05, 2025 | $26.23 | $28.54 | +8.81% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Resideo Technologies (REZI) report earnings?
Resideo Technologies (REZI) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Resideo Technologies (REZI) earnings time?
Resideo Technologies (REZI) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is REZI EPS forecast?
REZI EPS forecast for the fiscal quarter 2026 (Q2) is 0.76.