Resideo Technologies (REZI) Earnings Date & Reports

Key Takeaways

• Resideo Technologies (NYSE: REZI) reports its fiscal third quarter 2026 results after the market close on Tuesday, November 10, 2026 — its first report as a standalone building technologies company.
• The quarter follows the completion of the spin-off of its ADI Global Distribution segment on August 3, 2026, leaving Resideo focused on higher-margin comfort, safety, and water products.
• Management's standalone third-quarter guidance calls for revenue of $705 million to $730 million and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) of $145 million to $155 million.
• Wall Street consensus points to revenue of roughly $712–716 million, with earnings per share estimates in the $0.34–$0.40 range depending on the source.
• Year-over-year comparisons will show steep declines of about 60% simply because ADI is no longer included in results, not because of weakening demand.
• Investors will be watching gross margin, new product adoption, and the expected $40–$50 million revenue headwind from a large OEM (original equipment manufacturer) security customer in the second half of 2026.
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Earnings Context and Why It Matters

This quarter marks a structural turning point for Resideo. After spinning off ADI Global Distribution in early August, the company now reports as a pure-play building technologies business centered on residential controls, life safety, security, and water products. The results offer investors the first clean look at the "new" Resideo's standalone economics, including its gross margin profile and operating leverage. Prior comparisons are distorted because ADI's lower-margin distribution revenue — roughly $1.2 billion per quarter — is no longer consolidated. Against that backdrop, management's ability to hit its standalone guidance and confirm the durability of recent gross-margin gains will be the central focus for shareholders reassessing the company's post-separation valuation.

Earnings Expectations

Resideo has guided third-quarter standalone revenue to $705 million to $730 million and adjusted EBITDA to $145 million to $155 million. Analysts broadly align with the top end of that range, with consensus revenue near $712–716 million. Earnings per share expectations cluster between roughly $0.34 and $0.40, depending on whether estimates are measured on a GAAP (generally accepted accounting principles) or adjusted basis. For context, the year-ago quarter reported $1.86 billion in revenue and $0.89 in earnings per share, but those figures included the now-separated ADI business, so the decline is largely structural rather than operational. Beyond the headline numbers, investors will scrutinize the Products & Solutions segment's gross margin, progress on new product introductions such as combination smoke and carbon monoxide detectors and smart thermostats, and any update on the $40–$50 million second-half revenue headwind tied to a large OEM security customer pursuing vertical integration.

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Market Reaction and Investor Sentiment

Sentiment heading into the report is cautious. Resideo shares have been under pressure since the separation, falling roughly 25–35% over the past 90 days as investors digested the mechanics of the spin-off and the resulting change in the company's revenue base. The stock's post-earnings announcement drift (the tendency for shares to continue moving in the direction of a surprise) has been notably negative since the August report, according to third-party tracking data. Key risk factors include the soft U.S. residential housing market, rising input costs for memory, metals, printed circuit boards, and semiconductors, and the loss of business from a large OEM security customer. A beat against standalone guidance, combined with steady gross-margin expansion, could help restore confidence in the newly focused company.

Forward Outlook and Key Factors to Monitor

Looking ahead, the most important question is whether Resideo can deliver on the standalone economics management laid out at its investor day. The company has targeted revenue growth and a higher adjusted EBITDA margin over time as a pure-play business, and the third quarter offers an early test of that framework.

Investors should monitor several catalysts. First, input-cost inflation across memory, metals, and electronic components is running ahead of management's earlier expectations, creating a modest gross-margin headwind in the second half of the year that pricing actions may only partially offset. Second, the OEM security headwind is expected to trim $40–$50 million from second-half revenue, so offsetting growth in retail, HVAC (heating, ventilation, and air conditioning) distribution, and other channels will be critical.

New product momentum is another variable to watch. Adoption of combination smoke and carbon monoxide detectors, the Honeywell Home thermostat line, and new water-filtration and dehumidification products has been a key growth driver, and continued traction would support the top line. Finally, balance-sheet execution matters: Resideo paid down $900 million of debt following the separation, and further deleveraging would strengthen the company's flexibility as it navigates a still-soft residential market.

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