Aug. 17 at 11:12 AM
$REZI — The Resideo story just got a lot more interesting.
Q2 was a monster quarter:
📈 Record
$1.98B revenue
📈 Record 30.0% gross margin
📈 Record
$249M Adjusted EBITDA, +19% YoY
📈 Adjusted EPS
$0.83, +26% YoY
💰
$900M debt paydown following the ADI spin-off
And now the transformation is complete.
Resideo officially separated ADI, leaving
$REZI as a focused building-technologies company with brands like Honeywell Home, First Alert and BRK.
Management's new standalone 2026 outlook calls for
$2.9B–
$2.95B revenue and
$605M–
$625M Adjusted EBITDA.
The key question now: what happens when the market starts valuing the new REZI on its own fundamentals instead of the old conglomerate structure?
Record margins + improving leverage + focused operations + continued execution.
This is one I’m watching closely. 👀
$REZI #REZI #Stocks #Investing #NYSE
