)

Resideo (REZI) investor relations material
Resideo Jefferies Mining and Industrials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business overview and recent performance
Operates two main segments: ADI (commercial distribution) and Products & Solutions (P&S, residential products).
Achieved record results in Q2, with ADI showing double-digit growth and P&S high single-digit growth, driven by market share gains and new product introductions.
Growth achieved despite a soft residential market, supported by strong execution and pricing actions.
Investments in digital experience and R&D have contributed to improved gross margins and top-line results.
Integration of SnapOne acquisition progressing well, with organizational and operational synergies being realized.
Strategic separation and capital structure
Announced separation of ADI and P&S to unlock value, as the businesses have distinct models and minimal operational overlap.
Settlement of a $35M/quarter indemnification agreement with Honeywell removed strategic restrictions, enabling the split.
Separation expected in the second half of next year, with significant preparatory work underway.
Both businesses will be set up with near investment-grade credit ratings and appropriate leverage post-separation.
Recent financing included $1.2B in new debt and $400M in cash to settle the Honeywell agreement.
Operational initiatives and margin expansion
P&S has achieved 300–400 basis points of margin improvement over the past few years through operational optimization and pricing discipline.
Ongoing margin expansion expected from further operational execution, pricing actions, and new product introductions.
R&D investment has increased, focusing on higher-margin, innovative products to drive future growth.
ADI and SnapOne integration targets $75M in synergies over three years, with cross-selling and real estate optimization underway.
Next Resideo earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage