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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.Jefferies Mining and Industrials Conference 2025 summary3 Sep, 2025
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.
P&S margin expansion drivers beyond ops?
ADI's differentiation in commercial markets?
Tariff impact on P&S vs ADI mitigation?
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Next Resideo earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Resideo Technologies Inc manufactures and distributes smart home products and security systems. The company’s offerings include thermostats, air and water monitoring systems, and home security devices. It also provides energy management and monitoring software for residential applications. The company is headquartered in Scottsdale, Arizona, and its shares are listed on the NYSE.
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