REZI at a glance
RESIDEO TECHNOLOGIES, INC. (REZI, SEC CIK 1740332) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on August 12, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), RESIDEO TECHNOLOGIES, INC. (REZI) reported revenue of $7.5 billion (up 10.5% from FY2024) and a net loss of $527.0 million. Diluted EPS was -$3.77.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding RESIDEO TECHNOLOGIES, INC. (REZI) shares worth $2.3 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Mehta Amit Ashvin on August 17, 2026 of 10,928 shares at $20.68 per share.
- In the last 90 days, REZI insiders reported 3 open-market purchases ($848K) and 0 open-market sales ($0) on Form 4, a net purchase of $848K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $7.5B
- +10.5% vs prior year
- Insiders · 90 days
- 3 buys · 0 sells
- Net +$848K
- 13F holders
- 30 funds
- $2.3B · +0 vs prior quarter
- Latest 8-K
- Aug 12, 2026
- Item 2.02 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Global manufacturer and distributor of sensing and controls products for comfort, security, energy, and smart living in residential and commercial markets
- New strategic initiative: Planned tax-free spin-off of ADI Global Distribution segment announced July 30, 2025, to create two independent public companies
- Competitive focus: Trusted partnerships with ~100,000 professional contractors in HVAC, security, fire, electrical, connected home, and home comfort markets
- Quantitative scale: Connected solutions serve over 14 million connected customers worldwide as part of 150 million installed spaces
- Manufacturing footprint: Owns multiple global manufacturing sites including Mexico, Czech Republic, Hungary, U.S., Germany, U.K., Netherlands, and China
Risk Factors
- Regulatory/legal risk: Potential patent infringement litigation from operating companies and non-practicing entity patent holders, which could cause financial liability and divert management attention
- Geopolitical/macroeconomic threat: International revenue 22% of net sales exposed to tariffs, trade restrictions, and geopolitical conflicts impacting supply chain and market access
- Operational/supply chain vulnerability: Dependence on single or limited suppliers resulting in risk of supply disruption, delayed deliveries, and increased costs affecting product availability
- Competitive/market disruption risk: Technology companies exert pricing pressure in connected smart home solutions, possibly reducing Resideo’s market share and impairing growth
- Financial/structural risk: Customer concentration risk from OEM relationships where contract termination or consolidations could materially impact net revenue and operating income
Management Discussion & Analysis
- Revenue $7,472M, up 10.5% YoY (+$711M), boosted by Snap One acquisition ($446M) and favorable price/mix ($193M)
- Gross margin 29.4% vs 28.1%, up 130 bps driven by price/mix (+100bps) and Snap One (+50bps)
- Best segment: ADI Global Distribution revenue $4,784M (+14.0%) with $212M income from operations (+8.7%); Worst: Corporate costs $160M, down 10.1% but net loss $527M vs net income $116M
- Cash flow: Operating activities used $1,137M vs provided $444M LY; Financing activities provided $1,128M, including $1,225M incremental term loans for $1,590M Honeywell indemnification termination payment; no stock repurchases in 2025
- Outlook & risks: Focus on ADI Global Distribution spin-off; risks include supply chain disruptions, competition, tariffs, geopolitical volatility, and ability to access capital markets favorably
AI summary of the REZI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 4, 2026
Risk Factors
- Newly added ADI spin-off risk, triggered August 3, 2026 completion, removed 64% of consolidated revenue
- Most material update: smaller, less diversified Resideo retaining substantially all pre-existing indebtedness
- Transaction-agreement risk from dependence on ADIG for critical transition services and shared functions
- Operational risk: transition-service expiration could increase costs or impair service quality
- Financial risk: ADI cash-flow removal creates higher standalone leverage profile
AI summary of the REZI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Second-quarter 2026 earnings announced August 12, 2026
- Earnings details furnished in Exhibit 99 for investor review
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shane Harrison appointed CFO and principal financial officer effective September 1, 2026
- Harrison brings CFO experience at NRC Health and finance leadership at PowerSchool and FLIR Systems
Item EX-99.1: Item EX-99.1
- Q2 revenue $1.981B, up 2%; Adjusted EBITDA $249M, up 19%, and Adjusted EPS $0.83, up 26%
- Gross margin reached a record 30.0%, aided by $27M of tariff refunds, including approximately $20M at ADI
Item 5.02: Departure/Appointment of Directors or Principal Officers
- ADI Global Distribution separation completed August 3, 2026 through pro rata distribution of ADI shares to Resideo shareholders
- Outstanding and reserved equity awards adjusted August 7, 2026 under anti-dilution provisions
Item EX-99.1: Item EX-99.1
- ADI spin-off completed August 3, 2026; Resideo shareholders received one ADIG share per two REZI shares
- Pro forma 2025 Resideo revenue falls to $2.858B after removing ADI’s $4.614B, clarifying the company’s ongoing scale
Item 1.01: Entry into a Material Definitive Agreement
- ADI issued 150,000 preferred shares to Resideo as partial consideration for Separation-related asset and liability transfers
- Resideo exchanged and retired those 150,000 ADI preferred shares for an equal number of Resideo preferred shares
Item 2.01: Completion of Acquisition or Disposition of Assets
- ADI separated from Resideo on August 3, 2026, becoming an independent NYSE-listed company under ticker ADIG
- Resideo shareholders of record July 20, 2026 received one ADI share per two Resideo shares
Item 7.01: Regulation FD Disclosure
- No substantive Regulation FD disclosure provided in the excerpt
- Text appears to be boilerplate incorporation-by-reference language
Item 8.01: Other Events
- $900 million cash dividend from ADI funded Resideo’s debt repayment following the Separation and Distribution
- August 3 repayment retired Initial Term Loans and partially reduced Fourth Amendment Term Loans
Item 5.02: Departure/Appointment of Directors or Principal Officers
- August 3, 2026 leadership effective date following Distribution consummation
- CEO Thomas Surran additionally appointed principal financial officer
Item 3.03: Material Modification to Rights of Security Holders
- Preferred Stock terms amended August 3, 2026 to implement ADI Preferred Stock exchange into Resideo Preferred Stock
- Initial conversion price adjusted to $18.844, affecting potential equity dilution and conversion economics
Item EX-99.1: Item EX-99.1
- ADI spin-off completed; Resideo becomes a pure-play building technologies company while ADI begins NYSE trading under ADIG
- Shareholders received one ADI share for every two Resideo shares held July 20, 2026
AI summaries of REZI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for REZI
Don't miss the next REZI filing
- Alerts as it files. A push when REZI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut REZI, by share count.
- Ask anything. An AI agent that reads every REZI filing and answers with sources.
REZI alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| TEICH ANDREW C | A | Oct 1, 2026 | 944 | $17.96 |
| LAZAR JACK R | A | Oct 1, 2026 | 1,811 | $17.96 |
| HARRISON SHANE R | A | Sep 1, 2026 | 51,203 | - |
| Mehta Amit Ashvin | Buy | Aug 17, 2026 | 10,928.4 | $20.68 |
| Foster Joshua Peter | Buy | Aug 14, 2026 | 15,317 | $20.58 |
| SURRAN THOMAS A | Buy | Aug 14, 2026 | 15,000 | $20.46 |
| Campelli Andrew | A | Aug 13, 2026 | 6,407 | - |
| CD&R Investment Associates XII, Ltd. | D | Aug 3, 2026 | 149,550 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $6.8B | $7.5B |
| Gross Profit | - | $1.9B | $2.2B |
| Operating Income | - | $520.0M | $607.0M |
| Net Income | - | $116.0M | -$527.0M |
| Gross Margin | - | 28.1% | 29.4% |
| Op. Margin | - | 7.7% | 8.1% |
| Net Margin | - | 1.7% | -7.1% |
| Balance Sheet | |||
| Total Assets | $6.6B | $8.2B | $8.4B |
| Equity | $2.7B | $3.3B | $2.9B |
| ROE | - | 3.5% | -18.1% |
| Per Share | |||
| EPS | - | $0.61 | $-3.77 |
| Cash Flow | |||
| Operating CF | - | $444.0M | -$1.1B |
| CapEx | - | $80.0M | $116.0M |
Source: XBRL data in RESIDEO TECHNOLOGIES, INC. (REZI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate REZI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $2.32B |
| Q1 2026 | 30 | $2.15B |
| Q4 2025 | 31 | $2.13B |
| Q3 2025 | 33 | $2.86B |
| Q2 2025 | 29 | $1.57B |
| Q1 2025 | 26 | $803.4M |
| Q4 2024 | 22 | $936.4M |
| Q3 2024 | 20 | $528.2M |
- FMR LLC (Fidelity)+8.15M (+232%)
- BlackRock+1.18M (+6%)
- D.E. Shaw & Co+565.0K (+38%)
- Vanguard Portfolio Management LLC+359.1K (+5%)
- Vanguard Capital Management LLC+317.6K (+5%)
- Ameriprise Financial−334.9K (-58%)
- Citadel Advisors LLC−291.3K (-84%)
- Franklin Resources−107.5K (-10%)
- JPMorgan Chase & Co−45.9K (-6%)
- Prudential Financial−12.6K (-8%)
- Allstate+7.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 221 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
REZI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 10-Q | Aug 12, 2026 | Jul 4, 2026 | Analysis | |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| SC 13G | Aug 6, 2026 | - | - | |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 8-K | Jul 13, 2026 | - | Analysis | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 8-K | Jun 24, 2026 | - | Analysis | - |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - |
Related Consumer Discretionary companies
- FLWS · 1 800 FLOWERS COM INCRetail-Retail Stores, NEC
- ANF · ABERCROMBIE & FITCH CO /DE/Retail-Family Clothing Stores
- ASO · Academy Sports & Outdoors, Inc.Retail-Miscellaneous Shopping Goods Stores
- GOLF · Acushnet Holdings Corp.Sporting & Athletic Goods, NEC
- ADNT · Adient plcMotor Vehicle Parts & Accessories
- AAP · ADVANCE AUTO PARTS INCRetail-Auto & Home Supply Stores
- ASLE · AerSale CorpWholesale-Machinery, Equipment & Supplies
- AEVA · Aeva Technologies, Inc.Motor Vehicle Parts & Accessories
REZI SEC filings: frequently asked questions
Are REZI insiders buying or selling?
In the last 90 days, RESIDEO TECHNOLOGIES, INC. (REZI) officers, directors and 10% owners reported 3 open-market purchases worth $848,123 by 3 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold REZI stock?
As of June 30, 2026, the largest RESIDEO TECHNOLOGIES, INC. (REZI) holders among the 13F filers tracked by SignalX were BlackRock ($673.2 million), FMR LLC (Fidelity) ($362.5 million), Vanguard Portfolio Management LLC ($245.1 million), Dimensional Fund Advisors ($243.8 million), Vanguard Capital Management LLC ($192.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was REZI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), RESIDEO TECHNOLOGIES, INC. (REZI) reported revenue of $7.5 billion (up 10.5% from FY2024) and a net loss of $527.0 million. Diluted EPS was -$3.77. The figures come from the XBRL data in the 10-K.
What are the main risks in REZI's latest 10-K?
In the 10-K filed February 24, 2026, RESIDEO TECHNOLOGIES, INC. (REZI) flagged: Regulatory/legal risk: Potential patent infringement litigation from operating companies and non-practicing entity patent holders, which could cause financial liability and divert management attention. Geopolitical/macroeconomic threat: International revenue 22% of net sales exposed to tariffs, trade restrictions, and geopolitical conflicts impacting supply chain and market access. (AI summary of the Risk Factors section.)
What did REZI report in its latest 8-K?
RESIDEO TECHNOLOGIES, INC. (REZI) filed an 8-K on August 12, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Second-quarter 2026 earnings announced August 12, 2026.
What are the latest REZI SEC filings?
RESIDEO TECHNOLOGIES, INC. (REZI) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on October 5, 2026.
What is REZI's SEC CIK number?
RESIDEO TECHNOLOGIES, INC. (REZI)'s SEC Central Index Key (CIK) is 1740332. EDGAR lists every REZI filing under that number.
Ask anything about REZI
The research agent reads REZI's filings, financials, insider trades and 13F holders, then answers with sources.