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Resideo (REZI) Q3 2026 Earnings Call Transcript

Resideo (REZI) reported Q3 2026 revenue of $727M, up 3% YoY, with core channel revenue growing 6% excluding non-OEM security. Gross margin expanded to 40.4%, and adjusted EBITDA rose 5% to $154M. Retail and electrical distribution grew 15%, while OEM security revenue declined 34% to $33M. The company guided Q4 revenue to $710M-$730M and full-year EBITDA to $614M-$624M, citing inflationary pressures and macroeconomic sensitivities.

Original reporting
fool.com
Published Nov 11, 2026, 5:11 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 11, 2026, 5:31 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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Resideo (REZI) Q3 2026 Earnings Call Transcript — source image
Source · fool.com
Decision brief

The 30-second read

$REZINeutralHigh
01

Why it matters

The earnings release provides fresh revenue and margin data, along with Q4 guidance that signals limited growth, influencing short‑term price expectations.

02

Market read

First‑time earnings disclosure with guidance; material for traders evaluating exposure to the smart‑home sector.

03

What to watch

Potential upside from Pro‑IQ Predict service rollout and FORTIQ platform integration.

Relevance 8/10Novelty 8/10Timing: today

Background

Resideo Technologies, a stand‑alone building‑technologies company, reported its Q3 2026 results following the ADI spin‑off.

Company-level read

Ticker impact

$REZINeutralHigh confidence
Context

Q3 2026 earnings released with $727M revenue and guidance of $710M-$730M for Q4.

Expected impact

potential modest downside as guidance reflects cost headwinds and flat Q4 outlook

Evidence & confidence

New earnings numbers and guidance are primary disclosure; investors may reassess valuation.

Market effects

Sector

Home‑automation and HVAC sector may see slight pressure as growth slows.

Regional

US housing market softness could temper demand for Resideo products.

Global

Limited; primarily impacts US smart‑home equipment investors.

Counterpoint

What could challenge this read

Despite flat guidance, cost discipline and AI‑driven services could drive upside.

Key entities

  • company
    Resideo Technologies, Inc.

    Provider of smart‑home and security products, ticker REZI.

Read at source← All news

StoryResideo posts Q3 2026 revenue of $727 M, beats earnings and issues FY guidance

Also covered by

5 outlets

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