Resideo Technologies Inc. (REZI) Stock Falls on Q1 2026 Earnings

Resideo Technologies Inc. (REZI) reported first-quarter 2026 revenue of $1.91 billion, up 8.0% year-over-year.

Revenue: $1.91 billion (up 8.0% year-over-year).

Gross profit: $551 million (up 7.8% year-over-year).

Operating profit: $102 million (down 25.0% year-over-year).

Net income attributable to common shareholders: $26 million (down 967% year-over-year).

Diluted earnings per share: $0.17 (down 950% year-over-year).

Results versus expectations showed a mixed picture: revenue modestly exceeded the consensus, while earnings missed estimates.

Revenue versus estimate: actual $1.91 billion vs. estimate $1.91 billion (slightly above consensus).

EPS versus estimate: actual $0.17 vs. estimate $0.62 (miss).

Balance-sheet and cash-flow highlights:

Operating cash flow: -$145 million (improved 123% year-over-year, still an outflow).

Purchases of property, plant and equipment: -$36 million (up 16.1% year-over-year).

Cash and cash equivalents: $438 million (down 24.1% year-over-year).

Cost of sales: $1.36 billion (up 8.1% year-over-year).

Total liabilities: $5.29 billion (up 11.8% year-over-year).

The stock reacted modestly after the release, moving -2.73% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Resideo Technologies Inc. Insider Trading Activity

Resideo Technologies Inc. insiders have traded $REZI stock on the open market 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $REZI stock by insiders over the last 6 months:

CHANNEL HOLDINGS II, L.P. CD&R has made 4 purchases buying 1,356,758 shares for an estimated $42,754,599 and 0 sales.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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Resideo Technologies Inc. Hedge Fund Activity

We have seen 166 institutional investors add shares of Resideo Technologies Inc. stock to their portfolio, and 233 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FULLER & THALER ASSET MANAGEMENT, INC. removed 2,176,486 shares (-34.6%) from their portfolio in Q4 2025, for an estimated $76,438,188
CLAYTON, DUBILIER & RICE, LLC added 1,689,758 shares (+12.7%) to their portfolio in Q4 2025, for an estimated $59,344,300
SACHEM HEAD CAPITAL MANAGEMENT LP added 1,625,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $57,069,999
PERMIAN INVESTMENT PARTNERS, LP added 1,508,564 shares (+156.2%) to their portfolio in Q4 2025, for an estimated $52,980,767
LOCUST WOOD CAPITAL ADVISERS, LLC added 1,470,077 shares (+124.6%) to their portfolio in Q4 2025, for an estimated $51,629,104
GOLDENTREE ASSET MANAGEMENT LP added 1,273,489 shares (+inf%) to their portfolio in Q4 2025, for an estimated $44,724,933
ALTA FOX CAPITAL MANAGEMENT, LLC added 1,266,700 shares (+inf%) to their portfolio in Q4 2025, for an estimated $44,486,504

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

Resideo Technologies Inc. Government Contracts

We have seen $43,133,183 of award payments to $REZI over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

INERTIAL NAVIGATION UNIT WITH CONTAINER. THE DELIVERABLE FOR THIS CONTRACT IS FOR A BASE QUANTITY OF 107 EA...: $10,164,504
PURCHASE OF RADAR SENSOR SYSTEM (RSS) COMPONENTS.: $7,373,317
TO PROCURE TEST & INSPECT AND REPAIR ON THE APN-209 RADAR ALTIMETER RECEIVER TRANSMITTERS.: $3,464,464

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.