Resideo Technologies (NYSE: REZI) details ADI spin-off and higher-margin growth plan
Rhea-AI Filing Summary
Resideo Technologies plans to spin off its ADI Global Distribution business on August 3, 2026, creating two independent public companies. ADI common stock is expected to trade on the NYSE under the ticker ADIG starting August 4, 2026, with Resideo shareholders receiving 1 ADIG share for every 2 REZI shares.
The remaining Resideo business will be a pure-play building technologies company focused on residential controls and sensing. For 2025 on a standalone basis, it reports $2.9 billion Adjusted Revenue, 39.5% Adjusted Gross Margin, and a 20.3% Standalone Adjusted EBITDA margin, with 12 consecutive quarters of gross margin expansion and free cash flow conversion above 85% for each of the last three years. Management targets by 2030 an organic Adjusted Revenue CAGR of 4–5%, Adjusted Gross Margin of 43–45%, Standalone Adjusted EBITDA margin of 23–25%, and Standalone Adjusted EBITDA less Adjusted Capex conversion of at least 92%, while reducing net leverage from about 3.3x at spin to below 2.0x within roughly 24 months.
Positive
- Post-spin margin profile materially higher: standalone 2025 Adjusted Gross Margin of 39.5% and Standalone Adjusted EBITDA margin of 20.3%, versus 11.1% EBITDA margin for the combined company pre-spin.
- Strong cash generation supports deleveraging: free cash flow conversion above 85% for three years and a target to cut net leverage from ~3.3x at spin to <2.0x within about 24 months.
Negative
- None.
8-K Event Classification
Key Figures
Key Terms
spin-off financial
Adjusted Revenue financial
Standalone Adjusted EBITDA financial
free cash flow conversion financial
net leverage financial
FAQ
When will ADI Global Distribution (ADIG) start trading after the Resideo (REZI) spin-off?
What are Resideo Technologies’ (REZI) key standalone 2025 financial metrics post-spin?
What medium-term financial targets has Resideo Technologies (REZI) set to 2030?
How does Resideo Technologies (REZI) plan to use cash flow after the ADI spin-off?
UNITED STATES
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CURRENT REPORT
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Item 7.01 Regulation FD Disclosure.
In connection with the pending separation of ADI Global Distribution Inc., an entity organized to hold the ADI Global Distribution business of Resideo Technologies, Inc. (the “Company”), the Company is hosting its previously announced investor day event on July 13, 2026 (the “investor day event”). In connection with the investor day event, the Company issued a press release on July 13, 2026, a copy of which is furnished herewith as Exhibit 99.1 A copy of the investor presentation to be used in connection with the investor day event is furnished herewith as Exhibit 99.2 and will be available on the investor relations section of the Company’s website.
The information furnished under this Item 7.01, including Exhibits 99.1 and 99.2, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits
| Exhibit No. | Description | |
| 99.1 | Resideo Technologies, Inc. Press Release dated July 13, 2026. | |
| 99.2 | Resideo Technologies, Inc. Investor Presentation dated July 13, 2026. | |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document). |
1
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this Report to be signed on its behalf by the undersigned hereunto duly authorized.
| RESIDEO TECHNOLOGIES, INC. | ||
| By: | /s/ Jeannine J. Lane | |
| Name: | Jeannine J. Lane | |
| Title: | Executive Vice President, General Counsel and Corporate Secretary |
|
Date: July 13, 2026
2
Exhibit 99.1
Resideo to Present Strategy and Financial Framework as Pure-Play Building Technologies Company at Investor Day
Significant Opportunity to Leverage Distinct Value Proposition to Generate Above Market Growth and Expand Margins
SCOTTSDALE, Ariz., – July 13, 2026 – Resideo Technologies (NYSE: REZI) (“Resideo”) a leading global manufacturer, developer and distributor of technology-driven sensing and controls products and solutions for residential and commercial end markets, will host its Investor Day at the New York Stock Exchange in New York City today, ahead of the planned spin-off of ADI Global Distribution.
“We are beginning Resideo’s next phase as a pure play building technologies company with differentiated products and trusted brands, deep relationships with professional installers (“Pros”) and a clear opportunity to grow the top and bottom line,” said Tom Surran, incoming President and Chief Executive Officer of Resideo. “As a more focused company, every decision, every investment and every strategic initiative we make will now be evaluated through a single lens of creating value within our core residential sensing and control business. We have an extraordinary team aligned to a shared mission and we are ready to capture the opportunities ahead and continue delivering for our stakeholders.”
A Focused Building Technologies Company with Strong Track Record and Clear Strategy to Accelerate Value Creation
| ● | Accelerated Development of Differentiated Solutions: Resideo intends to leverage its market leadership in sensing and controls, differentiated products, trusted brands and vast installed base of over 150 million locations to continue building its leadership position in a core serviceable addressable market exceeding $40 billion. By accelerating differentiated innovation, expanding into adjacent categories and increasing content per home, Resideo believes it is positioned to convert demand into profitable growth, margin expansion and robust cash generation. |
| ● | Continued Focus on the Pro: Resideo intends to continue deepening its relationships with over 100,000 global Pros who have built their businesses around Resideo’s products. Supported by more than 15 million installations annually, the Company’s professional ecosystem represents a powerful competitive advantage with a platform to introduce new products, enter adjacent markets and expand customer reach. |
| ● | Geographic Expansion: There are meaningful opportunities for strategic international expansion, leveraging Resideo’s scale and highly efficient global manufacturing footprint. Expansion initiatives are expected to drive incremental growth above Resideo’s baseline revenue targets, while strengthening the Company’s ecosystem and creating long-term demand for Pros. |
| ● | Leverage Scale to Provide Superior Value: Maximize the advantages of Resideo’s scale, including its installed base, manufacturing footprint, supply chain capabilities and relationships across the Pro ecosystem to invest more in innovation, operate more efficiently and drive financial growth. |
Introducing Financial Goals
Resideo’s recent financial performance, including 12 consecutive quarters of gross margin expansion and over 85% free cash flow conversion in each of the last three years, demonstrates the meaningful revenue growth and margin improvement the business has achieved and expects to expand upon as a standalone company. This strong financial profile is expected to provide significant cash flow to de-leverage the balance sheet and deploy across compelling organic and inorganic opportunities in line with Resideo’s rigorous returns-based capital allocation approach.
Resideo is introducing the following medium-term financial framework:
| ● | Targeting revenue compound annual growth rate of 4% to 5% from 2025 through 2030 | |
| ● | Gross margin expansion of approximately 400 basis points from 2025 through 2030 and targeting to be in the range of 43%-45% by the end of 2030 | |
| ● | Adjusted EBITDA margin expansion of approximately 400 basis points from 2025 through 2030 and targeting to be in the range of 23%-25% by the end of 2030 |
Webcast Information
The live webcast will begin at 12:00 p.m. EDT, today, July 13, 2026, at https://investor.resideo.com, where the webcast link and related materials will be posted.
Additional Information
Resideo is expected to complete its spin-off of ADI Global Distribution on August 3, 2026, and ADI common stock is expected to begin “regular-way” trading on the NYSE under the ticker symbol “ADIG” on August 4, 2026, subject to satisfaction or waiver of the conditions precedent to the spin-off. The spin-off is expected to be tax-free to Resideo shareholders for U.S. federal income tax purposes, except for cash that shareholders may receive in lieu of fractional shares.
About Resideo
Resideo is a leading global manufacturer, developer, and distributor of technology-driven sensing and controls products and solutions for residential and commercial end markets. We are a leader in the home heating, ventilation, and air conditioning controls markets, smoke and carbon monoxide detection home safety and fire suppression products markets, and security products markets. Our solutions and services can be found in over 150 million residential and commercial spaces globally, with tens of millions of new devices sold annually.
Forward-Looking Statements
This press release contains forward-looking statements, including, but not limited to, those regarding the anticipated separation of Resideo Technologies’ Products & Solutions and ADI Global Distribution businesses into two independent publicly traded companies and the expected timing of the completion of the separation, our medium-term financial goals, and other future events or developments. Forward-looking statements are typically identified by such words as “anticipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “project,” “should,” “will,” and similar expressions, although not all forward-looking statements contain these words. These statements are based on current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially from those projected. Among the factors that could cause actual results to differ materially from those expressed or implied in any forward-looking statements are the possibility that the conditions to the separation may not be obtained or satisfied within the expected timeframe or at all; that the separation may not be completed on the anticipated terms or timing or may not occur at all; that the separation may not achieve the intended strategic, operational, or financial benefits for Resideo, its businesses, or its shareholders; that Resideo may experience operational or other disruptions as a result of the separation, including those relating to information technology systems, business processes, internal controls, customer and vendor relationships, and workforce alignment. Resideo’ s ability to succeed as an independent enterprise without ADI will depend on numerous factors, including the execution of their respective strategies and plans, access to capital markets, the competitive landscape, and general business and economic conditions. Other risks and uncertainties include, but are not limited to, our ability to recognize the expected savings from, and the timing and impact of, our existing and anticipated cost reduction actions, and our ability to optimize our portfolio and operational footprint, the ability of Resideo to drive increased customer value and financial returns and enhance strategic and operational capabilities, risks and uncertainties relating to tariffs that have been or may be imposed by the United States and other governments, and the other risks described under the headings “Risk Factors” and “Cautionary Statement Concerning Forward-Looking Statements” in our Annual Report on Form 10-K for the year ended December 31, 2025 and other periodic reports.
2
All statements, other than statements of fact, that address activities, events or developments that we or our management intend, expect, project, believe or anticipate will or may occur in the future are forward-looking statements. Although we believe forward-looking statements are based upon reasonable assumptions, such statements involve known and unknown risks and uncertainties, which may cause the actual results or performance of Resideo to differ materially from such forward-looking statements. Forward-looking statements are not guarantees of future performance, and actual results, developments, and business decisions may differ from those envisaged by our forward-looking statements. Except as required by law, we undertake no obligation to update such statements to reflect events or circumstances arising after the date of this press release and we caution investors not to place undue reliance on any such forward-looking statements.
Contacts:
Investors:
Christopher T. Lee
Global Head of Strategic Finance
investorrelations@resideo.com
Media:
Garrett Terry
Corporate Communications Manager
garrett.terry@resideo.com
or
Dan Moore, Tali Epstein
Collected Strategies
Resideo-CS@collectedstrategies.com
3
Exhibit 99.2
Leading in Residential Controls & Sensing These materials are forward-looking business plans subject to modification based on many factors, including changing economic and business conditions. Unless otherwise noted, the plans and proposals described herein are not final and may be modified or even abandoned at any time. No final decision will be taken with respect to such plans or proposals without prior satisfaction of any applicable requirements with respect to informing, consulting or negotiating with employees or their representatives. © 2026 Resideo Technologies | 1
Forward-Looking Statements © 2026 Resideo Technologies | 2 W E L C O M E Forward-Looking Statements This presentation and the related conference call contain "forward-looking statements," including, but not limited to, those regarding the anticipated separation of Resideo Technologies' Products & Solutions and ADI Global Distribution businesses into two independent publicly traded companies, the expected timeline for completing the transaction, the strategic rationale and potential benefits of the separation, the anticipated financial and operational performance of each company following the separation, expected leadership transitions, future capital allocation priorities, growth initiatives, market positioning, and other future events or developments. All statements, other than statements of fact, that address activities, events or developments that we or our management intend, expect, project, believe or anticipate will or may occur in the future are forward-looking statements. Although we believe forward-looking statements are based upon reasonable assumptions, such statements involve known and unknown risks and uncertainties, which may cause the actual results or performance of Resideo Technologies, Inc. ("Resideo" or the "Company") to differ materially from such forward-looking statements including the possibility that the conditions to the separation may not be obtained or satisfied within the expected timeframe or at all; that the separation may not be completed on the anticipated terms or timing or may not occur at all; that the separation may not achieve the intended strategic, operational, or financial benefits for Resideo its businesses, or its shareholders; that Resideo may experience operational or other disruptions as a result of the separation, including those relating to information technology systems, business processes, internal controls, customer and vendor relationships, and workforce alignment. Each separated company's ability to succeed as an independent enterprise will depend on numerous factors, including the execution of their respective strategies and plans, access to capital markets, the competitive landscape, and general business and economic conditions. Other risks and uncertainties include, but are not limited to, (1) our ability to recognize the expected savings from, and the timing and impact of, our existing and anticipated cost reduction actions, and our ability to optimize our portfolio and operational footprint, (2) the amount of our obligations and nature of our contractual restrictions pursuant to, and disputes that have or may hereafter arise under the agreements we entered into with Honeywell in connection with the spin-off of Resideo from Honeywell, (3) the ability of the Company to drive increased customer value and financial returns and enhance strategic and operational capabilities, (4) risks and uncertainties relating to tariffs that have been or may be imposed by the United States and other governments, (5) risks related to our anticipated separation of Resideo Technologies' Products & Solutions and ADI Global Distribution businesses into two independent publicly traded companies, including the timing thereof and that we may experience operational or other disruptions as a result of the separation and the planning therefor, and (6) the other risks described under the headings "Risk Factors" and "Cautionary Statement Concerning Forward-Looking Statements" in our Annual Report on Form 10-K for the year ended December 31, 2025 and other periodic filings we make from time to time with the Securities and Exchange Commission. Forward-looking statements are not guarantees of future performance, and actual results, developments, and business decisions may differ from those envisaged by our forward-looking statements. Except as required by law, we undertake no obligation to update such statements to reflect events or circumstances arising after the date of this press release and we caution investors not to place undue reliance on any such forward-looking statements. The targets presented herein reflect certain estimates and assumptions of management as of the date hereof and any forward-looking statements made herein speak only as of the date hereof. These are not projections and there can be no assurance that these targets are indicative of the future performance of Resideo. Actual results may vary, and such variance may be material. Basis of Presentation This presentation contains certain financial information that reflects management's estimates of the stand-alone costs, expenses, and operating results of the Company as if it were operating as a separate, independent Company. Because this information is based on estimates and assumptions made by management, it is inherently uncertain, and actual results may differ materially from those presented herein. For the fiscal years ended December 31, 2023, 2024 and 2025, management has presented Adjusted Revenue, which adjusts reported revenue for intercompany sales from Resideo Technologies' Products & Solutions segment to ADI Global Distribution as if they had been third-party sales. FY23 revenue is further adjusted for the disposition of the Genesis business. See the reconciliation of Adjusted Revenue, which is a non-GAAP metric, to reported revenue in the Appendix to these slides. Use of Non-GAAP Measures This presentation includes certain non-GAAP financial measures, including Adjusted Revenue, Adjusted Gross Margin, Adjusted Gross Margin %, Standalone Adjusted EBITDA, Standalone Adjusted EBITDA margin, and Adjusted Capex, as defined under the Securities Exchange Act of 1934 and in accordance with Regulation G thereunder. Management believes the use of such non-GAAP financial measures assists investors in understanding the ongoing operating performance of the Company by presenting financial results between periods on a more comparable basis. Such non-GAAP financial measures should not be construed as an alternative to reported results determined in accordance with U.S. GAAP. Readers should also consider the limitations associated with these non-GAAP financial measures, including the potential lack of comparability of these measures from one company to another. We have included reconciliations of these non-GAAP financial measures to the most directly comparable financial measures calculated and provided in accordance with U.S. GAAP in the Appendix to these slides. Market, Industry and Other Information This presentation includes market, industry and other statistical data, as well as estimates and forecasts, from internal research and third-party publications, surveys and studies. Such information involves numerous assumptions and limitations, and you should not place undue weight on these data or estimates. Information contained herein obtained from third-party sources and has not been independently verified. The Company makes no representation or warranty, express or implied, as to the accuracy or completeness of such information. This presentation is provided solely for your information in connection with your evaluation of the Company and is not intended for redistribution, publication or use by any other person. Trademarks, Service Marks and Trade Names We own or license the trademarks, service marks and trade names that we use in connection with the operation of our business, including our corporate names, logos and website names. The Honeywell Home trademark is used under license from Honeywell International Inc. This presentation may also contain trademarks, service marks, trade names and copyrights of other companies, which are the property of their respective owners. Solely for convenience, the trademarks, service marks, trade names and copyrights referred to in this presentation may be listed without the TM, SM, © and ® symbols, but we will assert, to the fullest extent under applicable law, our rights or the rights of the applicable licensors, if any, to these trademarks, service marks, trade names and copyrights.
A Leading Manufacturer of Building Products Focused on Residential Controls and Sensing Solutions $2.9B FY2025 Standalone Adj. Revenue Leading Specialty Distributor of Low- Voltage Products, Including Security and Audio-Visual Solutions $4.8B FY2025 Standalone Revenue $581M FY2025 Standalone Adj. EBITDA $295M FY2025 Standalone Adj. EBITDA We are creating two leading companies Note: Adjusted Revenue for Resideo is a non-GAAP financial measure in which intercompany sales from the Products & Solutions business to ADI in historical periodshave been adjusted to recognize them as if they had been third party sales. Standalone Adjusted EBTIDA is a non-GAAP financial measure which has been adjusted for estimated costs required to operate each company on a standalone basis. See the non-GAAP reconciliations in the Appendix for additional details. Spin Distribution REZI shareholders as of the record date will receive 1 share of ADIG common stock for every 2 shares of REZI common stock owned NYSE: REZI NYSE: ADIG 20.3% FY2025 Standalone Adj. EBITDA Margin 6.2% FY2025 Standalone Adj. EBITDA Margin © 2026 Resideo Technologies | 3
Nina Richardson Director Brian Kushner, Ph.D. Director Paul Deninger Director Resideo's Board brings continuity of governance and stewardship © 2026 Resideo Technologies | 4 Andrew Campelli Director Andrew Teich Chairman of the Board Jack Lazar Director John Stroup Director Kareem Yusuf Director Sharon Wienbar Director Tom Surran Director
We are focused and ready for the future © 2026 Resideo Technologies | 5 A GE ND A P R E SE N TE RS 01 Our Winning Strategy Tom Surran President & CEO 02 Our Differentiated Offering Scott Ziffra SVP, Engineering 03 Why We Win Scott Harkins SVP, Sales & Marketing 04 Supply Chain Excellence Pat Murray SVP, Integrated Supply Chain & IT 06 Group Q&A 05 Financial Conviction Tom Surran President & CEO Resideo Leadership
Our Winning Strategy Tom Surran President & CEO © 2026 Resideo Technologies | 6 Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction SVP, General Counsel & Corporate Secretary Joshua Foster SVP, Strategy & Business Operations Amit Mehta SVP, Integrated Supply Chain & IT Pat Murray SVP, Sales & Marketing Scott Harkins SVP, Engineering Scott Ziffra President & CEO Tom Surran We win as a team of teams 7 PRODUCT TEAM LEGAL TEAM SALES TEAM OPERATIONS TEAM HUMAN RESOURCES TEAM ENGINEERING TEAM OUR MISSION MARKETING TEAM FINANCE TEAM © 2026 Resideo Technologies |
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction © 2026 Resideo Technologies | 8 Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Source(s): Third party research, ¹Core SAM reflects the serviceable addressable market for the core product categories Resideo competes in — excluding adjacent and expansion categories — across North America and Europe; figures rounded to nearest $1B (Third party research, 2026). 2TAM (total addressable market) includes the core SAM base and extends it to near-core and adjacent product categories as well as additional geographies in North America, Europe, Latin America, the Middle East/Africa & Rest of E. Europe (Third party research and management estimates, 2026) There are significant opportunities for profitable growth 9 C OR E S A M 1 $40B+ T A M 2 $100B+ CORE SAM $40B+ COMFORT $21B PROTECTION $20B Air $6B Water $10B Combustion Controls $5B Security $17B Safety $3B Serving the critical systems of the home © 2026 Resideo Technologies |
R EP A I R A ND R EM O DE L 1 ~80% RECORD HOMEOWNER EQUITY ENABLES UPGRADE SPENDING Average mortgage-holding homeowner has approx. ~$300k in equity2 AGING HOUSING STOCK – driving demand for retrofits and upgrades Median age of owner-occupied housing ≥40 years3 CLIMATE AND SAFETY CONCERNS ARE INFLUENCING GROWING RETROFIT SPEND4 Source(s): Company management estimates, Resideo filings; 1As of 2024, Company management estimates utilized to derive ~80/~20 Repair & Remodel vs. New Construction split – existing home installed base, Source (U.S. Census Bureau, 2024) & new construction, Source (U.S. Congressional Budget Office, September 2024); 2As of Q425, Source (Cotality, March 2026); 3As of 2024, Source (NAHB, March 2026); 4As of 2025, Source (U.S. FHFA, December 2024; Harvard JCHS, March 2025); 5As of March 2025, revised in March 2026, Source (U.S. Chamber of Commerce, March 2026); 6As of July 2025, Source (Zillow, July 2025); 7As of September 2024, Source (U.S. Congressional Budget Office, September 2024) Residential market tailwinds benefit Resideo 10 PERSISTENT HOUSING SUPPLY SHORTAGE Deficit up to 4.7 million despite pandemic construction surge5 PENT-UP DEMAND Over 8 million homes being shared with non-relatives6 U.S. HOUSING STARTS Current build rate of 1.3M/yr is well under equilibrium – expected to average 1.6M/yr from 2024-20337 ~20% N EW C O NS T RU C T I ON 1 © 2026 Resideo Technologies | Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our portfolio and platform are essential to all homes 11 A SYSTEM OF SYSTEMS Heating & Cooling Electrical / Energy Management Plumbing / Water Management Security / Life Safety The Resideo Ecosystem We are building an ecosystem that brings homes together — coordinating and delivering intelligence across systems for greater performance, efficiency and peace of mind BUILT ON Redlink Plus Common Data Model FORTIQ Platform Our communication protocol – reliable, secure, optimized for the home A shared language for devices & systems to work together Robust, scalable, secure foundation built for high availability and uptime © 2026 Resideo Technologies |
We have built domain expertise through a history of innovation 12 SMOKE DETECTORS From 1964... © 2026 Resideo Technologies | SECURITY SYSTEMS From 1929... THERMO STATS From 1885... Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction ...to Today ...to Today ...to Today
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Source(s): Company management estimates, Resideo filings; 1#1 by estimated segment revenue share of the North America residential thermostat segment; Resideo share based on internal revenue data and primary market-participant interviews, with competitor shares estimated from public company disclosures and primary interviews (Third party research, 2026). 2#1 by estimated segment revenue share of the North America residential fire safety hardware segment; Resideo share based on internal revenue data, with competitor shares estimated from primary market-participant interviews (Third party research, 2026). 3Net Promoter Score (NPS), internally calculated from the Honeywell Home and First Alert Brand Health Trackers; results based on the responses of 2,964 (Honeywell Home) and 2,968 (First Alert) U.S. adult homeowners ages 18+, collected on an ongoing monthly basis, January 2024–May 2026 Homeowners and Pros trust our brands © 2026 Resideo Technologies | 13 #1 ≥50 PRO SUPPORT BRANDS PRIMARY BRANDS NORTH AMERICA RESIDENTIAL THERMOSTATS1 NPS SCORE3 #1 ≥55 NORTH AMERICA RESIDENTIAL FIRE SAFETY HARDWARE2 NPS SCORE3
x Source: 1Company management estimates, Resideo 2025 10-K filing Pros bet their business on Resideo © 2026 Resideo Technologies | 14 R E L A T I O N S H I P W I T H T H E P R O I S A M O A T P UR POSE BU ILT / E ASY TO INSTALL P RO TRAIN ING RE SO UR CE S C HAN N EL S AL L FE ED ING TH E PR O RE V EN U E G EN E RATION / LE AD S C OMP LE TE SOL UTION S FOR THE PR O 100K+ Pro installers, dealers, OEMs and distributors globally1 Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction 100K Source(s): 1Company management estimates, Resideo filings; 2Approximate annual unit volumes for thermostats based on fiscal year 2024 , per Company financial records 3Approximate annual unit volumes for smoke alarms based on fiscal year 2025, per Company financial records Our scale supports durable, long-term profitability © 2026 Resideo Technologies | 15 150M+ HOMES AND BUSINESSES 1 ~15M THER MOSTATS P ER YEAR 2 ~24M SMO KE AL ARMS P ER YEAR 2 + GLO BAL P RO INSTALL ER S 1 Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Source: Company management estimates, Resideo filings; ¹Approximate annual manufactured unit volumes based on fiscal year 2025, per Company records In-house manufacturing combined with our scale delivers superior value © 2026 Resideo Technologies | 16 V ER TI C A L I N T E G RA T I O N / D OM A I N K N OW L E DG E is a differentiator in our products D EL I V ER VA L UE A N D Q UA L I TY E F F I C I EN T L Y – continuously improving through the Resideo Operating System 75M+ Units produced per year1
Source(s): Company management estimates. ¹Cumulative Adjusted Gross Margin expansion from FY23 to LTM Q1 26, on a pro forma standalone basis excluding Genesis. Adjusted Gross Margin % is a non-GAAP financial measure comprised of reported Gross Profit divided by Adjusted Revenue. See the non-GAAP reconciliations in the Appendix to these slides for additional details. ²Free cash flow conversion for fiscal years 2023, 2024, and 2025. Free Cash Flow and Free Cash Flow Conversion are non-GAAP financial measures. See the non-GAAP reconciliations in the Appendix to these slides for additional details. We are ready to execute as a standalone company © 2026 Resideo Technologies | 17 ACCELERATE Development Of Differentiated Solutions LEVERAGE Scale To Provide Superior Value FOCUS On The Pros EXPAND Geographically C ON SEC UTIVE 12-QUAR TE R ADJ. GR OSS MA RGI N E XP AN SION 1 R E C E N T P E R FO R M A N C E R E F L E C T S O U R D U R A B L E B U S I N E S S CUMULATIVE BASIS POINT IMPROVEMENT FR E E C ASH FLO W C ON VE R SION 2 +360 bps IN EACH OF THE LAST THREE FISCAL YEARS 85%+ R E S I D E O ' S F O U R S T R A T E G IC P I L LA R S Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction 1Adjusted Revenue is a non-GAAP financial measure in which intercompany sales from the Products & Solutions business to ADI in the historical periods have been adjusted to recognize them as if they had been third-party sales. Adjusted Gross Margin % is a non-GAAP financial measure comprised of reported Gross Profit divided by Adjusted Revenue. Standalone Adjusted EBITDA is a non-GAAP metric which equals Adjusted EBITDA as reported for the Products & Solutions segment of Resideo, further adjusted for the estimated costs required to operate the post-Spinoff Company on a standalone basis as well as adjustments for profit in inventory on intercompany sales to ADI. Standalone Adjusted EBITDA margin equals Standalone Adjusted EBITDA divided by Adjusted Revenue. See the non-GAAP reconciliations in the Appendix to these slides for additional details. 2Forward looking target. Results may vary, see slide 2 for more information. Resideo is poised to drive above market growth and sustained margin expansion © 2026 Resideo Technologies | 18 $2,863 ADJ. REVENUE 39.5% ADJ. GROSS MARGIN 20.3% ADJ. EBITDA MARGIN INSTALLED BASE / BRAND HERITAGE NPI FOCUS ON THE PROFESSIONAL NEW MARKETS OPERATIONAL EXCELLENCE 4-5% ADJ. REVENUE 5 YR CAGR 43-45% ADJ. GROSS MARGIN 23-25% ADJ. EBITDA MARGIN 20251 2030 Target2 ($ IN MILLIONS)
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo is primed for profitable growth © 2026 Resideo Technologies | 19 UNIQUE FOOTPRINT IN THE HOME with comprehensive portfolio managing critical systems in the home HIGHLY DURABLE DEMAND through repair and replacement and new construction STRONG COMPETITIVE POSITION based on domain expertise, trusted brands and deep customer relationships
A Resideo Home: The Most Important Place in the World. © 2026 Resideo Technologies | 20 Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Differentiated Offering Scott Ziffra SVP, Engineering © 2026 Resideo Technologies | 21 Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Homes are a complex system of systems © 2026 Resideo Technologies | 22
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction WHOLE-HOME SYSTEM INTERDEPENDENCY ENVIRONMENT CODES & REGULATION PRECISION CONTROL EFFICIENCY BUILDING HEALTH AND WELLNESS Our products are engineered to adapt to the complexity of today's home © 2026 Resideo Technologies | 23 R O O T E D I N B U I L D I N G S C I E N C E E X P E R T I S E Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction A W A RD S A N D AC C O L ADE S 1 Our best-in-class products are built to win © 2026 Resideo Technologies | 24 Source(s): Company management estimates, Resideo filings; ¹Awards/recognitions by Resideo product: iF Design Award 2026 & Red Dot Design Award 2026 (Honeywell Home ElitePro thermostat); IoT Breakthrough 2026 (Honeywell Home heating/cooling; First Alert camera); TWICE VIP Award 2025 (First Alert CX4 Camera Series; First Alert app); Security Solutions Award 2025 (Fi rst Alert VISTA H Series); Green Builder Sustainable Product of the Year 2026 (Honeywell Home dehumidifier). Editorial picks (reflect a point in time); Tom's Guide best smart thermostat 2026 (Honeywell Home X8S); CNET best carbon monoxide detector 2026 (First Alert SC5); Wirecutter best basic smoke alarm 2025 (First Alert SM500V); PCMag best smart water leak detector 2026 (First Alert L1). Note: Product images include items not yet commercially available — a general market security panel (expected customer availability Q2 2027) and a new smoke/CO platform (expected Q2 2026)
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Redlink Plus is among the highest performance connectivity protocols in the market © 2026 Resideo Technologies | 25 Source: Company management estimates, Resideo filings; Based on Resideo open-field testing of Redlink Plus vs. leading competing residential security RF systems; Redlink Plus showed the longest measured range and highest RF link budget of those tested. Actual in-home performance varies by environment
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our platform delivers an intelligent ecosystem © 2026 Resideo Technologies | 26 OUR PLATFORM COMMON DATA MODEL INTELLIGENCE LAYER – AI / ANALYTICS / INSIGHTS PARTNER CONNECTIONS / INTEROPERABILITY
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Delivering comfort requires a whole home approach © 2026 Resideo Technologies | 27 Comfort products are engineered and professionally installed to control highly complex systems
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction As leaders in thermostats, we have the right to win the entire system © 2026 Resideo Technologies | 28 Source(s): Company management estimates, Resideo filings; Portfolio breadth reflects 40+ Resideo legacy thermostat models consolidated onto 5 core product platform families (internal product-line SKU mapping). ¹Mid-tier thermostat: in development. ²Humidification product: expected customer availability Q1 2027 (target). Forward-looking availability dates are targets and subject to change DEVELOP CATEGORY BREADTH EXPAND INTO PRO- BACKED ADJACENCIES LEVERAGE SCALE Value (FocusPro) Premium (ElitePro) Mid-Tier (Upcoming)1 40+ Product Models 5 Unique Families Dehumidification Humidification (Q1 2027)2 Zoning Ventilation Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Protection requires a comprehensive ecosystem © 2026 Resideo Technologies | 29 Our Protection portfolio creates an integrated security and safety network throughout the home
Our new security and safety platforms are a competitive advantage © 2026 Resideo Technologies | 30 Source(s): Company management estimates, Resideo filings; ¹Access control offering provided via Resideo's integration partnership with ProdataKey (PDK) on the Total Connect® 2.0 platform. Note: Product images include items not yet commercially available — a general market security panel expected customer availability Q2 2027 (target), and a new smoke/CO platform expected Q2 2026 (target). Forward-looking availability dates are targets and subject to change DELIVER FULLY INTEGRATED WHOLE HOME PROTECTION LEVERAGE SCALE Next Gen Intrusion and Monitoring Intrusion Leak Detection Video Monitoring Access Control1 Broaden Ecosystem 12 Product Models 1 Global Platform Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction P R O S H O M E O W N E R S Our software and applications provide seamless experiences © 2026 Resideo Technologies | 31 Simplified Installation Lead Link AI Driven Diagnostics Unmatched Comfort AI Enhanced Detection Cost Savings
W E C R E A T E I N T E G R A T E D , T E C H - D R I V E N S O L U T I O N S Our solutions are purpose-built for Pros © 2026 Resideo Technologies | 32 OUR SPECIALIZED PRODUCTS AND SYSTEMIC SOLUTIONS GIVE PROS A COMPETITIVE EDGE SOFTWARE LAYER HIGHLIGHTS OUR FORTIQ INTEGRATION ONE-STOP SHOP FOR PROS Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction The industry recognizes our quality standards © 2026 Resideo Technologies | 33 Source(s): Company management estimates, Resideo filings; ¹#1 most-trusted thermostat brand (Honeywell Home), Brand Trust Survey, May 2026 — online survey of 2,000 U.S. homeowners ages 18+, nationally representative; ²#1 most-trusted fire safety brand (First Alert), Brand Trust Survey, May 2026 — online survey of 2,000 U.S. homeowners ages 18+, nationally representative; ³First Alert by Resideo mobile app: 4.8 out of 5 (22K ratings), Apple App Store (iOS), as of June 26, 2026. Note: App store ratings are dynamic and may change over time; 4AlarmNet platform-level alarm delivery uptime since June 1, 2025 (internal monitoring). Note: Delivery to any given device or central station is also dependent on dual-path device connectivity (broadband + cellular), central-station redundancy, and third-party carrier, ISP, and power conditions outside Resideo's control. Reflects historical performance and is not a guarantee of future uptime BRAND EQUITY The most-trusted names in comfort and safety #1 Thermostat1 CUSTOMER EXPERIENCE Best in class >99.999% RELIABILITY WHEN IT COUNTS Proven at scale T R U S T E D B Y M A J O R P A R T N E R S Contractors, builders, distributors, and retailers across every channel depend on us to protect their reputations 4.8 First Alert App rating3 MOST-TRUSTED Fire safety brand2 ALARM DELIVERY UPTIME4 Life safety reliability when it matters most
Foundational investments are accelerating our new product roadmap © 2026 Resideo Technologies | 34 Source(s): Company management estimates, Resideo filings; 1R&D expense as a percentage of TTM Adjusted Revenue as of April 4, 2026 compared to 2024. Adjusted Revenue is a non-GAAP metric; see the non-GAAP reconciliations in the Appendix to these slides for additional information. ²Over 1,000 engineers supporting the P&S business as of December 31, 2025 (Company c ensus records, 2026). ³Reflects cumulative platform investment over FY'23-FY'25, (Company financial records, 2026). 4Approximately 2,800 active and pending patents worldwide held, per Company IP portfolio records (FY'25). 5Reduction in average new product introduction (NPI) cycle time (development Stage 3) for 2025–2026 product programs versus 2021–2024 prior-generation programs (Company analysis, 2026). 6NPI revenue defined as the aggregate sales of new products over a three-year period from launch, figure reflects growth in periods ended FY'23 vs. FY'25 (Company financial records, 2026). 30% FASTER NPI5 vs. prior-generation cycles ~3x INCREASE IN NPI REVENUE6 2023 vs. 2025 NPI ENGINE IS DELIVERING +1,000 ENGINEERS2 working together to accelerate NPI ~5% R&D / ADJ. REVENUE1 +130bps increase since FY 2024 ~2,800 PATENTS4 active & pending worldwide >$100M INVESTMENT3 To strengthen our platform Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction AI unlocks new value and insights for homeowners, Pros, and Resideo © 2026 Resideo Technologies | 35 CONNECTED HOME COORDINATED & CONTEXTUAL HOME COGNITIVE HOME AUTO SCHEDULING OF HIGH LOADS BASED ON PEAK ENERGY BUILD TRUST WITH FRIENDLY FACES IDENTIFY LEAKS WITH SOURCE SPECIFICITY IMPROVED HVAC EFFICIENCY BASED ON OUTSIDE TEMPERATURES AND PEOPLE ASSESSMENT OF BEHAVIOR & INTENT PROACTIVE SURVEILLANCE TO ALERT ON ANOMALIES
© 2026 Resideo Technologies | 36 DETECT ISSUES BEFORE THEY CAUSE FAILURES HVAC EQUIPMENT AND HOME MONITORED FOR ANOMALIES PROS SHIFT REPAIRS FROM REACTIVE TO PROACTIVE Pro-IQ Predict monitors the HVAC needs of your home in real-time Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction F O R T I Q P L A T F O R M Cloud services, automation, alerts, and deep data integrations A I A N D A D V A N C E D A N A L Y T I C S AI becomes the "brain" coordinating subsystems, delivering unified outcomes Resideo's ecosystem makes your home smarter © 2026 Resideo Technologies | 37 B E S T - O F - B R E E D S O L U T I O N S Safety, security, HVAC, water, and controls C O M M O N C O N N E C T I V I T Y Redlink Plus and standardized protocols RESIDEO'S PRODUCTS ARE CENTRAL TO HOME MANAGEMENT OUR ECOSYSTEM TURNS DATA INTO INTELLIGENCE A HOME THAT KNOWS, ANTICIPATES AND REACTS
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our portfolio delivers a distinct competitive advantage © 2026 Resideo Technologies | 38 01 P OR T F O L I O B U I L T O N D OM A I N E X P ER T I S E 02 U N M AT C H E D B U I L DI N G S C I E N CE E X P ER T I S E 03 S U P ER - C H A R G E D I N N O VA T I O N 04 Q U AL I T Y A N D R EL I ABI L I T Y D RI VE R ET E N T I O N 05 V I S I ON F O R F U T U R E – C OG N I T I V E H OM E
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Hear directly from the Pros who bet their business on Resideo H V A C C O N T R A C T O R • S E C U R I T Y D E A L E R • P L U M B I N G P R O • N A T I O N A L I N S T A L L E R © 2026 Resideo Technologies | 39 Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Why We Win Scott Harkins SVP, Sales and Marketing © 2026 Resideo Technologies | 40 Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our mission has always been to serve the Pro © 2026 Resideo Technologies | 41 Source: Company management estimates, Resideo filings; location counts based on internal point-of-sale and third-party data as of July 1, 2026 HVAC TECHNICIANS ELECTRICIANS SECURITY DEALERS PLUMBERS W H O W E S E R V E – 1 0 0 K + P R O S 17,000+ DISTRIBUTOR LOCATIONS ACROSS HVAC & ELECTRICAL 9,000+ OUTLETS ACROSS EMEA 7,500+ RETAIL OUTLETS (North America) 200+ SECURITY OUTLETS (EMEA & Americas) W E A R E W H E R E TH E P R O S S H O P
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our brand strength is a revenue multiplier © 2026 Resideo Technologies | 42 Leading brands that Pros and Homeowners know and trust Our trusted brands create... SPECIFICATION- PULL SELL-THROUGH PREMIUM PRICING POWER CHANNEL LOYALTY COMFORT & CONTROLS FIRE & LIFE SAFETY PROFESSIONAL SAFETY HOME ECOSYSTEM
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction We have a multi-channel distribution moat © 2026 Resideo Technologies | 43 ¹Reflects LTM Q1 '26 Adjusted Revenue before FX by primary distribution channel; excludes "Other" immaterial revenue streams representing ~2% of total revenue. Adjusted Revenue is a non-GAAP financial measure in which intercompany sales from the Products & Solutions business to ADI have been adjusted to recognize them as if they had been third-party sales. See the non-GAAP reconciliations in the Appendix to these slides as well as the Basis of Presentation disclaimer on slide 2 for additional details. HVAC & PLUMBING 38% 11% RETAIL 17% ELECTRICAL 10% OEM 22% CHANNEL-TO-PRODUCT IMPLICATIONS Balanced channel mix supports resilient demand across end-markets Product overlap within channels expands cross-sell and wallet share Strategic partners deepen reach and reinforce market access CHANNEL % OF ADJ. REVENUE1 PRODUCT REPRESENTATIVE PARTNERS SECURITY Air Water Security Safety Safety Safety Security Combustion Security Air Air Safety
01 COMMERCIAL GROWTH DRIVERS EXPAND WALLET SHARE COMPETITIVE CONVERSIONS DEMAND GENERATION 02 EXPANSION STRATEGIES GEOGRAPHIC EXPANSION CATEGORY EXPANSION 03 MACRO GROWTH BUILDING SCIENCE TRENDS REPLACEMENT CYCLES HOUSING MARKET Our sales strategy is built on three growth pillars © 2026 Resideo Technologies | 44 Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Growth is driven through loyal Pro relationships © 2026 Resideo Technologies | 45 01 02 03 E X P A N DI NG W A L L E T S H A R E Deepen relationships and grow share of wallet with our existing customers C OM P E T I T I VE C ON V E RS I ON S Win conversions and find new customers in attractive markets D EM A N D G E N ER A T I ON Generate demand and get our products specified by Pros
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo has opportunities for strategic expansion © 2026 Resideo Technologies | 46 G E O G R A P H I C E X P A N S I O N C A T E G O R Y & C H A N N E L E X P A N S I O N PROPERTY MANAGEMENT INSURANCE SMB & LIGHT COMMERCIAL E X P A N S I O N S T R A T E G I E S EUROPE AUSTRALIA & NEW ZEALAND • Extend existing products into additional served markets • Expand HVAC in Europe and Water in N. America • Examples: Europe, Australia & New Zealand • Broaden participation in light commercial and SMB • Platforms to expand into property management tech and insurance • Pro-IQ Services expansion across contractor network
We are poised to capitalize on macro trend improvements © 2026 Resideo Technologies | 47 BUILDING SCIENCE TRENDS REPLACEMENT CYCLES HOUSING MARKET Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our software enables Pros to run more profitable businesses © 2026 Resideo Technologies | 48 L E A D S Fuel recurring revenue for the Pro Pro-IQ + Pro App Homeowner app ecosystem Automated service leads L A B O R Take work off the Pro's plate Easy-to-install products Resideo Academy Designed-for-Pro UX L O Y A L TY Brands Pros trust at the door Trusted brand portfolio Channel breadth & depth Strategic partnerships
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our professional and channel relationships are a distinct competitive advantage 01 P RO P A R T N ER S H I P I S O U R S T R U C T U R A L M O A T 02 I C O N I C BR A N D S A R E A R EV EN U E M U L T I PL I ER 03 D I S T R I B U T I O N R EA CH I S A D EC A D ES - B U I L T A D V A N T A G E 04 U N DE R L Y I N G M A C R O T A I L W I N DS C OU P L E D W I T H K E Y G R OW T H V EC T O R S © 2026 Resideo Technologies | 49
\ Supply Chain Excellence Pat Murray SVP, Integrated Supply Chain and IT © 2026 Resideo Technologies | 50 Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction NPI AVERAGE DELIVERY CYCLE time reduction of 20%+ in past 3 years1 Foundational elements for value creation are in place © 2026 Resideo Technologies | 51 FRAGMENTED SYSTEMS LEGACY PROCESSES COMPLEXITY INHERITED BEST IN CLASS inventory turns CUSTOMER SATISFACTION with product delivery and service excellence NOW POST 2019 Source: Company management estimates, Resideo filings; 1Best in class Inventory Turns benchmarked against Gartner's Top 25 for 2025 Supply Chain Report
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo's manufacturing footprint is an asset © 2026 Resideo Technologies | 52 Source(s): Company management estimates, Resideo filings; 1Map graphic excludes APAC facility 75M+ Units Produced Per Year 11 Manufacturing Sites1 8,000+ Supply Chain Employees • Electronics/SMT/RF • Complex Assembly & Test • Wireless Protocol • Casting & Machining • Plastic Molding C O R E C O M P E T E N C I E S SUPPLY-CHAIN CONTROL FROM COMPONENT TO FINISHED PRODUCT VERTICAL INTEGRATION QUALITY CONTROL, RESILIENCE, COST-EFFICIENCY NORTH AMERICA EUROPE STRATEGIC SUPPLIER RELATIONSHIPS
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction T E C H E N A B L ED / H U M A N C EN T R I C O P E R A T I O N A L E X C E L L E N C E P I L L A R S Our integrated supply chain of the future combines people with technology © 2026 Resideo Technologies | 53 R ES I L I EN C E S U S T A I N A B I L I T Y
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction OPERATIONAL EXCELLENCE DRIVES CHANNEL LOYALTY, CUSTOMER EXPERIENCE A customer-first approach is our operating philosophy © 2026 Resideo Technologies | 54 INVESTING FOR CONTINUOUS IMPROVEMENT • Customer On Time To Request ("OTTR") (improved from ~80% in 2023 to ~90% in 2025) • World-class service performance • Award-winning training and digital enablement ecosystem • Completed global implementation of end-to-end digital supply chain system • Standardizing global planning processes to manage demand and supply planning • AI-enabled support transforming service quality and insight generation • Lean, technology-enabled operations improving productivity and scalability — workforce optimization combined with early AI integration into daily workflows Source(s): Company management estimates
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo delivers best-in-class quality © 2026 Resideo Technologies | 55 0.78% COPQ Cost of Poor Quality (% of Net Sales) 35% YOY IMPROVEMENT EXCEPTIONAL PRODUCT CONFORMANCE 68 CPPM Customer Defective Parts per Million 10% YOY IMPROVEMENT MINIMAL DEFECT ESCAPES TO MARKET 24 SPPM Supplier Defective Parts per Million 42% YOY IMPROVEMENT BEST IN CLASS INBOUND QUALITY Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Source(s): Company management estimates, Resideo filings; Warranty Costs, SPPM, and CPPM figures as of FY25; YoY improvement represents change between FY24 and FY25
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our innovations enhance our integrated supply chain © 2026 Resideo Technologies | 56 OUR FOCUS: GOING FORWARD: • Data-driven operations • Continued automation and robotics expansion • Lean / scalable cost structure • Factory optimization • Investment in customer service • Transformation in progress • Not a static business • Midway through unlocking structural and operational advantages
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo benchmarks against best-in-class inventory management © 2026 Resideo Technologies | 57 Source(s): Company management estimates, Resideo filings; Inventory Balances and Turns represent values from Q4 for each fiscal year. $395 $348 $319 4.90 5.00 5.50 1 2 3 4 5 6 $0 $100 $200 $300 $400 $500 2023 2024 2025 P&S GLOBAL NET INVENTORY Net Inventory, $M (Left axis) 1 Pt Net Inventory Turn (Right axis) Inventory discipline helps drive cash flows, margin
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction ~4x INCREASE IN COBOTS DEPLOYED SINCE 2020 We are building the factory of the future © 2026 Resideo Technologies | 58 200+ PROJECTS $53M+ CAPEX1 $17M SAVINGS M E A S U R A B L E I M P A C T S Investing in robotics automation technology and engineers to expand capabilities • "Cobots" designed / manufactured in our facility • Deployed at half lead-time / half the cost of the industry • 39 specialized automation & technology engineers • ~75% of design reusability across automations • Automation utilizing AI for optimized quality 3YR PAYBACK 1Capex represents spend between FY 2020 – 2025.
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our commitment to safety and sustainability reflects our high standards © 2026 Resideo Technologies | 59 Source(s): EcoVadis rating is for Resideo Technologies, Inc. including ADI. Resideo intends to maintain or improve the Sustainability Rating post-Spin. 1Carbon savings represents change between FY2024 and FY2025. WE USE TECHNOLOGY TO SUPPORT PEOPLE, SOCIETY, AND THE PLANET THROUGH: SAFETY 82ND PERCENTILE SIGNIFICANTLY BELOW THE INDUSTRY BENCHMARK OF LIKE-BUSINESSES (NAICS 33599) SUSTAINABLE INNOVATION OPERATIONAL RESPONSIBILITY OUR COMMUNITIES GOVERNANCE AND ACCOUNTABILITY 0.14 2025 TCIR of COMMITMENT TO CLIMATE Our products enabled TONS OF CARBON SAVINGS ACROSS OUR FACILITIES1 ~2,441 WORLD-CLASS ISO STANDARDS MANUFACTURING SITES WITH ISO 14001 CERTIFICATION SITES CERTIFIED TO ISO 45001 (OCCUPATIONAL HEALTH AND SAFETY) SITES CERTIFIED TO ISO 50001 (ENERGY EFFICIENCY) 9 5 11
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo's integrated supply chain is a competitive advantage 01 TRACK RECORD OF OPERATIONAL IMPROV EMENT 02 DIVERS IFIED AND VERTICAL LY INTEGRATED 03 DISCIPL INED INVENTORY MANAGEM ENT 04 MARGIN GROWTH THROUGH AUTOMATION 05 FOCUS ON SAFETY AND SUSTAINABILITY © 2026 Resideo Technologies | 60
Financial Conviction Tom Surran President & CEO © 2026 Resideo Technologies | 61 Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction RESIDEO PRE-SPIN 2025 (as Reported1) RESIDEO POST-SPIN 2025 (Standalone Adjusted) Adjusted Revenue $7.5B $2.9B2 Adjusted Gross Margin 29.4% 39.5% Standalone Adjusted EBITDA $833M $581M3 Standalone Adj. EBITDA Margin 11.1% 20.3%3 Standalone Adj. EBITDA less Adj. Capex $717M $519M Standalone Adj. EBITDA less Adj. Capex Conversion 86.1% 89.3%4 A pure play products company creates a stronger financial profile © 2026 Resideo Technologies | 62 1All amounts for Resideo pre-Spin 2025 are sourced from Resideo filings and shown on an as-reported basis. 2In the Post-Spin period, 2025 Adjusted Revenue is a non-GAAP financial measure in which intercompany sales from the Products & Solutions business to ADI have been adjusted to recognize them as if they had been third-party sales. See the non-GAAP reconciliations in the Appendix to these slides as well as the Basis of Presentation disclaimer on slide 2 for additional information. 3 In the Post-Spin period, Standalone Adjusted EBITDA is a non-GAAP financial measure that equals Adjusted EBITDA as reported in 2025 for the Products & Solutions segment, burdened by estimated costs required to operate the Company on a standalone basis and further adjusted for impacts of profit in inventory. See the non-GAAP reconciliation in the Appendix to these slides for additional information. 4Adjusted Capex is a non-GAAP financial measure. See the non-GAAP reconciliation in the Appendix to these slides for additional information.
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction 2025 ADJUSTED REVENUE1 MIX 30% 60% 78% 11% 17% 22% 10% 17% 23% 6% 20% 6% By Product Category By Channel By Geography Air Water Security Safety OEM Combustion OEM Security Distribution Retail OEM Combustion OEM Security North America Rest of World2 Our comprehensive portfolio provides a strong foundation for growth © 2026 Resideo Technologies | 63 1 Adjusted Revenue is a non-GAAP financial measure in which intercompany sales from the Products & Solutions business to ADI have been adjusted to recognize them as if they had been third-party sales. See the non-GAAP reconciliations in the Appendix to these slides as well as the Basis of Presentation disclaimer on slide 2 for additional information; 2Rest of World includes EMEA and APAC regions.
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Adjusted Revenue1 CAGR Adjusted Gross Margin%2 Standalone Adjusted EBITDA Margin%3 1.5% 2023-2025 Growth 39.5% 2025 20.3% 2025 4-5% 43-45% 23-25% KEY FINANCIAL PILLARS •4-5% revenue CAGR driven by market growth, pricing and new product introductions •Margin expansion through NPI, category and geographic expansion, and execution •Profitability targeted to grow at 1.5x - 2.0x the growth rate of revenue •Strong FCF conversion from capex- light model ~+400bps ~+400bps Standalone Adjusted FY 2025 2030 Target 1 2 3 Financial roadmap to 2030 © 2026 Resideo Technologies | 64 1Adjusted Revenue is a non-GAAP financial measure in which intercompany sales from the Products & Solutions business to ADI have been adjusted to recognize them as if they had been third-party sales. FY23 Adjusted Revenue is further adjusted for the disposition of the Genesis business. See the non-GAAP reconciliations in the Appendix to these slides as well as the Basis of Presentation disclaimer on slide 2 for additional details. 2Adjusted Gross Margin % is a non-GAAP financial measure comprised of reported Gross Profit divided by Adjusted Revenue. See the non-GAAP reconciliations in the Appendix to these slides for additional details. 3Standalone Adjusted EBITDA is a non-GAAP metric which equals Adjusted EBITDA as reported for the Products & Solutions segment of Resideo, further adjusted for the estimated costs required to operate the post-Spinoff Company on a standalone basis as well as adjustments for profit in inventory on intercompany sales to ADI. Standalone Adjusted EBITDA margin equals Standalone Adjusted EBITDA divided by Adjusted Revenue. See the non-GAAP reconciliations in the Appendix to these slides for additional details Forward looking target. Results may vary, see slide 2 for more information.
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction ~1.0-1.25% Underlying Market Growth Driving Volume ~1.0-1.25% Pricing ~2.0-2.5% New Product Introductions 4-5% Targeted Annualized Organic Net Sales CAGR Repair / Replacement Demand Replacement Cycles Value-Based Pricing Mix / Product Premiumization Growth With Existing Customers New Customer Wins Strategic Expansion Opportunities A clear path to 4-5% revenue CAGR, with upside on an improved macro © 2026 Resideo Technologies | 65 Note: All growth rates based on management estimates. Forward looking target. Results may vary, see slide 2 for more information.
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction STANDALONE ADJUSTED EBITDA3 ($M) $470 $544 $581 $599 16.9% 19.7% 20.3% 20.6% 2023 2024 2025 LTM Q1'26 ADJUSTED GROSS MARGIN2 ($M) $1,003 $1,055 $1,130 $1,157 36.1% 38.2% 39.5% 39.7% 2023 2024 2025 LTM Q1'26 +370bps Adjusted EBITDA Margin Expansion Since 2023 Standalone Adj. EBITDA Margin %1 Track record of consistent margin expansion © 2026 Resideo Technologies | 66 1Adjusted Revenue is a non-GAAP financial measure in which intercompany sales from the Products & Solutions business to ADI have been adjusted to recognize them as if they had been third-party sales. FY23 Adjusted Revenue is further adjusted for the disposition of the Genesis business. EBITDA and Gross Margin as a percent of Adjusted Revenue. See the non-GAAP reconciliations in the Appendix to these slides as well as the Basis of Presentation disclaimer on slide 2 for additional details. 2Adjusted Gross Margin % is a non-GAAP financial measure comprised of reported Gross Profit divided by Adjusted Revenue. See the non-GAAP reconciliations in the Appendix to these slides for additional details. 3Standalone Adjusted EBITDA is a non-GAAP metric which equals Adjusted EBITDA as reported for the Products & Solutions segment of Resideo, further adjusted for the estimated costs required to operate the post-Spinoff Company on a standalone basis as well as adjustments for profit in inventory on intercompany sales to ADI. Standalone Adjusted EBITDA margin equals Standalone Adjusted EBITDA divided by Adjusted Revenue. See the non-GAAP reconciliations in the Appendix to these slides for additional details. 12 Consecutive Quarters of Adjusted Gross Margin Expansion Gross Profit as a % of Adjusted Revenue1 +360bps Since 2023
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction ADJUSTED GROSS MARGIN %1 • Shift to higher-margin products • Value-based pricing discipline • Supply chain productivity • Labor, overhead, and cost reductions PATH TO GROSS MARGIN EXPANSION Structural margin expansion driven by controllable levers © 2026 Resideo Technologies | 67 1Adjusted Gross Margin % is a non-GAAP financial measure which equals 2025 Gross Profit as reported by the Products & Solutions segment divided by Adjusted Revenue. Adjusted Revenue is a non-GAAP financial measure in which intercompany sales from the Products & Solutions business to ADI in the historical periods have been adjusted to recognize them as if they had been third-party sales. See the non-GAAP reconciliations in the Appendix to these slides and the Basis of Presentation disclaimer on slide 2 for additional details. Forward looking target. Results may vary, see slide 2 for more information. 39.5%1 ~43-45% 2025 Product Mix Pricing / Value Delivery Supply Chain & Cost Productivity 2030 Target
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction STANDALONE ADJUSTED EBITDA MARGIN %1 PATH TO ADJUSTED EBITDA MARGIN EXPANSION • Scale benefits from higher R&D output • Fixed-cost leverage • SG&A discipline and efficiency • Standalone model optimization ~9% Adj. EBITDA CAGR Operating efficiency drives Adjusted EBITDA margin expansion © 2026 Resideo Technologies | 68 1 Standalone Adjusted EBITDA is a non-GAAP metric which, equals Adjusted EBITDA as reported for the Products & Solutions segment of Resideo, further adjusted for the estimated costs required to operate the post-Spinoff Company on a standalone basis as well as adjustments for profit in inventory on intercompany sales to ADI. Standalone Adjusted EBITDA Margin equals Standalone Adjusted EBITDA divided by Adjusted Revenue. See the non-GAAP reconciliations in the Appendix to these slides for additional details. Forward looking target. Results may vary, see slide 2 for more information. 20.3%1 ~23-25% 2025 Gross Margin Improvement Operating Leverage & Cost Discipline 2030 Target
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction STANDALONE ADJ. EBITDA3 LESS ADJ. CAPEX CONVERSION4 83.4% 89.9% 89.3% 89.2% 2023 2024 2025 LTM Q1'26 High-Margin, Capex-Light Business Model Supports Durable Free Cash Flow Generation 92%+ Conversion 2030 Target ~2.0% of Adjusted Revenue 2030 Target ADJUSTED CAPEX1 AS A % OF ADJUSTED REVENUE2 2.8% 2.0% 2.2% 2.2% 2023 2024 2025 LTM Q1'26 High cash conversion drives strong free cash flow © 2026 Resideo Technologies | 69 1Adjusted Capex is a non-GAAP financial measure; see the reconciliation in the Appendix to these slides for additional information. 2 Adjusted Revenue is a non-GAAP financial measure in which intercompany sales from the Products & Solutions business to ADI have been adjusted to recognize them as if they had been third-party sales. FY23 Adjusted Revenue is further adjusted for the disposition of the Genesis business. See the non-GAAP reconciliations in the Appendix to these slides as well as the Basis of Presentation disclaimer on slide 2 for additional details. 3Standalone Adjusted EBITDA is a non-GAAP metric which equals Adjusted EBITDA as reported for the Products & Solutions segment further adjusted for estimated costs required to operate the post-Spinoff Company on a standalone basis as well as adjustments for profit in inventory on intercompany sales to ADI. Standalone Adjusted EBITDA margin equals Standalone Adjusted EBITDA divided by Adjusted Revenue. See the non-GAAP reconciliations in the Appendix to these slides for additional details. 4Conversion calculated as (Standalone Adjusted EBITDA less Adjusted Capex) / Standalone Adjusted EBITDA. Forward looking target. Results may vary, see slide 2 for more information.
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction NET LEVERAGE Healthy balance sheet supports a clear path to <2.0x net leverage © 2026 Resideo Technologies | 70 Note: All leverage figures are based on management estimates and are non-GAAP financial measures 1Reflects cash balance at close of $150M and Revolver availability of $500M. Forward looking target. Results may vary, see slide 2 for more information. ~3.3x <2.0x At Spin ~24 Months Post-Spin Target (LTM Q1'26 Standalone Adj. EBITDA) EXPECTED CAPITAL STRUCTURE AT SPIN • De-leveraging prioritized in near-term • Targeting <2.0x net leverage within 24 months post-spin • Established issuer with continued access to debt capital markets ~$150M Cash BB/Ba2 Credit Ratings ~$2.1B Gross Debt ~$2.0B Net Debt ~$650M Total Liquidity1 Target
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction CAPITAL ALLOCATION PRIORITY STACK Return of Capital Selective M&A Organic Reinvestment Near-Term Deleveraging 01 02 03 04 INVESTMENT FOCUS AREAS • Organic reinvestment focused on product expansion and product vitality • Selective M&A targeting core and core-adjacent growth opportunities • Priority areas of growth include Ventilation, Access Control, and other enhancements to security portfolio • Disciplined approach with clear ROIC thresholds; capital returns evaluated once leverage objectives are met Returns-based capital allocation guides strategic priorities © 2026 Resideo Technologies | 71
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Market Growth, Pricing and New Products GROWTH PROFITABILITY FREE CASH FLOW CAPITAL ALLOCATION 4-5% Adjusted Revenue1 CAGR Through 2030 Target 23–25% Standalone Adj. EBITDA2 Margin (43–45% Adj. Gross Margin 2030 Target) 92%+ Standalone Adj. EBITDA less Adj. Capex Conversion 2030 Target3 <2.0x Net Leverage Target Within ~24 Months Post-Spin Driving sustainable value creation for shareholders Targeted Outcomes Margin Expansion Through Mix, Delivery, and Cost Discipline Strong FCF4 Conversion From Capex-light Model Deleveraging While Reinvesting For Growth Resideo is well-positioned to drive long term value creation © 2026 Resideo Technologies | 72 1Adjusted Revenue is a non-GAAP financial measure in which intercompany sales in historic periods from the Products & Solutions business to ADI have been adjusted to recognize them as if they had been third-party sales. See the non-GAAP reconciliations in the Appendix to these slides as well as the Basis of Presentation disclaimer on slide 2 for additional details. 2 Standalone Adjusted EBITDA is a non-GAAP metric which in the historic periods, equals Adjusted EBITDA as reported for the Products & Solutions segment of Resideo, further adjusted for the estimated costs required to operate the post-Spinoff Company on a standalone basis as well as adjustments for profit in inventory on intercompany sales to ADI. Standalone Adjusted EBITDA margin equals Standalone Adjusted EBITDA divided by Adjusted Revenue. See the non-GAAP reconciliations in the Appendix to these slides for additional details. 3Conversion calculated as (Standalone Adjusted EBITDA less Adjusted Capex) / Standalone Adjusted EBITDA. Adjusted Capex is a non-GAAP financial measure, see reconciliation in Appendix. 4Free cash flow defined as Standalone Adjusted EBITDA less Adjusted Capex. Forward looking target. Results may vary, see slide 2 for more information.
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo is primed for profitable growth © 2026 Resideo Technologies | 73 UNIQUE FOOTPRINT IN THE HOME with comprehensive portfolio managing critical systems in the home HIGHLY DURABLE DEMAND through repair and replacement and new construction STRONG COMPETITIVE POSITION based on domain expertise, trusted brands and deep customer relationships
SVP, Sales & Marketing Scott Harkins SVP, Integrated Supply Chain & IT Patrick Murray Q&A President & CEO Tom Surran Global Head of Strategic Finance Chris Lee SVP, Engineering Scott Ziffra SVP, Strategy & Business Operations Amit Mehta © 2026 Resideo Technologies | 74
A Resideo Home: The Most Important Place in the World. © 2026 Resideo Technologies | 75
Appendix © 2026 Resideo Technologies | 76
Non-GAAP Adjusted Revenue and Adjusted Gross Margin reconciliations 1P&S Segment Reported Revenue and Gross Profit per filings. 2Adjusted for the Genesis disposition © 2026 Resideo Technologies | 77 ($ in millions) 2023 2024 2025 LTM Q1'26 Reported Revenue1 $2,672 $2,564 $2,688 $2,745 (-) Genesis disposition (106) -- -- -- (+) Addback of intercompany revenue eliminated on sales to ADI 2122 195 175 171 Adjusted Revenue $2,778 $2,759 $2,863 $2,916 Reported Gross Profit1 $1,032 $1,049 $1,131 $1,158 (-) Genesis disposition (22) -- -- -- (+/-) Profit in inventory on sales to ADI (6) 7 -- -- (-) Standalone Adjustments (1) (1) (1) (1) Adjusted Gross Profit $1,003 $1,055 $1,130 $1,157 Adjusted Gross Margin % 36.1% 38.2% 39.5% 39.7%
Non-GAAP Standalone Adjusted EBITDA reconciliation 1P&S Segment GAAP Income from Operations per filings. 2For 2024 and LTM Q1'26 periods, "Other" includes litigation settlements © 2026 Resideo Technologies | 78 ($ in millions) 2023 2024 2025 LTM Q1'26 GAAP Income from Operations1 $446 $503 $555 $546 (+) Stock based compensation 18 19 19 20 (+) Restructuring and impairment expense 27 14 5 11 (+) Other2 -- 7 -- 18 Non-GAAP Adj. Income from Operations $491 $543 $579 $596 (+) Depreciation & Amortization 71 68 77 80 Reported Adjusted EBITDA $562 $611 $656 $676 (-) Genesis Disposition (14) -- -- -- (+/-) Profit in inventory on sales to ADI (6) 7 (0) -- Further Adjusted EBITDA $542 $618 $656 $676 (-) Standalone Adjustments (71) (73) (76) (76) Standalone Adjusted EBITDA $470 $544 $581 $599
Non-GAAP Adjusted Capex reconciliation 12023 Capex includes $2mm of Capex related to corporate activities. No material Capex was recorded for Genesis in 2023 © 2026 Resideo Technologies | 79 ($ in millions) 2023 2024 2025 LTM Q1'26 Resideo Consolidated Reporting Capex (per filings) $105 $80 $116 $121 (-) ADI Capex (per Form-10) (27) (25) (54) (56) Adjusted Capex1 $78 $55 $62 $65
Non-GAAP reconciliation of Free Cash Flow & Free Cash Flow Conversion 1See non-GAAP reconciliations of Standalone Adjusted EBITDA and Adjusted Capex within prior slides of this Appendix. © 2026 Resideo Technologies | 80 ($ in millions) 2023 2024 2025 LTM Q1'26 Standalone Adjusted EBITDA (Standalone AEBITDA)1 $470 $544 $581 $599 Less: Adjusted Capex1 $78 $55 $62 $65 = Free Cash Flow (FCF) $392 $489 $519 $534 Free Cash Flow Conversion = FCF/Standalone AEBITDA 83.4% 89.9% 89.3% 89.2%