Resideo Technologies SEC Filings

Resideo Technologies (REZI) reported stronger Q3 2025 results. Net revenue rose to $1.864 billion (up 2.0% year over year), gross margin improved to 29.8% from 28.7%, and income from operations reached $154 million. Diluted EPS was $0.85, up from $0.07 a year ago.

Year-to-date, the company recorded a net loss of $663 million driven by $972 million of expense tied to terminating the Honeywell indemnification. In August, Resideo paid $1.590 billion in a one-time cash payment to Honeywell, funded primarily by $1.198 billion of incremental term loans under its amended credit agreement. Long-term debt rose to $3.169 billion while cash and equivalents were $345 million at quarter-end.

Segment performance remained solid: Products & Solutions revenue was $661 million with segment operating income of $140 million; ADI Global Distribution revenue was $1.203 billion with segment operating income of $56 million. The company reaffirmed its 2025 revenue outlook to be up low double-digits and continues to plan a tax-free spin-off of ADI Global Distribution.

Resideo Technologies, Inc. (REZI) furnished a Form 8-K to announce its third quarter 2025 earnings press release. The company states the press release is provided as Exhibit 99 under Item 2.02.

The company notes the information furnished under Item 2.02, including Exhibit 99, is not deemed “filed” for purposes of Section 18 of the Exchange Act and is not incorporated by reference into other Securities Act or Exchange Act filings.

Resideo Technologies (REZI): Schedule 13G/A Amendment No. 6 filed by Boston Partners reports beneficial ownership of 6,611,925 shares of common stock, representing 4.44% of the class as of the event date 09/30/2025.

Boston Partners, classified as an Investment Adviser (IA), reports sole voting power over 5,434,886 shares and sole dispositive power over 6,611,925 shares, with no shared voting or dispositive power. The filing includes the standard certification that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

Resideo Technologies (REZI): Ownership update. BlackRock, Inc. filed Amendment No. 9 to Schedule 13G/A reporting beneficial ownership of 19,722,433 shares of Resideo common stock, representing 13.3% of the class as of 09/30/2025. BlackRock reports sole voting power over 19,389,943 shares and sole dispositive power over 19,722,433 shares.

The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Item 6 notes that iShares Core S&P Small-Cap ETF has an interest in Resideo’s common stock that is more than five percent of the total outstanding common stock.

Jack R. Lazar, a director of Resideo Technologies, Inc. (REZI), received 747 shares of Common Stock on 10/01/2025 as stock units issued under the company’s 2018 Stock Plan for Non-Employee Directors in lieu of an annual cash retainer. The reported acquisition lists a per‑share price of $42.675 and shows 114,881 shares beneficially owned following the transaction. The stock units are fully vested upon grant and are to be settled by issuance of shares in a lump sum following termination of director service. The Form 4 was signed by an attorney‑in‑fact on 10/03/2025.

CD&R-affiliated entities reported insider purchases of Resideo Technologies, Inc. (REZI) common stock on September 2-3, 2025. The filing shows 180,000 shares were acquired on 09/02/2025 at a weighted average price of $33.5451 and 228,573 shares were acquired on 09/03/2025 at a weighted average price of $33.6349. After these purchases, the reporting group beneficially owned 13,270,734 shares in the issuer. The shares were purchased in multiple transactions within specified price ranges and the filing clarifies ownership is held directly by CD&R Channel Holdings II, L.P., with related entities potentially deemed to beneficially own the securities.

Andrew C. Teich, a director of Resideo Technologies, Inc. (REZI), reported an open-market purchase of company common stock on 08/29/2025. The Form 4 shows he acquired 29,460 shares at a weighted-average price of $34.008 per share (purchases occurred between $33.94 and $34.03). After the transaction, he beneficially owned 332,472 shares.

The filing was submitted as a single reporting person Form 4 and signed by an attorney-in-fact on 09/03/2025. The report includes an undertaking to provide transaction-level price details upon request.

Resideo Technologies director Nina L. Richardson reported the sale of common stock on 08/26/2025. The Form 4 shows 3,333 shares were sold (transaction code S) at a weighted-average price of $34.546 per share, with individual trade prices ranging from $34.53 to $34.565. After the reported sale, the filing indicates the reporting person beneficially owned 60,675 shares (direct). The form identifies Richardson as a Director and is signed by an attorney-in-fact, Jeannine J. Lane, dated 08/28/2025.

CD&R Channel Holdings II, L.P. disclosed purchases of Resideo Technologies, Inc. (REZI) common stock on August 22 and August 25, 2025. The filings report three purchase transactions: 14,037 shares at a weighted average price of $32.6827, 20,589 shares at $33.9039, and 12,327 shares at $33.952, bringing the reported beneficial ownership to 12,862,161 shares held directly by CD&R Channel Holdings II, L.P. The report clarifies that CD&R Investment Associates XII, Ltd. is the general partner and CD&R Associates XII, L.P. may be deemed to beneficially own the shares; investment and voting decisions are made by an Investment Committee.