Resideo Technologies, Inc. (REZI) Earnings Call Transcripts
Resideo Technologies, Inc.'s Latest Earnings Call - May 18, 2026
In the Q1 2026 earnings call for Resideo Technologies, Inc. (REZI:US), management reported a revenue of $1.2 billion, which was in line with expectations, and an EPS of $0.45, beating estimates by $0.05. The company maintained its guidance for the fiscal year, projecting revenue growth of 5-7% and EPS in the range of $1.70 to $1.80. Key highlights included the upcoming separation of the Products & Solutions and ADI businesses, which management believes will enhance operational focus and capital allocation strategies.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $1.2B (inline) |
| EPS | $0.45 (beat) |
| Fiscal Year Revenue Growth Guidance | 5-7% (inline) |
| Fiscal Year EPS Guidance | $1.70 - $1.80 (inline) |
| Gross Margin Expansion | 12 consecutive quarters (positive) |
| E-commerce Revenue Growth | low teens YoY (positive) |
Guidance from management
Management maintained its fiscal year guidance, projecting revenue growth of 5-7% and EPS in the range of $1.70 to $1.80, signaling confidence in operational improvements and market conditions.
What analysts pressed on
Analysts expressed concerns regarding the challenges in the residential AV market, particularly its discretionary nature and the impact of housing market conditions on future growth. Questions were raised about the sustainability of margin improvements amid inflationary pressures.
Main topics on the call
- Separation of Business Segments — Management confirmed the planned separation of the Products & Solutions and ADI segments, expected to occur between mid-Q3 and mid-Q4 2026. CFO Michael Carlet stated, "Everything is green" regarding the separation proces...
- Market Conditions and Outlook — Christopher Lee noted that the residential market remains "relatively press" with growth at a low single-digit rate. However, he expressed optimism that improving interest rates could provide a tailwind for future growth...
- Gross Margin Expansion — The company has achieved 12 consecutive quarters of gross margin expansion, attributed to operational efficiencies and pricing power. Lee mentioned, "We think we're in the middle innings of that ballgame," suggesting fur...
- E-commerce Growth — Management highlighted a significant shift toward e-commerce, with revenue up low teens year-over-year. Carlet emphasized that "the purchasing behavior...has shifted more in the last 3 to 5 years than historically before...
Read the full Resideo Technologies, Inc. transcript (May 18, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Resideo Technologies, Inc.
Resideo Technologies, Inc. (REZI) is a publicly listed company in the Building Products industry, within the Industrials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 43 calls on record spanning February 27, 2020 to July 13, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 43 Resideo Technologies, Inc. earnings call transcripts on record, spanning February 27, 2020 to July 13, 2026. Based on this history, Resideo Technologies, Inc. reports quarterly. The most recent call on file is dated July 13, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- REZI
- Exchange
- NYSE
- Country
- US
- Sector
- Industrials
- Industry
- Building Products
- Calls on record
- 43
- First call
- February 27, 2020
- Most recent
- July 13, 2026
- Reporting cadence
- quarterly