RESIDEO TECHNOLOGIES, INC. (REZI) Form 8-K — Aug 12, 2026

$REZIForm 8-KItems 2.02, 5.02, 9.01Filed Aug 12, 2026, 4:18 PM ET0001740332-26-000022Original filing

Resideo posted record Q2 2026 results with revenue of $1.98 billion, up 2% year-over-year and above the high end of its outlook, while net income of $97 million swung from an $825 million loss a year earlier. Adjusted EPS of $0.83 rose 26% and record Adjusted EBITDA of $249 million was up 19%, with gross margin at a record 30.0%. Resideo completed the spin-off of its ADI Global Distribution segment on August 3, 2026, distributing one ADIG share for every two Resideo shares held.

Key figures

Eps: $0.51 GAAP diluted; $0.83 adjusted
Revenue: $1,981 million
Guidance: Standalone FY2026: revenue $2,900-$2,950 million, Adjusted EBITDA $605-$625 million; Q3 2026: revenue $705-$730 million, Adjusted EBITDA $145-$155 million
Net Income: $97 million (vs. $825 million net loss in Q2 2025)
Total Debt: $3.62 billion
Revenue Yoy: +2%
Total Assets: $8,781 million
Cash Position: $949 million cash, cash equivalents and restricted cash (including $400 million ADIG escrow proceeds released at spin-off)
Shares Outstanding: 160 million common shares issued and outstanding
Gross Margin: 30.0%, up 70 bps YoY (record)
Cfo Base Salary: $550,000
Tariff Refunds: $27 million received (approximately $20 million at ADI)
Adjusted EBITDA: $249 million, up 19% YoY (record)
Cfo Equity Award: $2,000,000 grant date fair value (50% RSUs, 50% PSUs)
Cfo Sign On Bonus: $400,000
Outlook Vs Actual: Revenue, Adjusted EBITDA and Adjusted EPS all above the high end of the outlook range
Cfo Reimbursement: $16,000
Ps Segment Revenue: $695 million, up 4% YoY
Adi Segment Revenue: $1,286 million, up 1% YoY
Operating Cash Flow: $148 million vs $200 million in Q2 2025
Adi Dividend To Resideo: $900 million used to repay Term Loan B
Adjusted Eps Prior Year: $0.66 in Q2 2025
Business Separation Costs: $31 million in Q2 2026
Tax Matters Agreement Gain: $77 million gain on termination
Preferred Shares Outstanding: 350,000 shares (reduced by 150,000 in spin-off)
Expected Further Term Loan BRepayment: ~$200 million by end of Q3 2026

Price after filing

1 day: -20.4%7 days: -16.2%30 days: -25.7%

Close on the filing date to close N calendar days later (from $25.71). Historical, not a forecast.

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