Business UpdateJul 13, 2026, 07:23 AM
Resideo Targets 4-5% Revenue CAGR, 43-45% Gross Margin by 2030
AI Summary
Resideo Technologies hosted an investor day to outline its strategy and financial framework as a pure-play building technologies company, ahead of the planned spin-off of ADI Global Distribution on August 3, 2026. The company targets a 4-5% revenue compound annual growth rate from 2025-2030, with gross margin expanding to 43-45% and adjusted EBITDA margin to 23-25% by 2030. This strategy focuses on differentiated solutions, professional installers, geographic expansion, and leveraging scale.
Key Highlights
- Investor day held on July 13, 2026, to present strategy as a pure-play building technologies company.
- ADI Global Distribution spin-off expected on August 3, 2026, with ADIG common stock trading on August 4, 2026.
- Targets revenue compound annual growth rate of 4-5% from 2025 through 2030.
- Aims for gross margin expansion of approximately 400 basis points, targeting 43-45% by end of 2030.
- Targets adjusted EBITDA margin expansion of approximately 400 basis points, reaching 23-25% by end of 2030.
- FY2025 standalone adjusted revenue for Resideo was $2.9B.
- FY2025 standalone adjusted EBITDA for Resideo was $581M.
- Shareholders will receive 1 share of ADIG common stock for every 2 shares of REZI common stock owned.
Price Impact
More from REZI