Resideo Unveils Post-Spin Financial Targets: 4-5% Revenue CAGR, 23-25% EBITDA Margins by 2030
REZI sits 50% above its 52-week low of $22.932 on elevated volume (2.2× avg).
Summary
Resideo's investor day presentation set medium-term financial targets of 4-5% revenue CAGR and 23-25% adjusted EBITDA margins by 2030, with a clear deleveraging path post-spin.
Key Events · Earnings and Guidance · REZI
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Medium-Term Financial Targets Set
Resideo targets 4-5% revenue CAGR through 2030, with adjusted gross margin expanding to 43-45% and adjusted EBITDA margin reaching 23-25% by 2030, representing ~400bps of margin improvement from 2025.
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Standalone Financial Profile Revealed
Post-spin, Resideo's 2025 standalone adjusted revenue was $2.9B with a 39.5% adjusted gross margin and 20.3% adjusted EBITDA margin, highlighting a higher-margin, pure-play building technologies business.
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Capital Structure and Deleveraging Plan
At spin, Resideo expects ~$2.1B in gross debt and ~3.3x net leverage, with a target to reduce leverage below 2.0x within 24 months through strong free cash flow generation.
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Capital Allocation Priorities Outlined
Near-term focus is on deleveraging, followed by organic reinvestment, selective M&A in core adjacencies like ventilation and access control, and eventual return of capital to shareholders.
Analysis · REZI · Trade & Services
Resideo used its investor day to lay out a detailed standalone financial roadmap ahead of the ADI spin-off on August 3. The company is targeting 4-5% annual revenue growth through 2030, with adjusted gross margins expanding to 43-45% and adjusted EBITDA margins reaching 23-25% — roughly 400 basis points of improvement from 2025 levels. The presentation also revealed a post-spin capital structure with ~$2.1 billion in gross debt and a plan to reduce leverage below 2.0x within 24 months. These concrete targets give investors a clear framework to value the pure-play building technologies company, and the margin expansion story is central to the investment thesis.
How filings like this one have moved
In the 30 days to Sep 22, 2026, 34.8% of the 1044 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, REZI was trading at $34.37 on NYSE in the Trade & Services sector, with a market capitalization of approximately $5.1B. The 52-week trading range was $22.93 to $45.29. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.