Resideo Technologies, Inc. (NYSE:REZI) Q4 2023 Earnings Conference Call February 13, 2024 5:00 PM ET Corporate Participants Jason Willey - Vice President-Investor Relations Jay Geldmacher - Chief Executive Officer Tony Trunzo - Chief Financial Officer Conference Call Participants Ryan Merkel - William Blair Erik Woodring - Morgan Stanley Danny Pfeiffer - JPMorgan Operator Hello, ladies and gentlemen. At this time, I'd like to welcome everyone to the Resideo Technologies Fourth Quarter 2023 Earnings Conferen ...

• OPEX down 10% y/y adjusting for restructuring, with cost savings initiatives more than offsetting inflation impacts F ADI Global Distribution Financial Trends $0 $15 $30 $45 $60 $75 $90 Q4 21 Q1 22 Q2 22 Q3 22 Q4 22 Q1 23 Q2 23 Q3 23 Q4 23 ADI Operating Profit -14% Y/Y $M | --- | --- | |-------|-----------------------------------------------------------------| | | | | | Q4 2023 HIGHLIGHTS | | | | | • | Revenue down 1% y/y driven by declines in residential security | | | category, offset by growth in | | | ...

This presentation and accompanying earnings material includes certain "non-GAAP financial measures" as defined under the Securities Exchange Act of 1934 and in accordance with Regulation G. Management believes the use of such non- GAAP financial measures assists investors in understanding the ongoing operating performance of the Company by presenting the financial results between periods on a more comparable basis. Such non-GAAP financial measures should not be construed as an alternative to reported result ...

Resideo Technologies, Inc. (NYSE:REZI) Q3 2023 Earnings Conference Call November 1, 2023 5:00 PM ET Company Participants Jason Willey – Vice President-Investor Relations Jay Geldmacher – Chief Executive Officer Tony Trunzo – Chief Financial Officer Conference Call Participants Erik Woodring – Morgan Stanley Ryan Merkel – William Blair Michael Fisher – Evercore ISI Isaac Sellhausen – Oppenheimer Operator Hello, ladies and gentlemen. My apologies for the technical delay. At this time, I'd like to welcome ever ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to _____ Commission File Number 001-38635 Resideo Technologies, Inc. (Exact name of registrant as specified in its charter) | Delaware | 82-5318796 ...

Disclaimer This presentation contains "forward-looking statements." All statements, other than statements of fact, that address activities, events or developments that we or our management intend, expect, project, believe or anticipate will or may occur in the future are forward-looking statements. Although we believe forward-looking statements are based upon reasonable assumptions, such statements involve known and unknown risks and uncertainties, which may cause the actual results or performance of the Co ...

Thank you, Jay and good afternoon, everyone. We reported consolidated second quarter revenue of $1.6 billion, a decline of 5% compared to the record levels experienced in Q2 last year. Compared with Q2 2021, revenue was up 8% and has grown at a 7% compounded annual rate since the second quarter of 2019. Operating income for the quarter was $153 million compared to $186 million last year. Fully diluted earnings per share were $0.34 compared with $0.63 last year. And adjusted EBITDA was $149 million compared ...

Company Participants Operator Good afternoon, everyone, and thank you for joining us for Resideo's first quarter 2023 earnings call. Actual results may differ materially from those in the forward-looking statements as a result of a number of factors, including those described from time to time in Resideo's filings with the Securities and Exchange Commission. The company assumes no obligation to update any such forward-looking statements. We identify the principal risks and uncertainties that affect our perf ...

Disclaimer This presentation contains "forward-looking statements." All statements, other than statements of fact, that address activities, events or developments that we or our management intend, expect, project, believe or anticipate will or may occur in the future are forward-looking statements. Although we believe forward-looking statements are based upon reasonable assumptions, such statements involve known and unknown risks and uncertainties, which may cause the actual results or performance of the Co ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to _____ Commission File Number 001-38635 Resideo Technologies, Inc. (Exact name of registrant as specified in its charter) Delaware 82-53 ...