Resideo Technologies, Inc. · NYSE:REZI
Resideo Technologies — Baird 55th Annual Global Industrials Conference 2025
14 slides from Resideo Technologies's conference presentation, Nov 12, 2025
Slide 1: Baird Industrials Conference
Baird Industrials Conference November 12, 2025 Mike Carlet – Chief Financial Officer
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This presentation and the related conference call contain “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 o
Slide 3: A leading building products manufacturer focused on residential controls and sensing solutions
A leading building products manufacturer focused on residential controls and sensing solutions Our two businesses are indispensable partners to $2.65B 24.5% professionals who help Products & Solutions (P&S) LTM Net Revenue LTM Adjusted homeowners and businesses stay EBITDA Margin connected and in co
Slide 4: P&S: A Leading Manufacturer of Building Products Focused on Residential Controls and Sensing Solutions
P&S: A Leading Manufacturer of Building Products Focused on Residential Controls and Sensing Solutions Investment Highlights Financial Highlights A leading player in a $40B+ serviceable addressable industry segment positioned to grow across attractive product categories – that are critical to maxi
Slide 5: ADI: Leading Global Wholesale Distributor of Low-Voltage Products, Including Security and Audio-Visual Solutions
ADI: Leading Global Wholesale Distributor of Low-Voltage Products, Including Security and Audio-Visual Solutions Investment Highlights Financial Highlights Leading Security and Residential AV distributor in a $30B+ serviceable addressable industry segment ~9% ~$4.79B Robust platform for propriet
Slide 6: Strategic Rationale for Separation
Strategic Rationale for Separation
Slide 7: Creating Two Leading, Focused Companies
Creating Two Leading, Focused Companies Security & Home Low Voltage Solutions Access Products Video Safety Control Surveillance Energy Data Security Fire Communications Water Air Residential Networking and Pro AV Wire Intrusion & Cable A Leading Manufacturer of Building Leading Global Wholesale Dist
Slide 8: Compelling Strategic Rationale to Separate
Compelling Strategic Rationale to Separate Operational focus and dedicated management Sharper Focus teams to win in their respective marketplaces Increased operating and financial flexibility Enhanced Flexibility to pursue growth opportunities Tailored Capital Positioned to capitalize on distinct in
Slide 9: Investment Thesis
Investment Thesis
Slide 10: REZI – Invest Now for the Long Term
REZI – Invest Now for the Long Term Strategic Identity Differentiation & Relationships Separation creates two scaled, strong Trusted partner to professionals and and focused pure-play businesses deep channel relationships Consistent and proven execution Leading market positions with well- de
Slide 11: Appendix
Appendix
Slide 12: 2025 Adjusted EBITDA Outlook Bridge
2025 Adjusted EBITDA Outlook Bridge Estimated Adjusted $ in millions Estimated Revenue Impact EBITDA Impact Midpoint of Outlook Range – August 5, 2025 $7,500 $865 Estimated Q4’25 ERP cost impact (not in previous $0 ~($8) Outlook) Estimated Q4’25 ERP revenue-related impact (not in ($30) ~($8) previou
Slide 13: Summary of recent select items impacting Adjusted EBITDA
Summary of recent select items impacting Adjusted EBITDA $ in millions Estimated Amount One-time items ADI – Estimated Q3’25 and Q4’25 one-time costs related to ERP ~$15 headwind ADI – Estimated Q3’25 and Q4’25 one-time impact from ERP headwind ~$15 P&S – Estimated Q3’25 and Q4’25 impact from HVAC h
Slide 14: www.resideo.com
www.resideo.com 14
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