Resideo Technologies, Inc. · NYSE:REZI
Resideo Technologies — Investor Day (July 2026)
80 slides from Resideo Technologies's investor day presentation, Jul 13, 2026
Slide 1: Leading in Residential Controls & Sensing
Leading in Residential Controls & Sensing These materials are forward-looking business plans subject to modification based on many factors, including changing economic and business conditions. Unless otherwise noted, the plans and proposals described herein are not final and may be modified or even
Slide 2: Forward-Looking Statements
W E L C O M E Forward-Looking Statements Forward-Looking Statements This presentation and the related conference call contain “forward-looking statements,” including, but not limited to, those regarding the anticipated separation of Resideo Technologies’ Products & Solutions and ADI Global Distribut
Slide 3: We are creating two leading companies
We are creating two leading companies Spin Distribution REZI shareholders as of the record date will receive 1 share of ADIG common stock for every 2 shares of REZI NYSE: REZI common stock owned NYSE: ADIG A Leading Manufacturer of Building Leading Specialty Distributor of Low- Products Focused on R
Slide 4: Resideo's Board brings continuity of governance and stewardship
Resideo’s Board brings continuity of governance and stewardship Andrew Teich Andrew Campelli Paul Deninger Brian Kushner, Ph.D. Jack Lazar Chairman of the Board Director Director Director Director Nina Richardson John Stroup Tom Surran Sharon Wienbar Kareem Yusuf Director Director Director Director
Slide 5: We are focused and ready for the future
We are focused and ready for the future 01 A GENDA PRESENTERS Our Winning Strategy Tom Surran President & CEO 02 Our Differentiated Offering Scott Ziffra SVP, Engineering 03 Why We Win Scott Harkins SVP, Sales & Marketing 04 Supply Chain Excellence Pat Murray SVP, Integrated Supply Chain & IT 05 Fin
Slide 6: Our Winning Strategy
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our Winning Strategy Tom Surran President & CEO © 2026 Resideo Technologies | 6
Slide 7: We win as a team of teams
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction We win as a team of teams PRODUCT TEAM SVP, Integrated ENGINEERING LEGAL President & CEO Supply Chain & IT TEAM TEAM Tom Surran Pat Murray SVP, General Counsel & Corporate SVP, Engineering Secret
Slide 8: Win / Supply Chain Excellence / Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction © 2026 Resideo Technologies | 8
Slide 9: There are significant opportunities for profitable growth
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction There are significant opportunities for profitable growth CORE SAM $40B+ CORE SAM1 COMFORT PROTECTION $40B+ $21B $20B Air $6B Security $17B TAM2 Water $10B $100B+ Safety $3B Combustion $5B Contro
Slide 10: Residential market tailwinds benefit Resideo
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Residential market tailwinds benefit Resideo REPAIR AND REMODEL1 NEW CONSTRUCTION1 ~80% ~20% RECORD HOMEOWNER EQUITY ENABLES UPGRADE PERSISTENT HOUSING SUPPLY SHORTAGE SPENDING Deficit up to 4.7
Slide 11: Our portfolio and platform are essential to all homes
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our portfolio and platform are essential to all homes A SYSTEM OF SYSTEMS Heating & Cooling Electrical / Energy Management Plumbing / Water Management Security / Life Safety Our communication pro
Slide 12: We have built domain expertise through a history of innovation
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction We have built domain expertise through a history of innovation THERMOSTATS SMOKE DETECTORS SECURITY SYSTEMS From 1885… From 1964… From 1929… …to Today …to Today …to Today © 2026 Resideo Technolog
Slide 13: Homeowners and Pros trust our brands
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Homeowners and Pros trust our brands PRIMARY BRANDS #1 NORTH AMERICA ≥50 NPS SCORE3 #1 NORTH AMERICA ≥55 NPS SCORE3 RESIDENTIAL RESIDENTIAL FIRE SAFETY THERMOSTATS1 HARDWARE2 PRO SUPPORT BRANDS S
Slide 14: Pros bet their business on Resideo
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Pros bet their business on Resideo RELATIONSHIP WITH THE PRO IS A MOAT 100K+ PURPOSE BUILT / EASY TO INSTALL PRO TRAINING RESOURCES x Pro installers, dealers, OEMs and distributors globally1 CHAN
Slide 15: Our scale supports durable, long-term profitability
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our scale supports durable, long-term profitability 150M+ ~15M ~24M 100K+ HOMES AND THERMOSTATS SMOKE ALARMS GLOBAL PRO BUSINESSES1 PER YEAR2 PER YEAR2 INSTALLERS1 Source(s): 1Company management
Slide 16: In-house manufacturing combined with our scale delivers superior value
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction In-house manufacturing combined with our scale delivers superior value VERTICAL INTEGRATION / DOMAIN KNOWLEDGE 75M+ is a differentiator in our products DELIVER VALUE AND Units produced per year1
Slide 17: We are ready to execute as a standalone company
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction We are ready to execute as a standalone company RESIDEO’S FOUR STRATEGIC PILLARS ACCELERATE FOCUS EXPAND LEVERAGE Development On The Pros Geographically Scale To Provide Of Differentiated Superio
Slide 18: Resideo is poised to drive above market growth and sustained margin expansion
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo is poised to drive above market growth and sustained margin expansion 4-5% ADJ. REVENUE 5 YR CAGR OPERATIONAL EXCELLENCE 43-45% NEW ADJ. GROSS MARGIN MARKETS ($ IN MILLIONS) FOCUS ON THE
Slide 19: Resideo is primed for profitable growth
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo is primed for profitable growth UNIQUE HIGHLY STRONG FOOTPRINT IN DURABLE COMPETITIVE THE HOME DEMAND POSITION with comprehensive portfolio through repair and based on domain expertise, m
Slide 20: A Resideo Home: The Most Important Place in the World.
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction A Resideo Home: The Most Important Place in the World. © 2026 Resideo Technologies | 20
Slide 21: Our Differentiated Offering
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our Differentiated Offering Scott Ziffra SVP, Engineering © 2026 Resideo Technologies | 21
Slide 22: Homes are a complex system of systems
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Homes are a complex system of systems © 2026 Resideo Technologies | 22
Slide 23: Our products are engineered to adapt to the complexity of today's home
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our products are engineered to adapt to the complexity of today’s home ROOTED IN BUILDING SCIENCE EXPERTISE WHOLE-HOME SYSTEM CODES & REGULATION INTERDEPENDENCY BUILDING HEALTH AND EFFICIENCY WEL
Slide 24: Our best-in-class products are built to win
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our best-in-class products are built to win AWARDS AND ACCOLADES1 Source(s): Company management estimates, Resideo filings; ¹Awards/recognitions by Resideo product: iF Design Award 2026 & Red Dot
Slide 25: Redlink Plus is among the highest performance connectivity protocols
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Redlink Plus is among the highest performance connectivity protocols in the market Source: Company management estimates, Resideo filings; Based on Resideo open-field testing of Redlink Plus vs. l
Slide 26: Our platform delivers an intelligent ecosystem
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our platform delivers an intelligent ecosystem OUR PLATFORM COMMON DATA MODEL INTELLIGENCE LAYER – AI / ANALYTICS / INSIGHTS PARTNER CONNECTIONS / INTEROPERABILITY © 2026 Resideo Technologies | 2
Slide 27: Delivering comfort requires a whole home approach
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Delivering comfort requires a whole home approach Comfort products are engineered and professionally installed to control highly complex systems © 2026 Resideo Technologies | 27
Slide 28: As leaders in thermostats, we have the right to win the entire system
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction As leaders in thermostats, we have the right to win the entire system DEVELOP CATEGORY EXPAND INTO PRO- LEVERAGE SCALE BREADTH BACKED ADJACENCIES 40+ Product Models Premium (ElitePro) Dehumidific
Slide 29: Protection requires a comprehensive ecosystem
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Protection requires a comprehensive ecosystem Our Protection portfolio creates an integrated security and safety network throughout the home © 2026 Resideo Technologies | 29
Slide 30: Our new security and safety platforms are a competitive advantage
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our new security and safety platforms are a competitive advantage DELIVER FULLY INTEGRATED WHOLE HOME LEVERAGE SCALE PROTECTION 12 Product Models Next Gen Intrusion and Monitoring Broaden Ecosyst
Slide 31: Our software and applications provide seamless experiences
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our software and applications provide seamless experiences PROS HOMEOWNERS Simplified Unmatched Installation Comfort AI Driven Cost Savings Diagnostics Lead Link AI Enhanced Detection © 2026 Resi
Slide 32: Our solutions are purpose-built for Pros
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our solutions are purpose-built for Pros WE CREATE INTEGRATED, TECH-DRIVEN SOLUTIONS SOFTWARE LAYER HIGHLIGHTS OUR FORTIQ INTEGRATION OUR SPECIALIZED PRODUCTS AND SYSTEMIC SOLUTIONS GIVE PROS A C
Slide 33: The industry recognizes our quality standards
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction The industry recognizes our quality standards BRAND EQUITY CUSTOMER EXPERIENCE RELIABILITY WHEN IT COUNTS The most-trusted names in comfort and safety Best in class Proven at scale # MOST-TRUSTED
Slide 34: Foundational investments are accelerating our new product roadmap
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Foundational investments are accelerating our new product roadmap ~5 % +1,000 >$100M ~2,800 R&D / ADJ. REVENUE1 ENGINEERS2 INVESTMENT3 PATENTS4 +130bps increase since working together to To stren
Slide 35: AI unlocks new value and insights for homeowners, Pros, and Resideo
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction AI unlocks new value and insights for homeowners, Pros, and Resideo COORDINATED & CONNECTED HOME CONTEXTUAL HOME COGNITIVE HOME AUTO SCHEDULING OF HIGH LOADS IDENTIFY LEAKS BASED ON PEAK ENERGY W
Slide 36: Pro-IQ Predict monitors the HVAC needs of your home in real-time
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Pro-IQ Predict monitors the HVAC needs of your home in real-time HVAC EQUIPMENT AND HOME MONITORED FOR ANOMALIES DETECT ISSUES BEFORE THEY CAUSE FAILURES PROS SHIFT REPAIRS FROM REACTIVE TO PROAC
Slide 37: Resideo's ecosystem makes your home smarter
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo’s ecosystem makes your home smarter BEST-OF-BREED SOLUTIONS RESIDEO’S PRODUCTS ARE CENTRAL Safety, security, HVAC, water, and controls TO HOME MANAGEMENT COMMON CONNECTIVITY Redlink Plus
Slide 38: Our portfolio delivers a distinct competitive advantage
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our portfolio delivers a distinct competitive advantage 01 02 03 04 05 PORTFOLIO UNMATCHED SUPER- QUALITY AND VISION FOR BUILT ON BUILDING CHARGED RELIABILITY FUTURE – DOMAIN SCIENCE INNOVATION D
Slide 39: Hear directly from the Pros who bet their business on Resideo
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Hear directly from the Pros who bet their business on Resideo HVAC CONTRACTOR • SECURITY DEALER • PLUMBING PRO • NATIONAL INSTALLER © 2026 Resideo Technologies | 39
Slide 40: Why We Win
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Why We Win Scott Harkins SVP, Sales and Marketing © 2026 Resideo Technologies | 40
Slide 41: Our mission has always been to serve the Pro
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our mission has always been to serve the Pro WHO WE SERVE – 100K+ PROS W E A R E W H E R E THE P R O S S H O P 17,000+ 9,000+ DISTRIBUTOR OUTLETS ACROSS LOCATIONS ACROSS EMEA HVAC & ELECTRICAL 7,
Slide 42: Our brand strength is a revenue multiplier
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our brand strength is a revenue multiplier Leading brands that Pros and Homeowners Our trusted brands create… know and trust COMFORT & CONTROLS FIRE & LIFE SAFETY SPECIFICATION- SELL-THROUGH PRIC
Slide 43: We have a multi-channel distribution moat
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction We have a multi-channel distribution moat CHANNEL % OF ADJ. REVENUE1 PRODUCT REPRESENTATIVE PARTNERS HVAC & PLUMBING 38% Air Water Safety SECURITY 11% Security Safety RETAIL 17% Safety Air ELECTR
Slide 44: Our sales strategy is built on three growth pillars
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our sales strategy is built on three growth pillars 01 COMMERCIAL EXPAND COMPETITIVE DEMAND WALLET GROWTH DRIVERS SHARE CONVERSIONS GENERATION 02 EXPANSION STRATEGIES GEOGRAPHIC EXPANSION CATEGOR
Slide 45: Growth is driven through loyal Pro relationships
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Growth is driven through loyal Pro relationships 01 02 03 EXPANDING COMPETITIVE DEMAND WALLET SHARE CONVERSIONS GENERATION Deepen relationships and grow share of Win conversions and find new cust
Slide 46: Resideo has opportunities for strategic expansion
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo has opportunities for strategic expansion GEOGRAPHIC EXPANSION CATEGORY & CHANNEL EXPANSION EXPANSION INSURANCE SMB & LIGHT PROPERTY STRATEGIES COMMERCIAL MANAGEMENT EUROPE AUSTRALIA & NE
Slide 47: We are poised to capitalize on macro trend improvements
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction We are poised to capitalize on macro trend improvements HOUSING REPLACEMENT BUILDING MARKET CYCLES SCIENCE TRENDS © 2026 Resideo Technologies | 47
Slide 48: Our software enables Pros to run more profitable businesses
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our software enables Pros to run more profitable businesses LABOR LEADS LOYALTY Take work off the Pro's plate Fuel recurring revenue for the Pro Brands Pros trust at the door Easy-to-install prod
Slide 49: Our professional and channel relationships are a distinct competitive advantage
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our professional and channel relationships are a distinct competitive advantage 01 02 03 04 PRO ICONIC BRANDS DISTRIBUTION UNDERLYING PARTNERSHIP ARE A REVENUE REACH IS A MACRO IS OUR MULTIPLIER
Slide 50: Supply Chain Excellence
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Supply Chain Excellence Pat Murray SVP, Integrated Supply Chain and IT \ © 2026 Resideo Technologies | 50
Slide 51: Foundational elements for value creation are in place
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Foundational elements for value creation are in place POST 2019 NOW FRAGMENTED SYSTEMS CUSTOMER SATISFACTION with product delivery and service excellence BEST IN CLASS LEGACY PROCESSES inventory
Slide 52: Resideo's manufacturing footprint is an asset
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo’s manufacturing footprint is an asset NORTH AMERICA EUROPE SUPPLY-CHAIN CONTROL FROM COMPONENT TO FINISHED PRODUCT VERTICAL INTEGRATION STRATEGIC SUPPLIER RELATIONSHIPS QUALITY CONTROL, R
Slide 53: Our integrated supply chain of the future combines people with technology
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our integrated supply chain of the future combines people with technology OPERATIONAL EXCELLENCE PILLARS TECH ENABLED / RESILIENCE SUSTAINABILITY HUMAN CENTRIC © 2026 Resideo Technologies | 53
Slide 54: A customer-first approach is our operating philosophy
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction A customer-first approach is our operating philosophy OPERATIONAL EXCELLENCE DRIVES CHANNEL INVESTING FOR CONTINUOUS LOYALTY, CUSTOMER EXPERIENCE IMPROVEMENT • Customer On Time To Request (“OTTR”
Slide 55: Resideo delivers best-in-class quality
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo delivers best-in-class quality EXCEPTIONAL PRODUCT BEST IN CLASS MINIMAL DEFECT CONFORMANCE INBOUND QUALITY ESCAPES TO MARKET 0.78% 24 68 COPQ SPPM CPPM Cost of Poor Quality Supplier Defe
Slide 56: Our innovations enhance our integrated supply chain
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our innovations enhance our integrated supply chain OUR FOCUS: GOING FORWARD: • Data-driven operations • Continued automation and robotics expansion • Transformation in progress • Lean / scalable
Slide 57: Resideo benchmarks against best-in-class inventory management
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo benchmarks against best-in-class inventory management Inventory discipline helps drive cash flows, margin $500 6 5.50 4.90 5.00 $400 5 $300 4 Net Inventory, $M P&S GLOBAL (Left axis) NET
Slide 58: We are building the factory of the future
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction We are building the factory of the future Investing in robotics automation technology and engineers to expand capabilities • “Cobots" designed / manufactured in our facility MEASURABLE IMPACTS •
Slide 59: Our commitment to safety and sustainability reflects our high standards
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our commitment to safety and sustainability reflects our high standards WE USE TECHNOLOGY TO SUPPORT PEOPLE, COMMITMENT SAFETY SOCIETY, AND THE PLANET THROUGH: TO CLIMATE Our products enabled 202
Slide 60: Resideo's integrated supply chain is a competitive advantage
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo’s integrated supply chain is a competitive advantage 01 02 03 04 05 TRACK DIVERSIFIED DISCIPLINED MARGIN FOCUS ON RECORD OF AND INVENTORY GROWTH SAFETY AND OPERATIONAL VERTICALLY MANAGEME
Slide 61: Financial Conviction
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Financial Conviction Tom Surran President & CEO © 2026 Resideo Technologies | 61
Slide 62: A pure play products company creates a stronger financial profile
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction A pure play products company creates a stronger financial profile RESIDEO PRE-SPIN 2025 RESIDEO POST-SPIN 2025 (as Reported1) (Standalone Adjusted) Adjusted Revenue $7.5B $2.9B2 Adjusted Gross Ma
Slide 63: Our comprehensive portfolio provides a strong foundation for growth
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Our comprehensive portfolio provides a strong foundation for growth 2025 ADJUSTED REVENUE1 MIX OEM Security 6% OEM Security 6% Rest of World2 22% OEM Combustion 20% OEM Combustion 17% Retail 17%
Slide 64: Financial roadmap to 2030
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Financial roadmap to 2030 Standalone 2030 Adjusted Target FY 2025 KEY FINANCIAL PILLARS 4-5% revenue CAGR driven by market growth, pricing and new Adjusted 1.5% 1 Revenue1 CAGR 4-5% product int
Slide 65: A clear path to 4-5% revenue CAGR, with upside on an improved macro
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction A clear path to 4-5% revenue CAGR, with upside on an improved macro 4-5% Targeted Annualized Organic Net Sales CAGR ~2.0-2.5% Growth With Strategic New Customer New Product Existing Expansion Win
Slide 66: Track record of consistent margin expansion
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Track record of consistent margin expansion ADJUSTED GROSS Gross Profit as a % of STANDALONE ADJUSTED +360bps Standalone Adj. Adjusted Revenue1 MARGIN2 Since 2023 EBITDA3 EBITDA Margin %1 ($M) ($
Slide 67: Structural margin expansion driven by controllable levers
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Structural margin expansion driven by controllable levers ADJUSTED GROSS MARGIN %1 PATH TO GROSS MARGIN EXPANSION • Shift to higher-margin products ~43-45% • Value-based pricing discipline 39.5%1
Slide 68: Operating efficiency drives Adjusted EBITDA margin expansion
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Operating efficiency drives Adjusted EBITDA margin expansion STANDALONE ADJUSTED EBITDA MARGIN %1 ~9% PATH TO ADJUSTED EBITDA MARGIN Adj. EBITDA CAGR EXPANSION ~23-25% • Scale benefits from highe
Slide 69: High cash conversion drives strong free cash flow
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction High cash conversion drives strong free cash flow ADJUSTED CAPEX1 AS A % OF ADJUSTED REVENUE2 2.8% 2.0% 2.2% 2.2% ~2.0% of Adjusted Revenue 2030 Target 2023 2024 2025 LTM Q1'26 STANDALONE ADJ. EB
Slide 70: Healthy balance sheet supports a clear path to <2.0x net leverage
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Healthy balance sheet supports a clear path to <2.0x net leverage EXPECTED CAPITAL STRUCTURE AT SPIN NET LEVERAGE ~3.3x Target ~$2.1B ~$2.0B <2.0x Gross Debt Net Debt At Spin ~24 Months Post-Spin
Slide 71: Returns-based capital allocation guides strategic priorities
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Returns-based capital allocation guides strategic priorities CAPITAL ALLOCATION PRIORITY STACK INVESTMENT FOCUS AREAS 01 Near-Term Deleveraging • Organic reinvestment focused on product expansion
Slide 72: Resideo is well-positioned to drive long term value creation
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo is well-positioned to drive long term value creation CAPITAL GROWTH PROFITABILITY FREE CASH FLOW ALLOCATION Margin Expansion Through Market Growth, Strong FCF4 Conversion Deleveraging Whi
Slide 73: Resideo is primed for profitable growth
Our Winning Strategy Our Differentiated Offering Why We Win Supply Chain Excellence Financial Conviction Resideo is primed for profitable growth UNIQUE HIGHLY STRONG FOOTPRINT IN DURABLE COMPETITIVE THE HOME DEMAND POSITION with comprehensive portfolio through repair and based on domain expertise, m
Slide 74: Q&A
Q&A President & CEO SVP, Engineering SVP, Sales SVP, Integrated SVP, Strategy Global Head of Tom Surran Scott Ziffra & Marketing Supply Chain & IT & Business Strategic Finance Scott Harkins Patrick Murray Operations Chris Lee Amit Mehta © 2026 Resideo Technologies | 74
Slide 75: A Resideo Home: The Most Important Place in the World.
A Resideo Home: The Most Important Place in the World. © 2026 Resideo Technologies | 75
Slide 76: Appendix
Appendix © 2026 Resideo Technologies | 76
Slide 77: Non-GAAP Adjusted Revenue and Adjusted Gross Margin reconciliations
Non-GAAP Adjusted Revenue and Adjusted Gross Margin reconciliations ($ in millions) 2023 2024 2025 LTM Q1’26 Reported Revenue1 $2,672 $2,564 $2,688 $2,745 (-) Genesis disposition (106) -- -- -- (+) Addback of intercompany revenue eliminated on sales to ADI 2122 195 175 171 Adjusted Revenue $2,778 $2
Slide 78: Non-GAAP Standalone Adjusted EBITDA reconciliation
Non-GAAP Standalone Adjusted EBITDA reconciliation ($ in millions) 2023 2024 2025 LTM Q1’26 GAAP Income from Operations1 $446 $503 $555 $546 (+) Stock based compensation 18 19 19 20 (+) Restructuring and impairment expense 27 14 5 11 (+) Other2 -- 7 -- 18 Non-GAAP Adj. Income from Operations $491 $5
Slide 79: Non-GAAP Adjusted Capex reconciliation
Non-GAAP Adjusted Capex reconciliation ($ in millions) 2023 2024 2025 LTM Q1’26 Resideo Consolidated Reporting Capex (per filings) $105 $80 $116 $121 (-) ADI Capex (per Form-10) (27) (25) (54) (56) Adjusted Capex1 $78 $55 $62 $65 12023 Capex includes $2mm of Capex related to corporate activities. No
Slide 80: Non-GAAP reconciliation of Free Cash Flow & Free Cash Flow Conversion
Non-GAAP reconciliation of Free Cash Flow & Free Cash Flow Conversion ($ in millions) 2023 2024 2025 LTM Q1’26 Standalone Adjusted EBITDA (Standalone AEBITDA)1 $470 $544 $581 $599 Less: Adjusted Capex1 $78 $55 $62 $65 = Free Cash Flow (FCF) $392 $489 $519 $534 Free Cash Flow Conversion = FCF/Standal