vs
Side-by-side financial comparison of Dexcom (DXCM) and RESIDEO TECHNOLOGIES, INC. (REZI). Click either name above to swap in a different company.
RESIDEO TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($1.9B vs $1.3B, roughly 1.5× Dexcom). Dexcom runs the higher net margin — 21.2% vs 7.2%, a 14.0% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs 2.0%). Over the past eight quarters, RESIDEO TECHNOLOGIES, INC.'s revenue compounded faster (12.9% CAGR vs 12.0%).
Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S.A. and manufacturing facilities in Mesa, Arizona, U.S.A.; Batu Kawan, Malaysia and Athenry, County Galway, Ireland.
Resideo Technologies, Inc. is an American multinational company that was formed in 2018 out of a spin-off from Honeywell. It provides room air temperature, quality, and humidity control and security systems primarily in residential dwellings in the U.S. and internationally. The company operates in two segments: products and distribution. It manufactures and distributes smart-home and software products, including temperature and lighting control, security, and water and air monitoring. The com...
DXCM vs REZI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $1.9B |
| Net Profit | $267.3M | $136.0M |
| Gross Margin | 62.9% | 29.6% |
| Operating Margin | 25.6% | 7.4% |
| Net Margin | 21.2% | 7.2% |
| Revenue YoY | 21.6% | 2.0% |
| Net Profit YoY | 153.6% | 491.3% |
| EPS (diluted) | $0.67 | $0.99 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.9B | ||
| Q3 25 | $1.2B | $1.9B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $994.2M | $1.8B | ||
| Q2 24 | $1.0B | $1.6B |
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $136.0M | ||
| Q3 25 | $283.8M | $156.0M | ||
| Q2 25 | $179.8M | $-825.0M | ||
| Q1 25 | $105.4M | $6.0M | ||
| Q4 24 | $151.7M | $23.0M | ||
| Q3 24 | $134.6M | $20.0M | ||
| Q2 24 | $143.5M | $30.0M |
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 29.6% | ||
| Q3 25 | 60.5% | 29.8% | ||
| Q2 25 | 59.5% | 29.3% | ||
| Q1 25 | 56.9% | 28.9% | ||
| Q4 24 | 58.9% | 28.5% | ||
| Q3 24 | 59.7% | 28.7% | ||
| Q2 24 | 62.4% | 28.1% |
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 7.4% | ||
| Q3 25 | 20.1% | 8.3% | ||
| Q2 25 | 18.4% | 9.1% | ||
| Q1 25 | 12.9% | 7.7% | ||
| Q4 24 | 17.0% | 7.8% | ||
| Q3 24 | 15.3% | 6.9% | ||
| Q2 24 | 15.7% | 7.7% |
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 7.2% | ||
| Q3 25 | 23.5% | 8.4% | ||
| Q2 25 | 15.5% | -42.5% | ||
| Q1 25 | 10.2% | 0.3% | ||
| Q4 24 | 13.6% | 1.2% | ||
| Q3 24 | 13.5% | 1.1% | ||
| Q2 24 | 14.3% | 1.9% |
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $0.99 | ||
| Q3 25 | $0.70 | $0.85 | ||
| Q2 25 | $0.45 | $-5.59 | ||
| Q1 25 | $0.27 | $-0.02 | ||
| Q4 24 | $0.37 | $0.06 | ||
| Q3 24 | $0.34 | $0.07 | ||
| Q2 24 | $0.35 | $0.19 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $917.7M | $661.0M |
| Total DebtLower is stronger | — | $3.2B |
| Stockholders' EquityBook value | $2.7B | $2.9B |
| Total Assets | $6.3B | $8.4B |
| Debt / EquityLower = less leverage | — | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $661.0M | ||
| Q3 25 | $1.8B | $345.0M | ||
| Q2 25 | $1.2B | $753.0M | ||
| Q1 25 | $904.9M | $577.0M | ||
| Q4 24 | $606.1M | $692.0M | ||
| Q3 24 | $621.2M | $531.0M | ||
| Q2 24 | $939.2M | $413.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $2.9B | ||
| Q3 25 | $2.7B | $2.8B | ||
| Q2 25 | $2.6B | $2.6B | ||
| Q1 25 | $2.3B | $3.3B | ||
| Q4 24 | $2.1B | $3.3B | ||
| Q3 24 | $2.0B | $3.4B | ||
| Q2 24 | $2.4B | $3.3B |
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $8.4B | ||
| Q3 25 | $7.5B | $8.2B | ||
| Q2 25 | $7.3B | $8.5B | ||
| Q1 25 | $6.8B | $8.1B | ||
| Q4 24 | $6.5B | $8.2B | ||
| Q3 24 | $6.4B | $8.1B | ||
| Q2 24 | $6.8B | $8.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.11× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | — | 0.61× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $299.0M |
| Free Cash FlowOCF − Capex | — | $262.0M |
| FCF MarginFCF / Revenue | — | 13.8% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | — | 2.20× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-1.3B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $299.0M | ||
| Q3 25 | $659.9M | $-1.6B | ||
| Q2 25 | $303.0M | $200.0M | ||
| Q1 25 | $183.8M | $-65.0M | ||
| Q4 24 | $301.4M | $203.0M | ||
| Q3 24 | $199.5M | $147.0M | ||
| Q2 24 | $279.4M | $92.0M |
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $262.0M | ||
| Q3 25 | $579.4M | $-1.6B | ||
| Q2 25 | $208.9M | $180.0M | ||
| Q1 25 | $96.8M | $-96.0M | ||
| Q4 24 | $176.8M | $181.0M | ||
| Q3 24 | $88.3M | $125.0M | ||
| Q2 24 | $213.3M | $77.0M |
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 13.8% | ||
| Q3 25 | 47.9% | -85.8% | ||
| Q2 25 | 18.1% | 9.3% | ||
| Q1 25 | 9.3% | -5.4% | ||
| Q4 24 | 15.9% | 9.7% | ||
| Q3 24 | 8.9% | 6.8% | ||
| Q2 24 | 21.2% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 2.0% | ||
| Q3 25 | 6.7% | 1.5% | ||
| Q2 25 | 8.1% | 1.0% | ||
| Q1 25 | 8.4% | 1.8% | ||
| Q4 24 | 11.2% | 1.2% | ||
| Q3 24 | 11.2% | 1.2% | ||
| Q2 24 | 6.6% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 2.20× | ||
| Q3 25 | 2.33× | -10.07× | ||
| Q2 25 | 1.69× | — | ||
| Q1 25 | 1.74× | -10.83× | ||
| Q4 24 | 1.99× | 8.83× | ||
| Q3 24 | 1.48× | 7.35× | ||
| Q2 24 | 1.95× | 3.07× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DXCM
Segment breakdown not available.
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
