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Side-by-side financial comparison of EPAM Systems (EPAM) 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 $1.4B, roughly 1.3× EPAM Systems). EPAM Systems runs the higher net margin — 7.8% vs 7.2%, a 0.6% gap on every dollar of revenue. On growth, EPAM Systems posted the faster year-over-year revenue change (12.8% vs 2.0%). EPAM Systems produced more free cash flow last quarter ($268.1M vs $262.0M). Over the past eight quarters, RESIDEO TECHNOLOGIES, INC.'s revenue compounded faster (12.9% CAGR vs 9.9%).
EPAM Systems, Inc. is an American company that specializes in software engineering services, digital platform engineering, and digital product design, operating out of Newtown, Pennsylvania. EPAM is a founding member of the MACH Alliance.
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...
EPAM vs REZI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.9B |
| Net Profit | $109.4M | $136.0M |
| Gross Margin | 30.1% | 29.6% |
| Operating Margin | 10.6% | 7.4% |
| Net Margin | 7.8% | 7.2% |
| Revenue YoY | 12.8% | 2.0% |
| Net Profit YoY | 5.9% | 491.3% |
| EPS (diluted) | $1.97 | $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.
| Q4 25 | $1.4B | $1.9B | ||
| Q3 25 | $1.4B | $1.9B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.2B | $1.9B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.1B | $1.6B | ||
| Q1 24 | $1.2B | $1.5B |
| Q4 25 | $109.4M | $136.0M | ||
| Q3 25 | $106.8M | $156.0M | ||
| Q2 25 | $88.0M | $-825.0M | ||
| Q1 25 | $73.5M | $6.0M | ||
| Q4 24 | $103.3M | $23.0M | ||
| Q3 24 | $136.3M | $20.0M | ||
| Q2 24 | $98.6M | $30.0M | ||
| Q1 24 | $116.2M | $43.0M |
| Q4 25 | 30.1% | 29.6% | ||
| Q3 25 | 29.5% | 29.8% | ||
| Q2 25 | 28.8% | 29.3% | ||
| Q1 25 | 26.9% | 28.9% | ||
| Q4 24 | 30.4% | 28.5% | ||
| Q3 24 | 34.6% | 28.7% | ||
| Q2 24 | 29.3% | 28.1% | ||
| Q1 24 | 28.4% | 26.9% |
| Q4 25 | 10.6% | 7.4% | ||
| Q3 25 | 10.4% | 8.3% | ||
| Q2 25 | 9.3% | 9.1% | ||
| Q1 25 | 7.6% | 7.7% | ||
| Q4 24 | 10.9% | 7.8% | ||
| Q3 24 | 15.2% | 6.9% | ||
| Q2 24 | 10.5% | 7.7% | ||
| Q1 24 | 9.5% | 8.6% |
| Q4 25 | 7.8% | 7.2% | ||
| Q3 25 | 7.7% | 8.4% | ||
| Q2 25 | 6.5% | -42.5% | ||
| Q1 25 | 5.6% | 0.3% | ||
| Q4 24 | 8.3% | 1.2% | ||
| Q3 24 | 11.7% | 1.1% | ||
| Q2 24 | 8.6% | 1.9% | ||
| Q1 24 | 10.0% | 2.9% |
| Q4 25 | $1.97 | $0.99 | ||
| Q3 25 | $1.91 | $0.85 | ||
| Q2 25 | $1.56 | $-5.59 | ||
| Q1 25 | $1.28 | $-0.02 | ||
| Q4 24 | $1.80 | $0.06 | ||
| Q3 24 | $2.37 | $0.07 | ||
| Q2 24 | $1.70 | $0.19 | ||
| Q1 24 | $1.97 | $0.29 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3B | $661.0M |
| Total DebtLower is stronger | — | $3.2B |
| Stockholders' EquityBook value | $3.7B | $2.9B |
| Total Assets | $4.9B | $8.4B |
| Debt / EquityLower = less leverage | — | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $661.0M | ||
| Q3 25 | $1.2B | $345.0M | ||
| Q2 25 | $1.0B | $753.0M | ||
| Q1 25 | $1.2B | $577.0M | ||
| Q4 24 | $1.3B | $692.0M | ||
| Q3 24 | $2.1B | $531.0M | ||
| Q2 24 | $1.8B | $413.0M | ||
| Q1 24 | $2.0B | $603.0M |
| 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 24 | — | $1.4B |
| Q4 25 | $3.7B | $2.9B | ||
| Q3 25 | $3.7B | $2.8B | ||
| Q2 25 | $3.7B | $2.6B | ||
| Q1 25 | $3.6B | $3.3B | ||
| Q4 24 | $3.6B | $3.3B | ||
| Q3 24 | $3.6B | $3.4B | ||
| Q2 24 | $3.4B | $3.3B | ||
| Q1 24 | $3.5B | $2.8B |
| Q4 25 | $4.9B | $8.4B | ||
| Q3 25 | $4.8B | $8.2B | ||
| Q2 25 | $4.7B | $8.5B | ||
| Q1 25 | $4.7B | $8.1B | ||
| Q4 24 | $4.8B | $8.2B | ||
| Q3 24 | $4.5B | $8.1B | ||
| Q2 24 | $4.2B | $8.0B | ||
| Q1 24 | $4.4B | $6.5B |
| 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× | ||
| Q1 24 | — | 0.51× |
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 | $282.9M | $299.0M |
| Free Cash FlowOCF − Capex | $268.1M | $262.0M |
| FCF MarginFCF / Revenue | 19.0% | 13.8% |
| Capex IntensityCapex / Revenue | 1.1% | 2.0% |
| Cash ConversionOCF / Net Profit | 2.59× | 2.20× |
| TTM Free Cash FlowTrailing 4 quarters | $612.7M | $-1.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $282.9M | $299.0M | ||
| Q3 25 | $294.7M | $-1.6B | ||
| Q2 25 | $53.2M | $200.0M | ||
| Q1 25 | $24.2M | $-65.0M | ||
| Q4 24 | $130.3M | $203.0M | ||
| Q3 24 | $242.0M | $147.0M | ||
| Q2 24 | $57.0M | $92.0M | ||
| Q1 24 | $129.9M | $2.0M |
| Q4 25 | $268.1M | $262.0M | ||
| Q3 25 | $286.4M | $-1.6B | ||
| Q2 25 | $43.4M | $180.0M | ||
| Q1 25 | $14.8M | $-96.0M | ||
| Q4 24 | $114.5M | $181.0M | ||
| Q3 24 | $237.0M | $125.0M | ||
| Q2 24 | $52.3M | $77.0M | ||
| Q1 24 | $123.2M | $-19.0M |
| Q4 25 | 19.0% | 13.8% | ||
| Q3 25 | 20.5% | -85.8% | ||
| Q2 25 | 3.2% | 9.3% | ||
| Q1 25 | 1.1% | -5.4% | ||
| Q4 24 | 9.2% | 9.7% | ||
| Q3 24 | 20.3% | 6.8% | ||
| Q2 24 | 4.6% | 4.8% | ||
| Q1 24 | 10.6% | -1.3% |
| Q4 25 | 1.1% | 2.0% | ||
| Q3 25 | 0.6% | 1.5% | ||
| Q2 25 | 0.7% | 1.0% | ||
| Q1 25 | 0.7% | 1.8% | ||
| Q4 24 | 1.3% | 1.2% | ||
| Q3 24 | 0.4% | 1.2% | ||
| Q2 24 | 0.4% | 0.9% | ||
| Q1 24 | 0.6% | 1.4% |
| Q4 25 | 2.59× | 2.20× | ||
| Q3 25 | 2.76× | -10.07× | ||
| Q2 25 | 0.60× | — | ||
| Q1 25 | 0.33× | -10.83× | ||
| Q4 24 | 1.26× | 8.83× | ||
| Q3 24 | 1.77× | 7.35× | ||
| Q2 24 | 0.58× | 3.07× | ||
| Q1 24 | 1.12× | 0.05× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPAM
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% |
