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Side-by-side financial comparison of M/I HOMES, INC. (MHO) 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 $1.1B, roughly 1.7× M/I HOMES, INC.). RESIDEO TECHNOLOGIES, INC. runs the higher net margin — 7.2% vs 5.6%, a 1.6% gap on every dollar of revenue. On growth, RESIDEO TECHNOLOGIES, INC. posted the faster year-over-year revenue change (2.0% vs -4.8%). RESIDEO TECHNOLOGIES, INC. produced more free cash flow last quarter ($262.0M vs $-13.0M). Over the past eight quarters, RESIDEO TECHNOLOGIES, INC.'s revenue compounded faster (12.9% CAGR vs 4.7%).
M/I Homes, Inc. is a leading U.S. residential construction company that designs, builds and sells single-family homes, townhomes and duplexes across multiple U.S. states. It caters to entry-level, move-up and luxury homebuyers, offering energy-efficient designs, flexible floor plans and personalized customization options.
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...
MHO vs REZI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.9B |
| Net Profit | $64.0M | $136.0M |
| Gross Margin | 17.4% | 29.6% |
| Operating Margin | 6.5% | 7.4% |
| Net Margin | 5.6% | 7.2% |
| Revenue YoY | -4.8% | 2.0% |
| Net Profit YoY | -52.1% | 491.3% |
| EPS (diluted) | $2.42 | $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 | $1.1B | $1.9B | ||
| Q3 25 | $1.1B | $1.9B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $976.1M | $1.8B | ||
| Q4 24 | $1.2B | $1.9B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.6B | ||
| Q1 24 | $1.0B | $1.5B |
| Q4 25 | $64.0M | $136.0M | ||
| Q3 25 | $106.5M | $156.0M | ||
| Q2 25 | $121.2M | $-825.0M | ||
| Q1 25 | $111.2M | $6.0M | ||
| Q4 24 | $133.5M | $23.0M | ||
| Q3 24 | $145.4M | $20.0M | ||
| Q2 24 | $146.7M | $30.0M | ||
| Q1 24 | $138.1M | $43.0M |
| Q4 25 | 17.4% | 29.6% | ||
| Q3 25 | 24.5% | 29.8% | ||
| Q2 25 | 24.7% | 29.3% | ||
| Q1 25 | 25.9% | 28.9% | ||
| Q4 24 | 24.6% | 28.5% | ||
| Q3 24 | 27.1% | 28.7% | ||
| Q2 24 | 27.9% | 28.1% | ||
| Q1 24 | 27.1% | 26.9% |
| Q4 25 | 6.5% | 7.4% | ||
| Q3 25 | 12.0% | 8.3% | ||
| Q2 25 | 13.4% | 9.1% | ||
| Q1 25 | 14.4% | 7.7% | ||
| Q4 24 | 13.6% | 7.8% | ||
| Q3 24 | 15.9% | 6.9% | ||
| Q2 24 | 16.8% | 7.7% | ||
| Q1 24 | 16.6% | 8.6% |
| Q4 25 | 5.6% | 7.2% | ||
| Q3 25 | 9.4% | 8.4% | ||
| Q2 25 | 10.4% | -42.5% | ||
| Q1 25 | 11.4% | 0.3% | ||
| Q4 24 | 11.1% | 1.2% | ||
| Q3 24 | 12.7% | 1.1% | ||
| Q2 24 | 13.2% | 1.9% | ||
| Q1 24 | 13.2% | 2.9% |
| Q4 25 | $2.42 | $0.99 | ||
| Q3 25 | $3.92 | $0.85 | ||
| Q2 25 | $4.42 | $-5.59 | ||
| Q1 25 | $3.98 | $-0.02 | ||
| Q4 24 | $4.71 | $0.06 | ||
| Q3 24 | $5.10 | $0.07 | ||
| Q2 24 | $5.12 | $0.19 | ||
| Q1 24 | $4.78 | $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 | — | $661.0M |
| Total DebtLower is stronger | — | $3.2B |
| Stockholders' EquityBook value | $3.2B | $2.9B |
| Total Assets | $4.8B | $8.4B |
| Debt / EquityLower = less leverage | — | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $661.0M | ||
| Q3 25 | — | $345.0M | ||
| Q2 25 | — | $753.0M | ||
| Q1 25 | — | $577.0M | ||
| Q4 24 | — | $692.0M | ||
| Q3 24 | — | $531.0M | ||
| Q2 24 | — | $413.0M | ||
| Q1 24 | — | $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 | $3.2B | $2.9B | ||
| Q3 25 | $3.1B | $2.8B | ||
| Q2 25 | $3.1B | $2.6B | ||
| Q1 25 | $3.0B | $3.3B | ||
| Q4 24 | $2.9B | $3.3B | ||
| Q3 24 | $2.8B | $3.4B | ||
| Q2 24 | $2.7B | $3.3B | ||
| Q1 24 | $2.6B | $2.8B |
| Q4 25 | $4.8B | $8.4B | ||
| Q3 25 | $4.8B | $8.2B | ||
| Q2 25 | $4.7B | $8.5B | ||
| Q1 25 | $4.6B | $8.1B | ||
| Q4 24 | $4.5B | $8.2B | ||
| Q3 24 | $4.5B | $8.1B | ||
| Q2 24 | $4.3B | $8.0B | ||
| Q1 24 | $4.2B | $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 | $-8.7M | $299.0M |
| Free Cash FlowOCF − Capex | $-13.0M | $262.0M |
| FCF MarginFCF / Revenue | -1.1% | 13.8% |
| Capex IntensityCapex / Revenue | 0.4% | 2.0% |
| Cash ConversionOCF / Net Profit | -0.14× | 2.20× |
| TTM Free Cash FlowTrailing 4 quarters | $127.7M | $-1.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-8.7M | $299.0M | ||
| Q3 25 | $43.4M | $-1.6B | ||
| Q2 25 | $37.8M | $200.0M | ||
| Q1 25 | $64.9M | $-65.0M | ||
| Q4 24 | $104.4M | $203.0M | ||
| Q3 24 | $-67.9M | $147.0M | ||
| Q2 24 | $27.5M | $92.0M | ||
| Q1 24 | $115.8M | $2.0M |
| Q4 25 | $-13.0M | $262.0M | ||
| Q3 25 | $42.0M | $-1.6B | ||
| Q2 25 | $35.1M | $180.0M | ||
| Q1 25 | $63.5M | $-96.0M | ||
| Q4 24 | $102.3M | $181.0M | ||
| Q3 24 | $-68.5M | $125.0M | ||
| Q2 24 | $22.0M | $77.0M | ||
| Q1 24 | $115.5M | $-19.0M |
| Q4 25 | -1.1% | 13.8% | ||
| Q3 25 | 3.7% | -85.8% | ||
| Q2 25 | 3.0% | 9.3% | ||
| Q1 25 | 6.5% | -5.4% | ||
| Q4 24 | 8.5% | 9.7% | ||
| Q3 24 | -6.0% | 6.8% | ||
| Q2 24 | 2.0% | 4.8% | ||
| Q1 24 | 11.0% | -1.3% |
| Q4 25 | 0.4% | 2.0% | ||
| Q3 25 | 0.1% | 1.5% | ||
| Q2 25 | 0.2% | 1.0% | ||
| Q1 25 | 0.1% | 1.8% | ||
| Q4 24 | 0.2% | 1.2% | ||
| Q3 24 | 0.1% | 1.2% | ||
| Q2 24 | 0.5% | 0.9% | ||
| Q1 24 | 0.0% | 1.4% |
| Q4 25 | -0.14× | 2.20× | ||
| Q3 25 | 0.41× | -10.07× | ||
| Q2 25 | 0.31× | — | ||
| Q1 25 | 0.58× | -10.83× | ||
| Q4 24 | 0.78× | 8.83× | ||
| Q3 24 | -0.47× | 7.35× | ||
| Q2 24 | 0.19× | 3.07× | ||
| Q1 24 | 0.84× | 0.05× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
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% |
