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Side-by-side financial comparison of PACS Group, Inc. (PACS) 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 1.4× PACS Group, Inc.). RESIDEO TECHNOLOGIES, INC. runs the higher net margin — 7.2% vs 4.4%, a 2.8% gap on every dollar of revenue. On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs 2.0%). Over the past eight quarters, PACS Group, Inc.'s revenue compounded faster (20.5% CAGR vs 12.9%).
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...
PACS vs REZI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.9B |
| Net Profit | $59.7M | $136.0M |
| Gross Margin | — | 29.6% |
| Operating Margin | 7.0% | 7.4% |
| Net Margin | 4.4% | 7.2% |
| Revenue YoY | 18.4% | 2.0% |
| Net Profit YoY | 3022.5% | 491.3% |
| EPS (diluted) | $0.42 | $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 | $1.4B | $1.9B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $981.4M | $1.6B | ||
| Q1 24 | $934.3M | $1.5B |
| Q4 25 | $59.7M | $136.0M | ||
| Q3 25 | $52.4M | $156.0M | ||
| Q2 25 | $51.0M | $-825.0M | ||
| Q1 25 | $28.5M | $6.0M | ||
| Q4 24 | $1.9M | $23.0M | ||
| Q3 24 | $15.6M | $20.0M | ||
| Q2 24 | $-10.9M | $30.0M | ||
| Q1 24 | $49.1M | $43.0M |
| Q4 25 | — | 29.6% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | — | 29.3% | ||
| Q1 25 | — | 28.9% | ||
| Q4 24 | — | 28.5% | ||
| Q3 24 | 17.1% | 28.7% | ||
| Q2 24 | 22.3% | 28.1% | ||
| Q1 24 | 21.2% | 26.9% |
| Q4 25 | 7.0% | 7.4% | ||
| Q3 25 | 6.4% | 8.3% | ||
| Q2 25 | 6.2% | 9.1% | ||
| Q1 25 | 3.8% | 7.7% | ||
| Q4 24 | 1.7% | 7.8% | ||
| Q3 24 | 2.2% | 6.9% | ||
| Q2 24 | 0.1% | 7.7% | ||
| Q1 24 | 8.6% | 8.6% |
| Q4 25 | 4.4% | 7.2% | ||
| Q3 25 | 3.9% | 8.4% | ||
| Q2 25 | 3.9% | -42.5% | ||
| Q1 25 | 2.2% | 0.3% | ||
| Q4 24 | 0.2% | 1.2% | ||
| Q3 24 | 1.5% | 1.1% | ||
| Q2 24 | -1.1% | 1.9% | ||
| Q1 24 | 5.3% | 2.9% |
| Q4 25 | $0.42 | $0.99 | ||
| Q3 25 | $0.32 | $0.85 | ||
| Q2 25 | $0.31 | $-5.59 | ||
| Q1 25 | $0.17 | $-0.02 | ||
| Q4 24 | $-0.03 | $0.06 | ||
| Q3 24 | $0.10 | $0.07 | ||
| Q2 24 | $-0.07 | $0.19 | ||
| Q1 24 | $0.38 | $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 | $197.0M | $661.0M |
| Total DebtLower is stronger | $353.2M | $3.2B |
| Stockholders' EquityBook value | $946.8M | $2.9B |
| Total Assets | $5.6B | $8.4B |
| Debt / EquityLower = less leverage | 0.37× | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $197.0M | $661.0M | ||
| Q3 25 | $355.7M | $345.0M | ||
| Q2 25 | $294.2M | $753.0M | ||
| Q1 25 | $287.5M | $577.0M | ||
| Q4 24 | $157.7M | $692.0M | ||
| Q3 24 | $49.5M | $531.0M | ||
| Q2 24 | $73.4M | $413.0M | ||
| Q1 24 | $81.2M | $603.0M |
| Q4 25 | $353.2M | $3.2B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $411.9M | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $946.8M | $2.9B | ||
| Q3 25 | $871.3M | $2.8B | ||
| Q2 25 | $806.8M | $2.6B | ||
| Q1 25 | $750.2M | $3.3B | ||
| Q4 24 | $709.6M | $3.3B | ||
| Q3 24 | $660.0M | $3.4B | ||
| Q2 24 | $572.1M | $3.3B | ||
| Q1 24 | $128.0M | $2.8B |
| Q4 25 | $5.6B | $8.4B | ||
| Q3 25 | $5.6B | $8.2B | ||
| Q2 25 | $5.5B | $8.5B | ||
| Q1 25 | $5.5B | $8.1B | ||
| Q4 24 | $5.2B | $8.2B | ||
| Q3 24 | $4.5B | $8.1B | ||
| Q2 24 | $3.9B | $8.0B | ||
| Q1 24 | $3.9B | $6.5B |
| Q4 25 | 0.37× | 1.11× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | 0.58× | 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 | $-3.4M | $299.0M |
| Free Cash FlowOCF − Capex | — | $262.0M |
| FCF MarginFCF / Revenue | — | 13.8% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | -0.06× | 2.20× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-1.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-3.4M | $299.0M | ||
| Q3 25 | $204.8M | $-1.6B | ||
| Q2 25 | $52.6M | $200.0M | ||
| Q1 25 | $150.2M | $-65.0M | ||
| Q4 24 | $64.6M | $203.0M | ||
| Q3 24 | $209.2M | $147.0M | ||
| Q2 24 | $34.8M | $92.0M | ||
| Q1 24 | $58.8M | $2.0M |
| Q4 25 | — | $262.0M | ||
| Q3 25 | — | $-1.6B | ||
| Q2 25 | — | $180.0M | ||
| Q1 25 | — | $-96.0M | ||
| Q4 24 | — | $181.0M | ||
| Q3 24 | — | $125.0M | ||
| Q2 24 | — | $77.0M | ||
| Q1 24 | — | $-19.0M |
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | -85.8% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | -5.4% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 4.8% | ||
| Q1 24 | — | -1.3% |
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.4% |
| Q4 25 | -0.06× | 2.20× | ||
| Q3 25 | 3.91× | -10.07× | ||
| Q2 25 | 1.03× | — | ||
| Q1 25 | 5.28× | -10.83× | ||
| Q4 24 | 33.78× | 8.83× | ||
| Q3 24 | 13.39× | 7.35× | ||
| Q2 24 | — | 3.07× | ||
| Q1 24 | 1.20× | 0.05× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PACS
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% |
