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Side-by-side financial comparison of RESIDEO TECHNOLOGIES, INC. (REZI) and RXO, Inc. (RXO). Click either name above to swap in a different company.
RESIDEO TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($1.9B vs $1.5B, roughly 1.3× RXO, Inc.). RESIDEO TECHNOLOGIES, INC. runs the higher net margin — 7.2% vs -3.1%, a 10.3% gap on every dollar of revenue. On growth, RESIDEO TECHNOLOGIES, INC. posted the faster year-over-year revenue change (2.0% vs -11.9%). RESIDEO TECHNOLOGIES, INC. produced more free cash flow last quarter ($262.0M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% 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...
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
REZI vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.5B |
| Net Profit | $136.0M | $-46.0M |
| Gross Margin | 29.6% | — |
| Operating Margin | 7.4% | -2.9% |
| Net Margin | 7.2% | -3.1% |
| Revenue YoY | 2.0% | -11.9% |
| Net Profit YoY | 491.3% | -84.0% |
| EPS (diluted) | $0.99 | $-0.28 |
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 | $1.9B | $1.5B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.9B | $1.7B | ||
| Q3 24 | $1.8B | $1.0B | ||
| Q2 24 | $1.6B | $930.0M | ||
| Q1 24 | $1.5B | $913.0M |
| Q4 25 | $136.0M | $-46.0M | ||
| Q3 25 | $156.0M | $-14.0M | ||
| Q2 25 | $-825.0M | $-9.0M | ||
| Q1 25 | $6.0M | $-31.0M | ||
| Q4 24 | $23.0M | $-25.0M | ||
| Q3 24 | $20.0M | $-243.0M | ||
| Q2 24 | $30.0M | $-7.0M | ||
| Q1 24 | $43.0M | $-15.0M |
| Q4 25 | 29.6% | — | ||
| Q3 25 | 29.8% | — | ||
| Q2 25 | 29.3% | — | ||
| Q1 25 | 28.9% | — | ||
| Q4 24 | 28.5% | — | ||
| Q3 24 | 28.7% | — | ||
| Q2 24 | 28.1% | — | ||
| Q1 24 | 26.9% | — |
| Q4 25 | 7.4% | -2.9% | ||
| Q3 25 | 8.3% | -0.5% | ||
| Q2 25 | 9.1% | — | ||
| Q1 25 | 7.7% | -2.1% | ||
| Q4 24 | 7.8% | -1.4% | ||
| Q3 24 | 6.9% | -1.9% | ||
| Q2 24 | 7.7% | — | ||
| Q1 24 | 8.6% | -1.3% |
| Q4 25 | 7.2% | -3.1% | ||
| Q3 25 | 8.4% | -1.0% | ||
| Q2 25 | -42.5% | -0.6% | ||
| Q1 25 | 0.3% | -2.2% | ||
| Q4 24 | 1.2% | -1.5% | ||
| Q3 24 | 1.1% | -23.4% | ||
| Q2 24 | 1.9% | -0.8% | ||
| Q1 24 | 2.9% | -1.6% |
| Q4 25 | $0.99 | $-0.28 | ||
| Q3 25 | $0.85 | $-0.08 | ||
| Q2 25 | $-5.59 | $-0.05 | ||
| Q1 25 | $-0.02 | $-0.18 | ||
| Q4 24 | $0.06 | $-0.17 | ||
| Q3 24 | $0.07 | $-1.81 | ||
| Q2 24 | $0.19 | $-0.06 | ||
| Q1 24 | $0.29 | $-0.13 |
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 | $17.0M |
| Total DebtLower is stronger | $3.2B | $387.0M |
| Stockholders' EquityBook value | $2.9B | $1.5B |
| Total Assets | $8.4B | $3.3B |
| Debt / EquityLower = less leverage | 1.11× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $661.0M | $17.0M | ||
| Q3 25 | $345.0M | $25.0M | ||
| Q2 25 | $753.0M | $18.0M | ||
| Q1 25 | $577.0M | $16.0M | ||
| Q4 24 | $692.0M | $35.0M | ||
| Q3 24 | $531.0M | $55.0M | ||
| Q2 24 | $413.0M | $7.0M | ||
| Q1 24 | $603.0M | $7.0M |
| Q4 25 | $3.2B | $387.0M | ||
| Q3 25 | $3.2B | $387.0M | ||
| Q2 25 | $2.0B | $387.0M | ||
| Q1 25 | $2.0B | $387.0M | ||
| Q4 24 | $2.0B | $351.0M | ||
| Q3 24 | $2.0B | $352.0M | ||
| Q2 24 | $2.0B | $370.0M | ||
| Q1 24 | $1.4B | $351.0M |
| Q4 25 | $2.9B | $1.5B | ||
| Q3 25 | $2.8B | $1.6B | ||
| Q2 25 | $2.6B | $1.6B | ||
| Q1 25 | $3.3B | $1.6B | ||
| Q4 24 | $3.3B | $1.6B | ||
| Q3 24 | $3.4B | $1.7B | ||
| Q2 24 | $3.3B | $579.0M | ||
| Q1 24 | $2.8B | $582.0M |
| Q4 25 | $8.4B | $3.3B | ||
| Q3 25 | $8.2B | $3.2B | ||
| Q2 25 | $8.5B | $3.2B | ||
| Q1 25 | $8.1B | $3.3B | ||
| Q4 24 | $8.2B | $3.4B | ||
| Q3 24 | $8.1B | $3.4B | ||
| Q2 24 | $8.0B | $1.8B | ||
| Q1 24 | $6.5B | $1.8B |
| Q4 25 | 1.11× | 0.25× | ||
| Q3 25 | 1.17× | 0.24× | ||
| Q2 25 | 0.77× | 0.24× | ||
| Q1 25 | 0.60× | 0.24× | ||
| Q4 24 | 0.61× | 0.22× | ||
| Q3 24 | 0.60× | 0.21× | ||
| Q2 24 | 0.61× | 0.64× | ||
| Q1 24 | 0.51× | 0.60× |
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 | $7.0M |
| Free Cash FlowOCF − Capex | $262.0M | $-9.0M |
| FCF MarginFCF / Revenue | 13.8% | -0.6% |
| Capex IntensityCapex / Revenue | 2.0% | 1.1% |
| Cash ConversionOCF / Net Profit | 2.20× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-1.3B | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $299.0M | $7.0M | ||
| Q3 25 | $-1.6B | $23.0M | ||
| Q2 25 | $200.0M | $23.0M | ||
| Q1 25 | $-65.0M | $-2.0M | ||
| Q4 24 | $203.0M | $-7.0M | ||
| Q3 24 | $147.0M | $-7.0M | ||
| Q2 24 | $92.0M | $-5.0M | ||
| Q1 24 | $2.0M | $7.0M |
| Q4 25 | $262.0M | $-9.0M | ||
| Q3 25 | $-1.6B | $9.0M | ||
| Q2 25 | $180.0M | $9.0M | ||
| Q1 25 | $-96.0M | $-17.0M | ||
| Q4 24 | $181.0M | $-19.0M | ||
| Q3 24 | $125.0M | $-18.0M | ||
| Q2 24 | $77.0M | $-16.0M | ||
| Q1 24 | $-19.0M | $-4.0M |
| Q4 25 | 13.8% | -0.6% | ||
| Q3 25 | -85.8% | 0.6% | ||
| Q2 25 | 9.3% | 0.6% | ||
| Q1 25 | -5.4% | -1.2% | ||
| Q4 24 | 9.7% | -1.1% | ||
| Q3 24 | 6.8% | -1.7% | ||
| Q2 24 | 4.8% | -1.7% | ||
| Q1 24 | -1.3% | -0.4% |
| Q4 25 | 2.0% | 1.1% | ||
| Q3 25 | 1.5% | 1.0% | ||
| Q2 25 | 1.0% | 1.0% | ||
| Q1 25 | 1.8% | 1.0% | ||
| Q4 24 | 1.2% | 0.7% | ||
| Q3 24 | 1.2% | 1.1% | ||
| Q2 24 | 0.9% | 1.2% | ||
| Q1 24 | 1.4% | 1.2% |
| Q4 25 | 2.20× | — | ||
| Q3 25 | -10.07× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -10.83× | — | ||
| Q4 24 | 8.83× | — | ||
| Q3 24 | 7.35× | — | ||
| Q2 24 | 3.07× | — | ||
| Q1 24 | 0.05× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
