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Side-by-side financial comparison of RESIDEO TECHNOLOGIES, INC. (REZI) and SELECT MEDICAL HOLDINGS CORP (SEM). 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× SELECT MEDICAL HOLDINGS CORP). RESIDEO TECHNOLOGIES, INC. runs the higher net margin — 7.2% vs 1.4%, a 5.7% gap on every dollar of revenue. On growth, SELECT MEDICAL HOLDINGS CORP posted the faster year-over-year revenue change (6.4% vs 2.0%). RESIDEO TECHNOLOGIES, INC. produced more free cash flow last quarter ($262.0M vs $5.2M). Over the past eight quarters, RESIDEO TECHNOLOGIES, INC.'s revenue compounded faster (12.9% CAGR vs 2.8%).
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...
Select Medical is a healthcare company based in Pennsylvania. It owns long-term acute care and inpatient rehabilitation hospitals, as well as occupational health and physical therapy clinics. Select Medical is a subsidiary of Select Medical Holdings, which is listed on the New York Stock Exchange.
REZI vs SEM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.4B |
| Net Profit | $136.0M | $20.2M |
| Gross Margin | 29.6% | — |
| Operating Margin | 7.4% | 4.6% |
| Net Margin | 7.2% | 1.4% |
| Revenue YoY | 2.0% | 6.4% |
| Net Profit YoY | 491.3% | 225.7% |
| EPS (diluted) | $0.99 | $0.17 |
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 | $1.4B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.9B | $1.3B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $1.8B | $1.3B | ||
| Q2 24 | $1.6B | $1.3B | ||
| Q1 24 | $1.5B | $1.3B |
| Q4 25 | $136.0M | $20.2M | ||
| Q3 25 | $156.0M | $28.8M | ||
| Q2 25 | $-825.0M | $40.6M | ||
| Q1 25 | $6.0M | $56.7M | ||
| Q4 24 | $23.0M | $-16.1M | ||
| Q3 24 | $20.0M | $55.6M | ||
| Q2 24 | $30.0M | $77.6M | ||
| Q1 24 | $43.0M | $96.9M |
| 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% | 4.6% | ||
| Q3 25 | 8.3% | 5.4% | ||
| Q2 25 | 9.1% | 6.5% | ||
| Q1 25 | 7.7% | 8.3% | ||
| Q4 24 | 7.8% | 1.6% | ||
| Q3 24 | 6.9% | 4.3% | ||
| Q2 24 | 7.7% | 5.8% | ||
| Q1 24 | 8.6% | 9.0% |
| Q4 25 | 7.2% | 1.4% | ||
| Q3 25 | 8.4% | 2.1% | ||
| Q2 25 | -42.5% | 3.0% | ||
| Q1 25 | 0.3% | 4.2% | ||
| Q4 24 | 1.2% | -1.2% | ||
| Q3 24 | 1.1% | 4.4% | ||
| Q2 24 | 1.9% | 6.1% | ||
| Q1 24 | 2.9% | 7.3% |
| Q4 25 | $0.99 | $0.17 | ||
| Q3 25 | $0.85 | $0.23 | ||
| Q2 25 | $-5.59 | $0.32 | ||
| Q1 25 | $-0.02 | $0.44 | ||
| Q4 24 | $0.06 | $-0.12 | ||
| Q3 24 | $0.07 | $0.43 | ||
| Q2 24 | $0.19 | $0.60 | ||
| Q1 24 | $0.29 | $0.75 |
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 | $26.5M |
| Total DebtLower is stronger | $3.2B | $1.8B |
| Stockholders' EquityBook value | $2.9B | $1.7B |
| Total Assets | $8.4B | $5.9B |
| Debt / EquityLower = less leverage | 1.11× | 1.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $661.0M | $26.5M | ||
| Q3 25 | $345.0M | $60.1M | ||
| Q2 25 | $753.0M | $52.3M | ||
| Q1 25 | $577.0M | $53.2M | ||
| Q4 24 | $692.0M | $59.7M | ||
| Q3 24 | $531.0M | $191.5M | ||
| Q2 24 | $413.0M | $111.2M | ||
| Q1 24 | $603.0M | $92.6M |
| Q4 25 | $3.2B | $1.8B | ||
| Q3 25 | $3.2B | $1.7B | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $2.0B | $1.8B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.0B | $3.1B | ||
| Q2 24 | $2.0B | $3.6B | ||
| Q1 24 | $1.4B | $3.8B |
| Q4 25 | $2.9B | $1.7B | ||
| Q3 25 | $2.8B | $1.7B | ||
| Q2 25 | $2.6B | $1.7B | ||
| Q1 25 | $3.3B | $1.7B | ||
| Q4 24 | $3.3B | $1.7B | ||
| Q3 24 | $3.4B | $1.9B | ||
| Q2 24 | $3.3B | $1.4B | ||
| Q1 24 | $2.8B | $1.4B |
| Q4 25 | $8.4B | $5.9B | ||
| Q3 25 | $8.2B | $5.7B | ||
| Q2 25 | $8.5B | $5.7B | ||
| Q1 25 | $8.1B | $5.7B | ||
| Q4 24 | $8.2B | $5.6B | ||
| Q3 24 | $8.1B | $8.0B | ||
| Q2 24 | $8.0B | $7.9B | ||
| Q1 24 | $6.5B | $7.9B |
| Q4 25 | 1.11× | 1.06× | ||
| Q3 25 | 1.17× | 1.03× | ||
| Q2 25 | 0.77× | 1.10× | ||
| Q1 25 | 0.60× | 1.03× | ||
| Q4 24 | 0.61× | 1.01× | ||
| Q3 24 | 0.60× | 1.62× | ||
| Q2 24 | 0.61× | 2.54× | ||
| Q1 24 | 0.51× | 2.75× |
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 | $64.3M |
| Free Cash FlowOCF − Capex | $262.0M | $5.2M |
| FCF MarginFCF / Revenue | 13.8% | 0.4% |
| Capex IntensityCapex / Revenue | 2.0% | 4.2% |
| Cash ConversionOCF / Net Profit | 2.20× | 3.19× |
| TTM Free Cash FlowTrailing 4 quarters | $-1.3B | $117.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $299.0M | $64.3M | ||
| Q3 25 | $-1.6B | $175.3M | ||
| Q2 25 | $200.0M | $110.3M | ||
| Q1 25 | $-65.0M | $-3.5M | ||
| Q4 24 | $203.0M | $125.4M | ||
| Q3 24 | $147.0M | $181.0M | ||
| Q2 24 | $92.0M | $278.2M | ||
| Q1 24 | $2.0M | $-66.7M |
| Q4 25 | $262.0M | $5.2M | ||
| Q3 25 | $-1.6B | $122.2M | ||
| Q2 25 | $180.0M | $45.6M | ||
| Q1 25 | $-96.0M | $-55.8M | ||
| Q4 24 | $181.0M | $62.0M | ||
| Q3 24 | $125.0M | $130.3M | ||
| Q2 24 | $77.0M | $222.6M | ||
| Q1 24 | $-19.0M | $-119.2M |
| Q4 25 | 13.8% | 0.4% | ||
| Q3 25 | -85.8% | 9.0% | ||
| Q2 25 | 9.3% | 3.4% | ||
| Q1 25 | -5.4% | -4.1% | ||
| Q4 24 | 9.7% | 4.7% | ||
| Q3 24 | 6.8% | 10.2% | ||
| Q2 24 | 4.8% | 17.4% | ||
| Q1 24 | -1.3% | -9.0% |
| Q4 25 | 2.0% | 4.2% | ||
| Q3 25 | 1.5% | 3.9% | ||
| Q2 25 | 1.0% | 4.8% | ||
| Q1 25 | 1.8% | 3.9% | ||
| Q4 24 | 1.2% | 4.8% | ||
| Q3 24 | 1.2% | 4.0% | ||
| Q2 24 | 0.9% | 4.3% | ||
| Q1 24 | 1.4% | 4.0% |
| Q4 25 | 2.20× | 3.19× | ||
| Q3 25 | -10.07× | 6.09× | ||
| Q2 25 | — | 2.72× | ||
| Q1 25 | -10.83× | -0.06× | ||
| Q4 24 | 8.83× | — | ||
| Q3 24 | 7.35× | 3.25× | ||
| Q2 24 | 3.07× | 3.59× | ||
| Q1 24 | 0.05× | -0.69× |
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% |
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
