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Side-by-side financial comparison of RESIDEO TECHNOLOGIES, INC. (REZI) and Toast, Inc. (TOST). Click either name above to swap in a different company.
RESIDEO TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($1.9B vs $1.6B, roughly 1.2× Toast, Inc.). RESIDEO TECHNOLOGIES, INC. runs the higher net margin — 7.2% vs 6.2%, a 1.0% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs 2.0%). RESIDEO TECHNOLOGIES, INC. produced more free cash flow last quarter ($262.0M vs $178.0M). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% 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...
Toast, Inc. is an American cloud-based restaurant management software company based in Boston, Massachusetts. The company provides an all-in-one point of sale (POS) system built on the Android operating system.
REZI vs TOST — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.6B |
| Net Profit | $136.0M | $101.0M |
| Gross Margin | 29.6% | 25.9% |
| Operating Margin | 7.4% | 5.2% |
| Net Margin | 7.2% | 6.2% |
| Revenue YoY | 2.0% | 22.0% |
| Net Profit YoY | 491.3% | 215.6% |
| EPS (diluted) | $0.99 | $0.18 |
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 | $1.6B | ||
| Q3 25 | $1.9B | $1.6B | ||
| Q2 25 | $1.9B | $1.6B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $1.8B | $1.3B | ||
| Q2 24 | $1.6B | $1.2B | ||
| Q1 24 | $1.5B | $1.1B |
| Q4 25 | $136.0M | $101.0M | ||
| Q3 25 | $156.0M | $105.0M | ||
| Q2 25 | $-825.0M | $80.0M | ||
| Q1 25 | $6.0M | $56.0M | ||
| Q4 24 | $23.0M | $32.0M | ||
| Q3 24 | $20.0M | $56.0M | ||
| Q2 24 | $30.0M | $14.0M | ||
| Q1 24 | $43.0M | $-83.0M |
| Q4 25 | 29.6% | 25.9% | ||
| Q3 25 | 29.8% | 26.5% | ||
| Q2 25 | 29.3% | 25.3% | ||
| Q1 25 | 28.9% | 25.9% | ||
| Q4 24 | 28.5% | 24.9% | ||
| Q3 24 | 28.7% | 24.7% | ||
| Q2 24 | 28.1% | 23.0% | ||
| Q1 24 | 26.9% | 23.2% |
| Q4 25 | 7.4% | 5.2% | ||
| Q3 25 | 8.3% | 5.1% | ||
| Q2 25 | 9.1% | 5.2% | ||
| Q1 25 | 7.7% | 3.2% | ||
| Q4 24 | 7.8% | 2.5% | ||
| Q3 24 | 6.9% | 2.6% | ||
| Q2 24 | 7.7% | 0.4% | ||
| Q1 24 | 8.6% | -5.2% |
| Q4 25 | 7.2% | 6.2% | ||
| Q3 25 | 8.4% | 6.4% | ||
| Q2 25 | -42.5% | 5.2% | ||
| Q1 25 | 0.3% | 4.2% | ||
| Q4 24 | 1.2% | 2.4% | ||
| Q3 24 | 1.1% | 4.3% | ||
| Q2 24 | 1.9% | 1.1% | ||
| Q1 24 | 2.9% | -7.7% |
| Q4 25 | $0.99 | $0.18 | ||
| Q3 25 | $0.85 | $0.16 | ||
| Q2 25 | $-5.59 | $0.13 | ||
| Q1 25 | $-0.02 | $0.09 | ||
| Q4 24 | $0.06 | $0.09 | ||
| Q3 24 | $0.07 | $0.07 | ||
| Q2 24 | $0.19 | $0.02 | ||
| Q1 24 | $0.29 | $-0.15 |
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 | $1.4B |
| Total DebtLower is stronger | $3.2B | — |
| Stockholders' EquityBook value | $2.9B | $2.1B |
| Total Assets | $8.4B | $3.1B |
| Debt / EquityLower = less leverage | 1.11× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $661.0M | $1.4B | ||
| Q3 25 | $345.0M | $1.4B | ||
| Q2 25 | $753.0M | $1.2B | ||
| Q1 25 | $577.0M | $1.0B | ||
| Q4 24 | $692.0M | $903.0M | ||
| Q3 24 | $531.0M | $761.0M | ||
| Q2 24 | $413.0M | $691.0M | ||
| Q1 24 | $603.0M | $578.0M |
| 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 | $2.9B | $2.1B | ||
| Q3 25 | $2.8B | $2.0B | ||
| Q2 25 | $2.6B | $1.8B | ||
| Q1 25 | $3.3B | $1.7B | ||
| Q4 24 | $3.3B | $1.5B | ||
| Q3 24 | $3.4B | $1.4B | ||
| Q2 24 | $3.3B | $1.3B | ||
| Q1 24 | $2.8B | $1.2B |
| Q4 25 | $8.4B | $3.1B | ||
| Q3 25 | $8.2B | $3.0B | ||
| Q2 25 | $8.5B | $2.8B | ||
| Q1 25 | $8.1B | $2.6B | ||
| Q4 24 | $8.2B | $2.4B | ||
| Q3 24 | $8.1B | $2.2B | ||
| Q2 24 | $8.0B | $2.2B | ||
| Q1 24 | $6.5B | $2.1B |
| 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 | $299.0M | $194.0M |
| Free Cash FlowOCF − Capex | $262.0M | $178.0M |
| FCF MarginFCF / Revenue | 13.8% | 10.9% |
| Capex IntensityCapex / Revenue | 2.0% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.20× | 1.92× |
| TTM Free Cash FlowTrailing 4 quarters | $-1.3B | $608.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $299.0M | $194.0M | ||
| Q3 25 | $-1.6B | $165.0M | ||
| Q2 25 | $200.0M | $223.0M | ||
| Q1 25 | $-65.0M | $79.0M | ||
| Q4 24 | $203.0M | $147.0M | ||
| Q3 24 | $147.0M | $109.0M | ||
| Q2 24 | $92.0M | $124.0M | ||
| Q1 24 | $2.0M | $-20.0M |
| Q4 25 | $262.0M | $178.0M | ||
| Q3 25 | $-1.6B | $153.0M | ||
| Q2 25 | $180.0M | $208.0M | ||
| Q1 25 | $-96.0M | $69.0M | ||
| Q4 24 | $181.0M | $134.0M | ||
| Q3 24 | $125.0M | $97.0M | ||
| Q2 24 | $77.0M | $108.0M | ||
| Q1 24 | $-19.0M | $-33.0M |
| Q4 25 | 13.8% | 10.9% | ||
| Q3 25 | -85.8% | 9.4% | ||
| Q2 25 | 9.3% | 13.4% | ||
| Q1 25 | -5.4% | 5.2% | ||
| Q4 24 | 9.7% | 10.0% | ||
| Q3 24 | 6.8% | 7.4% | ||
| Q2 24 | 4.8% | 8.7% | ||
| Q1 24 | -1.3% | -3.1% |
| Q4 25 | 2.0% | 1.0% | ||
| Q3 25 | 1.5% | 0.7% | ||
| Q2 25 | 1.0% | 1.0% | ||
| Q1 25 | 1.8% | 0.7% | ||
| Q4 24 | 1.2% | 1.0% | ||
| Q3 24 | 1.2% | 0.9% | ||
| Q2 24 | 0.9% | 1.3% | ||
| Q1 24 | 1.4% | 1.2% |
| Q4 25 | 2.20× | 1.92× | ||
| Q3 25 | -10.07× | 1.57× | ||
| Q2 25 | — | 2.79× | ||
| Q1 25 | -10.83× | 1.41× | ||
| Q4 24 | 8.83× | 4.59× | ||
| Q3 24 | 7.35× | 1.95× | ||
| Q2 24 | 3.07× | 8.86× | ||
| 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% |
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
