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Side-by-side financial comparison of RESIDEO TECHNOLOGIES, INC. (REZI) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Workday, Inc. is the larger business by last-quarter revenue ($2.4B vs $1.9B, roughly 1.3× RESIDEO TECHNOLOGIES, INC.). Workday, Inc. runs the higher net margin — 10.4% vs 7.2%, a 3.2% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 2.0%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $262.0M). Over the past eight quarters, RESIDEO TECHNOLOGIES, INC.'s revenue compounded faster (12.9% CAGR vs 12.5%).
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...
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
REZI vs WDAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.4B |
| Net Profit | $136.0M | $252.0M |
| Gross Margin | 29.6% | — |
| Operating Margin | 7.4% | 10.6% |
| Net Margin | 7.2% | 10.4% |
| Revenue YoY | 2.0% | 12.6% |
| Net Profit YoY | 491.3% | 30.6% |
| EPS (diluted) | $0.99 | $0.94 |
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 | $2.4B | ||
| Q3 25 | $1.9B | $2.3B | ||
| Q2 25 | $1.9B | $2.2B | ||
| Q1 25 | $1.8B | $2.2B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $1.8B | $2.1B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.5B | $1.9B |
| Q4 25 | $136.0M | $252.0M | ||
| Q3 25 | $156.0M | $228.0M | ||
| Q2 25 | $-825.0M | $68.0M | ||
| Q1 25 | $6.0M | $94.0M | ||
| Q4 24 | $23.0M | $193.0M | ||
| Q3 24 | $20.0M | $132.0M | ||
| Q2 24 | $30.0M | $107.0M | ||
| Q1 24 | $43.0M | $1.2B |
| 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% | 10.6% | ||
| Q3 25 | 8.3% | 10.6% | ||
| Q2 25 | 9.1% | 1.7% | ||
| Q1 25 | 7.7% | 3.4% | ||
| Q4 24 | 7.8% | 7.6% | ||
| Q3 24 | 6.9% | 5.3% | ||
| Q2 24 | 7.7% | 3.2% | ||
| Q1 24 | 8.6% | 4.1% |
| Q4 25 | 7.2% | 10.4% | ||
| Q3 25 | 8.4% | 9.7% | ||
| Q2 25 | -42.5% | 3.0% | ||
| Q1 25 | 0.3% | 4.3% | ||
| Q4 24 | 1.2% | 8.9% | ||
| Q3 24 | 1.1% | 6.3% | ||
| Q2 24 | 1.9% | 5.4% | ||
| Q1 24 | 2.9% | 61.8% |
| Q4 25 | $0.99 | $0.94 | ||
| Q3 25 | $0.85 | $0.84 | ||
| Q2 25 | $-5.59 | $0.25 | ||
| Q1 25 | $-0.02 | $0.34 | ||
| Q4 24 | $0.06 | $0.72 | ||
| Q3 24 | $0.07 | $0.49 | ||
| Q2 24 | $0.19 | $0.40 | ||
| Q1 24 | $0.29 | $4.48 |
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 | $6.8B |
| Total DebtLower is stronger | $3.2B | — |
| Stockholders' EquityBook value | $2.9B | $8.9B |
| Total Assets | $8.4B | $17.8B |
| Debt / EquityLower = less leverage | 1.11× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $661.0M | $6.8B | ||
| Q3 25 | $345.0M | $8.2B | ||
| Q2 25 | $753.0M | $8.0B | ||
| Q1 25 | $577.0M | $8.0B | ||
| Q4 24 | $692.0M | $7.2B | ||
| Q3 24 | $531.0M | $7.4B | ||
| Q2 24 | $413.0M | $7.2B | ||
| Q1 24 | $603.0M | $7.8B |
| 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 | $3.0B | ||
| Q1 24 | $1.4B | $3.0B |
| Q4 25 | $2.9B | $8.9B | ||
| Q3 25 | $2.8B | $9.2B | ||
| Q2 25 | $2.6B | $8.9B | ||
| Q1 25 | $3.3B | $9.0B | ||
| Q4 24 | $3.3B | $8.6B | ||
| Q3 24 | $3.4B | $8.3B | ||
| Q2 24 | $3.3B | $8.2B | ||
| Q1 24 | $2.8B | $8.1B |
| Q4 25 | $8.4B | $17.8B | ||
| Q3 25 | $8.2B | $18.0B | ||
| Q2 25 | $8.5B | $17.2B | ||
| Q1 25 | $8.1B | $18.0B | ||
| Q4 24 | $8.2B | $16.4B | ||
| Q3 24 | $8.1B | $16.2B | ||
| Q2 24 | $8.0B | $15.9B | ||
| Q1 24 | $6.5B | $16.5B |
| 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× | 0.37× | ||
| Q1 24 | 0.51× | 0.37× |
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 | $588.0M |
| Free Cash FlowOCF − Capex | $262.0M | $550.0M |
| FCF MarginFCF / Revenue | 13.8% | 22.6% |
| Capex IntensityCapex / Revenue | 2.0% | 1.6% |
| Cash ConversionOCF / Net Profit | 2.20× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $-1.3B | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $299.0M | $588.0M | ||
| Q3 25 | $-1.6B | $616.0M | ||
| Q2 25 | $200.0M | $457.0M | ||
| Q1 25 | $-65.0M | $1.1B | ||
| Q4 24 | $203.0M | $406.0M | ||
| Q3 24 | $147.0M | $571.0M | ||
| Q2 24 | $92.0M | $372.0M | ||
| Q1 24 | $2.0M | $995.6M |
| Q4 25 | $262.0M | $550.0M | ||
| Q3 25 | $-1.6B | $588.0M | ||
| Q2 25 | $180.0M | $421.0M | ||
| Q1 25 | $-96.0M | $1.0B | ||
| Q4 24 | $181.0M | $359.0M | ||
| Q3 24 | $125.0M | $516.0M | ||
| Q2 24 | $77.0M | $291.0M | ||
| Q1 24 | $-19.0M | $947.6M |
| Q4 25 | 13.8% | 22.6% | ||
| Q3 25 | -85.8% | 25.0% | ||
| Q2 25 | 9.3% | 18.8% | ||
| Q1 25 | -5.4% | 46.4% | ||
| Q4 24 | 9.7% | 16.6% | ||
| Q3 24 | 6.8% | 24.7% | ||
| Q2 24 | 4.8% | 14.6% | ||
| Q1 24 | -1.3% | 49.3% |
| Q4 25 | 2.0% | 1.6% | ||
| Q3 25 | 1.5% | 1.2% | ||
| Q2 25 | 1.0% | 1.6% | ||
| Q1 25 | 1.8% | 3.9% | ||
| Q4 24 | 1.2% | 2.2% | ||
| Q3 24 | 1.2% | 2.6% | ||
| Q2 24 | 0.9% | 4.1% | ||
| Q1 24 | 1.4% | 2.5% |
| Q4 25 | 2.20× | 2.33× | ||
| Q3 25 | -10.07× | 2.70× | ||
| Q2 25 | — | 6.72× | ||
| Q1 25 | -10.83× | 11.83× | ||
| Q4 24 | 8.83× | 2.10× | ||
| Q3 24 | 7.35× | 4.33× | ||
| Q2 24 | 3.07× | 3.48× | ||
| Q1 24 | 0.05× | 0.84× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
