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Side-by-side financial comparison of RESIDEO TECHNOLOGIES, INC. (REZI) and XPO, Inc. (XPO). Click either name above to swap in a different company.
XPO, Inc. is the larger business by last-quarter revenue ($2.1B vs $1.9B, roughly 1.1× RESIDEO TECHNOLOGIES, INC.). RESIDEO TECHNOLOGIES, INC. runs the higher net margin — 7.2% vs 4.8%, a 2.4% gap on every dollar of revenue. On growth, XPO, Inc. posted the faster year-over-year revenue change (7.3% vs 2.0%). Over the past eight quarters, RESIDEO TECHNOLOGIES, INC.'s revenue compounded faster (12.9% CAGR vs 0.4%).
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...
XPO, Inc., formerly XPO Logistics, is an American transportation company that conducts less-than-truckload shipping in North America. The company has headquarters in Greenwich, Connecticut, and has 592 locations globally. XPO is the second largest provider of less-than-truckload (LTL) services in North America, operating in 99 percent of all U.S. postal codes.
REZI vs XPO — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.1B |
| Net Profit | $136.0M | $101.0M |
| Gross Margin | 29.6% | — |
| Operating Margin | 7.4% | 8.3% |
| Net Margin | 7.2% | 4.8% |
| Revenue YoY | 2.0% | 7.3% |
| Net Profit YoY | 491.3% | 46.4% |
| EPS (diluted) | $0.99 | $0.85 |
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.
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.9B | $2.0B | ||
| Q3 25 | $1.9B | $2.1B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | $1.8B | $2.0B | ||
| Q4 24 | $1.9B | $1.9B | ||
| Q3 24 | $1.8B | $2.1B | ||
| Q2 24 | $1.6B | $2.1B |
| Q1 26 | — | $101.0M | ||
| Q4 25 | $136.0M | $59.0M | ||
| Q3 25 | $156.0M | $82.0M | ||
| Q2 25 | $-825.0M | $106.0M | ||
| Q1 25 | $6.0M | $69.0M | ||
| Q4 24 | $23.0M | $75.0M | ||
| Q3 24 | $20.0M | $95.0M | ||
| Q2 24 | $30.0M | $150.0M |
| Q1 26 | — | — | ||
| 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 26 | — | 8.3% | ||
| Q4 25 | 7.4% | 7.1% | ||
| Q3 25 | 8.3% | 7.8% | ||
| Q2 25 | 9.1% | 9.5% | ||
| Q1 25 | 7.7% | 7.7% | ||
| Q4 24 | 7.8% | 7.8% | ||
| Q3 24 | 6.9% | 8.6% | ||
| Q2 24 | 7.7% | 9.5% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 7.2% | 2.9% | ||
| Q3 25 | 8.4% | 3.9% | ||
| Q2 25 | -42.5% | 5.1% | ||
| Q1 25 | 0.3% | 3.5% | ||
| Q4 24 | 1.2% | 3.9% | ||
| Q3 24 | 1.1% | 4.6% | ||
| Q2 24 | 1.9% | 7.2% |
| Q1 26 | — | $0.85 | ||
| Q4 25 | $0.99 | $0.49 | ||
| Q3 25 | $0.85 | $0.68 | ||
| Q2 25 | $-5.59 | $0.89 | ||
| Q1 25 | $-0.02 | $0.58 | ||
| Q4 24 | $0.06 | $0.63 | ||
| Q3 24 | $0.07 | $0.79 | ||
| Q2 24 | $0.19 | $1.25 |
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 | $237.0M |
| Total DebtLower is stronger | $3.2B | $3.3B |
| Stockholders' EquityBook value | $2.9B | $1.9B |
| Total Assets | $8.4B | $8.2B |
| Debt / EquityLower = less leverage | 1.11× | 1.77× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $237.0M | ||
| Q4 25 | $661.0M | $310.0M | ||
| Q3 25 | $345.0M | $335.0M | ||
| Q2 25 | $753.0M | $225.0M | ||
| Q1 25 | $577.0M | $212.0M | ||
| Q4 24 | $692.0M | $246.0M | ||
| Q3 24 | $531.0M | $378.0M | ||
| Q2 24 | $413.0M | $250.0M |
| Q1 26 | — | $3.3B | ||
| 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 26 | — | $1.9B | ||
| Q4 25 | $2.9B | $1.9B | ||
| Q3 25 | $2.8B | $1.8B | ||
| Q2 25 | $2.6B | $1.8B | ||
| Q1 25 | $3.3B | $1.6B | ||
| Q4 24 | $3.3B | $1.6B | ||
| Q3 24 | $3.4B | $1.6B | ||
| Q2 24 | $3.3B | $1.5B |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $8.4B | $8.2B | ||
| Q3 25 | $8.2B | $8.2B | ||
| Q2 25 | $8.5B | $8.1B | ||
| Q1 25 | $8.1B | $7.9B | ||
| Q4 24 | $8.2B | $7.7B | ||
| Q3 24 | $8.1B | $7.9B | ||
| Q2 24 | $8.0B | $7.7B |
| Q1 26 | — | 1.77× | ||
| 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× | — |
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 | $183.0M |
| Free Cash FlowOCF − Capex | $262.0M | — |
| FCF MarginFCF / Revenue | 13.8% | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 2.20× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $-1.3B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $183.0M | ||
| Q4 25 | $299.0M | — | ||
| Q3 25 | $-1.6B | $371.0M | ||
| Q2 25 | $200.0M | $247.0M | ||
| Q1 25 | $-65.0M | $142.0M | ||
| Q4 24 | $203.0M | $189.0M | ||
| Q3 24 | $147.0M | $264.0M | ||
| Q2 24 | $92.0M | $210.0M |
| Q1 26 | — | — | ||
| Q4 25 | $262.0M | — | ||
| Q3 25 | $-1.6B | $215.0M | ||
| Q2 25 | $180.0M | $51.0M | ||
| Q1 25 | $-96.0M | $-57.0M | ||
| Q4 24 | $181.0M | $23.0M | ||
| Q3 24 | $125.0M | $137.0M | ||
| Q2 24 | $77.0M | $20.0M |
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | — | ||
| Q3 25 | -85.8% | 10.2% | ||
| Q2 25 | 9.3% | 2.5% | ||
| Q1 25 | -5.4% | -2.9% | ||
| Q4 24 | 9.7% | 1.2% | ||
| Q3 24 | 6.8% | 6.7% | ||
| Q2 24 | 4.8% | 1.0% |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 5.3% | ||
| Q3 25 | 1.5% | 7.4% | ||
| Q2 25 | 1.0% | 9.4% | ||
| Q1 25 | 1.8% | 10.2% | ||
| Q4 24 | 1.2% | 8.6% | ||
| Q3 24 | 1.2% | 6.2% | ||
| Q2 24 | 0.9% | 9.1% |
| Q1 26 | — | 1.81× | ||
| Q4 25 | 2.20× | — | ||
| Q3 25 | -10.07× | 4.52× | ||
| Q2 25 | — | 2.33× | ||
| Q1 25 | -10.83× | 2.06× | ||
| Q4 24 | 8.83× | 2.52× | ||
| Q3 24 | 7.35× | 2.78× | ||
| Q2 24 | 3.07× | 1.40× |
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% |
XPO
Segment breakdown not available.
