REZI: Core-channel growth and higher FY guidance offset inflation and housing headwinds
Published . Updated .
Key takeaways
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Q3 revenue rose 3% YoY, with core channels up 6% and adjusted EBITDA up 5%. FY 2026 guidance was raised after Q3 outperformance, while inflation, soft housing and uncertain tariff refunds remain constraints.Based on Resideo Technologies, Inc. [REZI] Q3 2026 Audio Transcript —
Directly affected
- REZI Resideo Technologies
Named in this report.
Indirectly affected
- TIP iShares TIPS Bond ETF+0.4% 19d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- XLP Consumer Staples Select Sector SPDR-1.7% 9d
Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- XLRE Real Estate Select Sector SPDR+4.3% 30d
Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “housing” (real estate) in this story.
- XLI Industrial Select Sector SPDR-0.2% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- WMT Walmart+20.2% 30d
Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- PLD Prologis-3.7% 30d
Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story.
- COST Costco Wholesale+15.3% 30d
Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- PG The Procter & Gamble+13.4% 30d
The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| REZINo price data for this ticker | — | — | — | — | — | — | — |
| TIP | +0.74% | +0.94% | base | after close | after close | after close | after close |
| XLP | +1.01% | -1.04% | base | after close | after close | after close | after close |
| XLRE | +1.14% | -1.35% | base | after close | after close | after close | after close |
| XLINo price data for this ticker | — | — | — | — | — | — | — |
| WMT | +2.97% | -0.02% | base | after close | after close | after close | after close |
| PLD | +0.98% | -2.41% | base | after close | after close | after close | after close |
| COST | -1.85% | -1.20% | base | after close | after close | after close | after close |
| PG | -0.74% | -1.92% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
REZI: Core-channel growth and higher FY guidance offset inflation and housing headwinds TradingView
Source: TradingView
Price since this story was published: Ishares Tr (TIP)
| Company | When | Move | Status |
|---|---|---|---|
| Costco Wholesale (COST) | three days earlier | -1.20% | final price |
| Costco Wholesale (COST) | five days earlier | -1.85% | final price |
| Procter & Gamble (PG) | three days earlier | -1.92% | final price |
| Procter & Gamble (PG) | five days earlier | -0.74% | final price |
| Prologis (PLD) | three days earlier | -2.41% | final price |
| Prologis (PLD) | five days earlier | +0.98% | final price |
| Ishares Tr (TIP) | three days earlier | +0.94% | final price |
| Ishares Tr (TIP) | five days earlier | +0.74% | final price |
| Walmart (WMT) | three days earlier | -0.02% | final price |
| Walmart (WMT) | five days earlier | +2.97% | final price |
| Select Sector Spdr Tr (XLP) | three days earlier | -1.04% | final price |
| Select Sector Spdr Tr (XLP) | five days earlier | +1.01% | final price |
| Select Sector Spdr Tr (XLRE) | three days earlier | -1.35% | final price |
| Select Sector Spdr Tr (XLRE) | five days earlier | +1.14% | final price |
Congressional trades in the stocks in this story
- Rep. Rohit Khanna bought Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 13 Oct 2026. That is 29 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 35 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 40 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. David J. Taylor bought Prologis (PLD), worth $1,001 - $15,000 on 15 Oct 2026. That is 27 days before publication. Filed 29 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 47 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 61 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST), worth $100,001 - $250,000 on 13 Oct 2026. That is 29 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 12 Oct 2026. That is 30 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 35 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Maria Elvira Salazar bought Procter & Gamble (PG), worth $1,001 - $15,000 on 23 Oct 2026. That is 19 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. David J. Taylor sold Procter & Gamble (PG), worth $1,001 - $15,000 on 12 Oct 2026. That is 30 days before publication. Filed 15 Oct 2026. View the filing.
- Rep. Pete Sessions sold Procter & Gamble (PG), worth $1,001 - $15,000 on 8 Oct 2026. That is 34 days before publication. Filed 27 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares Tr (TIP)
Companies tied to this story
- TIP Ishares Tr
In “REZI: Core-channel growth and higher FY guidance offset inflation and housing headwinds,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- XLP Select Sector Spdr Tr
Select Sector Spdr Tr (XLP) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “REZI: Core-channel growth and higher FY guidance offset inflation and housing headwinds.” Reason on file: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- XLRE Select Sector Spdr Tr
In “REZI: Core-channel growth and higher FY guidance offset inflation and housing headwinds,” Select Sector Spdr Tr (XLRE) is linked, with no stored direction, medium confidence. Reason on file: Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “housing” (real estate) in this story
- WMT Walmart
Walmart (WMT) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “REZI: Core-channel growth and higher FY guidance offset inflation and housing headwinds.” Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- PLD Prologis
For “REZI: Core-channel growth and higher FY guidance offset inflation and housing headwinds,” Prologis (PLD) is linked, with no stored direction, medium confidence. Reason on file: Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story
- COST Costco Wholesale
In “REZI: Core-channel growth and higher FY guidance offset inflation and housing headwinds,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- PG Procter & Gamble
In “REZI: Core-channel growth and higher FY guidance offset inflation and housing headwinds,” Procter & Gamble (PG) is linked, with no stored direction, medium confidence. Reason on file: The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- DHI Horton D R
In “REZI: Core-channel growth and higher FY guidance offset inflation and housing headwinds,” Horton D R (DHI) is linked, with no stored direction, medium confidence. Reason on file: D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story
Ishares Tr (TIP)
On 11 Nov 2026, “REZI: Core-channel growth and higher FY guidance offset inflation and housing headwinds” is the story that connects Ishares Tr (TIP) to this story.
Ishares Tr (TIP) is on the page because iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
A second company, Select Sector Spdr Tr (XLP), is listed for a different reason: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
Dates in the story, and the Ishares Tr (TIP) price range
TIP traded between 103.77 and 105.61 across 16 sessions. The latest close on file is 105.27. XLP traded between 80.10 and 82.50 across 6 sessions. The latest close on file is 81.02. XLRE traded between 40.28 and 43.70 across 20 sessions. The latest close on file is 43.64.
A simple score for Ishares Tr (TIP)
46 out of 100
“REZI: Core-channel growth and higher FY guidance offset inflation and housing headwinds” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.