Geopolitics Alpha

Resideo Technologies (REZI): government contracts, filings & geopolitical news

Resideo Technologies (REZI) and its matched subsidiaries received $35.9M in federal contract obligations in the last 12 months and $4.00B over the last five years, according to USAspending.gov. The Department of Energy accounted for 70% of the five-year total, followed by the Department of Defense (27%). Annual obligations fell from $131.9M in fiscal 2025 to $37.4M in fiscal 2026 (-72%). Its largest contract with activity in that period is FA820807C0001 from the Department of the Air Force for non-personal services - secondary power logistics solution (spls), with $798.7M obligated over the life of the award. 6 tracked superinvestor portfolios reported REZI in the latest 13F filings.

Resideo Technologies government contracts

$35.9Mobligated, last 12 months
$4.00Bobligated, last 5 years
12awarding agencies
0DoD announcements, past year
FY2022: $18.3M (partial)$18.3MFY22*FY2023: $281.6M$281.6MFY23FY2024: $3.53B$3.53BFY24FY2025: $131.9M$131.9MFY25FY2026: $37.4M$37.4MFY26FY2027: $0 (partial)$0FY27*
Resideo Technologies federal contract obligations by fiscal year. Federal fiscal years (October to September); * = partial year.

Obligations by agency

Top contracting offices (5 years): Department of Energy $2.81B; Department of the Air Force $298.5M; Department of the Army $290.0M; Defense Logistics Agency $249.0M; Department of the Navy $223.0M; Public Buildings Service $72.1M.

Largest contracts

Largest REZI prime contracts with activity in the last five years, by total obligated
AwardDescription · recipientAgencyObligated (award total)StartEnd
FA820807C0001Non-personal services - secondary power logistics solution (spls) HONEYWELL INTERNATIONAL INC.Department of Defense Department of the Air Force$798.7MDec 1, 2007Dec 31, 2021
W56HZV22F0321Total integrated engine revitalization (tiger) program. delivery order year 2, delivery order number 6 hardware. HONEYWELL INTERNATIONAL INC.Department of Defense Department of the Army$129.5MJun 29, 2022Jul 31, 2025
W58RGZ24F0191Ch47 714a engines, ecus and install kits in support of germany and spain. HONEYWELL INTERNATIONAL INC.Department of Defense Department of the Army$107.0MDec 20, 2023May 31, 2031
FA857620C0001Embedded global positioning system/inertial navigation system (egi) - modernized (egi-m) engineering, manufacturing and development (emd) phase HONEYWELL INTERNATIONAL INC.Department of Defense Department of the Air Force$93.8MApr 21, 2020Apr 20, 2024
W56HZV24F0187Tiger iii year four hardware delivery order eleventh increment. HONEYWELL INTERNATIONAL INC.Department of Defense Department of the Army$42.2MMar 5, 2024Sep 30, 2025
N0038325FNM00Spare delivery order under a 5 year requirements contract HONEYWELL INTERNATIONAL INC.Department of Defense Department of the Navy$37.0MDec 27, 2024Dec 17, 2029
0004Steam plant decentralization HONEYWELL INTERNATIONAL, INCDepartment of Defense Department of the Army$26.4MDec 17, 2014Feb 1, 2032
N0038323FV62SWheel,landing gear HONEYWELL INTERNATIONAL INC.Department of Defense Department of the Navy$25.7MSep 22, 2023Oct 1, 2024
W15QKN23F0498Delivery order to meet minimum obligation quantity per contract w15qkn-23-d-0039. this delivery order supports the army and usmc. HONEYWELL INTERNATIONAL INC.Department of Defense Department of the Army$25.1MAug 10, 2023Jan 6, 2026
W91QF510F0002Espc service year fifteen (15) HONEYWELL BUILDING SOLUTIONS SES CORPDepartment of Defense Department of the Army$24.7MDec 29, 2009Oct 31, 2025

Newest contracts

Most recently started REZI prime contracts, last 12 months
AwardDescription · recipientAgencyObligated (award total)StartEnd
70Z03826PF0000629Repair of 8 ea of egi receivers for use on the mh-65 aircraft. HONEYWELL INTERNATIONAL INC.Department of Homeland Security U.S. Coast Guard$167KSep 23, 2026Nov 20, 2026
70Z03826PA0000510Repair of five (5) inertial embedded gpss for the support of the hc-144 aircraft. HONEYWELL INTERNATIONAL INC.Department of Homeland Security U.S. Coast Guard$105KSep 16, 2026Mar 25, 2027
70Z03826PR0000354Repair of embedded global positioning system/inertial navigation system (egi) to be used on uscg mh-60t helicopters. HONEYWELL INTERNATIONAL INC.Department of Homeland Security U.S. Coast Guard$167KSep 10, 2026Jan 18, 2027
70Z03826PZ0000098Repair of the egi 764+429+jaic that will be used on united states coast guard mh-60t helicopters. HONEYWELL INTERNATIONAL INC.Department of Homeland Security U.S. Coast Guard$167KAug 18, 2026Dec 30, 2028
N0038326PHA58Circuit card assemb HONEYWELL INTERNATIONAL INC.Department of Defense Department of the Navy$323KJul 15, 2026May 23, 2028
SPE4AX26F282A8512238706!bushing,machine thread HONEYWELL INTERNATIONAL INC.Department of Defense Defense Logistics Agency$114KJul 14, 2026Jan 12, 2027
FA811726F0197Repair of computer,display,mu HONEYWELL INTERNATIONAL INC.Department of Defense Department of the Air Force$12KJul 13, 2026Aug 17, 2026
FA853826F0066Repair support for the communication navigation system and air traffic management (cns / atm) / satcom. HONEYWELL INTERNATIONAL INC.Department of Defense Department of the Air Force$220KJul 9, 2026Jul 8, 2027

Matched USAspending recipients: RESIDEO TECHNOLOGIES, INC. (UEI CTZWUSPKUMG8, parent with subsidiaries).

Contract data: USAspending.gov (federal prime contract obligations, award types A-D, by action date) and the Department of Defense daily contract announcements (awards of $7.5 million or more). Both are public-domain U.S. government data. Company matching uses legal names and parent/child recipient records and is deliberately conservative, so some subsidiaries may be missing. Obligations are not revenue. Not investment advice.

REZI share price, last 12 months

Close $18.72 on Sep 15, 2026, -57.9% since Oct 24, 2025 (range $18.72 to $44.50, daily closes).

Company facts

Ticker
REZI (NYSE)
Sector
Consumer
Industry (SEC SIC code)
Wholesale-Hardware (5072)

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for Resideo Technologies (REZI)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

6 of the tracked billionaire portfolios reported REZI in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
John Rogers Ariel Investments1.90%$191.0MAdded 1%Q2 2026
David Einhorn Greenlight Capital (DME Capital Management)1.35%$52.9MAdded 8%Q2 2026
Bill Miller Miller Value Partners0.51%$2.1MReduced 1%Q2 2026
Tweedy Browne Tweedy Browne Company0.20%$2.6MAdded 15%Q2 2026
Rich Pzena Pzena Investment Management0.15%$52.5MAdded 22%Q2 2026
Mario Gabelli GAMCO Investors0.08%$8.7MReduced 13%Q2 2026

Latest geopolitical & market news

None on record yet.

Peers: Wholesale-Hardware

CompanyTickerFederal contracts, 12 months
Ferguson EnterprisesFERG–
WatscoWSO–

Biggest government contractors in Consumer: McKesson ($12.33B), Amentum Holdings ($6.84B), Cencora ($4.69B), Accenture ($3.76B), Reliance ($2.02B), The GEO Group ($1.41B), Tutor Perini ($1.35B), Oshkosh ($931.3M).

Congressional trades in REZI

Trades in REZI that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for REZI

Everything on REZI, newest first

No original notes are listed on this page yet.

Frequently asked questions

How much does the U.S. government spend with Resideo Technologies?

USAspending.gov shows $35.9M in federal contract obligations to Resideo Technologies (REZI) and its matched subsidiaries in the last 12 months and $4.00B over the last five years (as of Oct 28, 2026).

Which agencies award contracts to Resideo Technologies?

Over five years: Department of Energy $2.81B; Department of Defense $1.07B; General Services Administration $72.1M; Department of Homeland Security $34.0M.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects REZI?

This page lists every Geopolitics Alpha note that names REZI as exposed to an event, with the reason it is exposed.

Has Congress traded REZI?

The table above lists trades in REZI that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.