Reviewing Resideo Technologies (NYSE:REZI) & Madison Air Solutions (NYSE:MAIR)

Madison Air Solutions (NYSE:MAIR) and Resideo Technologies (NYSE:REZI) are both industrials companies, but which is the better investment? We will compare the two companies based on the strength of their profitability, institutional ownership, analyst recommendations, dividends, risk, earnings and valuation.

Insider & Institutional Ownership

91.7% of Resideo Technologies shares are held by institutional investors. 1.6% of Resideo Technologies shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Earnings & Valuation

This table compares Madison Air Solutions and Resideo Technologies”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Madison Air Solutions	$3.34 billion	3.56	$97.00 million	$83,088.31	0.00
Resideo Technologies	$7.47 billion	0.40	-$527.00 million	$2.26	8.61

Madison Air Solutions has higher earnings, but lower revenue than Resideo Technologies. Madison Air Solutions is trading at a lower price-to-earnings ratio than Resideo Technologies, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Madison Air Solutions and Resideo Technologies’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Madison Air Solutions	N/A	N/A	N/A
Resideo Technologies	5.37%	17.79%	5.13%

Analyst Ratings

This is a summary of recent recommendations and price targets for Madison Air Solutions and Resideo Technologies, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Madison Air Solutions	1	4	7	2	2.71
Resideo Technologies	1	2	2	0	2.20

Madison Air Solutions presently has a consensus price target of $44.00, suggesting a potential upside of 85.73%. Resideo Technologies has a consensus price target of $41.00, suggesting a potential upside of 110.74%. Given Resideo Technologies’ higher possible upside, analysts plainly believe Resideo Technologies is more favorable than Madison Air Solutions.

Summary

Resideo Technologies beats Madison Air Solutions on 8 of the 14 factors compared between the two stocks.

About Madison Air Solutions

We take up to 25,000 breaths a day and spend up to 90% of our lives indoors, often breathing air that’s two to five times more polluted than outdoor air. Clean air is absolutely essential to human life, yet most people rarely think about the air we breathe at home, in our schools, in healthcare facilities and in the workplace. Poor air quality doesn’t just affect comfort; it undermines health, productivity and performance. Improving air quality is a fundamental principle that is a key tenet in everything we do. At Madison Air, we see air differently. Our mission is to make the world safer, healthier and more productive through the power of better air. We’ve built a business that transforms air into tangible outcomes for customers, creating the potential for long-term growth opportunities for investors. We believe Madison Air is a leader in the mission-critical indoor air solutions market, powered by differentiated advanced technologies that deliver superior air quality and tangible results: higher productivity, lower energy costs and improved operational performance in the most demanding environments. From protecting uptime in a data center with Nortek Data Center Cooling, to purifying air in a semiconductor fabrication facility with Nortek Air Solutions, to keeping families safer with AprilAire’s Healthy Air System and improving workplace productivity, health and retention with Big Ass Fans – better air delivers better outcomes. That’s the Madison Air advantage. We believe our sustainable growth is powered by our resilient, diversified model spanning both Commercial and Residential markets. For the year ended December 31, 2025, Madison Air generated $3.3 billion of net sales and $124.3 million of net income, with 3.7% of net income (loss) margin, 26.7% Adjusted EBITDA Margin, 381.9% operating cash flow conversion from continuing operations, and 351.8% free cash flow (“FCF”) conversion. On a Pro Forma basis, for the year ended December 31, 2025, Madison Air generated $3.5 billion of net sales and $58.1 million of net income, with 1.7% of net income (loss) margin and 26.6% Adjusted EBITDA Margin. Adjusted EBITDA Margin and FCF conversion are non-GAAP financial measures. For the definition and a reconciliation of these measures to the most directly comparable financial measures calculated and presented in accordance with U.S. Generally Accepted Accounting Principles (“GAAP”). Anchored by a large installed base, approximately half of net sales for the year ended December 31, 2025, came from replacement and upgrade demand and approximately 10% from aftermarket parts and services, providing stability across cycles. Our success is powered by a team of over 8,650 employees with an entrepreneurial mindset committed to innovation, precision and customer success. Our principal executive offices are located in Chicago, Illinois.

About Resideo Technologies

Resideo Technologies, Inc. develops, manufactures, and sells comfort, energy management, and safety and security solutions to the commercial and residential end markets in the United States, Europe, and internationally. The company operates in two segments, Products and Solutions, and ADI Global Distribution. The Products and Solutions segment provides temperature and humidity control, thermal and combustion solutions, water and indoor air quality solutions, energy products and solutions, water and air solutions, smoke and carbon monoxide detection home safety and fire suppression, security panels, sensors, peripherals, wire and cable, communications devices, video cameras, other home-related lifestyle convenience solutions, cloud infrastructure, installation and maintenance tools, and related software products under the Honeywell Home brand as well as Resideo, Braukmann, First Alert, and BRK brands. The ADI Global Distribution segment engages in the distribution of security, fire, access control, and video products; and participates in the broader related markets of smart home, power, audio, ProAV, networking, communications, data communications, wire and cable, enterprise connectivity, and structured wiring products. The company sells its products and services through a network of professional contractors, distributors, and original equipment manufacturers, as well as retail and online merchants. Resideo Technologies, Inc. was incorporated in 2018 and is headquartered in Scottsdale, Arizona.