The investor day sets a clear standalone roadmap but provides no near-term earnings catalyst. Traders should monitor the spin-off completion on August 3 and subsequent quarterly filings for progress against the 2030 targets. The $80M cost savings program and deleveraging trajectory are key operational milestones to track.
Price Chart
Executive Summary
ADI Global Distribution held its inaugural Investor Day, outlining its standalone strategy and medium-term financial targets ahead of its spin-off from Resideo Technologies (expected August 3, 2026). The company targets 4-6% revenue CAGR to ~$6B by 2030, >10% Adj. EBITDA CAGR to ~$500M with margin >8%, and cumulative operating cash flow >$1B, supported by $80M+ in planned run-rate savings by end of 2027. FY2025 standalone revenue was $4.8B with Adj. EBITDA of $295M (6.2% margin).
Key Facts
- FY2025 standalone revenue: $4.8B
- FY2025 standalone Adj. EBITDA: $295M (6.2% margin)
- Medium-term targets (by 2030): Revenue CAGR 4-6% to ~$6B, Adj. EBITDA CAGR >10% to ~$500M with margin >8%, cumulative cash flow from operations >$1B
- $80M+ run-rate operating savings targeted by end of 2027
- Spin-off from Resideo expected to close August 3, 2026; ADIG to trade 'regular-way' on NYSE August 4, 2026
- REZI shareholders receive 1 ADIG share for every 2 REZI shares
- Pro forma capitalization: $1B total debt, $850M net debt, opening net leverage ~3.0x, $500M undrawn revolver
- Initial credit rating: BB- (S&P) / Ba3 (Moody's)
Financial Impact
Medium-term targets imply ~$1.2B revenue growth and ~$205M Adj. EBITDA expansion by 2030 from FY2025 base; $80M+ cost savings targeted by end of 2027
Risk Factors
- Execution risk on achieving medium-term revenue and margin targets
- Integration of Snap One and realization of cost synergies may fall short
- Macroeconomic headwinds (tariffs, interest rates) could pressure end-market demand
- Spin-off execution risk and potential disruption to operations
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-077774 |
| Document: ea0297748-8k_adiglobal.htm | 0001213900-26-077774 |
| Document: ea029774801ex99-1.htm | 0001213900-26-077774 |
| Document: 0001213900-26-077774-index-headers.html | 0001213900-26-077774 |
| Document: 0001213900-26-077774-index.html | 0001213900-26-077774 |
| Document: 0001213900-26-077774.txt | 0001213900-26-077774 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | 144 | $16.51 | awaiting T+20 | — | $16.56 (+0.27%) |
Oct 8, 2026 17d ago | SC 13G | $17.20 | awaiting T+20 | — | $16.56 (−3.75%) |
Sep 11, 2026 6w ago | 144 | $20.35 $16.95 | ▲ +16.71% | ▲ +18.97% | $16.56 (+18.65%) |
Aug 21, 2026 9w ago | 144 | $22.10 $21.02 | ▲ +4.89% | ▲ +6.20% | $16.56 (+25.09%) |
Aug 20, 2026 9w ago | 144 | $21.12 $20.92 | ▲ +0.95% | ▲ +0.42% | $16.56 (+21.61%) |
Aug 13, 2026 10w ago | 8-K | $25.82 $20.53 | ▼ −20.49% | ▼ −18.74% | $16.56 (−35.88%) |
Aug 4, 2026 11w ago | 8-K | $22.00 $20.34 | ▼ −7.55% | ▼ −6.31% | $16.56 (−24.75%) |
Jul 14, 2026 14w ago | 8-K | — | awaiting T+20 | — | — |
Jul 7, 2026 15w ago | 3 | — | awaiting T+20 | — | — |
Jul 7, 2026 15w ago | 3 | — | awaiting T+20 | — | — |
US Market Status
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