other material
confidence high
sentiment positive
materiality 0.70
ADI Global Distribution targets 4-6% revenue CAGR, >10% EBITDA CAGR by 2030 at Investor Day
ADI GLOBAL DISTRIBUTION INC.
- Spin-off from Resideo on track for Aug 3, 2026; trading under ADIG on Aug 4.
- Medium-term targets: revenue CAGR 4-6% to ~$6B by 2030; adj. EBITDA margin >8% by 2030.
- Identified over $80M in run-rate operating savings targeted by end of 2027.
- Gross margin expansion 40-50 bps by 2030; cumulative cash flow from ops >$1B by 2030.
- Digital revenue targeted at high-single-digit to low-double-digit CAGR; expansion into ProAV, DataComm.