ADI Global Distribution Prepares for August Spin-Off

Incoming CEO Rob Aarnes positioned the firm as a pure-play entity, leveraging an existing $65 billion total addressable market in North America. The company plans to capitalize on its established footprint in security, fire, and life safety, while aggressively expanding into high-growth verticals like ProAV and DataComm. Central to this strategy is a digital-first approach, with management projecting a near-term compound annual growth rate for digital revenue in the high-single to low-double digits.

Financial discipline remains a core pillar of the transition. ADI has identified $80 million in potential run-rate operating savings to be realized by the end of 2027. Looking toward 2030, the firm targets $6 billion in annual revenue, aiming for an adjusted EBITDA margin exceeding 8%. Following the spin-off, ADI common stock is expected to begin trading on the NYSE under the ticker symbol ADIG on August 4, 2026.