Resideo Technologies Q4 Earnings Call Highlights

8 months ago 45

MarketBeat

Wed, February 25, 2026 astatine 4:17 AM CST 9 min read

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Record 2025 financials: Resideo reported full-year nett gross of astir $7.5 cardinal (up 11%), Adjusted EBITDA of $833 cardinal (up 20%) and adjusted EPS of $2.68 (up 17%), beating the precocious extremity of its 2025 outlook.
Q4 mixed results: Fourth-quarter gross was $1.895 cardinal (up 2%) and Adjusted EBITDA roseate 21% to $226 million, but adjusted EPS fell to $0.50 mostly owed to astir $20 cardinal of higher involvement disbursal tied to terminating the Honeywell indemnification agreement.
Operational advancement and 2026 guidance: ADI is afloat operational connected its caller ERP and Snap One integration delivered astir $75 cardinal of synergies early, portion absorption reiterated a planned institution separation successful the 2nd fractional of 2026 and guided 2026 nett gross of $7.8–$7.9 billion, Adjusted EBITDA $935–$985 million, and diluted EPS $3.00–$3.20.
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Resideo Technologies (NYSE:REZI) reported fourth-quarter and full-year 2025 results that absorption said mostly exceeded its outlook, supported by a stronger-than-expected decorativeness successful its Products and Solutions concern and operational stabilization astatine ADI Global Distribution pursuing completion of a large ERP implementation.

Chief Executive Officer Jay Geldmacher said Resideo delivered grounds highs successful nett revenue, Adjusted EBITDA, and adjusted net per stock for the afloat year, portion besides exceeding the precocious extremity of its 2025 outlook ranges for nett revenue, Adjusted EBITDA, adjusted EPS, and adjusted currency provided by operations.

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For 2025, the institution reported:

Net revenue: astir $7.5 billion, up 11% year-over-year
Adjusted EBITDA: $833 million, up 20%
Adjusted EPS: $2.68, up 17%
Adjusted currency provided by operations: $453 million, up 2%

Geldmacher said Products and Solutions grew integrated nett gross 4% successful 2025, driven by measurement request for information products and terms increases for OEM products, portion gross borderline expanded 110 ground points connected operational ratio improvements. He besides highlighted 10 large caller merchandise introductions during the year, including the First Alert SC5 Connected Smoke and Carbon Monoxide Detector and the Honeywell Home ElitePRO thermostat.

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For ADI, absorption said integrated nett gross accrued 3% for the year, helped by maturation crossed each merchandise categories contempt 3 less selling days, with integrated mean regular income maturation of 4%. ADI’s gross borderline expanded 200 ground points year-over-year, which absorption attributed to favorable merchandise premix and income of lower-cost inventory. Geldmacher said integration of Snap One was proceeding well.

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