Resideo (REZI) FY Conference May 07, 2025 10:30 AM ET Speaker0 Okay. Thank you, everybody. Welcome to the Oppenheimer Industrial Conference. I am Ian Zaffino. I am the equity research analyst that covers Resideo. I've been covering them since they spun out of Honeywell. With me today is Tom Saran, the company's president of products and solutions, and also Mike Cartlett, is the company's CFO. Guys, thank you very much for being here today. We really appreciate it. Speaker1 Thanks, Ian. Thanks for having us. ...

Resideo (REZI) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Speaker0 Good afternoon. My name is Eric, and I will be your conference operator today. Thank you. I would like to hand the conference over to your host today, Chris Li, Global Head of Strategic Finance. You may begin your conference. Speaker1 Thank you, Eric. Good afternoon, everyone, and thank you for joining us for Resideo's first quarter twenty twenty five earnings call. On today's call will be Jay Gelmacher, Resideo's Chief Executive Officer ...

May 6, 2025 Q1'25 Results Presentation Disclaimer Forward-Looking Statements This presentation and the related conference call contain "forward-looking statements." All statements, other than statements of fact, that address activities, events or developments that we or our management intend, expect, project, believe or anticipate will or may occur in the future are forward-looking statements. Although we believe forward-looking statements are based upon reasonable assumptions, such statements involve known ...

Exhibit 99 Resideo Announces First Quarter 2025 Financial Results; Reaffirms 2025 Outlook SCOTTSDALE, Ariz., May 6, 2025 – Resideo Technologies, Inc. (NYSE: REZI), a leading global manufacturer, developer, and distributor of technology-driven sensing and controls products and solutions for residential and commercial end-markets, today announced financial results for the first quarter ended March 29, 2025. First Quarter 2025 Financial Highlights Management Remarks "Resideo had a strong first quarter, reporti ...

Net revenue was $1.77 billion, up 19% year-over-year, at the high-end of outlook range; reflects mid-single-digit organic revenue(1) growth at both ADI and Products and Solutions Total company gross margin was 28.9%, up 200 basis points year-over-year; Products and Solutions gross margin was 41.4%, eighth consecutive quarter of year-over-year improvement The integration of Snap One into ADI is progressing well and synergy achievement is ahead of plan Over 98% of product costs incurred by the Products and ...

Company Overview - Resideo Technologies, Inc. (REZI) shares increased by 10.3% to close at $16.20, following a notable trading volume that exceeded typical levels. This comes after a 17.3% decline over the previous four weeks [1][2]. Market Impact - The rally in Resideo's shares was influenced by President Trump's announcement of a 90-day pause on tariffs for several countries, aimed at mitigating market sell-offs and concerns over potential recession due to higher tariffs [2]. Earnings Expectations - Resideo is projected to report quarterly earnings of $0.38 per share, reflecting a year-over-year decrease of 19.2%. Revenue is anticipated to reach $1.74 billion, marking a 16.9% increase from the same quarter last year [3]. Earnings Estimate Trends - The consensus EPS estimate for Resideo has remained unchanged over the past 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions. Monitoring REZI's performance is advised to determine if the recent price increase can lead to further strength [4]. Industry Context - Resideo operates within the Zacks Security and Safety Services industry, where another company, MSA Safety, also experienced a price increase of 8.1% to $143.57, despite a 12.9% decline over the past month. MSA Safety's EPS estimate has remained stable at $1.59, showing a year-over-year change of -1.2% [4][5].

Investors in Resideo Technologies, Inc. (REZI) need to pay close attention to the stock based on moves in the options market lately. That is because the May 16, 2025 $12.50 Call had some of the highest implied volatility of all equity options today. What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It ...

New First Alert Smart Smoke & CO Alarm compatible with Google Home ecosystem and designed for seamless integration with Nest Protect Smart Smoke & CO AlarmSCOTTSDALE, Ariz., March 28, 2025  /PRNewswire/ -- First Alert, America's most trusted fire-safety brand* owned by Resideo (NYSE: REZI), and Google Home, a technology leader in the smart home, today announced a new life-safety collaboration. The new First Alert® Smart Smoke & Carbon Monoxide (CO) Alarm is compatible with the Nest Protect Smart Smoke & CO ...

Group 1 - The article discusses Resideo Technologies (NYSE: REZI) and highlights the less than encouraging indicators surrounding the housing market affecting the company [1] - The author has over 14 years of experience in stock analysis, focusing on both long and short positions, and has been covering the energy sector for 7 years, particularly the oilfield equipment services sector [1] - The author also covers the Industrial Supply industry and occasionally collaborates with other contributors [1]

Company Overview - Resideo Technologies, Inc. is a leading global manufacturer, developer, and distributor of technology-driven sensing and controls products and solutions for residential and commercial end-markets [5] - The company is a leader in home heating, ventilation, and air conditioning controls, smoke and carbon monoxide detection, home safety and fire suppression products, and security products [5] - Resideo's solutions and services are present in over 150 million residential and commercial spaces globally, with tens of millions of new devices sold annually [5] Upcoming Investor Conferences - Resideo is scheduled to participate in the 46th Annual Raymond James Institutional Investor Conference in Orlando, Florida on March 3, 2025, with a fireside chat featuring CFO Michael Carlet and President Robert Aarnes at 8:40 AM ET [2] - The company will also attend the Morgan Stanley Technology, Media & Telecom Conference in San Francisco, California on March 4, 2025, with President Thomas Surran and Global Head of Investor Relations Christopher T. Lee participating in a fireside chat at 1:05 PM PT [3] - Additionally, Resideo will be present at the JP Morgan 2025 Industrials Conference in New York, NY on March 13, 2025, where CFO Michael Carlet will participate in a fireside chat at 11:15 AM ET [3] Webcast Information - The fireside chats will be webcast live and available for replay on the Investor Relations page of the Resideo website, archived for a period of 30 days [4]