"Smart home" tech specialist Resideo Technologies (NYSE: REZI) was quite a star on the stock market on Wednesday. Investors piled into its shares, lifting them by more than 14% that trading session. A well-received earnings report was the catalyst for the rally. Two metrics, two different directions Resideo unveiled its fourth quarter and full-year 2025 results just after market close on Tuesday. These showed that the company posted just under $1.9 billion in revenue for the quarter, which bettered the y ...

For ADI, management said organic net revenue increased 3% for the year, helped by growth across all product categories despite three fewer selling days, with organic average daily sales growth of 4%. ADI’s gross margin expanded 200 basis points year-over-year, which management attributed to favorable product mix and sales of lower-cost inventory. Geldmacher said integration of Snap One was proceeding well.Geldmacher said Products and Solutions grew organic net revenue 4% in 2025, driven by volume demand for ...

Resideo Technologies (REZI) reported $1.9 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 2%. EPS of $0.50 for the same period compares to $0.59 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.87 billion, representing a surprise of +1.18%. The company delivered an EPS surprise of +7.53%, with the consensus EPS estimate being $0.47.While investors scrutinize revenue and earnings changes year-over-year and how they compare with W ...

Resideo Technologies (NYSE:REZI) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsChris Lee - Global Head of Strategic FinanceErik Woodring - Managing Director of Equity ResearchJay Geldmacher - CEOMike Carlet - CFORob Aarnes - President of ADI Global Distribution BusinessTom Surran - President of Products and Solutions BusinessConference Call ParticipantsDan Stratemeier - AnalystIan Zaffino - Managing Director and is the Senior AnalystOperatorEveryone, thank you for joining us, and w ...

Resideo Technologies (NYSE:REZI) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsChris Lee - Global Head of Strategic FinanceErik Woodring - Managing Director of Equity ResearchJay Geldmacher - CEOMike Carlet - CFORob Aarnes - President of ADI Global Distribution BusinessTom Surran - President of Products and Solutions BusinessConference Call ParticipantsDan Stratemeier - AnalystIan Zaffino - Managing Director and is the Senior AnalystOperatorEveryone, thank you for joining us, and w ...

Resideo Technologies (NYSE:REZI) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Speaker6Everyone, thank you for joining us, and welcome to the Resideo fourth quarter and full year 2025 financial results conference call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, press star one again. I will now hand the call over to Chris Lee, Global Head of Strategic Finance. ...

Company Overview - Resideo serves over 150 million residential and commercial spaces globally, with tens of millions of new devices sold annually[12]. - As of December 31, 2025, Resideo employed approximately 14,800 employees across 35 countries, with about 4,100 in the U.S. and 6,400 in Mexico[25]. - The company operates through two segments: Products and Solutions and ADI Global Distribution, serving both residential and commercial markets[166]. - The company has a global footprint with solutions found in over 150 million spaces and tens of millions of new devices sold annually[165]. Financial Performance - Net revenue for 2025 was $7.47 billion, an increase of 10.5% from $6.76 billion in 2024[171]. - Gross profit margin improved to 29.4%, compared to 28.1% in the prior year[171]. - Income from operations was $607 million, or 8.1% of revenue, up from $520 million, or 7.7% of revenue in 2024[171]. - Fully diluted earnings per share were $(3.77), a decrease from $0.61 per share in the same period last year[171]. - ADI Global Distribution net revenue was $4,784 million, an increase of $587 million, or 14.0%, driven by the Snap One acquisition and higher sales volumes[202]. - Products and Solutions net revenue was $2,688 million, an increase of $124 million, or 4.8%, primarily due to favorable pricing and mix[198]. - Total cash and cash equivalents as of December 31, 2025 were $661 million, with 33% held by foreign subsidiaries, indicating strong liquidity[206]. Strategic Initiatives - The company plans to separate its ADI Global Distribution segment through a tax-free spin-off to shareholders, expected to be completed by July 30, 2025[15]. - The proposed ADI Spin-Off is expected to be completed in the second half of 2026, subject to various conditions including final approval from the Resideo Board of Directors and necessary regulatory approvals[96]. - The company is in the process of consolidating and integrating enterprise systems following the acquisition of Snap One, which has faced implementation delays[84]. - The company is pursuing acquisitions to enhance its business, but may face challenges in finding suitable candidates or integrating them effectively[62]. Market and Competitive Landscape - The company operates in highly competitive markets with significant pressures from product and service innovation, customer relationships, and pricing strategies[47]. - The company’s ability to develop and market new technologies is crucial for future growth, with a focus on identifying consumer preferences and maintaining competitive products[54]. - The company faces potential legal challenges related to intellectual property, which could divert management's attention and resources[57]. - The company’s financial performance may be impacted by the inability to meet changing customer demands or by competitors introducing superior technologies[51]. Regulatory and Compliance Risks - The company faces increasing compliance obligations and costs due to evolving AI regulations, which may delay product launches[68]. - The company faces risks related to compliance with a broad range of environmental, health, and safety regulations, which could lead to significant costs and liabilities[101]. - The company may face increased costs and operational challenges due to stricter regulations on data privacy and cybersecurity in various markets[78]. - The company is subject to various legal and regulatory claims that may arise in the normal course of business, potentially leading to substantial costs[107]. Operational Challenges - The company relies on third-party suppliers for product components, and disruptions in the supply chain could adversely affect its financial condition and results of operations[59]. - The company operates six manufacturing facilities in northern Mexico, which may face disruptions due to civil unrest or trade disputes with the U.S.[79]. - The company operates six manufacturing facilities in Mexico, which are vulnerable to natural disasters that could disrupt operations and affect financial results[95]. - Economic weakness and market trends could negatively impact sales growth and operational results, particularly in the new construction and repair sectors[72]. Employee and Talent Management - The company has a robust recruiting model aimed at attracting diverse talent and has eliminated degree requirements for most professional roles[26]. - Resideo's commitment to employee development includes access to LinkedIn Learning and a formal mentor program[28]. Innovation and Technology - Resideo owns over 2,900 active patents and pending patent applications to protect its research and development investments in new products and services[39]. - The company utilizes AI in its products to enhance customer insights, but faces risks related to privacy, data management, and competition in the smart home market[65][66]. - The company’s future growth is contingent upon its ability to innovate and respond to market changes, including the integration of AI technologies[54]. Financial Obligations and Governance - The company has a substantial amount of debt with restrictive covenants that limit its operational flexibility and ability to raise additional capital[119]. - The company may require additional capital in the future for growth, acquisitions, and operational needs, which could be impacted by market conditions[120]. - The company has never declared or paid cash dividends on common stock and plans to retain future earnings for business operations and growth[159]. - The stock price has been volatile, influenced by various factors including operating results and market conditions, which may affect shareholder value[123]. - The company’s governance documents may discourage takeovers, potentially limiting strategic options for shareholders[130].

Q4'25 and FY25 Earnings Presentation February 24, 2026 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 stateme ...

Exhibit 99 Resideo Announces Fourth Quarter and Full Year 2025 Financial Results and Initiates 2026 Outlook SCOTTSDALE, Ariz., February 24, 2026 – 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 full year and fourth quarter ended December 31, 2025. Fourth Quarter 2025 Financial Highlights Full Year 2025 Finan ...

drive fourth quarter 2025 operating profit of $137 million up from $133 million in fourth quarter 2024. Fourth quarter Adjusted EBITDA(1) grew 6% year-over-year in 2025 to $166 million.ADI Global Distribution Fourth Quarter 2025 Highlights- Adjusted EBITDA(1) of $88 million, or 7.4% of revenue, compared to $91 million or 7.7% of revenue in 2024- Income from operations of $51 million, compared to $48 million in 2024- Gross margin of 22.7%, up 110 basis points compared to 2024- Net revenue of $1,183 million d ...