Resideo Technologies, Inc. Q3 2025 Earnings Recap

REZI Q3 2025 November 6, 2025

Resideo achieved record high adjusted EBITDA and gross margins in Q3 2025, though revenue growth faced headwinds from macroeconomic factors and a softer HVAC market. The company continues to demonstrate strong operational fundamentals and effective product demand.

Earnings Per Share Beat

$0.89 vs $0.71 est.

+25.4% surprise

Revenue Miss

1864000000 vs 1888000000 est.

-1.3% surprise

Market Reaction

1-Day -23.75%

5-Day -25.99%

30-Day -17.46%

Key Takeaways

Adjusted EBITDA reached a record high, marking resilience despite macro and operational headwinds.
Net revenue remained within outlook ranges, and adjusted EPS exceeded expectations due to the termination of the Honeywell Indemnification agreement.
The Products & Solutions segment achieved 2% organic revenue growth, supported by strong sales of new product offerings like the First Alert SC5 smoke and CO detector.
Integration of Snap One is progressing well ahead of schedule, enhancing growth prospects for the ADI distribution business.
The spin-off preparations are on track for completion in H2 2026, with leaders designated for the future independent companies.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit REZI on AllInvestView.