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Dec 31, 2025
Resideo Q4 2025 Earnings Report
Resideo Technologies, Inc. reported record full year 2025 net revenue and initiated its 2026 outlook.
Key Takeaways
Resideo achieved record full year revenue of $7.47 billion and record Adjusted EBITDA. Q4 performance was strong with revenue of $1.895 billion, exceeding the high end of the outlook range. The company successfully terminated its Indemnification Agreement with Honeywell, which impacted GAAP net income but significantly improved the long-term financial structure.
Record high full year 2025 net revenue of $7.47 billion, up 11% year-over-year.
Q4 net revenue of $1.895 billion grew 2% year-over-year, driven by 6% growth in Products & Solutions.
Terminated the Honeywell Indemnification Agreement with a one-time $1.59 billion payment.
Initiated 2026 full-year revenue guidance of $7.8 billion to $7.9 billion.
Revenue by Segment
Forward Guidance
Resideo expects continued growth in 2026 with full year revenue between $7.8 billion and $7.9 billion.
Positive Outlook
- Full year 2026 revenue growth projected up to 6% over 2025.
- Adjusted EBITDA expected to reach up to $985 million in 2026.
- Non-GAAP EPS projected between $3.00 and $3.20 for the full year.
- Q1 2026 revenue outlook of $1.866 billion to $1.890 billion.
- Elimination of the Indemnification Agreement simplifies the financial profile.
Challenges Ahead
- Total outstanding debt remains high at $3.23 billion.
- ADI segment saw a 1% revenue decline in Q4 2025.
- Residential HVAC market described as 'soft' despite improvements.
- Decline in video surveillance product category impacted ADI revenue.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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