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Resideo Technologies Inc (REZI)
NYSE:REZI
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.6Last Year’s EPS
0.63Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a majority of positive operational and financial developments: record annual revenue and profitability, sustained gross margin expansion across both segments, completion of ADI's ERP implementation, and earlier-than-expected realization of Snap One synergies. These positives were balanced against some near-term challenges — modest ADI revenue softness driven by video surveillance, ERP- and investment-related SG&A pressure on ADI EBITDA in the quarter, HVAC channel softness in P&S, a quarterly EPS decline driven by higher interest expense, and macro/tariff/housing uncertainties. Management provided a constructive 2026 outlook while flagging separation-related cash uncertainty.Company Guidance
Record Annual Financial Performance
Full-year 2025 net revenue of approximately $7.5 billion, up 11% year-over-year; adjusted EBITDA of $833 million, up 20% year-over-year; adjusted EPS of $2.68, up 17% year-over-year; adjusted cash provided by operations of $453 million, up 2% year-over-year.
Strong Quarterly Results Exceed Guidance
Fourth quarter total net revenue of $1.895 billion, up 2% year-over-year (including a 1% favorable currency impact); quarter adjusted EBITDA of $226 million, up 21% year-over-year and above the high end of the outlook range; Q4 gross margin 29.6%, up 110 basis points year-over-year.
Products & Solutions Growth and Margin Expansion
Products & Solutions organic net revenue grew 4% in 2025; Q4 P&S net revenue grew 6% year-over-year (about 1% currency benefit). P&S gross margin expanded 110 basis points year-over-year for the full year and Q4 gross margin was 41%, up 20 basis points — marking the 11th consecutive quarter of year-over-year gross margin expansion.
New Product Introductions Driving Momentum
Ten major new product introductions in 2025 (examples: First Alert SC5 connected smoke & CO detector and Honeywell Home ElitePRO Thermostat) with positive customer reception and building demand momentum into 2026.
ADI Operational Stabilization and Digitization Gains
ADI completed its ERP implementation and achieved operational stabilization; ADI organic net revenue grew 3% in 2025 with organic average daily sales growth of 4%. E-commerce net revenue and average daily sales grew 3% year-over-year, and exclusive brands revenue increased 2% while contributing more gross margin dollars.
Gross Margin Expansion at ADI
ADI Q4 gross margin of 22.7%, up 110 basis points year-over-year and the seventh consecutive quarter of year-over-year gross margin expansion, driven primarily by favorable price and mix.
Snap One Synergy Execution
Achieved approximately $75 million of Snap One synergies in 2025 — realized 18 months sooner than originally planned — with additional synergy opportunities targeted over the next 18–24 months.
2026 Financial Outlook
Full-year 2026 guidance: net revenue $7.8B–$7.9B, adjusted EBITDA $935M–$985M, diluted EPS $3.00–$3.20. First quarter 2026 guidance: net revenue $1.866B–$1.890B, adjusted EBITDA $193M–$207M, EPS $0.58–$0.62.
REZI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
REZI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $35.72 | $40.86 | +14.39% |
Nov 05, 2025 | $41.06 | $31.31 | -23.75% |
Aug 05, 2025 | $26.23 | $28.54 | +8.81% |
May 06, 2025 | $17.47 | $19.03 | +8.93% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Resideo Technologies Inc (REZI) report earnings?
Resideo Technologies Inc (REZI) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Resideo Technologies Inc (REZI) earnings time?
Resideo Technologies Inc (REZI) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is REZI EPS forecast?
REZI EPS forecast for the fiscal quarter 2026 (Q1) is 0.6.