The earnings call reflected a mix of positive achievements in record financial metrics and new product introductions, balanced by challenges in ERP implementation and HVAC market softness.

Company Guidance

During Resideo's 2025 Third Quarter Earnings Call, the company provided several key metrics and forward-looking guidance. They reported record-high adjusted EBITDA and adjusted EPS, with net revenue reaching $1.86 billion, a 2% year-over-year increase. Gross margin improved by 110 basis points to 29.8%, while adjusted earnings per share rose to $0.89. For the full year, Resideo adjusted its outlook to a net revenue range of $7.43 billion to $7.47 billion and adjusted EBITDA between $818 million and $832 million. They anticipate cash from operations, excluding the Honeywell termination payment, to be between $410 million and $450 million. The company highlighted strong demand for new products and ongoing strategic initiatives, including the separation of its business segments, projected for completion in the second half of 2026. Despite macroeconomic challenges, Resideo remains optimistic about its growth trajectory and anticipates better-than-expected performance in 2026.

Record High Adjusted EBITDA and EPS

Adjusted EBITDA was a record high, and adjusted EPS exceeded the high end of the outlook range due to higher net income from terminating the Honeywell Indemnification agreement.

Continued Gross Margin Expansion

The Products & Solutions segment achieved the 10th consecutive quarter of gross margin expansion, increasing by 80 basis points year-over-year.

Growth in ADI's Strategic Focus Areas

ADI's datacom and Pro AV businesses each grew revenue by low double-digit percentage points year-over-year, reflecting solid growth in strategic areas.

Introduction of New Products

Strong demand for new products, including the First Alert combined smoke and CO detectors and the new premium ElitePRO Honeywell Home smart thermostats.

Resideo Technologies (REZI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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REZI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 17, 2026	2025 (Q4)	0.47 / -	0.59	―	―	―
Nov 05, 2025	2025 (Q3)	0.71 / 0.89	0.58	53.45% (+0.31)
Aug 05, 2025	2025 (Q2)	0.54 / 0.66	0.62	6.45% (+0.04)
May 06, 2025	2025 (Q1)	0.30 / 0.63	0.47	34.04% (+0.16)
Feb 20, 2025	2024 (Q4)	0.51 / 0.59	0.48	22.92% (+0.11)
Nov 07, 2024	2024 (Q3)	0.56 / 0.58	0.14	314.29% (+0.44)
Aug 08, 2024	2024 (Q2)	0.45 / 0.62	0.34	82.35% (+0.28)
May 02, 2024	2024 (Q1)	0.33 / 0.47	0.39	20.51% (+0.08)
Feb 13, 2024	2023 (Q4)	0.41 / 0.48	0.26	84.62% (+0.22)
Nov 01, 2023	2023 (Q3)	0.27 / 0.14	0.42	-66.67% (-0.28)

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
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%
Feb 20, 2025	$21.43	$19.45	-9.24%

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 Feb 17, 2026, After Close (Confirmed).

What is Resideo Technologies Inc (REZI) earnings time?

Resideo Technologies Inc (REZI) earnings time is at Feb 17, 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 2025 (Q4) is 0.47.

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