Resideo Technologies Stock Price, News & Analysis

Resideo (NYSE: ALRM) announced on Dec. 2, 2025 the sale of its Grid Services demand response business to EnergyHub.

The divestiture shifts Resideo's focus to its core residential controls and sensing products for professional contractors and integrators, while preserving Resideo's ability to control in-home energy loads through integrations with third-party demand response platforms. EnergyHub's platform serves 120+ utilities covering more than 55 million customers. The terms were not disclosed, Resideo said the sale has no material impact on its 2025 financial outlook provided Nov. 5, 2025, and proceeds will be used for general corporate purposes aligned with existing capital allocation priorities.

Resideo (NYSE: REZI) announced participation in multiple investor events in November 2025, adding to prior disclosures.

Planned events include two Jefferies virtual fireside chats: Part 1 – Products & Solutions on Nov 14, 2025 from 11:00 a.m. to 12:00 p.m. ET with CFO Mike Carlet and Tom Surran, and Part 2 – ADI Global Distribution on Nov 18, 2025 from 2:00 to 3:00 p.m. ET with CFO Mike Carlet and Rob Aarnes.

Resideo is also presenting at the Baird 55th Annual Global Industrial Conference on Nov 12, 2025, with a fireside chat by CFO Michael Carlet at 4:40 p.m. CT. All webinars will be webcast live and archived on Resideo's Investor Relations site at investor.resideo.com, with the Baird presentation replay and slides available for 30 days and slides posted after NYSE close on Nov 12, 2025.

Resideo (NYSE: REZI) reported third quarter 2025 results on November 5, 2025 with net revenue $1.864B (+2% YoY) and record third quarter gross margin 29.8% (up 110 bps YoY). The company posted record third quarter net income $156M (up 680% YoY) and record Adjusted EBITDA $229M (+21% YoY). P&S revenue was $661M (+2%) with 43.0% gross margin; ADI revenue was $1,203M (+2%) with 22.6% gross margin.

Reported operating cash used was $1.571B, reflecting a $1.59B payment to Honeywell; adjusted operating cash provided was $19M. Cash and equivalents were $345M and gross debt $3.24B. Updated 2025 adjusted EBITDA outlook: $818–$832M.

Resideo (NYSE: REZI) announced participation in multiple investor events between Nov 12 and Dec 18, 2025. Executives scheduled to present include CFO Michael Carlet, ADI Global Distribution President Rob Aarnes, Products and Solutions President Tom Surran, Global Head of Strategic Finance Christopher Lee, and Treasurer Ian Schlegel.

Events and formats include a Baird industrial conference fireside chat (Chicago, Nov 12), a Jefferies virtual deep dive webinar (Nov 14), Bank of America leveraged finance fireside chat (Dec 2), Raymond James TMT and Consumer fireside chat (Dec 9), an Oppenheimer virtual summit (Dec 10), and the Raymond James Security Investor Conference (Dec 18). All fireside chats will be webcast live and replayed on Resideo's Investor Relations page for 30 days.

Resideo (NYSE: REZI) will release its third quarter 2025 financial results after the close of the New York Stock Exchange on Wednesday, November 5, 2025. A live webcast and conference call to discuss the results is scheduled for Wednesday, November 5, 2025 at 5:00 p.m. ET (2:00 p.m. PDT). Investors can access the event via the webcast link noted as REZI Q3'25 Call.

Resideo Technologies (NYSE: REZI) has finalized a significant transaction with Honeywell International (NASDAQ: HON) to eliminate all future monetary obligations under their Indemnification and Reimbursement Agreement from 2018. The deal involves a one-time cash payment of $1.59 billion to Honeywell, terminating Resideo's obligation to make annual payments of up to $140 million through 2043.

The transaction eliminates all affirmative and negative covenants under the Indemnification Agreement while maintaining other agreements, including Resideo's long-term license to use the Honeywell Home brand.

Resideo Technologies (NYSE: REZI), a global manufacturer of sensing and controls products, has announced its participation in three upcoming investor conferences:

• Oppenheimer Technology Conference (Virtual) on August 11, 2025, featuring CEO Jay Geldmacher and other executives at 10:45 a.m. ET
• Jefferies Industrials Conference in New York on September 3, 2025, with CFO Michael Carlet at 11:30 a.m. ET
• Wells Fargo Consumer Conference in California on September 16, 2025

All fireside chats will be webcast live on investor.resideo.com and archived for 30 days.

Resideo Technologies (NYSE: REZI) reported exceptional Q2 2025 financial results, with record-high net revenue of $1.94 billion, up 22% year-over-year. The company's Products & Solutions segment achieved a 42.9% gross margin, while ADI Global Distribution saw significant growth with revenue up 33%. However, the company reported a net loss of $825 million due to a one-time $882 million expense related to terminating the Honeywell Indemnification Agreement.

Key highlights include Adjusted EBITDA of $210 million (up 20% YoY), organic revenue growth of 8%, and strong performance across both business segments. The company raised its full-year 2025 outlook and initiated Q3 2025 guidance, demonstrating confidence in future growth. Additionally, Resideo plans to make a one-time payment of $1.59 billion to Honeywell in Q3 2025.

Resideo Technologies (NYSE: REZI) announced plans to separate its ADI Global Distribution business through a tax-free spin-off to shareholders, creating two independent public companies by the second half of 2026. The Products & Solutions (P&S) business will retain the Resideo name, while ADI will become independent.

Key financial metrics show P&S generated $2.6 billion in revenue with 24.2% adjusted EBITDA margin, while ADI delivered $4.5 billion in revenue with 7.5% adjusted EBITDA margin for the twelve months ended March 29, 2025. Additionally, Resideo announced a $1.59 billion one-time payment to Honeywell to eliminate future obligations under their Indemnification Agreement.

The company also expects to exceed its Q2 2025 outlook across all metrics, with anticipated cash position of $750 million as of June 28, 2025.