Sees Q1 Revenue of $1.866B-$1.890B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
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Should l Buy REZI?
Sees Q1 revenue $1.866B-$1.890B.
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Analyst Views on REZI
Wall Street analysts forecast REZI stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 40.480
Low
42.00
Averages
45.00
High
48.00
Current: 40.480
Low
42.00
Averages
45.00
High
48.00
About REZI
Resideo Technologies, Inc. is a manufacturer and distributor of technology-driven sensing and controls products and solutions for residential and commercial end-markets. The Company’s segments include Products and Solutions and ADI Global Distribution. The Products and Solutions segment offers temperature and humidity control, water and air solutions, smoke and carbon monoxide detection, home safety products, residential and small business security products, video cameras, other home-related lifestyle convenience solutions, cloud infrastructure, installation and maintenance tools, and related software. The ADI Global Distribution segment distributes low-voltage products including security, fire, and access control, and participates significantly in the broader related markets of smart home, residential audiovisual, professional audiovisual, power management, networking, data communications, wire and cable, enterprise connectivity, and structured wiring products.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Highlights: Resideo reported nearly $1.9 billion in revenue for Q4 2025, a 2% increase year-over-year, although it fell short of analyst expectations of $1.92 billion, indicating ongoing competitive strength in the market.
- Net Income Decline: Despite revenue growth, Resideo's non-GAAP net income dropped from $89 million in Q4 2024 to $78 million, with earnings per share at $0.50, missing the $0.77 target set by analysts, reflecting profitability pressures.
- Segment Performance: The ADI segment, Resideo's largest, saw a 1% revenue decline to $1.18 billion, while the products and solutions division grew by 6% to $712 million, showcasing success in new product demand and price realization.
- Optimistic Guidance: Resideo anticipates 2026 revenue between $7.8 billion and $7.9 billion, exceeding analyst expectations of $7.7 billion, with adjusted earnings per share projected between $3.00 and $3.20, indicating strong confidence in future growth potential.
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- Earnings Highlights: Resideo Technologies reported nearly $1.9 billion in revenue for Q4 2025, a 2% increase year-over-year, although net income fell to $78 million ($0.50 per share), missing analyst estimates of $1.92 billion and $0.77 per share.
- Segment Performance: The company's largest segment, ADI, saw a 1% decline in revenue to $1.18 billion, while the products and solutions division grew by 6% to $712 million, driven by demand for new offerings and price realization, indicating strong market response to innovation.
- Future Outlook: Management anticipates total revenue for 2026 to be between $7.8 billion and $7.9 billion, exceeding analyst consensus of $7.7 billion, with adjusted earnings per share expected between $3.00 and $3.20, significantly higher than the $2.79 forecast, reflecting confidence in future growth.
- Market Reaction: Despite trailing results not fully meeting expectations, Resideo's stock surged over 14% following the earnings report, demonstrating investor optimism about the company's potential, although analysts recommend waiting to see performance over the next few quarters.
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- Strong Financial Performance: Resideo Technologies reported total net revenue of $1.895 billion for Q4 2025, reflecting a 2% year-over-year increase that exceeded the high end of expectations, driven by robust activity across multiple channels, particularly in HVAC, indicating a recovery in market demand.
- Adjusted EPS Decline: The adjusted earnings per share was $0.50, down from $0.59 in the prior year, primarily due to a $20 million increase in interest expenses related to the termination of the Honeywell Indemnification agreement, highlighting challenges in financial management amidst operational improvements.
- Optimistic Future Outlook: The company anticipates total net revenue for 2026 to range between $7.8 billion and $7.9 billion, with adjusted EBITDA projected between $935 million and $985 million, indicating management's confidence in future growth, particularly with ADI expected to outperform the Products & Solutions segment.
- Separation Plan Progress: Management noted that separation activities are progressing well, with an anticipated completion in the second half of 2026, which enhances market confidence in the company's strategic direction and may unlock greater shareholder value.
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- Significant Profit Growth: RESIDEO TECHNOLOGIES, INC. reported a fourth-quarter profit of $113 million, or $0.73 per share, a substantial increase from last year's $12 million and $0.08 per share, indicating a marked improvement in the company's profitability.
- Adjusted Earnings Performance: Excluding items, RESIDEO's adjusted earnings were $78 million, or $0.50 per share, demonstrating sustained growth and enhanced profitability in its core operations.
- Slight Revenue Increase: The company experienced a 2.0% year-over-year revenue growth, reaching $1.895 billion compared to $1.858 billion last year, reflecting stable market demand.
- Positive Future Outlook: RESIDEO's guidance for the next quarter projects earnings per share between $0.58 and $0.62, with revenue expected to range from $1.866 billion to $1.890 billion, showcasing the company's confidence in future performance.
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- Earnings Announcement: Resideo Technologies is scheduled to announce its Q4 2023 earnings on February 24 after market close, with a consensus EPS estimate of $0.51, reflecting a 13.6% year-over-year decline, indicating potential pressure on profitability.
- Revenue Expectations: The revenue estimate for Q4 stands at $1.89 billion, representing a modest 1.6% year-over-year increase, which, while limited, demonstrates the company's stability in the market and may help maintain investor confidence.
- Historical Performance: Over the past two years, Resideo has exceeded EPS and revenue estimates 88% of the time, showcasing the company's reliability in financial forecasting, which could positively influence the upcoming earnings report.
- Market Environment: Despite facing macroeconomic headwinds, Resideo Technologies has shown strong operational progress, indicating its ability to remain competitive in uncertain conditions, which may attract increased investor interest moving forward.
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- New Investment Position: Alta Fox Capital Management disclosed a new position in Resideo Technologies by acquiring 1,266,700 shares in Q4 2026, with an estimated transaction value of $44.49 million, indicating strong confidence in the company's future prospects.
- Significant Asset Allocation: This acquisition accounts for 9.57% of Alta Fox's 13F reportable assets, highlighting Resideo's growing importance in the fund's portfolio and potentially influencing future investment strategies.
- Strong Performance Metrics: Resideo reported $1.86 billion in revenue for Q3, a 2% year-over-year increase, alongside a record net income of $156 million, reflecting a remarkable 680% growth, showcasing the company's robust market performance and profitability.
- Positive Future Outlook: The company updated its 2025 revenue guidance to between $7.43 billion and $7.47 billion, with adjusted EBITDA projected to reach up to $832 million, suggesting that ongoing margin expansion and planned business unit separation could unlock further value for long-term investors.
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