Q2 2025 Resideo Technologies Inc Earnings Call Transcript

Aug 5, 2025 / 09:00 PM GMT

Release Date Price: $26.23 (+1.82%)

Transcript 10-Q8-K8-K

Key Points

Positve

Resideo Technologies Inc (REZI) achieved record highs in net revenue and adjusted EBITDA, exceeding the high end of their outlook range.
The company reported year-over-year organic revenue growth of 10% in the ADI segment and 5% in the Products and Solutions segment.
Strong demand for new products, such as the Honeywell Home Focus Pro thermostats and First Alert combined smoke and carbon monoxide detectors, contributed to revenue growth.
ADI's integration of Snap One is progressing well and ahead of schedule, contributing positively to the company's performance.
Resideo Technologies Inc (REZI) raised its 2025 outlook, reflecting confidence in continued strong performance and strategic initiatives.

Negative

The market outlook remains cautious due to ongoing discussions around tariffs by the US administration, which could impact future performance.
Revenue in the HVAC channel was flat to slightly down due to macroeconomic softness and disturbances from refrigerant transitions.
The security channel experienced a year-over-year revenue decline, primarily due to decreased sales from a large private label customer.
The Snap One business is currently flat, indicating challenges in the residential market despite integration benefits.
The company recorded a GAAP net loss due to an $882 million expense related to the termination of the Honeywell indemnification agreement.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

REZI.N - Resideo Technologies Inc
Q2 2025 Resideo Technologies Inc Earnings Call
Aug 05, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon. My name is Eric, and I will be your conference operator today.

At this time, I would like to welcome everyone to the Residio 2025 2nd quarter earnings call.

All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press start, followed by the number one on your telephone keypad.

If you would like to withdraw your question, press one again.

Thank you.

I'd like to hand the conference over to your host today, Chris Lee, global head of strategic finance. You may begin your conference.

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