Q3 2025 Resideo Technologies Inc Earnings Call Transcript

Nov 5, 2025 / 10:00 PM GMT

Release Date Price: $41.06 (-0.89%)

Transcript 10-Q8-K

Key Points

Positve

Resideo Technologies Inc (REZI) achieved record high adjusted EBITDA and EPS, exceeding the high end of their outlook range.
The company demonstrated low single-digit organic revenue growth year over year in both ADI and Products and Solutions business segments.
Resideo Technologies Inc (REZI) reported a 10th consecutive quarter of gross margin expansion, with a 43% gross margin, up 80 basis points year over year.
The integration of Snap One is progressing ahead of schedule, with confidence in exceeding the $75 million synergy target.
New product introductions, such as the Elite Pro Premium smart thermostats, are expected to drive future growth and have received strong market interest.

Negative

The residential HVAC market faced softness, impacting sales volume and contributing to a low double-digit percentage revenue decline in the HVAC channel.
The ERP implementation at ADI led to unexpected process headwinds, resulting in a few points of unachieved revenue growth and lower cash collections.
The company experienced higher SG&A costs related to the ERP implementation, impacting profitability.
The HVAC regulatory change caused inventory disruptions, affecting the balance sheets of distributors and creating market instability.
Despite gross margin expansion, operating margins compressed sequentially for both business segments due to transitory headwinds.

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

REZI.N - Resideo Technologies Inc
Q3 2025 Resideo Technologies Inc Earnings Call
Nov 05, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for joining us and welcome to the residio 2025 3rd quarter earnings call. After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please raise your hand using the raise hand function. If you have dialed into today's call, please press 9 to raise your hand, 6 to unmute. I will now hand the conference over to Chris Lee, global head of strategic finance. Chris, please go ahead.

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Unidentified_2 [2]
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Thanks and good afternoon everyone, and thank you for joining us

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