NYSE$REZI

Resideo Technologies Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Resideo Technologies Inc reported Q2 2025 results with strong revenue growth but a large net loss driven by indemnification expenses.

Resideo reported net revenue of $1.943 billion for the second quarter of 2025, up 22.3% year-over-year, primarily due to the Snap One acquisition and organic growth. The company recorded operating income of $177 million but a net loss of $825 million after $882 million in indemnification agreement expenses. Gross margin improved to 29.3% while cash and cash equivalents stood at $753 million at quarter end.

  • Net revenue grew 22.3% to $1.943 billion driven by Snap One acquisition and favorable price/mix
  • Gross margin expanded 120 bps to 29.3%
  • Net loss of $825 million resulted from $882 million indemnification expense
  • Products and Solutions and ADI Global Distribution both delivered higher segment income from operations

Headline financials

Total Revenue

$1.94B

Previous: $1.59B+22.3%
EPS (adj)

-$5.59

Previous: $0.19-3042.1%
Gross Margin

29.3%

Previous: 28.1%+4.3%
Indemnification Agreement Expense

$882M

No prior period
Capital Expenditures

-$51M

Previous: -$36M-41.7%
Net Income

-$825M

Previous: $30M-2850.0%
Operating Income

$177M

Previous: $122M+45.1%
Gross Profit

$569M

Previous: $447M+27.3%
Cash & Equivalents

$753M

Previous: $413M+82.3%
Total Assets

$8.52B

Previous: $7.98B+6.7%

Revenue & EPS history

Resideo · Revenue · Quarterly

$1.94B

Q2 2025+22.3%vs Q2 2024
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Resideo · $1.94B total across 2 segments · Q2 2025

  • ADI Global Distribution
    $1.28B
  • Products and Solutions
    $666M

Forward guidance

Full year 2025 revenue expected to grow low double-digits year-over-year.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

+2.6%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+3.8%

Avg return

30 days after

62%

23 / 37 earnings

Positive

+63.4%

Q3 2020

Best reaction

-33.0%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-2.7%-24.5%-17.0%
Q4 2025+14.9%+7.2%-6.7%
Q3 2025-1.0%+1.6%+8.0%
Q1 2025+8.8%+21.0%+21.1%
Q4 2024-9.2%-10.8%-16.6%
Q3 2024+9.6%+14.0%+24.5%
Q2 2024-0.4%-2.0%-3.0%
Q1 2024+6.2%+8.0%+12.0%
Q4 2023+18.4%+24.8%+27.1%
Q3 2023+7.3%+11.2%+16.1%
Q2 2023-16.8%-14.4%-6.9%
Q1 2023-7.1%-5.5%-1.8%
Q4 2022+2.4%+3.8%-11.8%
Q3 2022-33.0%-31.9%-32.6%
Q2 2022+0.4%-2.4%-8.1%
Q1 2022+11.5%+4.9%+3.0%
Q4 2021+9.8%+3.7%+8.7%
Q3 2021-3.3%-0.6%-3.0%
Q2 2021+4.6%+0.0%+4.6%
Q1 2021+2.4%-4.4%+7.5%
Q4 2020-17.1%-10.9%+1.7%
Q3 2020+63.4%+62.9%+76.1%
Q2 2020+19.9%+19.4%+19.0%
Q1 2020+9.1%+21.1%+89.9%
Q4 2019+15.5%+14.6%-39.1%
Q3 2019-6.8%-14.0%+2.5%
Q2 2019-1.4%-10.0%-17.3%
Q1 2018-1.0%-1.7%-11.2%
Q1 2019-1.0%-1.7%-11.2%
Q2 2017+2.9%-1.2%+3.5%
Q1 2017+2.9%-1.2%+3.5%
Q4 2016+2.9%-1.2%+3.5%
Q2 2018+2.9%-1.2%+3.5%
Q4 2018-20.1%-17.9%-19.2%
Q3 2017+0.6%-1.6%+3.5%
Q3 2018+0.6%-1.6%+3.5%
Q4 2017+0.6%-1.6%+3.5%

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