NYSE$REZI

Resideo Technologies Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Resideo reported Q3 2025 revenue of $1.86B with net income of $156M.

Third-quarter revenue was $1.86 billion for the quarter ended September 27, 2025, with net income of $156 million. Products and solutions for residential comfort, security, and energy management support the top line.

  • Q3 revenue $1.86B.
  • Net income $156M.
  • Residential and pros channels drive mix.
  • Supply chain and pricing discussed in MD&A.

Headline financials

Total Revenue

$1.86B

Previous: $1.83B+2.0%
EPS

$0.85

Previous: $0.07+1114.3%
Capital Expenditures

-$79M

Previous: -$58M-36.2%
Free Cash Flow

$77M

Previous: -$38M+302.6%
Net Income

$156M

Previous: $20M+680.0%
Operating Income

$154M

Previous: $126M+22.2%
Gross Profit

$556M

Previous: $524M+6.1%

Revenue & EPS history

Resideo · Revenue · Quarterly

$1.86B

Q3 2025+2%vs Q3 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Resideo · $1.55B total across 2 segments · Q3 2023

  • ADI Global Distribution
    $900M-1.2%
  • Products and Solutions
    $654M-7.5%

Forward guidance

Management discusses volume, pricing, capital returns, and segment outlook for upcoming quarters in the 10-Q MD&A.

Tailwinds

  • Operational metrics and demand trends cited versus prior year.
  • Balance sheet and cash flow support ongoing investment or returns.

Headwinds

  • Commodity, labor, or rate sensitivity may affect margins quarter to quarter.
  • One-time items can distort GAAP earnings comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+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
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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