Resideo's Q4 performance fell short of expectations but 2026 guidance remains optimistic, causing the stock price to soar

LootboxPhobia · 2026-02-25T10:17:29+00:00

Resideo Technologies announced a Q4 earnings of $0.50 per share, below expectations but the stock surged 12% after hours. Revenue for the quarter was $1.9 billion, up 2% year-over-year. Estimated 2026 earnings per share are $3.00-$3.20, exceeding analyst expectations. Overall financial data remains strong, hitting multiple record highs.

LootboxPhobia

2026-02-25 10:17:29

Abstract generation in progress

Investing.com – Resideo Technologies, Inc. (NYSE:REZI) announced its fourth quarter adjusted earnings per share of $0.50, below analysts’ expectations of $0.77, but the company’s stock surged 12% after hours on Tuesday due to stronger-than-expected guidance for 2026.

Revenue for the quarter reached $1.9 billion, up 2% year-over-year, but slightly below the consensus estimate of $1.92 billion. The company set a record for full-year revenue in fiscal 2025 at $7.47 billion, an 11% increase year-over-year. For the first quarter of 2026, Resideo issued an EPS guidance of $0.58–$0.62, with a median of $0.60, surpassing the consensus estimate of $0.57. The company also provided first-quarter revenue guidance of $1.866–$1.89 billion, with a median of $1.878 billion, slightly below the consensus estimate of $1.879 billion.

For fiscal 2026, Resideo expects EPS of $3.00–$3.20, with a median of $3.10, significantly above the consensus estimate of $2.79. The full-year revenue guidance is $7.8–$7.9 billion, with a median of $7.85 billion, also higher than the consensus estimate of $6.798 billion.

“During the fourth quarter, Resideo delivered strong performance, exceeding or meeting the high end of our expectations,” said Jay Geldmacher, President and CEO of Resideo. “In 2025, all key financial metrics exceeded the high end of our expectations, reaching record highs in net revenue, adjusted EBITDA, and adjusted EPS.”

The company’s gross margin expanded 110 basis points year-over-year to 29.6%, with both the Products & Solutions division and ADI Global Distribution division achieving margin improvements. The former marked its 11th consecutive quarter of expansion, while the latter achieved its 7th consecutive quarter of margin growth. Adjusted EBITDA for the quarter reached $226 million, up 21% year-over-year, exceeding the high end of the company’s guidance.

For the full fiscal year 2025, Resideo achieved a record $833 million in adjusted EBITDA, a 20% increase year-over-year.

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