Resideo Q4 revenue rises

Resideo Technologies

24/02/2026 21:13

Overview

Tech-driven sensing firm's Q4 revenue rose 2% yr/yr

Adjusted EBITDA for Q4 increased 21% yr/yr

Company reported Q4 net income of $136 mln, up from $23 mln in 2024

Outlook

Resideo expects Q1 2026 net revenue between $1.866 bln and $1.890 bln

Company forecasts full-year 2026 net revenue of $7.8 bln to $7.9 bln

Resideo projects 2026 adjusted EPS between $3.00 and $3.20

Result Drivers

PRODUCTS & SOLUTIONS GROWTH - Q4 net revenue rose 6% due to price realization and demand for new products, offsetting soft HVAC market

ADI REVENUE DECLINE - ADI Global Distribution Q4 revenue fell 1% due to decline in video surveillance, partially offset by growth in other categories

GROSS MARGIN IMPROVEMENT - Q4 gross margin increased 110 basis points due to manufacturing efficiencies and favorable pricing and mix

Company press release: ID:nPn2KMJ8la

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$1.90 bln
$1.89 bln (2 Analysts)
Q4 EPS
$0.73
Q4 Net Income
$136 mln
Q4 Gross Margin
29.60%
Q4 Income From Operations
$137 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the communications & networking peer group is "buy."

Wall Street's median 12-month price target for Resideo Technologies Inc is $45.00, about 30.1% above its February 23 closing price of $34.60

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 14 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)