Resideo Q4 Revenue of $1.90B Up 2% and Q1 Guidance 4.6% Above Forecasts
Resideo posted Q4 CY2025 revenue of $1.90 billion, a 2% increase beating forecasts, with EBITDA of $226 million and revenue guidance at $1.88 billion (4.6% above forecasts). Full-year 2025 net revenue reached a record $7.47 billion (+11%) and EBITDA climbed 20% to $833 million despite a $527 million net loss.
1. Q4 CY2025 Financial Results
Resideo delivered Q4 CY2025 revenue of $1.90 billion, up 2% year-over-year and 1.2% ahead of forecasts, with EBITDA of $226 million and non-GAAP EPS of $0.50 per share. The company set Q1 revenue guidance at $1.88 billion, 4.6% above forecasts, signaling sustained demand in its core distribution business.
2. Full-Year 2025 Performance
For the full year 2025, net revenue reached a record $7.47 billion, an 11% increase driven by strong contributions from ADI Global Distribution and Products & Solutions. Adjusted EBITDA rose 20% to $833 million and gross margins expanded by 110 basis points in Q4, although a $527 million net loss reflected a one-time indemnification expense.
3. Segment Trends and 2026 Outlook
ADI Global Distribution net revenue grew 14% in 2025 while Products & Solutions increased 5%. Management issued 2026 guidance with adjusted EPS at $3.10 and EBITDA at $960 million, projecting continued margin leverage and free cash flow improvement.