Resideo Shares Surge 13.5% on $1.90B Q4 Sales Beat and Strong 2026 Guidance

REZIREZI

Resideo’s fourth-quarter sales rose 2% year-over-year to $1.90 billion, topping analyst forecasts while adjusted EPS of $0.50 fell 4.5% short of consensus. The company guided first-quarter revenue at $1.88 billion, 4.6% above estimates, and forecast full-year adjusted EPS and EBITDA to exceed consensus by 11% and 5%.

1. Fourth-Quarter Results

Resideo Technologies reported fourth-quarter revenue of $1.90 billion, a 2% increase year-over-year that surpassed analyst forecasts, while adjusted earnings per share of $0.50 fell about 4.5% below consensus estimates.

2. 2026 Outlook

For the first quarter, management provided revenue guidance of $1.88 billion at the midpoint, representing a 4.6% premium to analyst expectations, and raised full-year 2026 projections with adjusted EPS and EBITDA targets exceeding consensus by approximately 11% and 5%, respectively.

3. Market Reaction and Performance

Shares jumped 13.5% in response to the sales beat and optimistic outlook, reflecting heightened investor confidence; the stock has already climbed over 15% year-to-date and trades near its 52-week high.

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