Core Viewpoint - Resideo Technologies, Inc. (NYSE: REZI) is anticipated to experience revenue growth in FY2025, driven by price increases, new product launches, and the acquisition of Snap One [1] Group 1: Revenue Growth Drivers - Revenue growth is expected to be supported by price increases [1] - Introduction of new products is a key factor for revenue enhancement [1] - The Snap One acquisition is projected to contribute positively to revenue growth [1] Group 2: Macroeconomic Conditions - Current macroeconomic conditions are described as uncertain, yet the company is expected to navigate through these challenges [1] Group 3: Investment Focus - The company primarily focuses on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1]

Resideo (REZI) FY Conference May 14, 2025 03:40 PM ET Speaker0 right. Good afternoon. Corey Carpenter, Internet analyst at JP Morgan. Pleased to have Mike Carlett, Resideo CFO with me today. Mike and sorry, Chris Lee, Investor Relations also joining. Thank you both for coming to the conference. Speaker1 Thanks, Corey. Speaker0 So for those that are newer to the story, maybe if you could start with just a quick overview of Resideo and how the company has evolved since the Honeywell spin in 2018. Speaker1 Sur ...

Resideo (REZI) FY Conference May 07, 2025 10:30 AM ET Speaker0 Okay. Thank you, everybody. Welcome to the Oppenheimer Industrial Conference. I am Ian Zaffino. I am the equity research analyst that covers Resideo. I've been covering them since they spun out of Honeywell. With me today is Tom Saran, the company's president of products and solutions, and also Mike Cartlett, is the company's CFO. Guys, thank you very much for being here today. We really appreciate it. Speaker1 Thanks, Ian. Thanks for having us. ...

This quarterly report represents an earnings surprise of 110%. A quarter ago, it was expected that this residential comfort and security systems maker would post earnings of $0.59 per share when it actually produced earnings of $0.59, delivering no surprise. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Resideo Technologies, which belongs to the Zacks Security and Safety Services industry, posted revenues of $1.77 billion for the quarter ended March 2025, surpas ...

Resideo (REZI) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Christopher T. Lee - Global Head of Investor RelationsJay Geldmacher - President & CEOThomas Surran - President of Products & SolutionsRob Aarnes - President, ADI Global DistributionMichael Carlet - Executive VP & Chief Financial OfficerIan Zaffino - Managing Director Conference Call Participants Erik Woodring - AnalystNone - Analyst Operator Good afternoon. My name is Eric, and I will be your conference operator today. Thank ...

Resideo (REZI) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Speaker0 Good afternoon. My name is Eric, and I will be your conference operator today. Thank you. I would like to hand the conference over to your host today, Chris Li, Global Head of Strategic Finance. You may begin your conference. Speaker1 Thank you, Eric. Good afternoon, everyone, and thank you for joining us for Resideo's first quarter twenty twenty five earnings call. On today's call will be Jay Gelmacher, Resideo's Chief Executive Officer ...

May 6, 2025 Q1'25 Results Presentation Disclaimer Forward-Looking Statements This presentation and the related conference call contain "forward-looking statements." All statements, other than statements of fact, that address activities, events or developments that we or our management intend, expect, project, believe or anticipate will or may occur in the future are forward-looking statements. Although we believe forward-looking statements are based upon reasonable assumptions, such statements involve known ...

Exhibit 99 Resideo Announces First Quarter 2025 Financial Results; Reaffirms 2025 Outlook SCOTTSDALE, Ariz., May 6, 2025 – Resideo Technologies, Inc. (NYSE: REZI), a leading global manufacturer, developer, and distributor of technology-driven sensing and controls products and solutions for residential and commercial end-markets, today announced financial results for the first quarter ended March 29, 2025. First Quarter 2025 Financial Highlights Management Remarks "Resideo had a strong first quarter, reporti ...

Net revenue was $1.77 billion, up 19% year-over-year, at the high-end of outlook range; reflects mid-single-digit organic revenue(1) growth at both ADI and Products and Solutions Total company gross margin was 28.9%, up 200 basis points year-over-year; Products and Solutions gross margin was 41.4%, eighth consecutive quarter of year-over-year improvement The integration of Snap One into ADI is progressing well and synergy achievement is ahead of plan Over 98% of product costs incurred by the Products and ...

Company Overview - Resideo Technologies, Inc. (REZI) shares increased by 10.3% to close at $16.20, following a notable trading volume that exceeded typical levels. This comes after a 17.3% decline over the previous four weeks [1][2]. Market Impact - The rally in Resideo's shares was influenced by President Trump's announcement of a 90-day pause on tariffs for several countries, aimed at mitigating market sell-offs and concerns over potential recession due to higher tariffs [2]. Earnings Expectations - Resideo is projected to report quarterly earnings of $0.38 per share, reflecting a year-over-year decrease of 19.2%. Revenue is anticipated to reach $1.74 billion, marking a 16.9% increase from the same quarter last year [3]. Earnings Estimate Trends - The consensus EPS estimate for Resideo has remained unchanged over the past 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions. Monitoring REZI's performance is advised to determine if the recent price increase can lead to further strength [4]. Industry Context - Resideo operates within the Zacks Security and Safety Services industry, where another company, MSA Safety, also experienced a price increase of 8.1% to $143.57, despite a 12.9% decline over the past month. MSA Safety's EPS estimate has remained stable at $1.59, showing a year-over-year change of -1.2% [4][5].