Resideo Technologies (NYSE:REZI) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsChris Lee - Global Head of Strategic FinanceErik Woodring - Managing Director of Equity ResearchJay Geldmacher - CEOMike Carlet - CFORob Aarnes - President of ADI Global Distribution BusinessTom Surran - President of Products and Solutions BusinessConference Call ParticipantsDan Stratemeier - AnalystIan Zaffino - Managing Director and is the Senior AnalystOperatorEveryone, thank you for joining us, and w ...

Resideo Technologies (NYSE:REZI) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsChris Lee - Global Head of Strategic FinanceErik Woodring - Managing Director of Equity ResearchJay Geldmacher - CEOMike Carlet - CFORob Aarnes - President of ADI Global Distribution BusinessTom Surran - President of Products and Solutions BusinessConference Call ParticipantsDan Stratemeier - AnalystIan Zaffino - Managing Director and is the Senior AnalystOperatorEveryone, thank you for joining us, and w ...

Resideo Technologies (NYSE:REZI) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Speaker6Everyone, thank you for joining us, and welcome to the Resideo fourth quarter and full year 2025 financial results conference call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, press star one again. I will now hand the call over to Chris Lee, Global Head of Strategic Finance. ...

By Arasu Kannagi Basil Feb 24 (Reuters) - Medtronic's MiniMed Group said on Tuesday it was targeting up to $7.86 billion valuation in its U.S. initial public ‌offering, marking a step forward in the medical device maker's plan to ‌separate its diabetes business. The Northridge, California-based unit, a heavyweight in diabetes care and which makes products such ​as insulin pumps, glucose monitoring systems and sensors, is seeking to raise up to $784 million in its IPO by offering 28 million shares priced ...

At the same time, we're taking steps to ensure operational readiness to separate by the end. Of 2026. We're ready to implement a combined Keurig Dr Pepper Inc. operating structure for the interim period between deal close and separation, which will facilitate near term performance while supporting a steady transition towards our future state as stand alones. We're also advancing work streams to deliver against key separation milestones including capturing initial deal related synergies, appointing independe ...

Keurig Dr Pepper (NasdaqGS:KDP) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Company ParticipantsAnthony DiSilvestro - CFOChethan Mallela - Senior Director of Investor RelationsFilippo Falorni - Director of Equity ResearchPeter Galbo - Managing Director and Head of US Consumer Staples Equity ResearchTim Cofer - CEOConference Call ParticipantsChris Carey - Senior Equity Analyst and Head of Consumer Staples ResearchLauren Lieberman - Managing Director and Equity Research AnalystPeter Grom - Equity Rese ...

Keurig Dr Pepper (NasdaqGS:KDP) Q4 2025 Earnings call February 24, 2026 08:00 AM ET Speaker9For more information, please refer to our earnings release and the risk factors discussed in our most recent Form 10-K, which we filed with the SEC later today. Consistent with previous quarters, we will be discussing our Q4 and full year performance on a non-GAAP adjusted basis, which reflects constant currency growth rates and excludes items affecting comparability. Definitions and reconciliations to the most direc ...

Group 1 - Johnson & Johnson is preparing for a potential sale of its orthopedics unit, DePuy Synthes, as part of its plan to separate the business, targeting completion within 18 to 24 months [1] - The company acquired DePuy Synthes in 2011 for $21.3 billion and aims to enhance strategic and operational focus through this separation [1] - Bank of America analysts believe that the exit makes sense and that DePuy Synthes could benefit from improved focus and competitiveness [3] Group 2 - The unit is estimated to be worth about $20 billion, or $28 billion including debt, with interest from buyout firms and potential strategic medical device players [3][5] - Johnson & Johnson is preparing financial materials for meetings with potential buyers in the coming weeks, with several large private equity firms considering joint bids [4] - DePuy Synthes generated $9.3 billion in annual sales, producing hip and knee replacement devices, which may attract further interest [5] Group 3 - Johnson & Johnson reported a fourth-quarter 2025 adjusted earnings of $2.46 per share, a 20.6% increase year over year, surpassing the consensus estimate of $2.44 [6] - The company expects 2026 sales to be between $99.50 billion and $100.5 billion, compared to the consensus of $98.89 billion [6]

Johnson & Johnson is preparing a potential sale of the orthopedics unit that it has been planning to separate, with big buyout firms already circling, according to people familiar with the matter. The business, known as DePuy Synthes, could be valued at more than $20 billion in a sale, the people said, asking not to be identified discussing confidential information. Most Read from Bloomberg J&J is assembling documents and financials for DePuy Synthes before it meets with possible buyers in the coming w ...

Core Viewpoint - The management has determined that separating Global Automotive and Global Industrial is the best strategy to unlock value, enabling each segment to pursue distinct growth strategies and capital allocation priorities [1] Group 1: Separation Strategy - The separation aims to create a pure-play automotive aftermarket leader under the NAPA brand and a standalone best-in-class industrial solutions platform via Motion [1] Group 2: Financial Performance - The performance in 2025 was marked by gross margin expansion for the third consecutive year, driven by strategic pricing, sourcing initiatives, and accretive acquisitions [1] - Industrial growth outperformed market trends despite a sluggish manufacturing economy, supported by diverse end markets and a recovery in planned maintenance outages [1] Group 3: Automotive Segment Performance - North America Automotive experienced strong performance in company-owned stores, although overall results were affected by lower-than-expected purchases from independent owners [1] - International Automotive faced moderated market conditions in Europe during the second half, leading to aggressive restructuring, including location closures and headcount reductions [1] Group 4: Operational Resilience - The company successfully managed the First Brands Group bankruptcy by executing contingency plans with alternative suppliers to ensure no operational disruption in 2026 [1]