Resideo Technologies (REZI) Releases Q4 2025 Earnings: EPS Beats, Revenue Slightly Misses

Resideo Technologies Inc. (REZI) reported fourth-quarter 2025 results with total revenue of $1.90 billion, up 2.0% year-over-year, slightly below the consensus revenue estimate of $1.93 billion. Diluted earnings per share came in at $0.73, beating the estimate of $0.53, and net income attributable to common shareholders rose to $113 million (up 842% year-over-year).

Key income-statement highlights:

Total revenue: $1.90 billion (up 2.0% YoY).

Gross profit: $560 million (up 5.7% YoY).

Operating profit: $140 million (down 2.8% YoY).

Cost of sales: $1.34 billion (up 0.5% YoY).

Balance sheet and cash-flow highlights:

Cash from operating activities: $299 million (up 47.3% YoY).

Capital spending (purchases of property, plant and equipment): $37 million (cash outflow, up 68.2% YoY).

Cash and cash equivalents: $661 million (down 4.5% YoY).

Total liabilities: $5.52 billion (up 12.8% YoY).

Overall, Resideo delivered modest revenue growth alongside stronger gross profit and a sharp improvement in net income and EPS, supported by a sizable increase in operating cash flow, while operating profit ticked down and liabilities increased year-over-year.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Resideo Technologies Inc. Insider Trading Activity

Resideo Technologies Inc. insiders have traded $REZI stock on the open market 10 times in the past 6 months. Of those trades, 9 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $REZI stock by insiders over the last 6 months:

CHANNEL HOLDINGS II, L.P. CD&R has made 7 purchases buying 2,098,331 shares for an estimated $66,700,583 and 0 sales.
ANDREW C TEICH has made 2 purchases buying 37,608 shares for an estimated $1,251,851 and 0 sales.
NINA RICHARDSON sold 3,333 shares for an estimated $115,141

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Resideo Technologies Inc. Hedge Fund Activity

We have seen 168 institutional investors add shares of Resideo Technologies Inc. stock to their portfolio, and 271 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FULLER & THALER ASSET MANAGEMENT, INC. removed 2,176,486 shares (-34.6%) from their portfolio in Q4 2025, for an estimated $76,438,188
CLAYTON, DUBILIER & RICE, LLC added 1,689,758 shares (+12.7%) to their portfolio in Q4 2025, for an estimated $59,344,300
SACHEM HEAD CAPITAL MANAGEMENT LP added 1,625,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $57,069,999
PERMIAN INVESTMENT PARTNERS, LP added 1,508,564 shares (+156.2%) to their portfolio in Q4 2025, for an estimated $52,980,767
LOCUST WOOD CAPITAL ADVISERS, LLC added 1,470,077 shares (+124.6%) to their portfolio in Q4 2025, for an estimated $51,629,104
SWEDBANK AB added 1,287,162 shares (+121.5%) to their portfolio in Q4 2025, for an estimated $45,205,129
GOLDENTREE ASSET MANAGEMENT LP added 1,273,489 shares (+inf%) to their portfolio in Q4 2025, for an estimated $44,724,933

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Resideo Technologies Inc. Government Contracts

We have seen $33,363,162 of award payments to $REZI over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

INERTIAL NAVIGATION UNIT WITH CONTAINER. THE DELIVERABLE FOR THIS CONTRACT IS FOR A BASE QUANTITY OF 107 EA...: $10,164,504
PURCHASE OF RADAR SENSOR SYSTEM (RSS) COMPONENTS.: $7,373,317
TO PROCURE TEST & INSPECT AND REPAIR ON THE APN-209 RADAR ALTIMETER RECEIVER TRANSMITTERS.: $3,464,464
MAGNETIC VARIATION TABLE: $1,788,000
F-16 REPAIRS OF THE COMMON COLOR MULTIFUNCTIONAL DISPLAY (CCMFD) ITEMS.: $1,302,058

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.