Resideo Technologies Shares Hit 2025 Low Diving 28.86% on Revenue Miss Operational Macroeconomic Challenges

The share price fell to its lowest level since August 2025 today, with an intraday decline of 28.86%.

Resideo Technologies’ stock tumbled after mixed third-quarter 2025 results, including a revenue shortfall and weak guidance. While adjusted earnings per share exceeded estimates, revenue of $1.86 billion missed expectations by $100 million. Management cut Q4 revenue forecasts to $1.87 billion and reduced full-year adjusted EPS guidance by 6.8%. Operational challenges, such as a soft residential HVAC market and ERP implementation issues at its ADI segment, exacerbated investor concerns. These factors, combined with regulatory disruptions in the HVAC sector, dented confidence despite gross margin expansion and progress on strategic initiatives like the ADI spin-off.

Broader macroeconomic uncertainty, including a prolonged U.S. government shutdown and recession signals in 22 states, amplified the sell-off. Resideo’s stock, historically volatile, saw its largest intraday drop in over a year. Management framed ERP and HVAC issues as temporary, with resolution expected by year-end 2025. However, near-term risks remain, including unmet Q4 revenue targets and lingering market instability. Analysts are weighing whether the sharp decline reflects an overreaction to transitory challenges or a warranted correction amid unresolved operational and macroeconomic headwinds.