Resideo finishes 2025 above guidance as video surveillance softens in Q4

SCOTTSDALE, Ariz. — Resideo closed out 2025 ahead of guidance, with steady growth in its Products & Solutions (P&S) segment offset slightly by a fourth quarter dip in video surveillance. 

ADI Global Distribution President Rob Aarnes told investors that while multiple commercial, security, and professional A/V categories posted year over year gains, those results were “more than offset by a decline in the video surveillance category.” 

“We anticipate video surveillance returning to growth in the near term, as the pipeline is refilling nicely for products that have a multi-month sales cycle,” he said. 

During the Q&A, Aarnes noted that video surveillance remains one of ADI’s largest categories and said the Q4 pullback was not surprising given broader market conditions and longer sales cycles. He added that an improving pipeline points to a potential return to mid to high single digit growth. 

P&S ultimately delivered 5% net revenue growth in 2025, driven by continued demand for smart detectors, security devices, and other connected residential solutions. CEO Jay Geldmacher highlighted the launch of 10 major new products during the year, including the First Alert SC5 Connected Smoke and Carbon Monoxide Detector and the Honeywell Home ElitePRO thermostat. 

“We believe customer reception for these new products has been very positive and is building demand momentum for another year of exciting new product introductions in 2026,” he said. 

Continued demand for those new offerings will become even more important in the second half of 2026 as Resideo moves forward with plans to spin off its ADI Global Distribution business.  

The separation will create two independent companies: Resideo (Products & Solutions), focused on residential building products and connected solutions, and ADI Global Distribution, focused on low-voltage wholesale distribution, including security, audiovisual, fire, access control, smart living and data communications products. 

Geldmacher said the split is designed to unlock significant shareholder value. 

“Our separation activities are progressing well, and we intend to provide more details in the coming months as we get closer to the official separation, anticipated to occur in the second half of 2026,” he said.