Tag: Third Quarter (Q3)
Yaas to SaaS: Alarm.com seizes software momentum
November 10, 2025Ken Showers, Managing Editor
TYSONS, Va. — Alarm.com reported third-quarter revenue for 2025 that exceeded company expectations, driven by strong performance in its EnergyHub platform and software-as-a-service (SaaS) offerings. These areas helped boost recurring subscription sales and offset weaker hardware results.
The company said total revenue rose 6.6%, while SaaS and license revenue climbed 10.1%, both from a year earlier.
EnergyHub’s strategic impact on SaaS
The company’s...
Connected home shines for Resideo, amid 'transitory’ impact to HVAC
November 10, 2025Ken Showers, Managing Editor
SCOTTSDALE, Ariz. — Resideo’s connected home segment performed well in the third quarter as demand for smart thermostats and security-related products outpaced relatively soft HVAC performance.
With a record high net income and record high adjusted EBITDA for the quarter, CEO Jay Geldmacher pointed to high demand for Resideo’s products, including smoke detectors and other smart home devices. He cited the new ElitePRO Honeywell Home premium smart thermostats as a potential...
Resideo announces Q3 2025 financial results
November 6, 2025SSN Staff
SCOTTSDALE, Ariz. — Resideo Technologies, a global manufacturer, developer, and distributor of technology-driven sensing and controls products and solutions for residential and commercial end-markets, has announced its financial results for the third quarter ended Sept. 27, 2025.
"Resideo delivered another strong quarter driven by solid execution, demonstrating the healthy operating fundamentals of our business. In the third quarter, we achieved record-high gross margins, earnings...
ADT navigates pressures in Q3, remains confident about 2025 outlook
November 5, 2025Ken Showers, Managing Editor
BOCA RATON, Fla. — ADT entered the second half of 2025 with 4% total revenue growth, amid a slight dip in recurring monthly revenue (RMR), but the company remains confident in the strength of its growing, loyal customer base, officials say.
ADT CEO Jim DeVries attributed the dip in RMR and new subscribers to a smaller bulk account purchase in the quarter (15,000 accounts vs. 45,000 accounts) and cautious consumer sentiment.
“We have some bulk in the pipeline,”...
ADT reports third quarter 2025 results
November 4, 2025SSN Staff
BOCA RATON, Fla. — ADT Inc. has released its financial results for the third quarter of 2025.
Financial highlights for the third quarter are below with variances on a year-over-year basis unless otherwise noted. Results of the former commercial and solar businesses are presented as discontinued operations, except for cash flow measures.
Total revenue increased 4% to $1.3 billion and end-of-period recurring monthly revenue (RMR) increased 1% to $362 million
Solid customer retention...
ASSA ABLOY leverages digital shift to offset residential market decline
October 29, 2025Ken Showers, Managing Editor
STOCKHOLM — Interest rates continue to batter the residential market in the U.S., but ASSA ABLOY is still on track for a strong year thanks to solid growth in its electromechanical business.
The company reported a strong currency-adjusted growth of 12% year to date for the electromechanical business, with President and CEO Nico Delvaux telling investors the business is transforming the company – and the industry.
“We continue to see that shift from mechanical to...
Honeywell bets on 'simpler structure’
October 28, 2025Ken Showers, Managing Editor
CHARLOTTE, N.C. — The spin-off of its advanced materials business earlier this year and the planned separation of its automation and aerospace businesses provided a lift to Honeywell’s third quarter 2025 results.
CEO Vimal Kapur told investors that the moves will allow the company to further simplify Honeywell Automation.
“We have proactively designed a new, simpler structure aligned to the future of the business,” he said. “As we seek to better...
Allegion reports Q3 2025 results, growth led by Americas non-residential
October 23, 2025SSN Staff
DUBLIN — Allegion plc (NYSE: ALLE), a global security products and solutions provider, has reported the financial results for its third quarter (ended Sept. 30, 2025).
“Allegion’s third-quarter performance was defined by strong execution producing solid results,” Allegion President and CEO John H. Stone said. “With enterprise double-digit revenue growth led by our Americas non-residential business and accretive capital deployment, we’re raising our...
Honeywell 3Q results exceed high end of previous guidance
October 23, 2025SSN Staff
CHARLOTTE, N.C. — Honeywell (NASDAQ: HON) announced its results for the third quarter that met or exceeded the company's guidance.
The company also raised its full-year organic growth and adjusted earnings per share guidance ranges and updated its free cash flow guidance range, including the impact of spinning off its advanced materials business.
The company reported third-quarter year-over-year sales growth of 7% and organic sales growth of 6%, led by double-digit organic sales growth...
Johnson Controls reports strong Q3 results; raises FY25 guidance
July 29, 2025SSN Staff
CORK, Ireland — Johnson Controls International plc has reported the results of its fiscal third quarter 2025 GAAP earnings per share (EPS) of $0.94. Adjusted EPS was $1.05.
Sales in the quarter of $6.1 billion increased 3% over the prior year on an as reported basis and 6% organically. GAAP income from continuing operations was $618 million. Adjusted income from continuing operations was $693 million.
“As we celebrate 140 years of innovation and customer commitment, our strong...