Every material Form 8-K Resideo Technologies filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Resideo reported third quarter 2025 net revenue of $1.86 billion, up 2% year over year, and net income of $156 million, compared with $20 million a year earlier. Diluted EPS was $0.85 versus $0.07, and Adjusted EPS was $0.89 versus $0.59. The company also paid Honeywell $1.59 billion in August 2025 to terminate the Indemnification Agreement, which left reported operating cash flow negative at $1.57 billion for the quarter, and it issued an updated full-year 2025 outlook.
Q3 2025 net revenue $1.86 billion, up 2%; Adjusted EBITDA $229 million, up 21% from $190 million
Diluted EPS $0.85 vs $0.07 in Q3 2024; Adjusted EPS $0.89 vs $0.59
Reported operating cash used was $1.57 billion, including the $1.59 billion Honeywell payment; adjusted cash provided by operations was $19 million
Updated 2025 outlook: net revenue $7.43 billion to $7.47 billion; Adjusted EBITDA $818 million to $832 million; Adjusted EPS $2.57 to $2.67
On August 13, 2025, Resideo made a one-time $1.59 billion cash payment to Honeywell, which terminated the Indemnification and Reimbursement Agreement and eliminated its obligation to make annual payments of up to $140 million through year-end 2043. The company financed part of the payment with $1.225 billion of incremental senior secured term loans, which carry a higher interest rate and add to its debt, so shareholders gain relief from future payments but take on a large cash outlay and more borrowing.
One-time cash payment of $1.59 billion to Honeywell, with the closing occurring on August 13, 2025.
Annual payments of up to $140 million through year-end 2043 eliminated.
$1.225 billion in incremental senior secured term loans maturing August 13, 2032, at Term SOFR plus 2.00%.
Interest rate on existing term B tranches raised from Term SOFR plus 1.75% to Term SOFR plus 2.00%; leverage covenant temporarily raised to 4.00 to 1.00 for the September 30 and December 31, 2025 test periods.
Resideo reported second quarter 2025 net revenue of $1.94 billion, up 22% from a year earlier, and adjusted EBITDA of $210 million, up 20%. The company also posted a net loss of $825 million, driven by an $882 million expense tied to its agreement with Honeywell to terminate the Indemnification Agreement, and raised its full-year 2025 outlook. Shareholders will see both the strong operating results and the large one-time charge, with a further one-time payment to Honeywell of $1.59 billion due in the third quarter upon closing.
Net revenue was $1,943 million, up 22% from $1,589 million; adjusted EBITDA was $210 million, up 20% from $175 million.
GAAP diluted loss per share was $(5.59), compared with $0.19 a year earlier; adjusted EPS was $0.66, compared with $0.62.
The net loss reflects an $882 million expense tied to the Honeywell agreement; a $1.59 billion one-time cash payment to Honeywell is due in the third quarter of 2025 upon closing.
The company raised its 2025 outlook, with full-year net revenue now $7,450 million to $7,550 million and adjusted EBITDA of $845 million to $885 million.
On July 30, 2025, Resideo agreed to make a one-time $1.59 billion payment to Honeywell at closing, which is expected no later than August 29, 2025. The payment would terminate the 2018 Indemnification and Reimbursement Agreement and eliminate annual payments of up to $140 million through 2043, funded by about $400 million of cash on hand and new debt. The company also expects second-quarter 2025 results to be above the high end of its May outlook and announced a planned spin-off of its ADI Global Distribution business.
One-time payment of $1.59 billion to Honeywell at closing, expected by August 29, 2025; a $35 million scheduled payment was made on July 29, 2025.
Funding includes about $400 million of cash on hand and a new senior secured term loan of up to $1.225 billion committed by JPMorgan Chase Bank and Wells Fargo.
Resideo expects Q2 2025 net revenue, Non-GAAP Adjusted EBITDA and Non-GAAP Adjusted EPS above the high end of the May 6, 2025 outlook ranges; results due August 5, 2025.
Planned tax-free spin-off of ADI Global Distribution is expected to be completed in the second half of 2026; a $100 million fee applies if the agreement ends without debt financing.
Resideo appointed Jeffrey Kutz as Senior Vice President and Chief Accounting Officer effective July 21, 2025, taking over the principal accounting officer role previously held by CFO Michael Carlet. The filing sets out his pay package, including a $425,000 base salary and a $650,000 sign-on restricted stock unit award, which is routine for an executive hire and does not signal a change in the company's financial results.
Jeffrey Kutz appointed SVP and Chief Accounting Officer effective July 21, 2025, announced in filing dated July 22, 2025
Initial base salary of $425,000 with a target annual incentive of 50% of base salary
Sign-on restricted stock unit award valued at $650,000 vesting in thirds over three years, plus a $120,000 cash sign-on bonus
Previously served as Vice President, Chief Accounting Officer at Quaker Chemical Corporation since January 2024
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Resideo Technologies filing is on SEC EDGAR ↗. 8-K briefs of other companies →