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Apr 03, 2021

Resideo Q1 2021 Earnings Report

Resideo's first quarter results were announced, demonstrating revenue growth and improved profitability.

Key Takeaways

Resideo Technologies reported a strong first quarter with a 20% increase in net revenue to $1.4 billion. The company saw improvements in gross profit margin and operating profit, driven by strong performance in both Products & Solutions and ADI Global Distribution segments. Net income was $49 million, a significant improvement compared to the net loss in the prior year.

Net revenue increased by 20% to $1.4 billion compared to Q1 2020.

Gross profit margin improved by 180 basis points to 25.9%.

Operating profit rose to $130 million, a $96 million increase from the previous year.

Net income was $49 million, a substantial improvement from the $21 million net loss in Q1 2020.

Total Revenue
$1.42B
Previous year: $1.18B
+20.4%
EPS
$0.33
Previous year: $0.24
+37.5%
Gross Profit
$368M
Previous year: $284M
+29.6%
Cash and Equivalents
$508M
Previous year: $338M
+50.3%
Total Assets
$5.58B
Previous year: $5.29B
+5.5%

Resideo

Resideo

Resideo Revenue by Segment

Forward Guidance

The company updated its outlook for 2021, expecting full year revenue in the range of $5.5 billion to $5.7 billion, gross profit margin between 26% and 29%, and operating profit between $500 million and $550 million. For the second quarter 2021, revenue is expected to be in the range of $1.40 billion to $1.45 billion, gross profit margin between 25.5% and 27.5%, and operating profit between $115 million and $125 million.

Positive Outlook

  • Full year revenue to be in the range of $5.5 billion to $5.7 billion
  • Full year gross profit margin in the range of 26% to 29%
  • Full year operating profit in the range of $500 million to $550 million
  • Second quarter revenue to be in the range of $1.40 billion to $1.45 billion
  • Second quarter operating profit in the range of $115 million to $125 million

Challenges Ahead

  • Monitoring developments around COVID-19
  • Supply chain challenges
  • Logistical challenges
  • Potential impact of COVID-19 on demand
  • Potential impact of COVID-19 on supply chains

Revenue & Expenses

Visualization of income flow from segment revenue to net income