Resideo Technologies announced the launch of the Honeywell Home X8S Smart Thermostat on December 3, 2025. The new thermostat streams live video from compatible doorbells onto its largest touchscreen, positioning the device as a premium, integrated home‑control hub that extends the long‑standing Honeywell Home brand into the high‑margin smart‑home space.
The X8S adds indoor air‑quality monitoring, HVAC performance alerts, and full Matter, Alexa, Google Assistant, and Apple Home compatibility. It is designed to work with Google Nest‑compatible doorbells such as Nest Hello and Nest Cam, allowing homeowners to view live video directly on the thermostat’s display—a feature that sets it apart from other smart‑thermostat offerings.
The launch follows Resideo’s Q3 2025 earnings, in which the company reported adjusted earnings per share of $0.89, beating analyst estimates of $0.71 by $0.18 (a 25% beat). Revenue of $1.86 billion missed estimates of $1.92 billion by $0.06 billion. Gross margin reached a record 29.8%, up 110 basis points from the prior year, driven by a higher mix of high‑margin products and disciplined cost management. The revenue miss was largely attributed to softer demand in legacy segments and competitive pricing pressure in the broader thermostat market.
Strategically, the X8S launch aligns with Resideo’s focus on high‑margin smart‑home solutions and its recent divestiture of the Grid Services demand‑response business. The company is also preparing a spin‑off of its residential controls and safety businesses, a move that underscores its commitment to core product lines. The X8S expands the product portfolio to include a lower‑priced X2S for mass‑retail channels, allowing Resideo to capture both premium and volume markets.
Pat Tessier, Vice President of Product Development for Honeywell Home, said the X8S delivers “smart comfort” beyond temperature control, emphasizing its integrated features such as doorbell video and indoor air‑quality monitoring. He highlighted the importance of a unified home‑control hub for simplifying the homeowner experience.
Looking ahead, Resideo lowered its full‑year adjusted EPS guidance to $2.62, a 6.8% decrease from the previous midpoint estimate, reflecting a cautious outlook amid competitive pressure. The company remains confident in maintaining profitability through cost discipline and a high‑margin product mix.
Investors noted the EPS beat and margin expansion as positive signals, while the revenue miss and guidance cut tempered enthusiasm. The company’s strategic pivot toward premium smart‑home solutions is viewed as a long‑term growth driver.
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