Latest news with #homecomfort
Associated Press
15 hours ago
- Business
- Associated Press
AUPU's ARCHIDEX 2025 Triumph: Redefining Home Comfort in SE Asia
KUALA LUMPUR, MALAYSIA - Media OutReach Newswire - 22 July 2025 - ARCHIDEX 2025 wasn't just an exhibition—it was a statement. AUPU, a global leader in home comfort tech, solidified its position as an innovator at the 24th edition of Kuala Lumpur's premier architecture and design show, with a showcase that underscored its strategic focus on solving regional lifestyle pain points. AUPU's ARCHIDEX 2025 Triumph: Redefining Home Comfort in SE Asia The brand's success hinges on three key pillars: functionality, wellness, and localization. Take the Beauty Fan & Heater: beyond heating and ventilation, its integration of infrared therapy taps into rising consumer demand for 'wellness-at-home' solutions, blending utility with self-care—a trend resonating strongly across urban Southeast Asia. In humid markets like Malaysia, the Cloth Dryer addressed a critical gap. Its ceiling-mounted design, UV sterilization, and rapid drying capabilities directly solve moisture-related challenges, aligning with local needs for space efficiency and hygiene. Attendees—from architects to homeowners—praised its ability to merge practicality with regional relevance, a hallmark of AUPU's market positioning. The Central Kitchen Air Conditioner further demonstrated this approach. Traditional ACs struggle in kitchens due to grease and heat, but AUPU's specialized design—with targeted airflow and durable components—reimagines cooking spaces as comfortable, usable areas. This innovation reflects a deep understanding of how families live: kitchens aren't just for cooking; they're social hubs. Technologically, AUPU's edge lies in seamless integration. AI-powered temperature regulation, motion-sensing ventilation, and smart energy management aren't add-ons—they're core to the user experience. These features don't just boost performance; they reduce operational hassle, a key differentiator in a crowded market. Looking ahead, AUPU's upcoming Kuala Lumpur flagship store (S-01-05, D'Rapport Ampang) signals more than expansion—it's a commitment to accessibility. By moving from exhibition halls to a physical retail hub, the brand bridges the gap between innovation and adoption, making premium comfort tech tangible for Malaysian households. In short, ARCHIDEX 2025 wasn't just a win for AUPU—it was proof that home comfort, when rooted in local needs and smart tech, can redefine how we live. Hashtag: #AUPU The issuer is solely responsible for the content of this announcement.
Yahoo
2 days ago
- Business
- Yahoo
Resideo Technologies: A Hidden Gem with Strong Execution Capabilities
Business Overview Resideo Technologies (NYSE: REZI) is a global manufacturer and distributor of home comfort, security, and automation products. It was spun off from Honeywell in 2018, inheriting Honeywell's Home and ADI Global Distribution businesses. Resideo's Products & Solutions segment supplies thermostats (under the Honeywell Home brand), smoke/carbon detectors (First Alert/BRK), security sensors, water leak detectors, and related services. Its ADI Global Distribution segment is a leading wholesale distributor of security and low?voltage products to professional installers. In mid?2024, Resideo acquired Snap One (Control4, Triad, etc.) for ~$1.4 billion, adding smart living solutions to its portfolio and expanding the ADI distribution Technologies First Quarter FY2025 Earnings Analysis Resideo reported strong Q1 2025 results, surpassing consensus estimates and management's guidance on both revenue and earnings. Total revenue came in at $1.77 billion, up approximately 19% year-over-year and above the expected $1.72 billion, driven by the Snap One acquisition and increased demand for new products such as HVAC thermostats and alarms. Adjusted EBITDA rose 23% YoY to $168 million, with gross margins improving to 41.4% in the Products segment and 21.6% in ADI, reflecting segment-wise margin expansions of 190 basis points and 360 basis points, respectively. Adjusted EPS stood at $0.63, more than double the consensus forecast of $0.28, representing a 125% earnings surprise. Despite cash usage of $65 million in the quarter, Resideo maintained a solid liquidity position, backed by record free cash flow generation of $444 million in FY2024. In Products & Solutions, Q1 revenue was $649M (+5% YoY, +6% organic) with a gross margin of 41.4% (?1.9%). Volume grew on new Honeywell Home FocusPRO thermostats and BRK/First Alert alarms. Operating profit rose to $136M (21.0% of sales vs 18.1% year-ago). Notably, Resideo launched a connected First Alert smart smoke/CO alarm (compatible with Google Home) during ADI Global Distribution, Q1 revenue was $1,121 mn (+29% YoY, +4% organic). The Snap One acquisition contributed $227 mn of this, while the core ADI business grew modestly on higher volume. ADI's gross margin was 21.6% (up 360 bp), and Adjusted EBITDA $72 mn (6.4% margin). Management reports Snap One integration is ahead of schedule, with synergies ramping. Overall, both segments saw double?digit EBITDA growth and healthy margin improvement. The demand environment for REZI is expected to be steady in 2025. Management has also reaffirmed its guidance for 2025 with continued mid-single-digit organic growth and the Snap One's contribution. In the near term, the company plans further phased price increases to offset any tariffs or cost inflation. Over 98% of P&S product costs in Mexico are already tariff-exempt, and management expects to mitigate remaining tariff impacts through pricing actions. Furthermore, the Snap One unit continues to integrate into ADI, broadening the pro-audio/video portfolio. ADI's e-commerce channel and exclusive brand lines are expanding rapidly (Q1 e-commerce +15% organic). Combined organic ADI sales grew ~7% (daily) in Q1, indicating strength ahead. Resideo is also rolling out new offerings to capture demand. Its Honeywell Home FocusPRO thermostat line (launched late 2024) has driven HVAC distributor orders. The new First Alert smart alarm (Q1 2025) addresses the expiring Nest Protect platform. A continued cadence of product launches is planned, especially energy-saving thermostats (e.g., a new S200 smart model with ENERGY STAR). Even though the current housing/consumer conditions are volatile, I believe the replacement demand for home safety/comfort products should support organic growth. The company is well-positioned if the consumer demand tightens with its inventory discipline and cost control measures. Over the long term, Resideo should deliver sustained, profitable growth in the smart-home and building controls markets by leveraging its diversified business model, strong brand portfolio, and expanding product lineup. The company is well-positioned to benefit from structural tailwinds in connected home technologies, including increased adoption of IoT thermostats, security systems, smoke detectors, and water monitoring devices. With nearly half of U.S. households now embracing smart home devices, Resideo's offerings in energy management, safety, air quality, and security provide a solid platform for growth. While primarily a hardware-centric business, recurring revenue streams are supported by its extensive professional installer network (ADI) and trusted Honeywell Home brand, further enhanced by Snap One's subscription-based services such as smart video and home automation systems. The company should achieve its long-term margin expansion target through operational scale, improved product mix, and cost efficiencies. In Q4 2024, the Products & Solutions segment gross margin reached 41.0%, up 240 basis points year-over-year, with expectations of continued improvement as ADI benefits from Snap One's higher-margin offerings and growing e-commerce penetration. The company also maintains a robust innovation pipeline, demonstrated by the successful launch of its next-generation Honeywell Home thermostats in 2024, and plans to expand into advanced HVAC controls, safety devices, and water-sensing technologies. While macroeconomic headwinds and competition from DIY players like Google Nest, Amazon Ring, and Apple HomeKit pose risks, Resideo's emphasis on professional channels and its dual structure of manufacturing and distribution provide resilience. Management remains confident that the Snap One acquisition, coupled with a disciplined innovation and margin strategy, will support long-term value creation and profitable growth. Resideo's Total Addressable Market (TAM) According to industry estimates, the global smart home market is expected to exceed $170 billion by 2028, growing at a CAGR of over 10%. The smart security segment is projected to grow at a high single-digit pace, driven by increasing demand for connected thermostats, smoke detectors, and video surveillance systems. Resideo, through its Honeywell Home and First Alert brands, already enjoys strong installer trust and widespread distribution, with Honeywell thermostats having near-universal penetration in the U.S. HVAC installer channel. This positions the company favorably to capitalize on the expanding TAM, especially when integrating bolt-on acquisitions like Snap One, which can achieve outsized market access via Resideo's established dealer Investor Movements Institutional investor activity in the first quarter of 2025 signals growing confidence in Resideo Technologies' long-term prospects. Notably, renowned investor Ken Fisher (Trades, Portfolio) increased his stake in the company by 15%, reflecting his conviction in Resideo's growth trajectory and operational execution. Barrow, Hanley, Mewhinney & Strauss made a particularly strong statement of confidence with a substantial 149% increase in their holdings, indicating a bullish view on the company's valuation and strategic positioning following its Snap One acquisition. Additionally, respected value investor John Rogers (Trades, Portfolio) raised his stake by 5%, reinforcing optimism around Resideo's margin expansion potential and smart home market exposure. Valuation & Comparison With Peers Resideo's valuation is moderate by many measures. On a forward P/E basis (earnings in 2025), REZI trades around 1012x. This exceeds its 5?year historical average of 8x, reflecting the recent sharp rise in stock price. On an EV/EBITDA basis, Resideo's current multiple is only ~6x, well below its 5?year average (~9.8x), thanks to rapid EBITDA growth. Comparatively, Resideo's peers span a wide range: leading security/smart-home players often trade at higher multiples. For example, ADT Inc. (security systems) has a forward P/E around 9.9x (similar to Resideo), whereas (smart home SaaS) trades near 25x. Larger building controls firms like Johnson Controls or Carrier Global are in the mid?20s P/E. Resideo's EV/EBITDA (~6) is similar to ADT's (~6) but far below (~13) and many industrial peers (~1520). In short, REZI appears reasonably priced for its growth: cheaper than high?growth tech peers but richer than very defensive names. The discrepancy between P/E and EV/EBITDA reflects one-time items: Resideo's GAAP earnings were depressed by non-cash tariff reimbursements, inflating P/E. Using non-GAAP EBITDA or cash flow, Resideo looks inexpensive. Resideo's recent results demonstrate solid execution. The company delivered double?digit revenue growth and margin expansion in Q1 2025, handily beating analyst estimates. Management's confidence (reiterated guidance, strong cash flow targets) suggests the business is on track. With Snap One integration ahead of schedule and new products coming to market, Resideo appears poised to sustain growth in both segments. From a financial perspective, Resideo trades at modest multiples relative to peers, especially on an EV/EBITDA basis. If Resideo fulfills its outlook, this could imply further upside for the stock. However, risks remain in a cyclical housing market and from one-time accounting items (which have distorted current earnings). Overall, Resideo is executing a clear strategy of margin improvement and innovation, and its balanced valuations make it a name of interest in the home security and controls sector. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Resideo Technologies: A Hidden Gem with Strong Execution Capabilities
Business Overview Resideo Technologies (NYSE: REZI) is a global manufacturer and distributor of home comfort, security, and automation products. It was spun off from Honeywell in 2018, inheriting Honeywell's Home and ADI Global Distribution businesses. Resideo's Products & Solutions segment supplies thermostats (under the Honeywell Home brand), smoke/carbon detectors (First Alert/BRK), security sensors, water leak detectors, and related services. Its ADI Global Distribution segment is a leading wholesale distributor of security and low?voltage products to professional installers. In mid?2024, Resideo acquired Snap One (Control4, Triad, etc.) for ~$1.4 billion, adding smart living solutions to its portfolio and expanding the ADI distribution Technologies First Quarter FY2025 Earnings Analysis Resideo reported strong Q1 2025 results, surpassing consensus estimates and management's guidance on both revenue and earnings. Total revenue came in at $1.77 billion, up approximately 19% year-over-year and above the expected $1.72 billion, driven by the Snap One acquisition and increased demand for new products such as HVAC thermostats and alarms. Adjusted EBITDA rose 23% YoY to $168 million, with gross margins improving to 41.4% in the Products segment and 21.6% in ADI, reflecting segment-wise margin expansions of 190 basis points and 360 basis points, respectively. Adjusted EPS stood at $0.63, more than double the consensus forecast of $0.28, representing a 125% earnings surprise. Despite cash usage of $65 million in the quarter, Resideo maintained a solid liquidity position, backed by record free cash flow generation of $444 million in FY2024. In Products & Solutions, Q1 revenue was $649M (+5% YoY, +6% organic) with a gross margin of 41.4% (?1.9%). Volume grew on new Honeywell Home FocusPRO thermostats and BRK/First Alert alarms. Operating profit rose to $136M (21.0% of sales vs 18.1% year-ago). Notably, Resideo launched a connected First Alert smart smoke/CO alarm (compatible with Google Home) during ADI Global Distribution, Q1 revenue was $1,121 mn (+29% YoY, +4% organic). The Snap One acquisition contributed $227 mn of this, while the core ADI business grew modestly on higher volume. ADI's gross margin was 21.6% (up 360 bp), and Adjusted EBITDA $72 mn (6.4% margin). Management reports Snap One integration is ahead of schedule, with synergies ramping. Overall, both segments saw double?digit EBITDA growth and healthy margin improvement. The demand environment for REZI is expected to be steady in 2025. Management has also reaffirmed its guidance for 2025 with continued mid-single-digit organic growth and the Snap One's contribution. In the near term, the company plans further phased price increases to offset any tariffs or cost inflation. Over 98% of P&S product costs in Mexico are already tariff-exempt, and management expects to mitigate remaining tariff impacts through pricing actions. Furthermore, the Snap One unit continues to integrate into ADI, broadening the pro-audio/video portfolio. ADI's e-commerce channel and exclusive brand lines are expanding rapidly (Q1 e-commerce +15% organic). Combined organic ADI sales grew ~7% (daily) in Q1, indicating strength ahead. Resideo is also rolling out new offerings to capture demand. Its Honeywell Home FocusPRO thermostat line (launched late 2024) has driven HVAC distributor orders. The new First Alert smart alarm (Q1 2025) addresses the expiring Nest Protect platform. A continued cadence of product launches is planned, especially energy-saving thermostats (e.g., a new S200 smart model with ENERGY STAR). Even though the current housing/consumer conditions are volatile, I believe the replacement demand for home safety/comfort products should support organic growth. The company is well-positioned if the consumer demand tightens with its inventory discipline and cost control measures. Over the long term, Resideo should deliver sustained, profitable growth in the smart-home and building controls markets by leveraging its diversified business model, strong brand portfolio, and expanding product lineup. The company is well-positioned to benefit from structural tailwinds in connected home technologies, including increased adoption of IoT thermostats, security systems, smoke detectors, and water monitoring devices. With nearly half of U.S. households now embracing smart home devices, Resideo's offerings in energy management, safety, air quality, and security provide a solid platform for growth. While primarily a hardware-centric business, recurring revenue streams are supported by its extensive professional installer network (ADI) and trusted Honeywell Home brand, further enhanced by Snap One's subscription-based services such as smart video and home automation systems. The company should achieve its long-term margin expansion target through operational scale, improved product mix, and cost efficiencies. In Q4 2024, the Products & Solutions segment gross margin reached 41.0%, up 240 basis points year-over-year, with expectations of continued improvement as ADI benefits from Snap One's higher-margin offerings and growing e-commerce penetration. The company also maintains a robust innovation pipeline, demonstrated by the successful launch of its next-generation Honeywell Home thermostats in 2024, and plans to expand into advanced HVAC controls, safety devices, and water-sensing technologies. While macroeconomic headwinds and competition from DIY players like Google Nest, Amazon Ring, and Apple HomeKit pose risks, Resideo's emphasis on professional channels and its dual structure of manufacturing and distribution provide resilience. Management remains confident that the Snap One acquisition, coupled with a disciplined innovation and margin strategy, will support long-term value creation and profitable growth. Resideo's Total Addressable Market (TAM) According to industry estimates, the global smart home market is expected to exceed $170 billion by 2028, growing at a CAGR of over 10%. The smart security segment is projected to grow at a high single-digit pace, driven by increasing demand for connected thermostats, smoke detectors, and video surveillance systems. Resideo, through its Honeywell Home and First Alert brands, already enjoys strong installer trust and widespread distribution, with Honeywell thermostats having near-universal penetration in the U.S. HVAC installer channel. This positions the company favorably to capitalize on the expanding TAM, especially when integrating bolt-on acquisitions like Snap One, which can achieve outsized market access via Resideo's established dealer Investor Movements Institutional investor activity in the first quarter of 2025 signals growing confidence in Resideo Technologies' long-term prospects. Notably, renowned investor Ken Fisher (Trades, Portfolio) increased his stake in the company by 15%, reflecting his conviction in Resideo's growth trajectory and operational execution. Barrow, Hanley, Mewhinney & Strauss made a particularly strong statement of confidence with a substantial 149% increase in their holdings, indicating a bullish view on the company's valuation and strategic positioning following its Snap One acquisition. Additionally, respected value investor John Rogers (Trades, Portfolio) raised his stake by 5%, reinforcing optimism around Resideo's margin expansion potential and smart home market exposure. Valuation & Comparison With Peers Resideo's valuation is moderate by many measures. On a forward P/E basis (earnings in 2025), REZI trades around 1012x. This exceeds its 5?year historical average of 8x, reflecting the recent sharp rise in stock price. On an EV/EBITDA basis, Resideo's current multiple is only ~6x, well below its 5?year average (~9.8x), thanks to rapid EBITDA growth. Comparatively, Resideo's peers span a wide range: leading security/smart-home players often trade at higher multiples. For example, ADT Inc. (security systems) has a forward P/E around 9.9x (similar to Resideo), whereas (smart home SaaS) trades near 25x. Larger building controls firms like Johnson Controls or Carrier Global are in the mid?20s P/E. Resideo's EV/EBITDA (~6) is similar to ADT's (~6) but far below (~13) and many industrial peers (~1520). In short, REZI appears reasonably priced for its growth: cheaper than high?growth tech peers but richer than very defensive names. The discrepancy between P/E and EV/EBITDA reflects one-time items: Resideo's GAAP earnings were depressed by non-cash tariff reimbursements, inflating P/E. Using non-GAAP EBITDA or cash flow, Resideo looks inexpensive. Resideo's recent results demonstrate solid execution. The company delivered double?digit revenue growth and margin expansion in Q1 2025, handily beating analyst estimates. Management's confidence (reiterated guidance, strong cash flow targets) suggests the business is on track. With Snap One integration ahead of schedule and new products coming to market, Resideo appears poised to sustain growth in both segments. From a financial perspective, Resideo trades at modest multiples relative to peers, especially on an EV/EBITDA basis. If Resideo fulfills its outlook, this could imply further upside for the stock. However, risks remain in a cyclical housing market and from one-time accounting items (which have distorted current earnings). Overall, Resideo is executing a clear strategy of margin improvement and innovation, and its balanced valuations make it a name of interest in the home security and controls sector. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Zawya
5 days ago
- Business
- Zawya
AUPU to Debut Cutting-Edge Home Comfort Innovations at ARCHIDEX 2025
KUALA LUMPUR, MALAYSIA - Media OutReach Newswire - 18 July 2025 - As a global pioneer in home comfort technology, AUPU is set to showcase its latest advancements at ARCHIDEX 2025—the 24th International Architecture, Interior Design & Building Exhibition. Scheduled from July 21–24, 2025, at Kuala Lumpur's Malaysia International Trade and Exhibition Centre (MITEC), this premier event attracts industry elites worldwide, serving as the perfect platform for AUPU to unveil its revolutionary home comfort solutions. Beauty Fan & Heater: Where Wellness Meets Functionality The AUPU Beauty Fan & Heater emerges as a multi-functional standout, integrating heating, lighting, ventilation, drying, and beauty-focused infrared therapy. Powered by low-range infrared technology, it delivers warmth while boosting blood circulation and skin rejuvenation Space-Saving Cloth Dryer for Humid Climates Tailored for humid environments, the AUPU Cloth Dryer reimagines laundry care. This ceiling-mounted system features remote-controlled lifting, UV sterilization, and warm-air drying—saving space while ensuring rapid, hygienic drying even in moisture-heavy conditions. Kitchen-Specific Air Conditioner Cooking comfort takes center stage with the AUPU Central Kitchen Air Conditioner. Exclusively designed for kitchen use, it offers targeted airflow and intelligent temperature control to counteract cooking-induced heat and humidity, transforming kitchens into cool, pleasant spaces that enhance the joy of meal preparation. Advanced Technical Capabilities for Enhanced Comfort Beyond their impressive functionality, AUPU products integrate cutting-edge technologies to ensure optimal performance and user experience. Standout features include: AI-Powered Constant Temperature Heating: Intelligently adjusts heat output based on real-time indoor temperature fluctuations, maintaining stable comfort while avoiding abrupt temperature changes and optimizing energy efficiency. Human-Sensing Ventilation: Equipped with high-precision motion sensors, the system activates automatically upon detecting human activity, adjusting ventilation intensity based on occupancy duration and pollutant levels. It switches to energy-saving mode when spaces are unoccupied, balancing air quality and energy use. Smart Sterilization & Deodorization: Utilizes UV-C and negative ion technology to automatically initiate sterilization upon detecting human presence, targeting bacteria, viruses, and odor-causing molecules—ideal for high-moisture areas like bathrooms and kitchens. Motion-Activated Lighting: Detects movement to automatically turn lights on/off, enhancing convenience while reducing unnecessary energy waste for a more sustainable lifestyle. Invitation to Explore ARCHIDEX 2025 presents a key opportunity for AUPU to demonstrate its commitment to redefining indoor living. Industry professionals, architects, designers, and homeowners attending the exhibition are invited to visit AUPU's booth and discover how these innovations are transforming everyday living—one comfortable space at a time. Hashtag: #AUPU The issuer is solely responsible for the content of this announcement. AUPU Intelligent Technology Corporation Limited
Malay Mail
5 days ago
- Business
- Malay Mail
AUPU to Debut Cutting-Edge Home Comfort Innovations at ARCHIDEX 2025
KUALA LUMPUR, MALAYSIA - Media OutReach Newswire - 18 July 2025 - As a global pioneer in home comfort technology, AUPU is set to showcase its latest advancements at ARCHIDEX 2025—the 24th International Architecture, Interior Design & Building Exhibition. Scheduled from July 21–24, 2025, at Kuala Lumpur's Malaysia International Trade and Exhibition Centre (MITEC), this premier event attracts industry elites worldwide, serving as the perfect platform for AUPU to unveil its revolutionary home comfort AUPU Beauty Fan & Heater emerges as a multi-functional standout, integrating heating, lighting, ventilation, drying, and beauty-focused infrared therapy. Powered by low-range infrared technology, it delivers warmth while boosting blood circulation and skin rejuvenationTailored for humid environments, the AUPU Cloth Dryer reimagines laundry care. This ceiling-mounted system features remote-controlled lifting, UV sterilization, and warm-air drying—saving space while ensuring rapid, hygienic drying even in moisture-heavy comfort takes center stage with the AUPU Central Kitchen Air Conditioner. Exclusively designed for kitchen use, it offers targeted airflow and intelligent temperature control to counteract cooking-induced heat and humidity, transforming kitchens into cool, pleasant spaces that enhance the joy of meal their impressive functionality, AUPU products integrate cutting-edge technologies to ensure optimal performance and user experience. Standout features include:AI-Powered Constant Temperature Heating: Intelligently adjusts heat output based on real-time indoor temperature fluctuations, maintaining stable comfort while avoiding abrupt temperature changes and optimizing energy Ventilation: Equipped with high-precision motion sensors, the system activates automatically upon detecting human activity, adjusting ventilation intensity based on occupancy duration and pollutant levels. It switches to energy-saving mode when spaces are unoccupied, balancing air quality and energy Sterilization & Deodorization: Utilizes UV-C and negative ion technology to automatically initiate sterilization upon detecting human presence, targeting bacteria, viruses, and odor-causing molecules—ideal for high-moisture areas like bathrooms and Lighting: Detects movement to automatically turn lights on/off, enhancing convenience while reducing unnecessary energy waste for a more sustainable 2025 presents a key opportunity for AUPU to demonstrate its commitment to redefining indoor living. Industry professionals, architects, designers, and homeowners attending the exhibition are invited to visit AUPU's booth and discover how these innovations are transforming everyday living—one comfortable space at a #AUPU The issuer is solely responsible for the content of this announcement.
