diff --git a/.clang-tidy.hash b/.clang-tidy.hash
index 4901c0ccac..2cd4319325 100644
--- a/.clang-tidy.hash
+++ b/.clang-tidy.hash
@@ -1 +1 @@
-049d60eed541730efaa4c0dc5d337b4287bf29b6daa350b5dfc1f23915f1c52f
+d7693a1e996cacd4a3d1c9a16336799c2a8cc3db02e4e74084151ce964581248
diff --git a/.github/workflows/ci.yml b/.github/workflows/ci.yml
index 0363b5afdf..163e9ab9ec 100644
--- a/.github/workflows/ci.yml
+++ b/.github/workflows/ci.yml
@@ -114,8 +114,7 @@ jobs:
       matrix:
         python-version:
           - "3.11"
-          - "3.12"
-          - "3.13"
+          - "3.14"
         os:
           - ubuntu-latest
           - macOS-latest
@@ -124,13 +123,9 @@ jobs:
           # Minimize CI resource usage
           # by only running the Python version
           # version used for docker images on Windows and macOS
-          - python-version: "3.13"
+          - python-version: "3.14"
             os: windows-latest
-          - python-version: "3.12"
-            os: windows-latest
-          - python-version: "3.13"
-            os: macOS-latest
-          - python-version: "3.12"
+          - python-version: "3.14"
             os: macOS-latest
     runs-on: ${{ matrix.os }}
     needs:
@@ -178,6 +173,7 @@ jobs:
       python-linters: ${{ steps.determine.outputs.python-linters }}
       changed-components: ${{ steps.determine.outputs.changed-components }}
       changed-components-with-tests: ${{ steps.determine.outputs.changed-components-with-tests }}
+      directly-changed-components-with-tests: ${{ steps.determine.outputs.directly-changed-components-with-tests }}
       component-test-count: ${{ steps.determine.outputs.component-test-count }}
     steps:
       - name: Check out code from GitHub
@@ -206,6 +202,7 @@ jobs:
           echo "python-linters=$(echo "$output" | jq -r '.python_linters')" >> $GITHUB_OUTPUT
           echo "changed-components=$(echo "$output" | jq -c '.changed_components')" >> $GITHUB_OUTPUT
           echo "changed-components-with-tests=$(echo "$output" | jq -c '.changed_components_with_tests')" >> $GITHUB_OUTPUT
+          echo "directly-changed-components-with-tests=$(echo "$output" | jq -c '.directly_changed_components_with_tests')" >> $GITHUB_OUTPUT
           echo "component-test-count=$(echo "$output" | jq -r '.component_test_count')" >> $GITHUB_OUTPUT
 
   integration-tests:
@@ -358,48 +355,13 @@ jobs:
         # yamllint disable-line rule:line-length
         if: always()
 
-  test-build-components:
-    name: Component test ${{ matrix.file }}
-    runs-on: ubuntu-24.04
-    needs:
-      - common
-      - determine-jobs
-    if: github.event_name == 'pull_request' && fromJSON(needs.determine-jobs.outputs.component-test-count) > 0 && fromJSON(needs.determine-jobs.outputs.component-test-count) < 100
-    strategy:
-      fail-fast: false
-      max-parallel: 2
-      matrix:
-        file: ${{ fromJson(needs.determine-jobs.outputs.changed-components-with-tests) }}
-    steps:
-      - name: Cache apt packages
-        uses: awalsh128/cache-apt-pkgs-action@acb598e5ddbc6f68a970c5da0688d2f3a9f04d05 # v1.5.3
-        with:
-          packages: libsdl2-dev
-          version: 1.0
-
-      - name: Check out code from GitHub
-        uses: actions/checkout@08c6903cd8c0fde910a37f88322edcfb5dd907a8 # v5.0.0
-      - name: Restore Python
-        uses: ./.github/actions/restore-python
-        with:
-          python-version: ${{ env.DEFAULT_PYTHON }}
-          cache-key: ${{ needs.common.outputs.cache-key }}
-      - name: Validate config for ${{ matrix.file }}
-        run: |
-          . venv/bin/activate
-          python3 script/test_build_components.py -e config -c ${{ matrix.file }}
-      - name: Compile config for ${{ matrix.file }}
-        run: |
-          . venv/bin/activate
-          python3 script/test_build_components.py -e compile -c ${{ matrix.file }}
-
   test-build-components-splitter:
     name: Split components for intelligent grouping (40 weighted per batch)
     runs-on: ubuntu-24.04
     needs:
       - common
       - determine-jobs
-    if: github.event_name == 'pull_request' && fromJSON(needs.determine-jobs.outputs.component-test-count) >= 100
+    if: github.event_name == 'pull_request' && fromJSON(needs.determine-jobs.outputs.component-test-count) > 0
     outputs:
       matrix: ${{ steps.split.outputs.components }}
     steps:
@@ -417,9 +379,10 @@ jobs:
 
           # Use intelligent splitter that groups components with same bus configs
           components='${{ needs.determine-jobs.outputs.changed-components-with-tests }}'
+          directly_changed='${{ needs.determine-jobs.outputs.directly-changed-components-with-tests }}'
 
           echo "Splitting components intelligently..."
-          output=$(python3 script/split_components_for_ci.py --components "$components" --batch-size 40 --output github)
+          output=$(python3 script/split_components_for_ci.py --components "$components" --directly-changed "$directly_changed" --batch-size 40 --output github)
 
           echo "$output" >> $GITHUB_OUTPUT
 
@@ -430,7 +393,7 @@ jobs:
       - common
       - determine-jobs
       - test-build-components-splitter
-    if: github.event_name == 'pull_request' && fromJSON(needs.determine-jobs.outputs.component-test-count) >= 100
+    if: github.event_name == 'pull_request' && fromJSON(needs.determine-jobs.outputs.component-test-count) > 0
     strategy:
       fail-fast: false
       max-parallel: ${{ (github.base_ref == 'beta' || github.base_ref == 'release') && 8 || 4 }}
@@ -477,18 +440,34 @@ jobs:
           # Convert space-separated components to comma-separated for Python script
           components_csv=$(echo "${{ matrix.components }}" | tr ' ' ',')
 
-          echo "Testing components: $components_csv"
+          # Only isolate directly changed components when targeting dev branch
+          # For beta/release branches, group everything for faster CI
+          #
+          # WHY ISOLATE DIRECTLY CHANGED COMPONENTS?
+          # - Isolated tests run WITHOUT --testing-mode, enabling full validation
+          # - This catches pin conflicts and other issues in directly changed code
+          # - Grouped tests use --testing-mode to allow config merging (disables some checks)
+          # - Dependencies are safe to group since they weren't modified in this PR
+          if [ "${{ github.base_ref }}" = "beta" ] || [ "${{ github.base_ref }}" = "release" ]; then
+            directly_changed_csv=""
+            echo "Testing components: $components_csv"
+            echo "Target branch: ${{ github.base_ref }} - grouping all components"
+          else
+            directly_changed_csv=$(echo '${{ needs.determine-jobs.outputs.directly-changed-components-with-tests }}' | jq -r 'join(",")')
+            echo "Testing components: $components_csv"
+            echo "Target branch: ${{ github.base_ref }} - isolating directly changed components: $directly_changed_csv"
+          fi
           echo ""
 
-          # Run config validation with grouping
-          python3 script/test_build_components.py -e config -c "$components_csv" -f
+          # Run config validation with grouping and isolation
+          python3 script/test_build_components.py -e config -c "$components_csv" -f --isolate "$directly_changed_csv"
 
           echo ""
           echo "Config validation passed! Starting compilation..."
           echo ""
 
-          # Run compilation with grouping
-          python3 script/test_build_components.py -e compile -c "$components_csv" -f
+          # Run compilation with grouping and isolation
+          python3 script/test_build_components.py -e compile -c "$components_csv" -f --isolate "$directly_changed_csv"
 
   pre-commit-ci-lite:
     name: pre-commit.ci lite
@@ -521,7 +500,6 @@ jobs:
       - integration-tests
       - clang-tidy
       - determine-jobs
-      - test-build-components
       - test-build-components-splitter
       - test-build-components-split
       - pre-commit-ci-lite
diff --git a/esphome/components/bluetooth_proxy/bluetooth_proxy.h b/esphome/components/bluetooth_proxy/bluetooth_proxy.h
index 1ce2321bee..a5f0fbe32f 100644
--- a/esphome/components/bluetooth_proxy/bluetooth_proxy.h
+++ b/esphome/components/bluetooth_proxy/bluetooth_proxy.h
@@ -16,7 +16,9 @@
 
 #include "bluetooth_connection.h"
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#endif
 #include <esp_bt_device.h>
 
 namespace esphome::bluetooth_proxy {
diff --git a/esphome/components/esp32/__init__.py b/esphome/components/esp32/__init__.py
index 56ab2eda88..92f5c57638 100644
--- a/esphome/components/esp32/__init__.py
+++ b/esphome/components/esp32/__init__.py
@@ -324,7 +324,7 @@ def _is_framework_url(source: str) -> str:
 # The default/recommended arduino framework version
 #  - https://github.com/espressif/arduino-esp32/releases
 ARDUINO_FRAMEWORK_VERSION_LOOKUP = {
-    "recommended": cv.Version(3, 2, 1),
+    "recommended": cv.Version(3, 3, 2),
     "latest": cv.Version(3, 3, 2),
     "dev": cv.Version(3, 3, 2),
 }
@@ -343,7 +343,7 @@ ARDUINO_PLATFORM_VERSION_LOOKUP = {
 # The default/recommended esp-idf framework version
 #  - https://github.com/espressif/esp-idf/releases
 ESP_IDF_FRAMEWORK_VERSION_LOOKUP = {
-    "recommended": cv.Version(5, 4, 2),
+    "recommended": cv.Version(5, 5, 1),
     "latest": cv.Version(5, 5, 1),
     "dev": cv.Version(5, 5, 1),
 }
@@ -363,7 +363,7 @@ ESP_IDF_PLATFORM_VERSION_LOOKUP = {
 # The platform-espressif32 version
 #  - https://github.com/pioarduino/platform-espressif32/releases
 PLATFORM_VERSION_LOOKUP = {
-    "recommended": cv.Version(54, 3, 21, "2"),
+    "recommended": cv.Version(55, 3, 31, "1"),
     "latest": cv.Version(55, 3, 31, "1"),
     "dev": cv.Version(55, 3, 31, "1"),
 }
@@ -544,6 +544,7 @@ CONF_ENABLE_LWIP_MDNS_QUERIES = "enable_lwip_mdns_queries"
 CONF_ENABLE_LWIP_BRIDGE_INTERFACE = "enable_lwip_bridge_interface"
 CONF_ENABLE_LWIP_TCPIP_CORE_LOCKING = "enable_lwip_tcpip_core_locking"
 CONF_ENABLE_LWIP_CHECK_THREAD_SAFETY = "enable_lwip_check_thread_safety"
+CONF_DISABLE_LIBC_LOCKS_IN_IRAM = "disable_libc_locks_in_iram"
 
 
 def _validate_idf_component(config: ConfigType) -> ConfigType:
@@ -606,6 +607,9 @@ FRAMEWORK_SCHEMA = cv.All(
                     cv.Optional(
                         CONF_ENABLE_LWIP_CHECK_THREAD_SAFETY, default=True
                     ): cv.boolean,
+                    cv.Optional(
+                        CONF_DISABLE_LIBC_LOCKS_IN_IRAM, default=True
+                    ): cv.boolean,
                     cv.Optional(CONF_EXECUTE_FROM_PSRAM): cv.boolean,
                 }
             ),
@@ -864,6 +868,12 @@ async def to_code(config):
     if advanced.get(CONF_ENABLE_LWIP_CHECK_THREAD_SAFETY, True):
         add_idf_sdkconfig_option("CONFIG_LWIP_CHECK_THREAD_SAFETY", True)
 
+    # Disable placing libc locks in IRAM to save RAM
+    # This is safe for ESPHome since no IRAM ISRs (interrupts that run while cache is disabled)
+    # use libc lock APIs. Saves approximately 1.3KB (1,356 bytes) of IRAM.
+    if advanced.get(CONF_DISABLE_LIBC_LOCKS_IN_IRAM, True):
+        add_idf_sdkconfig_option("CONFIG_LIBC_LOCKS_PLACE_IN_IRAM", False)
+
     cg.add_platformio_option("board_build.partitions", "partitions.csv")
     if CONF_PARTITIONS in config:
         add_extra_build_file(
diff --git a/esphome/components/esp32/boards.py b/esphome/components/esp32/boards.py
index 5f039492c8..cbb314650a 100644
--- a/esphome/components/esp32/boards.py
+++ b/esphome/components/esp32/boards.py
@@ -1564,6 +1564,10 @@ BOARDS = {
         "name": "DFRobot Beetle ESP32-C3",
         "variant": VARIANT_ESP32C3,
     },
+    "dfrobot_firebeetle2_esp32c6": {
+        "name": "DFRobot FireBeetle 2 ESP32-C6",
+        "variant": VARIANT_ESP32C6,
+    },
     "dfrobot_firebeetle2_esp32e": {
         "name": "DFRobot Firebeetle 2 ESP32-E",
         "variant": VARIANT_ESP32,
@@ -1604,6 +1608,22 @@ BOARDS = {
         "name": "Ai-Thinker ESP-C3-M1-I-Kit",
         "variant": VARIANT_ESP32C3,
     },
+    "esp32-c5-devkitc-1": {
+        "name": "Espressif ESP32-C5-DevKitC-1 4MB no PSRAM",
+        "variant": VARIANT_ESP32C5,
+    },
+    "esp32-c5-devkitc1-n16r4": {
+        "name": "Espressif ESP32-C5-DevKitC-1 N16R4 (16 MB Flash Quad, 4 MB PSRAM Quad)",
+        "variant": VARIANT_ESP32C5,
+    },
+    "esp32-c5-devkitc1-n4": {
+        "name": "Espressif ESP32-C5-DevKitC-1 N4 (4MB no PSRAM)",
+        "variant": VARIANT_ESP32C5,
+    },
+    "esp32-c5-devkitc1-n8r4": {
+        "name": "Espressif ESP32-C5-DevKitC-1 N8R4 (8 MB Flash Quad, 4 MB PSRAM Quad)",
+        "variant": VARIANT_ESP32C5,
+    },
     "esp32-c6-devkitc-1": {
         "name": "Espressif ESP32-C6-DevKitC-1",
         "variant": VARIANT_ESP32C6,
@@ -2048,6 +2068,10 @@ BOARDS = {
         "name": "M5Stack Station",
         "variant": VARIANT_ESP32,
     },
+    "m5stack-tab5-p4": {
+        "name": "M5STACK Tab5 esp32-p4 Board",
+        "variant": VARIANT_ESP32P4,
+    },
     "m5stack-timer-cam": {
         "name": "M5Stack Timer CAM",
         "variant": VARIANT_ESP32,
@@ -2476,6 +2500,10 @@ BOARDS = {
         "name": "YelloByte YB-ESP32-S3-AMP (Rev.3)",
         "variant": VARIANT_ESP32S3,
     },
+    "yb_esp32s3_drv": {
+        "name": "YelloByte YB-ESP32-S3-DRV",
+        "variant": VARIANT_ESP32S3,
+    },
     "yb_esp32s3_eth": {
         "name": "YelloByte YB-ESP32-S3-ETH",
         "variant": VARIANT_ESP32S3,
diff --git a/esphome/components/esp32_ble/__init__.py b/esphome/components/esp32_ble/__init__.py
index fc8c65a2f4..246ebf0729 100644
--- a/esphome/components/esp32_ble/__init__.py
+++ b/esphome/components/esp32_ble/__init__.py
@@ -387,6 +387,15 @@ def final_validation(config):
     max_connections = config.get(CONF_MAX_CONNECTIONS, DEFAULT_MAX_CONNECTIONS)
     validate_connection_slots(max_connections)
 
+    # Check if hosted bluetooth is being used
+    if "esp32_hosted" in full_config:
+        add_idf_sdkconfig_option("CONFIG_BT_CLASSIC_ENABLED", False)
+        add_idf_sdkconfig_option("CONFIG_BT_BLE_ENABLED", True)
+        add_idf_sdkconfig_option("CONFIG_BT_BLUEDROID_ENABLED", True)
+        add_idf_sdkconfig_option("CONFIG_BT_CONTROLLER_DISABLED", True)
+        add_idf_sdkconfig_option("CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID", True)
+        add_idf_sdkconfig_option("CONFIG_ESP_HOSTED_BLUEDROID_HCI_VHCI", True)
+
     # Check if BLE Server is needed
     has_ble_server = "esp32_ble_server" in full_config
 
diff --git a/esphome/components/esp32_ble/ble.cpp b/esphome/components/esp32_ble/ble.cpp
index 9f8ca1d149..5bbd5fe9ed 100644
--- a/esphome/components/esp32_ble/ble.cpp
+++ b/esphome/components/esp32_ble/ble.cpp
@@ -6,7 +6,15 @@
 #include "esphome/core/helpers.h"
 #include "esphome/core/log.h"
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#else
+extern "C" {
+#include <esp_hosted.h>
+#include <esp_hosted_misc.h>
+#include <esp_hosted_bluedroid.h>
+}
+#endif
 #include <esp_bt_device.h>
 #include <esp_bt_main.h>
 #include <esp_gap_ble_api.h>
@@ -136,6 +144,7 @@ void ESP32BLE::advertising_init_() {
 
 bool ESP32BLE::ble_setup_() {
   esp_err_t err;
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #ifdef USE_ARDUINO
   if (!btStart()) {
     ESP_LOGE(TAG, "btStart failed: %d", esp_bt_controller_get_status());
@@ -169,6 +178,28 @@ bool ESP32BLE::ble_setup_() {
 #endif
 
   esp_bt_controller_mem_release(ESP_BT_MODE_CLASSIC_BT);
+#else
+  esp_hosted_connect_to_slave();  // NOLINT
+
+  if (esp_hosted_bt_controller_init() != ESP_OK) {
+    ESP_LOGW(TAG, "esp_hosted_bt_controller_init failed");
+    return false;
+  }
+
+  if (esp_hosted_bt_controller_enable() != ESP_OK) {
+    ESP_LOGW(TAG, "esp_hosted_bt_controller_enable failed");
+    return false;
+  }
+
+  hosted_hci_bluedroid_open();
+
+  esp_bluedroid_hci_driver_operations_t operations = {
+      .send = hosted_hci_bluedroid_send,
+      .check_send_available = hosted_hci_bluedroid_check_send_available,
+      .register_host_callback = hosted_hci_bluedroid_register_host_callback,
+  };
+  esp_bluedroid_attach_hci_driver(&operations);
+#endif
 
   err = esp_bluedroid_init();
   if (err != ESP_OK) {
@@ -257,6 +288,7 @@ bool ESP32BLE::ble_dismantle_() {
     return false;
   }
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #ifdef USE_ARDUINO
   if (!btStop()) {
     ESP_LOGE(TAG, "btStop failed: %d", esp_bt_controller_get_status());
@@ -286,6 +318,19 @@ bool ESP32BLE::ble_dismantle_() {
       return false;
     }
   }
+#endif
+#else
+  if (esp_hosted_bt_controller_disable() != ESP_OK) {
+    ESP_LOGW(TAG, "esp_hosted_bt_controller_disable failed");
+    return false;
+  }
+
+  if (esp_hosted_bt_controller_deinit(false) != ESP_OK) {
+    ESP_LOGW(TAG, "esp_hosted_bt_controller_deinit failed");
+    return false;
+  }
+
+  hosted_hci_bluedroid_close();
 #endif
   return true;
 }
diff --git a/esphome/components/esp32_ble/ble_advertising.h b/esphome/components/esp32_ble/ble_advertising.h
index 7a31d926f6..d7f1eeac9d 100644
--- a/esphome/components/esp32_ble/ble_advertising.h
+++ b/esphome/components/esp32_ble/ble_advertising.h
@@ -10,7 +10,9 @@
 #ifdef USE_ESP32
 #ifdef USE_ESP32_BLE_ADVERTISING
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#endif
 #include <esp_gap_ble_api.h>
 #include <esp_gatts_api.h>
 
diff --git a/esphome/components/esp32_ble_beacon/esp32_ble_beacon.cpp b/esphome/components/esp32_ble_beacon/esp32_ble_beacon.cpp
index af28804013..f2aa7e762e 100644
--- a/esphome/components/esp32_ble_beacon/esp32_ble_beacon.cpp
+++ b/esphome/components/esp32_ble_beacon/esp32_ble_beacon.cpp
@@ -3,7 +3,9 @@
 
 #ifdef USE_ESP32
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#endif
 #include <esp_bt_main.h>
 #include <esp_gap_ble_api.h>
 #include <freertos/FreeRTOS.h>
diff --git a/esphome/components/esp32_ble_beacon/esp32_ble_beacon.h b/esphome/components/esp32_ble_beacon/esp32_ble_beacon.h
index e37edf6cde..05afdc7379 100644
--- a/esphome/components/esp32_ble_beacon/esp32_ble_beacon.h
+++ b/esphome/components/esp32_ble_beacon/esp32_ble_beacon.h
@@ -5,7 +5,9 @@
 
 #ifdef USE_ESP32
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#endif
 #include <esp_gap_ble_api.h>
 
 namespace esphome {
diff --git a/esphome/components/esp32_ble_server/ble_server.cpp b/esphome/components/esp32_ble_server/ble_server.cpp
index 25cc97eeaf..0e58224a5a 100644
--- a/esphome/components/esp32_ble_server/ble_server.cpp
+++ b/esphome/components/esp32_ble_server/ble_server.cpp
@@ -10,7 +10,9 @@
 #include <nvs_flash.h>
 #include <freertos/FreeRTOSConfig.h>
 #include <esp_bt_main.h>
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#endif
 #include <freertos/task.h>
 #include <esp_gap_ble_api.h>
 
diff --git a/esphome/components/esp32_ble_tracker/esp32_ble_tracker.cpp b/esphome/components/esp32_ble_tracker/esp32_ble_tracker.cpp
index d07e67825b..8577f12a92 100644
--- a/esphome/components/esp32_ble_tracker/esp32_ble_tracker.cpp
+++ b/esphome/components/esp32_ble_tracker/esp32_ble_tracker.cpp
@@ -7,7 +7,9 @@
 #include "esphome/core/helpers.h"
 #include "esphome/core/log.h"
 
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 #include <esp_bt.h>
+#endif
 #include <esp_bt_defs.h>
 #include <esp_bt_main.h>
 #include <esp_gap_ble_api.h>
@@ -845,6 +847,7 @@ void ESP32BLETracker::log_unexpected_state_(const char *operation, ScannerState
 
 #ifdef USE_ESP32_BLE_SOFTWARE_COEXISTENCE
 void ESP32BLETracker::update_coex_preference_(bool force_ble) {
+#ifndef CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
   if (force_ble && !this->coex_prefer_ble_) {
     ESP_LOGD(TAG, "Setting coexistence to Bluetooth to make connection.");
     this->coex_prefer_ble_ = true;
@@ -854,6 +857,7 @@ void ESP32BLETracker::update_coex_preference_(bool force_ble) {
     this->coex_prefer_ble_ = false;
     esp_coex_preference_set(ESP_COEX_PREFER_BALANCE);  // Reset to default
   }
+#endif  // CONFIG_ESP_HOSTED_ENABLE_BT_BLUEDROID
 }
 #endif
 
diff --git a/esphome/components/esp32_hosted/__init__.py b/esphome/components/esp32_hosted/__init__.py
index 9cea02c322..7e9f1b05b5 100644
--- a/esphome/components/esp32_hosted/__init__.py
+++ b/esphome/components/esp32_hosted/__init__.py
@@ -92,9 +92,14 @@ async def to_code(config):
 
     framework_ver: cv.Version = CORE.data[KEY_CORE][KEY_FRAMEWORK_VERSION]
     os.environ["ESP_IDF_VERSION"] = f"{framework_ver.major}.{framework_ver.minor}"
-    esp32.add_idf_component(name="espressif/esp_wifi_remote", ref="0.10.2")
-    esp32.add_idf_component(name="espressif/eppp_link", ref="0.2.0")
-    esp32.add_idf_component(name="espressif/esp_hosted", ref="2.0.11")
+    if framework_ver >= cv.Version(5, 5, 0):
+        esp32.add_idf_component(name="espressif/esp_wifi_remote", ref="1.1.5")
+        esp32.add_idf_component(name="espressif/eppp_link", ref="1.1.3")
+        esp32.add_idf_component(name="espressif/esp_hosted", ref="2.5.11")
+    else:
+        esp32.add_idf_component(name="espressif/esp_wifi_remote", ref="0.13.0")
+        esp32.add_idf_component(name="espressif/eppp_link", ref="0.2.0")
+        esp32.add_idf_component(name="espressif/esp_hosted", ref="2.0.11")
     esp32.add_extra_script(
         "post",
         "esp32_hosted.py",
diff --git a/esphome/components/esp32_rmt_led_strip/led_strip.cpp b/esphome/components/esp32_rmt_led_strip/led_strip.cpp
index fa43aa5950..2c7963b366 100644
--- a/esphome/components/esp32_rmt_led_strip/led_strip.cpp
+++ b/esphome/components/esp32_rmt_led_strip/led_strip.cpp
@@ -42,6 +42,11 @@ static size_t IRAM_ATTR HOT encoder_callback(const void *data, size_t size, size
         symbols[i] = params->bit0;
       }
     }
+#if ESP_IDF_VERSION >= ESP_IDF_VERSION_VAL(5, 5, 1)
+    if ((index + 1) >= size && params->reset.duration0 == 0 && params->reset.duration1 == 0) {
+      *done = true;
+    }
+#endif
     return RMT_SYMBOLS_PER_BYTE;
   }
 
diff --git a/esphome/components/lvgl/defines.py b/esphome/components/lvgl/defines.py
index baee403b57..6464824c64 100644
--- a/esphome/components/lvgl/defines.py
+++ b/esphome/components/lvgl/defines.py
@@ -486,7 +486,6 @@ CONF_RESUME_ON_INPUT = "resume_on_input"
 CONF_RIGHT_BUTTON = "right_button"
 CONF_ROLLOVER = "rollover"
 CONF_ROOT_BACK_BTN = "root_back_btn"
-CONF_ROWS = "rows"
 CONF_SCALE_LINES = "scale_lines"
 CONF_SCROLLBAR_MODE = "scrollbar_mode"
 CONF_SELECTED_INDEX = "selected_index"
diff --git a/esphome/components/lvgl/widgets/buttonmatrix.py b/esphome/components/lvgl/widgets/buttonmatrix.py
index c6b6d2440f..baeb1c8e3e 100644
--- a/esphome/components/lvgl/widgets/buttonmatrix.py
+++ b/esphome/components/lvgl/widgets/buttonmatrix.py
@@ -2,7 +2,7 @@ from esphome import automation
 import esphome.codegen as cg
 from esphome.components.key_provider import KeyProvider
 import esphome.config_validation as cv
-from esphome.const import CONF_ID, CONF_ITEMS, CONF_TEXT, CONF_WIDTH
+from esphome.const import CONF_ID, CONF_ITEMS, CONF_ROWS, CONF_TEXT, CONF_WIDTH
 from esphome.cpp_generator import MockObj
 
 from ..automation import action_to_code
@@ -15,7 +15,6 @@ from ..defines import (
     CONF_ONE_CHECKED,
     CONF_PAD_COLUMN,
     CONF_PAD_ROW,
-    CONF_ROWS,
     CONF_SELECTED,
 )
 from ..helpers import lvgl_components_required
diff --git a/esphome/components/matrix_keypad/__init__.py b/esphome/components/matrix_keypad/__init__.py
index f7a1d622a1..2e123323a0 100644
--- a/esphome/components/matrix_keypad/__init__.py
+++ b/esphome/components/matrix_keypad/__init__.py
@@ -2,7 +2,7 @@ from esphome import automation, pins
 import esphome.codegen as cg
 from esphome.components import key_provider
 import esphome.config_validation as cv
-from esphome.const import CONF_ID, CONF_ON_KEY, CONF_PIN, CONF_TRIGGER_ID
+from esphome.const import CONF_ID, CONF_ON_KEY, CONF_PIN, CONF_ROWS, CONF_TRIGGER_ID
 
 CODEOWNERS = ["@ssieb"]
 
@@ -19,7 +19,6 @@ MatrixKeyTrigger = matrix_keypad_ns.class_(
 )
 
 CONF_KEYPAD_ID = "keypad_id"
-CONF_ROWS = "rows"
 CONF_COLUMNS = "columns"
 CONF_KEYS = "keys"
 CONF_DEBOUNCE_TIME = "debounce_time"
diff --git a/esphome/components/socket/bsd_sockets_impl.cpp b/esphome/components/socket/bsd_sockets_impl.cpp
index e056696bcf..c7cca62027 100644
--- a/esphome/components/socket/bsd_sockets_impl.cpp
+++ b/esphome/components/socket/bsd_sockets_impl.cpp
@@ -145,7 +145,7 @@ class BSDSocketImpl : public Socket {
   }
 
   ssize_t sendto(const void *buf, size_t len, int flags, const struct sockaddr *to, socklen_t tolen) override {
-    return ::sendto(fd_, buf, len, flags, to, tolen);
+    return ::sendto(fd_, buf, len, flags, to, tolen);  // NOLINT(readability-suspicious-call-argument)
   }
 
   int setblocking(bool blocking) override {
diff --git a/esphome/const.py b/esphome/const.py
index 086b5b4ce3..d62dc617d1 100644
--- a/esphome/const.py
+++ b/esphome/const.py
@@ -836,6 +836,7 @@ CONF_RMT_CHANNEL = "rmt_channel"
 CONF_RMT_SYMBOLS = "rmt_symbols"
 CONF_ROTATION = "rotation"
 CONF_ROW = "row"
+CONF_ROWS = "rows"
 CONF_RS_PIN = "rs_pin"
 CONF_RTD_NOMINAL_RESISTANCE = "rtd_nominal_resistance"
 CONF_RTD_WIRES = "rtd_wires"
diff --git a/esphome/core/defines.h b/esphome/core/defines.h
index f770edaa00..1afb296fc0 100644
--- a/esphome/core/defines.h
+++ b/esphome/core/defines.h
@@ -202,7 +202,7 @@
 #define USB_HOST_MAX_REQUESTS 16
 
 #ifdef USE_ARDUINO
-#define USE_ARDUINO_VERSION_CODE VERSION_CODE(3, 2, 1)
+#define USE_ARDUINO_VERSION_CODE VERSION_CODE(3, 3, 2)
 #define USE_ETHERNET
 #define USE_ETHERNET_KSZ8081
 #endif
diff --git a/platformio.ini b/platformio.ini
index 44b466a2b3..6b2a8657bb 100644
--- a/platformio.ini
+++ b/platformio.ini
@@ -125,9 +125,9 @@ extra_scripts = post:esphome/components/esp8266/post_build.py.script
 ; This are common settings for the ESP32 (all variants) using Arduino.
 [common:esp32-arduino]
 extends = common:arduino
-platform = https://github.com/pioarduino/platform-espressif32/releases/download/54.03.21-2/platform-espressif32.zip
+platform = https://github.com/pioarduino/platform-espressif32/releases/download/55.03.31-1/platform-espressif32.zip
 platform_packages =
-    pioarduino/framework-arduinoespressif32@https://github.com/espressif/arduino-esp32/releases/download/3.2.1/esp32-3.2.1.zip
+    pioarduino/framework-arduinoespressif32@https://github.com/espressif/arduino-esp32/releases/download/3.3.2/esp32-3.3.2.zip
 
 framework = arduino, espidf  ; Arduino as an ESP-IDF component
 lib_deps =
@@ -161,9 +161,9 @@ extra_scripts = post:esphome/components/esp32/post_build.py.script
 ; This are common settings for the ESP32 (all variants) using IDF.
 [common:esp32-idf]
 extends = common:idf
-platform = https://github.com/pioarduino/platform-espressif32/releases/download/54.03.21-2/platform-espressif32.zip
+platform = https://github.com/pioarduino/platform-espressif32/releases/download/55.03.31-1/platform-espressif32.zip
 platform_packages =
-    pioarduino/framework-espidf@https://github.com/pioarduino/esp-idf/releases/download/v5.4.2/esp-idf-v5.4.2.zip
+    pioarduino/framework-espidf@https://github.com/pioarduino/esp-idf/releases/download/v5.5.1/esp-idf-v5.5.1.zip
 
 framework = espidf
 lib_deps =
diff --git a/requirements.txt b/requirements.txt
index 88ecb1c20e..b6e4a189d1 100644
--- a/requirements.txt
+++ b/requirements.txt
@@ -23,10 +23,6 @@ cairosvg==2.8.2
 freetype-py==2.5.1
 jinja2==3.1.6
 
-# esp-idf requires this, but doesn't bundle it by default
-# https://github.com/espressif/esp-idf/blob/220590d599e134d7a5e7f1e683cc4550349ffbf8/requirements.txt#L24
-kconfiglib==13.7.1
-
 # esp-idf >= 5.0 requires this
 pyparsing >= 3.0
 
diff --git a/requirements_test.txt b/requirements_test.txt
index c4227fdbde..56ac775a94 100644
--- a/requirements_test.txt
+++ b/requirements_test.txt
@@ -1,4 +1,4 @@
-pylint==4.0.0
+pylint==4.0.1
 flake8==7.3.0  # also change in .pre-commit-config.yaml when updating
 ruff==0.14.0  # also change in .pre-commit-config.yaml when updating
 pyupgrade==3.21.0  # also change in .pre-commit-config.yaml when updating
diff --git a/script/analyze_component_buses.py b/script/analyze_component_buses.py
index 39e1e66c75..24854178a0 100755
--- a/script/analyze_component_buses.py
+++ b/script/analyze_component_buses.py
@@ -75,6 +75,8 @@ ISOLATED_COMPONENTS = {
     "ethernet": "Defines ethernet: which conflicts with wifi: used by most components",
     "ethernet_info": "Related to ethernet component which conflicts with wifi",
     "lvgl": "Defines multiple SDL displays on host platform that conflict when merged with other display configs",
+    "openthread": "Conflicts with wifi: used by most components",
+    "openthread_info": "Conflicts with wifi: used by most components",
     "matrix_keypad": "Needs isolation due to keypad",
     "mcp4725": "no YAML config to specify i2c bus id",
     "mcp47a1": "no YAML config to specify i2c bus id",
diff --git a/script/ci-custom.py b/script/ci-custom.py
index bc1ebda93b..6b01623d92 100755
--- a/script/ci-custom.py
+++ b/script/ci-custom.py
@@ -501,7 +501,7 @@ def lint_constants_usage():
             continue
         errs.append(
             f"Constant {highlight(constant)} is defined in {len(uses)} files. Please move all definitions of the "
-            f"constant to const.py (Uses: {', '.join(uses)}) in a separate PR. "
+            f"constant to const.py (Uses: {', '.join(str(u) for u in uses)}) in a separate PR. "
             "See https://developers.esphome.io/contributing/code/#python"
         )
     return errs
diff --git a/script/determine-jobs.py b/script/determine-jobs.py
index a078fd8f9b..b000ecee3b 100755
--- a/script/determine-jobs.py
+++ b/script/determine-jobs.py
@@ -31,6 +31,7 @@ Options:
 from __future__ import annotations
 
 import argparse
+from functools import cache
 import json
 import os
 from pathlib import Path
@@ -45,7 +46,6 @@ from helpers import (
     changed_files,
     get_all_dependencies,
     get_components_from_integration_fixtures,
-    parse_list_components_output,
     root_path,
 )
 
@@ -212,6 +212,24 @@ def _any_changed_file_endswith(branch: str | None, extensions: tuple[str, ...])
     return any(file.endswith(extensions) for file in changed_files(branch))
 
 
+@cache
+def _component_has_tests(component: str) -> bool:
+    """Check if a component has test files.
+
+    Cached to avoid repeated filesystem operations for the same component.
+
+    Args:
+        component: Component name to check
+
+    Returns:
+        True if the component has test YAML files
+    """
+    tests_dir = Path(root_path) / "tests" / "components" / component
+    if not tests_dir.exists():
+        return False
+    return any(tests_dir.glob("test.*.yaml"))
+
+
 def main() -> None:
     """Main function that determines which CI jobs to run."""
     parser = argparse.ArgumentParser(
@@ -228,23 +246,37 @@ def main() -> None:
     run_clang_format = should_run_clang_format(args.branch)
     run_python_linters = should_run_python_linters(args.branch)
 
-    # Get changed components using list-components.py for exact compatibility
+    # Get both directly changed and all changed components (with dependencies) in one call
     script_path = Path(__file__).parent / "list-components.py"
-    cmd = [sys.executable, str(script_path), "--changed"]
+    cmd = [sys.executable, str(script_path), "--changed-with-deps"]
     if args.branch:
         cmd.extend(["-b", args.branch])
 
     result = subprocess.run(cmd, capture_output=True, text=True, check=True)
-    changed_components = parse_list_components_output(result.stdout)
+    component_data = json.loads(result.stdout)
+    directly_changed_components = component_data["directly_changed"]
+    changed_components = component_data["all_changed"]
 
     # Filter to only components that have test files
     # Components without tests shouldn't generate CI test jobs
-    tests_dir = Path(root_path) / "tests" / "components"
     changed_components_with_tests = [
+        component for component in changed_components if _component_has_tests(component)
+    ]
+
+    # Get directly changed components with tests (for isolated testing)
+    # These will be tested WITHOUT --testing-mode in CI to enable full validation
+    # (pin conflicts, etc.) since they contain the actual changes being reviewed
+    directly_changed_with_tests = [
         component
-        for component in changed_components
-        if (component_test_dir := tests_dir / component).exists()
-        and any(component_test_dir.glob("test.*.yaml"))
+        for component in directly_changed_components
+        if _component_has_tests(component)
+    ]
+
+    # Get dependency-only components (for grouped testing)
+    dependency_only_components = [
+        component
+        for component in changed_components_with_tests
+        if component not in directly_changed_components
     ]
 
     # Build output
@@ -255,7 +287,11 @@ def main() -> None:
         "python_linters": run_python_linters,
         "changed_components": changed_components,
         "changed_components_with_tests": changed_components_with_tests,
+        "directly_changed_components_with_tests": directly_changed_with_tests,
+        "dependency_only_components_with_tests": dependency_only_components,
         "component_test_count": len(changed_components_with_tests),
+        "directly_changed_count": len(directly_changed_with_tests),
+        "dependency_only_count": len(dependency_only_components),
     }
 
     # Output as JSON
diff --git a/script/list-components.py b/script/list-components.py
index 9ab1cdd852..dffff6801a 100755
--- a/script/list-components.py
+++ b/script/list-components.py
@@ -185,18 +185,32 @@ def main():
         "-c",
         "--changed",
         action="store_true",
-        help="List all components required for testing based on changes",
+        help="List all components required for testing based on changes (includes dependencies)",
+    )
+    parser.add_argument(
+        "--changed-direct",
+        action="store_true",
+        help="List only directly changed components (without dependencies)",
+    )
+    parser.add_argument(
+        "--changed-with-deps",
+        action="store_true",
+        help="Output JSON with both directly changed and all changed components",
     )
     parser.add_argument(
         "-b", "--branch", help="Branch to compare changed files against"
     )
     args = parser.parse_args()
 
-    if args.branch and not args.changed:
-        parser.error("--branch requires --changed")
+    if args.branch and not (
+        args.changed or args.changed_direct or args.changed_with_deps
+    ):
+        parser.error(
+            "--branch requires --changed, --changed-direct, or --changed-with-deps"
+        )
 
-    if args.changed:
-        # When --changed is passed, only get the changed files
+    if args.changed or args.changed_direct or args.changed_with_deps:
+        # When --changed* is passed, only get the changed files
         changed = changed_files(args.branch)
 
         # If any base test file(s) changed, there's no need to filter out components
@@ -210,8 +224,25 @@ def main():
         # Get all component files
         files = get_all_component_files()
 
-    for c in get_components(files, args.changed):
-        print(c)
+    if args.changed_with_deps:
+        # Return JSON with both directly changed and all changed components
+        import json
+
+        directly_changed = get_components(files, False)
+        all_changed = get_components(files, True)
+        output = {
+            "directly_changed": directly_changed,
+            "all_changed": all_changed,
+        }
+        print(json.dumps(output))
+    elif args.changed_direct:
+        # Return only directly changed components (without dependencies)
+        for c in get_components(files, False):
+            print(c)
+    else:
+        # Return all changed components (with dependencies) - default behavior
+        for c in get_components(files, args.changed):
+            print(c)
 
 
 if __name__ == "__main__":
diff --git a/script/split_components_for_ci.py b/script/split_components_for_ci.py
index ad2261499c..9730db4988 100755
--- a/script/split_components_for_ci.py
+++ b/script/split_components_for_ci.py
@@ -56,6 +56,7 @@ def create_intelligent_batches(
     components: list[str],
     tests_dir: Path,
     batch_size: int = 40,
+    directly_changed: set[str] | None = None,
 ) -> list[list[str]]:
     """Create batches optimized for component grouping.
 
@@ -63,6 +64,7 @@ def create_intelligent_batches(
         components: List of component names to batch
         tests_dir: Path to tests/components directory
         batch_size: Target size for each batch
+        directly_changed: Set of directly changed components (for logging only)
 
     Returns:
         List of component batches (lists of component names)
@@ -94,10 +96,17 @@ def create_intelligent_batches(
 
     for component in components_with_tests:
         # Components that can't be grouped get unique signatures
-        # This includes both manually curated ISOLATED_COMPONENTS and
-        # automatically detected non_groupable components
+        # This includes:
+        # - Manually curated ISOLATED_COMPONENTS
+        # - Automatically detected non_groupable components
+        # - Directly changed components (passed via --isolate in CI)
         # These can share a batch/runner but won't be grouped/merged
-        if component in ISOLATED_COMPONENTS or component in non_groupable:
+        is_isolated = (
+            component in ISOLATED_COMPONENTS
+            or component in non_groupable
+            or (directly_changed and component in directly_changed)
+        )
+        if is_isolated:
             signature_groups[f"isolated_{component}"].append(component)
             continue
 
@@ -187,6 +196,10 @@ def main() -> int:
         default=Path("tests/components"),
         help="Path to tests/components directory",
     )
+    parser.add_argument(
+        "--directly-changed",
+        help="JSON array of directly changed component names (for logging only)",
+    )
     parser.add_argument(
         "--output",
         "-o",
@@ -208,11 +221,21 @@ def main() -> int:
         print("Components must be a JSON array", file=sys.stderr)
         return 1
 
+    # Parse directly changed components list from JSON (if provided)
+    directly_changed = None
+    if args.directly_changed:
+        try:
+            directly_changed = set(json.loads(args.directly_changed))
+        except json.JSONDecodeError as e:
+            print(f"Error parsing directly-changed JSON: {e}", file=sys.stderr)
+            return 1
+
     # Create intelligent batches
     batches = create_intelligent_batches(
         components=components,
         tests_dir=args.tests_dir,
         batch_size=args.batch_size,
+        directly_changed=directly_changed,
     )
 
     # Convert batches to space-separated strings for CI
@@ -238,13 +261,37 @@ def main() -> int:
     isolated_count = sum(
         1
         for comp in all_batched_components
-        if comp in ISOLATED_COMPONENTS or comp in non_groupable
+        if comp in ISOLATED_COMPONENTS
+        or comp in non_groupable
+        or (directly_changed and comp in directly_changed)
     )
     groupable_count = actual_components - isolated_count
 
     print("\n=== Intelligent Batch Summary ===", file=sys.stderr)
     print(f"Total components requested: {len(components)}", file=sys.stderr)
     print(f"Components with test files: {actual_components}", file=sys.stderr)
+
+    # Show breakdown of directly changed vs dependencies
+    if directly_changed:
+        direct_count = sum(
+            1 for comp in all_batched_components if comp in directly_changed
+        )
+        dep_count = actual_components - direct_count
+        direct_comps = [
+            comp for comp in all_batched_components if comp in directly_changed
+        ]
+        dep_comps = [
+            comp for comp in all_batched_components if comp not in directly_changed
+        ]
+        print(
+            f"  - Direct changes: {direct_count} ({', '.join(sorted(direct_comps))})",
+            file=sys.stderr,
+        )
+        print(
+            f"  - Dependencies: {dep_count} ({', '.join(sorted(dep_comps))})",
+            file=sys.stderr,
+        )
+
     print(f"  - Groupable (weight=1): {groupable_count}", file=sys.stderr)
     print(f"  - Isolated (weight=10): {isolated_count}", file=sys.stderr)
     if actual_components < len(components):
diff --git a/script/test_build_components.py b/script/test_build_components.py
index e27bd695c1..14fc10977c 100755
--- a/script/test_build_components.py
+++ b/script/test_build_components.py
@@ -365,6 +365,7 @@ def run_grouped_component_tests(
     build_dir: Path,
     esphome_command: str,
     continue_on_fail: bool,
+    additional_isolated: set[str] | None = None,
 ) -> tuple[set[tuple[str, str]], list[str], list[str], dict[str, str]]:
     """Run grouped component tests.
 
@@ -376,6 +377,7 @@ def run_grouped_component_tests(
         build_dir: Path to build directory
         esphome_command: ESPHome command (config/compile)
         continue_on_fail: Whether to continue on failure
+        additional_isolated: Additional components to treat as isolated (not grouped)
 
     Returns:
         Tuple of (tested_components, passed_tests, failed_tests, failed_commands)
@@ -397,6 +399,17 @@ def run_grouped_component_tests(
     # Track why components can't be grouped (for detailed output)
     non_groupable_reasons = {}
 
+    # Merge additional isolated components with predefined ones
+    # ISOLATED COMPONENTS are tested individually WITHOUT --testing-mode
+    # This is critical because:
+    # - Grouped tests use --testing-mode which disables pin conflict checks and other validation
+    # - These checks are disabled to allow config merging (multiple components in one build)
+    # - For directly changed components (via --isolate), we need full validation to catch issues
+    # - Dependencies are safe to group since they weren't modified in the PR
+    all_isolated = set(ISOLATED_COMPONENTS.keys())
+    if additional_isolated:
+        all_isolated.update(additional_isolated)
+
     # Group by (platform, bus_signature)
     for component, platforms in component_buses.items():
         if component not in all_tests:
@@ -404,7 +417,7 @@ def run_grouped_component_tests(
 
         # Skip components that must be tested in isolation
         # These are shown separately and should not be in non_groupable_reasons
-        if component in ISOLATED_COMPONENTS:
+        if component in all_isolated:
             continue
 
         # Skip base bus components (these test the bus platforms themselves)
@@ -453,15 +466,28 @@ def run_grouped_component_tests(
     print("\nGrouping Plan:")
     print("-" * 80)
 
-    # Show isolated components (must test individually due to known issues)
-    isolated_in_tests = [c for c in ISOLATED_COMPONENTS if c in all_tests]
+    # Show isolated components (must test individually due to known issues or direct changes)
+    isolated_in_tests = [c for c in all_isolated if c in all_tests]
     if isolated_in_tests:
-        print(
-            f"\n⚠ {len(isolated_in_tests)} components must be tested in isolation (known build issues):"
-        )
-        for comp in sorted(isolated_in_tests):
-            reason = ISOLATED_COMPONENTS[comp]
-            print(f"  - {comp}: {reason}")
+        predefined_isolated = [c for c in isolated_in_tests if c in ISOLATED_COMPONENTS]
+        additional_in_tests = [
+            c for c in isolated_in_tests if c in (additional_isolated or set())
+        ]
+
+        if predefined_isolated:
+            print(
+                f"\n⚠ {len(predefined_isolated)} components must be tested in isolation (known build issues):"
+            )
+            for comp in sorted(predefined_isolated):
+                reason = ISOLATED_COMPONENTS[comp]
+                print(f"  - {comp}: {reason}")
+
+        if additional_in_tests:
+            print(
+                f"\n✓ {len(additional_in_tests)} components tested in isolation (directly changed in PR):"
+            )
+            for comp in sorted(additional_in_tests):
+                print(f"  - {comp}")
 
     # Show base bus components (test the bus platform implementations)
     base_bus_in_tests = [c for c in BASE_BUS_COMPONENTS if c in all_tests]
@@ -733,6 +759,7 @@ def test_components(
     esphome_command: str,
     continue_on_fail: bool,
     enable_grouping: bool = True,
+    isolated_components: set[str] | None = None,
 ) -> int:
     """Test components with optional intelligent grouping.
 
@@ -742,6 +769,10 @@ def test_components(
         esphome_command: ESPHome command (config/compile)
         continue_on_fail: Whether to continue on failure
         enable_grouping: Whether to enable component grouping
+        isolated_components: Set of component names to test in isolation (not grouped).
+            These are tested WITHOUT --testing-mode to enable full validation
+            (pin conflicts, etc). This is used in CI for directly changed components
+            to catch issues that would be missed with --testing-mode.
 
     Returns:
         Exit code (0 for success, 1 for failure)
@@ -788,6 +819,7 @@ def test_components(
             build_dir=build_dir,
             esphome_command=esphome_command,
             continue_on_fail=continue_on_fail,
+            additional_isolated=isolated_components,
         )
 
     # Then run individual tests for components not in groups
@@ -912,18 +944,30 @@ def main() -> int:
         action="store_true",
         help="Disable component grouping (test each component individually)",
     )
+    parser.add_argument(
+        "--isolate",
+        help="Comma-separated list of components to test in isolation (not grouped with others). "
+        "These are tested WITHOUT --testing-mode to enable full validation. "
+        "Used in CI for directly changed components to catch pin conflicts and other issues.",
+    )
 
     args = parser.parse_args()
 
     # Parse component patterns
     component_patterns = [p.strip() for p in args.components.split(",")]
 
+    # Parse isolated components
+    isolated_components = None
+    if args.isolate:
+        isolated_components = {c.strip() for c in args.isolate.split(",") if c.strip()}
+
     return test_components(
         component_patterns=component_patterns,
         platform_filter=args.target,
         esphome_command=args.esphome_command,
         continue_on_fail=args.continue_on_fail,
         enable_grouping=not args.no_grouping,
+        isolated_components=isolated_components,
     )
 
 
diff --git a/tests/components/bluetooth_proxy/test.esp32-p4-idf.yaml b/tests/components/bluetooth_proxy/test.esp32-p4-idf.yaml
new file mode 100644
index 0000000000..edb18c1ada
--- /dev/null
+++ b/tests/components/bluetooth_proxy/test.esp32-p4-idf.yaml
@@ -0,0 +1,19 @@
+<<: !include common.yaml
+
+esp32_ble_tracker:
+  max_connections: 9
+
+bluetooth_proxy:
+  active: true
+  connection_slots: 9
+
+esp32_hosted:
+  active_high: true
+  variant: ESP32C6
+  reset_pin: GPIO54
+  cmd_pin: GPIO19
+  clk_pin: GPIO18
+  d0_pin: GPIO14
+  d1_pin: GPIO15
+  d2_pin: GPIO16
+  d3_pin: GPIO17
diff --git a/tests/components/esp32/test.esp32-idf.yaml b/tests/components/esp32/test.esp32-idf.yaml
index ccf0b7cbd5..6338fe98dd 100644
--- a/tests/components/esp32/test.esp32-idf.yaml
+++ b/tests/components/esp32/test.esp32-idf.yaml
@@ -5,6 +5,7 @@ esp32:
     advanced:
       enable_lwip_mdns_queries: true
       enable_lwip_bridge_interface: true
+      disable_libc_locks_in_iram: false  # Test explicit opt-out of RAM optimization
 
 wifi:
   ssid: MySSID
diff --git a/tests/components/esp32/test.esp32-s3-idf.yaml b/tests/components/esp32/test.esp32-s3-idf.yaml
index 1d5a5e52a4..4ae5e6b999 100644
--- a/tests/components/esp32/test.esp32-s3-idf.yaml
+++ b/tests/components/esp32/test.esp32-s3-idf.yaml
@@ -4,6 +4,7 @@ esp32:
     type: esp-idf
     advanced:
       execute_from_psram: true
+      disable_libc_locks_in_iram: true  # Test default RAM optimization enabled
 
 psram:
   mode: octal
diff --git a/tests/script/test_determine_jobs.py b/tests/script/test_determine_jobs.py
index 5d8746f434..0559d116be 100644
--- a/tests/script/test_determine_jobs.py
+++ b/tests/script/test_determine_jobs.py
@@ -73,9 +73,11 @@ def test_main_all_tests_should_run(
     mock_should_run_clang_format.return_value = True
     mock_should_run_python_linters.return_value = True
 
-    # Mock list-components.py output
+    # Mock list-components.py output (now returns JSON with --changed-with-deps)
     mock_result = Mock()
-    mock_result.stdout = "wifi\napi\nsensor\n"
+    mock_result.stdout = json.dumps(
+        {"directly_changed": ["wifi", "api"], "all_changed": ["wifi", "api", "sensor"]}
+    )
     mock_subprocess_run.return_value = mock_result
 
     # Run main function with mocked argv
@@ -116,7 +118,7 @@ def test_main_no_tests_should_run(
 
     # Mock empty list-components.py output
     mock_result = Mock()
-    mock_result.stdout = ""
+    mock_result.stdout = json.dumps({"directly_changed": [], "all_changed": []})
     mock_subprocess_run.return_value = mock_result
 
     # Run main function with mocked argv
@@ -177,7 +179,9 @@ def test_main_with_branch_argument(
 
     # Mock list-components.py output
     mock_result = Mock()
-    mock_result.stdout = "mqtt\n"
+    mock_result.stdout = json.dumps(
+        {"directly_changed": ["mqtt"], "all_changed": ["mqtt"]}
+    )
     mock_subprocess_run.return_value = mock_result
 
     with patch("sys.argv", ["script.py", "-b", "main"]):
@@ -192,7 +196,7 @@ def test_main_with_branch_argument(
     # Check that list-components.py was called with branch
     mock_subprocess_run.assert_called_once()
     call_args = mock_subprocess_run.call_args[0][0]
-    assert "--changed" in call_args
+    assert "--changed-with-deps" in call_args
     assert "-b" in call_args
     assert "main" in call_args
 
@@ -411,7 +415,12 @@ def test_main_filters_components_without_tests(
     # Mock list-components.py output with 3 components
     # wifi: has tests, sensor: has tests, airthings_ble: no tests
     mock_result = Mock()
-    mock_result.stdout = "wifi\nsensor\nairthings_ble\n"
+    mock_result.stdout = json.dumps(
+        {
+            "directly_changed": ["wifi", "sensor"],
+            "all_changed": ["wifi", "sensor", "airthings_ble"],
+        }
+    )
     mock_subprocess_run.return_value = mock_result
 
     # Create test directory structure
@@ -436,6 +445,8 @@ def test_main_filters_components_without_tests(
         patch.object(determine_jobs, "root_path", str(tmp_path)),
         patch("sys.argv", ["determine-jobs.py"]),
     ):
+        # Clear the cache since we're mocking root_path
+        determine_jobs._component_has_tests.cache_clear()
         determine_jobs.main()
 
     # Check output