diff --git a/.clang-tidy.hash b/.clang-tidy.hash
index 6f6339ff84..7497cc3679 100644
--- a/.clang-tidy.hash
+++ b/.clang-tidy.hash
@@ -1 +1 @@
-442b8197be00e6fee6b1b64b07a0e3b3558188fddf1d9c510565da884687c451
+a6ec18b82143e293ca6dee6947217f10a387ace99881a34b2c308ff627c8173c
diff --git a/esphome/components/esp32/pre_build.py.script b/esphome/components/esp32/pre_build.py.script
index af12275a0b..8728e02a34 100644
--- a/esphome/components/esp32/pre_build.py.script
+++ b/esphome/components/esp32/pre_build.py.script
@@ -1,3 +1,5 @@
+import os
+
 Import("env")  # noqa: F821
 
 # Remove custom_sdkconfig from the board config as it causes
@@ -7,3 +9,8 @@ if "espidf.custom_sdkconfig" in board:
     del board._manifest["espidf"]["custom_sdkconfig"]
     if not board._manifest["espidf"]:
         del board._manifest["espidf"]
+
+# Referenced by rules in esphome/idf_component.yml; an unset env var is a
+# fatal error there. Always 0: in PlatformIO builds arduino is not a managed
+# IDF component.
+os.environ.setdefault("ESPHOME_ARDUINO_COMPONENT", "0")
diff --git a/esphome/espidf/clang_tidy.py b/esphome/espidf/clang_tidy.py
index 62d6f0d00d..d3f4d151c2 100644
--- a/esphome/espidf/clang_tidy.py
+++ b/esphome/espidf/clang_tidy.py
@@ -162,7 +162,7 @@ def _setup_core(work_dir: Path, settings: _Settings) -> None:
 
     # Gates arduino-only components in esphome/idf_component.yml (IDF reads it at
     # reconfigure time). Set here -- before the manifest is written/reconfigured.
-    os.environ["ESPHOME_ARDUINO"] = (
+    os.environ["ESPHOME_ARDUINO_COMPONENT"] = (
         "1" if settings.target_framework == "arduino" else "0"
     )
 
diff --git a/esphome/idf_component.yml b/esphome/idf_component.yml
index 7cbc2ac4ae..c97e8906a8 100644
--- a/esphome/idf_component.yml
+++ b/esphome/idf_component.yml
@@ -109,4 +109,4 @@ dependencies:
     git: https://github.com/FastLED/FastLED.git
     version: d44c800a9e876a8394caefc2ce4915dd96dac77b
     rules:
-      - if: "$ESPHOME_ARDUINO == 1"
+      - if: "$ESPHOME_ARDUINO_COMPONENT == 1"
diff --git a/platformio.ini b/platformio.ini
index 718dfb672f..862b7a7dbe 100644
--- a/platformio.ini
+++ b/platformio.ini
@@ -141,7 +141,10 @@ 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.git
+platform = https://github.com/pioarduino/platform-espressif32/releases/download/55.03.39/platform-espressif32.zip
+platform_packages =
+    pioarduino/framework-arduinoespressif32@https://github.com/espressif/arduino-esp32/releases/download/3.3.9/esp32-core-3.3.9.tar.xz
+    pioarduino/framework-espidf@https://github.com/pioarduino/esp-idf/releases/download/v5.5.4/esp-idf-v5.5.4.tar.xz
 
 framework = arduino, espidf  ; Arduino as an ESP-IDF component
 lib_deps =
@@ -168,12 +171,16 @@ build_flags =
     -DAUDIO_NO_SD_FS                ; i2s_audio
 build_unflags =
     ${common.build_unflags}
-extra_scripts = post:esphome/components/esp32/post_build.py.script
+extra_scripts =
+    pre:esphome/components/esp32/pre_build.py.script
+    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.git
+platform = https://github.com/pioarduino/platform-espressif32/releases/download/55.03.39/platform-espressif32.zip
+platform_packages =
+    pioarduino/framework-espidf@https://github.com/pioarduino/esp-idf/releases/download/v5.5.4/esp-idf-v5.5.4.tar.xz
 
 framework = espidf
 lib_deps =
@@ -187,7 +194,9 @@ build_flags =
     -DUSE_ESP32_FRAMEWORK_ESP_IDF
 build_unflags =
     ${common.build_unflags}
-extra_scripts = post:esphome/components/esp32/post_build.py.script
+extra_scripts =
+    pre:esphome/components/esp32/pre_build.py.script
+    post:esphome/components/esp32/post_build.py.script
 
 ; These are common settings for the RP2040 using Arduino.
 [common:rp2040-arduino]
@@ -271,7 +280,6 @@ build_unflags =
 [env:esp32-arduino]
 extends = common:esp32-arduino
 board = esp32dev
-board_build.partitions = huge_app.csv
 build_flags =
     ${common:esp32-arduino.build_flags}
     ${flags:runtime.build_flags}
diff --git a/tests/unit_tests/test_espidf_clang_tidy.py b/tests/unit_tests/test_espidf_clang_tidy.py
index 9791dfc543..cb25535d8d 100644
--- a/tests/unit_tests/test_espidf_clang_tidy.py
+++ b/tests/unit_tests/test_espidf_clang_tidy.py
@@ -56,11 +56,11 @@ def test_setup_core_sets_arduino_env(
     target_framework: str,
     expected: str,
 ) -> None:
-    """_setup_core sets ESPHOME_ARDUINO, which gates arduino-only manifest deps."""
+    """_setup_core sets ESPHOME_ARDUINO_COMPONENT, which gates arduino-only manifest deps."""
     # monkeypatch snapshots os.environ, so the env var _setup_core writes is
     # restored after the test instead of leaking into later tests.
-    monkeypatch.delenv("ESPHOME_ARDUINO", raising=False)
+    monkeypatch.delenv("ESPHOME_ARDUINO_COMPONENT", raising=False)
 
     _setup_core(tmp_path / "proj", _settings(target_framework=target_framework))
 
-    assert os.environ["ESPHOME_ARDUINO"] == expected
+    assert os.environ["ESPHOME_ARDUINO_COMPONENT"] == expected