Johnson Controls International (JCI) Company Report

Q4 FY 2025 organic revenue grew 4%, segment margin expanded 20 bps to 18.8%, adjusted EPS reached $1.26 (+14%), available cash was $400 million, net debt was 2.4×, and full-year free cash flow conversion was 102%.
FY 2025 sales rose 6%, segment margins widened by 100 bps, adjusted EPS increased 17%, orders grew 7%, and backlog expanded 13% to a record $15 billion.
Updated long-term growth algorithm targets mid-single-digit organic revenue growth, > 30% operating leverage, double-digit EPS growth, and ~ 100% free cash flow conversion; FY 2026 guidance calls for Q1 organic growth ~ 3%, operating leverage ~ 55%, adjusted EPS ~ $0.83, and full-year adjusted EPS ~ $4.55 (+20%) with ~ 50% operating leverage.
Early gains from the proprietary business system include > 60% more customer-facing time for HVAC sellers and on-time delivery > 95% in a key chiller plant.

Nov 5, 2025, 1:30 PM

Transcript

Johnson Controls reports Q4 2025 results

JCI

Earnings

Guidance Update

Organic sales growth of 4% in Q4, driving 6% growth for full-year FY25.
FY25 Adjusted Segment EBITA margin expanded 100 bps to 17.1%, and Adjusted EPS rose 17% to $3.76.
Q4 orders grew 6% organically, with backlog up 13% to $14.9 billion, supporting future visibility.
Strong cash generation: FY25 free cash flow conversion at 102%, with net debt/EBITDA at 2.4x and net debt of $9.5 billion at quarter end.
FY26 outlook: Adjusted EPS guidance of ~$4.55 and organic revenue growth targeted at ~MSD.

Nov 5, 2025, 1:30 PM

Presentation

Johnson Controls reports Q4 2025 results and updates FY2026 guidance

JCI

Earnings

Guidance Update

Product Launch

Fiscal 2025 sales grew 6%, segment margins expanded 100 bps, adjusted EPS increased 17%, free cash flow conversion reached 102%, and backlog ended at $15 B (+13%).
Q4 2025 organic revenue was up 4%, segment margin reached 18.8% (+20 bps), adjusted EPS was $1.26 (+14%), available cash was $400 M, net debt was 2.4×, and backlog remained at a record $15 B.
Fiscal 2026 guidance calls for mid-single-digit organic revenue growth, ~50% operating leverage, adjusted EPS of $4.55 (>20% growth), and ~100% free cash flow conversion; Q1 guide: organic sales ~3%, leverage ~55%, EPS $0.83.
Launched coolant distribution units for data center liquid cooling and invested in Excelsius cold plate technology; awarded Zurich waste‐to‐heat project supplying ~15,000 homes, reinforcing thermal management and decarbonization leadership.
Rolling out a proprietary business system (Simplify, Accelerate, Scale) to boost productivity; capital allocation priorities remain organic investment, dividends & share buybacks, and selective M&A.

Nov 5, 2025, 1:30 PM

Transcript

Johnson Controls delivers Q4 2025 results

JCI

Earnings

Guidance Update

Product Launch

Johnson Controls reported 6% sales growth, 100 bp segment margin expansion, 17% adjusted EPS increase and 102% free cash flow conversion in fiscal 2025; orders grew 7% and backlog reached a record $15 billion (+13%).
Regional Q4 performance saw Americas adjusted EBITDA margins improve by 50 bp to 19.9%, EMEA margins expand 30 bp to 15.6%, while APAC margins declined 190 bp to 17.8%; backlog remained at $15 billion.
Launched a coolant distribution unit for AI-driven data centers and made a strategic investment in Excelsius to advance next-generation cold plate technologies, enhancing its end-to-end thermal management offering.
Fiscal 2026 guidance includes approximately 3% Q1 organic sales growth, 55% operating leverage and $0.83 Q1 adjusted EPS; full-year targets mid-single-digit organic growth, 50% operating leverage, $4.55 adjusted EPS (+20%) and ~100% free cash flow conversion.

Nov 5, 2025, 1:30 PM

Transcript

Johnson Controls reports Q4 and FY25 results

JCI

Earnings

Guidance Update

Q4 sales increased 3% to $6.4 B, organic sales +4%; Q4 GAAP EPS $0.42, Adjusted EPS $1.26.
FY25 sales increased 3% to $23.6 B, organic sales +6%; full-year GAAP EPS $2.63, Adjusted EPS $3.76.
Q4 orders +6% organically; Systems and Services backlog $14.9 B, up 13% organically.
Company initiated FY26 guidance.

Nov 5, 2025, 11:57 AM

8-K

Johnson Controls reports Q4 and FY25 results and FY26 guidance

JCI

Earnings

Guidance Update

Q4 GAAP EPS of $0.42 and Adjusted EPS of $1.26; Q4 sales of $6.4 billion (+3% YoY) and FY25 sales of $23.6 billion (+3% YoY), with organic sales up 4% in Q4 and 6% for the full year.
FY25 GAAP EPS of $2.63 and Adjusted EPS of $3.76.
Q4 Orders rose 6% organically and Systems & Services backlog reached $14.9 billion (+13% YoY).
FY26 guidance: Q1 organic sales growth of ~3% and Adjusted EPS of ~$0.83; full year organic sales growth of mid-single digits, Adjusted EPS of ~$4.55, and ~100% adjusted free cash flow conversion.

Nov 5, 2025, 11:55 AM

Press Release

Johnson Controls faces patent infringement lawsuit by Alpha Modus

JCI

Legal Proceedings

Alpha Modus filed patent infringement lawsuits against Johnson Controls International PLC and Sensormatic Electronics LLC in the U.S. District Court for the Eastern District of Texas.
The suits allege infringement of four U.S. patents covering AI-driven in-store analytics and real-time consumer behavior tracking technologies.
This action is part of Alpha Modus’s multi-front enforcement campaign targeting domestic and international retail-tech providers to protect its IP.
Alpha Modus now has over a dozen active enforcement actions and has secured multiple licensing agreements for its patented technologies.

Oct 7, 2025, 12:47 PM

Press Release

Johnson Controls announces investment in Accelsius liquid cooling

JCI

New Projects/Investments

Johnson Controls makes a multi-million dollar strategic investment in Accelsius, a leader in two-phase direct-to-chip liquid cooling for data centers.
Accelsius's solution delivers 35% OpEx savings over single-phase D2C cooling and 8–17% total cost of ownership savings.
Johnson Controls highlights its YORK® YVAM magnetic bearing chiller (40% less power, zero on-site water use) and Silent-Aire CDU platform (500 kW to over 10 MW) to expand its thermal management offerings.
Adopting Johnson Controls's comprehensive thermal solutions can reduce non-IT energy consumption by more than 50% in most North American data center hubs.

Oct 6, 2025, 12:00 PM

Press Release

Bosch completes acquisition of Johnson Controls HVAC business

JCI

M&A

New Projects/Investments

Bosch closed its largest-ever deal on July 31, 2025, acquiring Johnson Controls’ residential and light commercial HVAC unit and the JCI-Hitachi Air Conditioning JV for $8 billion USD (7.4 billion EUR).
The Home Comfort division doubles to over 25,000 associates and $8.6 billion USD in sales, adding ~3,400 employees and two U.S. plants in Oklahoma and Kansas.
Bosch will integrate the acquired units into Home Comfort by end-2027 and reorganize management into three regions: Americas, Asia, and EMEA.
Bosch aims to outpace the global HVAC market (forecast +5% p.a.), targeting growth in a $160 billion USD market (2024) where air conditioning accounts for two-thirds, with sales projected to exceed 200 million units by 2030.

Aug 1, 2025, 10:31 AM

Press Release

Johnson Controls reports Q3 2025 results

JCI

Earnings

Guidance Update

Organic sales grew 6%, segment margin expanded 20 bps to 17.6%, and adjusted EPS was $1.05 (+11% y/y); YTD free cash flow nearly doubled to $1.8 B with >100% conversion expected
Orders up 2% led by strength in the Americas offset by softness in China; backlog rose 11% to $14.6 B, a record level
Ended Q3 with $700 M in cash, net debt at 2.5× EBITDA; raised Q4 guidance to low-single digit organic sales growth and adjusted EPS of $1.14–$1.17
CEO Weidemanis is rolling out a lean-based business system (“simplify, accelerate, scale”) to drive operational efficiency, sharpen customer focus, and accelerate R&D investment

Jul 29, 2025, 5:00 PM

Earnings Transcripts

Quarterly earnings call transcripts for Johnson Controls International.

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