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Johnson Controls International (JCI)

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Earnings summaries and quarterly performance for Johnson Controls International.

Research analysts who have asked questions during Johnson Controls International earnings calls.

AO

Andrew Obin

Bank of America

7 questions for JCI

Also covers: ALH, ALLE, AME +17 more
Christopher Snyder

Christopher Snyder

Morgan Stanley

7 questions for JCI

Also covers: ALH, ALLE, AME +21 more
JM

Julian Mitchell

Barclays Investment Bank

7 questions for JCI

Also covers: AIRJ, ALLE, AME +26 more
NC

Nigel Coe

Wolfe Research, LLC

7 questions for JCI

Also covers: AME, CARR, CNM +28 more
SD

Scott Davis

Melius Research

7 questions for JCI

Also covers: CARR, DD, DHR +16 more
Amit Mehrotra

Amit Mehrotra

UBS

6 questions for JCI

Also covers: CARR, CR, DOV +13 more
Joe Ritchie

Joe Ritchie

Goldman Sachs

4 questions for JCI

Also covers: ALLE, ATS, CARR +19 more
ST

Steve Tusa

JPMorgan Chase & Co.

4 questions for JCI

Also covers: AIN, ALTR, CARR +15 more
Andrew Kaplowitz

Andrew Kaplowitz

Citigroup

3 questions for JCI

Also covers: ACM, AOS, APG +29 more
CS

C. Stephen Tusa

JPMorgan Chase & Co.

3 questions for JCI

Also covers: ADSK, ANSS, APG +17 more
Deane Dray

Deane Dray

RBC Capital Markets

3 questions for JCI

Also covers: AME, ATKR, CARR +21 more
JS

Jeffrey Sprague

Vertical Research Partners

3 questions for JCI

Also covers: ALLE, AME, AYI +23 more
JO

Joe O'Dea

Wells Fargo

3 questions for JCI

Also covers: ALLE, AYI, CARR +6 more
Joseph Ritchie

Joseph Ritchie

Goldman Sachs

3 questions for JCI

Also covers: ALLE, CARR, CGNX +22 more
ND

Nicole DeBlase

BofA Securities

3 questions for JCI

Also covers: CTOS, EMR, ETN +13 more
Noah Kaye

Noah Kaye

Oppenheimer & Co. Inc.

3 questions for JCI

Also covers: AAON, AMRC, BWA +16 more
Andy Kaplowitz

Andy Kaplowitz

Citigroup Inc.

2 questions for JCI

Also covers: ACM, APG, ATKR +14 more
JS

Jeff Sprague

Vertical Research

2 questions for JCI

Also covers: CR, LII, OTIS +1 more
JO

Joseph O'Dea

Wells Fargo & Company

2 questions for JCI

Also covers: ALLE, ATMU, AYI +15 more
JO

Joseph O'Dea

Wells Fargo

1 question for JCI

Also covers: CARR, DOV, FTV +2 more
ND

Nicole DeBlase

Deutsche Bank

1 question for JCI

Also covers: AME, CARR, ETN +5 more
SM

Sahil Manocha

RBC Capital Markets

1 question for JCI

Also covers: TT
SV

Stephen Volkmann

Jefferies

1 question for JCI

Also covers: AGCO, CARR, CAT +21 more

Recent press releases and 8-K filings for JCI.

Johnson Controls announces Q1 2026 results
JCI
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Organic sales growth of 6% with broad-based strength
  • Adjusted EBIT margin expanded 190 bps to 12.4%
  • Adjusted EPS rose 39% to $0.89, with orders up ~40% and backlog at $18 billion
  • Raised full-year 2026 adjusted EPS guidance by ~25% to $4.70, expecting ~100% free cash flow conversion
3 days ago
Johnson Controls announces Q1 2026 results
JCI
Earnings
Guidance Update
Product Launch
  • Orders rose nearly 40% year-over-year; record backlog reached $18 billion (up 20%), led by strong data center and life science demand.
  • Revenue grew 6% YoY; adjusted EBIT margin expanded 190 bps to 12.4%; adjusted EPS was $0.89 (up ~40%); organic sales +6%.
  • Raised full-year guidance: adjusted EPS to ~$4.70 (≈25% growth), maintaining mid-single-digit organic sales growth and 100% free cash flow conversion.
  • Launched new data center cooling platforms—YDAM (up to 3.5 MW), YK-HT (widest operating range)—and the Smart Ready Chiller for enhanced insights and service capabilities.
3 days ago
Johnson Controls reports Q1 2026 results
JCI
Earnings
Guidance Update
Product Launch
  • Organic revenue grew 6%, orders increased nearly 40%, adjusted EBIT margin expanded 190 bps to 12.4%, and adjusted EPS of $0.89; backlog reached $18 billion, up 20%
  • Raised full-year adjusted EPS guidance to $4.70 (≈25% growth), with mid-single digit organic sales growth, ~50% operating leverage, and ~100% free cash flow conversion
  • Record backlog driven by data center projects and strong life sciences orders; regional orders: Americas +56%, EMEA +8%, APAC +10%
  • Launched new data-center cooling solutions: YDAM chiller (3.5 MW, +20% capacity density), YK-HT chiller (broad operating range, saves up to 9 M gallons of water/year), and Smart Ready Chiller service platform
  • Appointed Susan Hughes as APAC president to enhance regional execution and business system rollout
3 days ago
Johnson Controls reports Q1 2026 results
JCI
Guidance Update
Product Launch
Revenue Acceleration/Inflection
  • Q1 revenue grew 6%, orders increased nearly 40%, adjusted EBIT margin expanded 190 bps to 12.4%, and adjusted EPS rose nearly 40%
  • Record backlog drove raising full-year adjusted EPS guidance to $4.70 (≈25% growth), with expectations for mid-single-digit organic sales growth and ~50% operating leverage
  • Net debt declined to 2.2× net debt/EBITDA, free cash flow conversion remains ≈100%, and capital allocation continues to prioritize investment, balance sheet strength, and shareholder returns
  • Introduced two high-density data center chillers (YDAM and YK-HT) and the Smart Ready Chiller offering 10× the digital insights to support advanced cooling and proactive service models
3 days ago
Johnson Controls reports Q1 2026 results and raises FY26 guidance
JCI
Earnings
Guidance Update
  • Q1 sales increased 7% to $5.8 billion; GAAP EPS of $0.90 and adjusted EPS of $0.89.
  • Organic orders grew 39%, driving backlog to $18.2 billion, up 20% year-on-year.
  • Fiscal 2026 adjusted EPS guidance raised to $4.70 (from $4.55) with mid-single-digit organic sales growth and ~50% operating leverage.
3 days ago
Johnson Controls reports strong Q1 FY26 results
JCI
Earnings
Guidance Update
Dividends
  • Johnson Controls delivered $5.797 billion in Q1 FY26 net sales, up 7% year-over-year, with 6% organic growth driven by Americas (6%), EMEA (4%) and APAC (8%).
  • Income from continuing operations was $555 million, translating to diluted EPS of $0.90, versus $363 million and $0.55 in Q1 FY25.
  • Cash provided by operating activities reached $611 million, free cash flow was $531 million, with free cash flow conversion of 96%; the company paid $245 million in dividends.
  • Johnson Controls raised its full-year FY26 adjusted EPS guidance to $4.70 (from $4.55) and maintains assumptions of mid-single digit organic sales growth, ~50% operating leverage and ~100% adjusted free cash flow conversion.
3 days ago
Johnson Controls reports Q4 and FY 2025 results
JCI
Earnings
Guidance Update
  • 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
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
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
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

Quarterly earnings call transcripts for Johnson Controls International.