Johnson Controls reported strong financial performance with significant growth in revenue, margins, and backlog. The implementation of their proprietary business system is showing promising results. However, there were some challenges in the APAC region, particularly in China, and the company faced impairments related to portfolio actions.

Company Guidance

During the Q4 2025 earnings call, Johnson Controls provided guidance for fiscal 2026, highlighting expectations for mid-single-digit organic revenue growth and double-digit adjusted EPS growth. The company anticipates operating leverage of approximately 50%, exceeding their long-term algorithm of 30% or better, largely driven by strategic restructuring and productivity improvements. Marc Vandiepenbeeck, the CFO, emphasized the company's strong free cash flow conversion target of approximately 100%, supported by robust working capital management and disciplined capital allocation. The company’s backlog reached a record $15 billion, growing by 13%, with orders increasing 7% for the year. Key metrics for fiscal 2025 included a 6% growth in sales, a 100 basis-point expansion in segment margins, and a 17% increase in adjusted EPS. The company also successfully achieved a 102% free cash flow conversion rate. As part of its long-term strategy, Johnson Controls is focused on leveraging its proprietary business system to drive operational efficiency, investing in technological innovation, and pursuing selective acquisitions.

Strong Revenue and Margin Growth

Sales grew 6% for fiscal 2025, with segment margins expanding by 100 basis points and adjusted EPS increasing 17%.

Record Backlog and Free Cash Flow

Orders grew 7% for the year, backlog expanded 13% to a record $15 billion, and free cash flow conversion reached 102%.

Successful Business System Implementation

The proprietary business system is showing early signs of success, with over 700 colleagues engaged in priority areas and significant improvements in sales capacity and factory on-time delivery.

Technological Advancements in Data Centers

Launch of the coolant distribution unit and strategic investment in Accelsius to enhance cooling solutions for AI-driven data centers.

Decarbonization Leadership in Europe

Johnson Controls will provide green heat to Zurich through a major waste incineration project, showcasing its heat pump technology.

Johnson Controls (JCI) Earnings, Revenues Date & History

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JCI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 04, 2026	2026 (Q1)	0.83 / -	0.64	―	―	―
Nov 05, 2025	2025 (Q4)	1.20 / 1.26	1.28	-1.56% (-0.02)
Jul 29, 2025	2025 (Q3)	1.01 / 1.05	1.14	-7.89% (-0.09)
May 07, 2025	2025 (Q2)	0.79 / 0.82	0.78	5.13% (+0.04)
Feb 05, 2025	2025 (Q1)	0.59 / 0.64	0.51	25.49% (+0.13)
Nov 06, 2024	2024 (Q4)	1.24 / 1.28	1.05	21.90% (+0.23)
Jul 31, 2024	2024 (Q3)	1.08 / 1.14	1.03	10.68% (+0.11)
May 01, 2024	2024 (Q2)	0.75 / 0.78	0.75	4.00% (+0.03)
Jan 30, 2024	2024 (Q1)	0.51 / 0.51	0.67	-23.88% (-0.16)
Dec 12, 2023	2023 (Q4)	1.09 / 1.05	0.99	6.06% (+0.06)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JCI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 05, 2025	$111.04	$120.86	+8.84%
Jul 29, 2025	$111.11	$102.86	-7.43%
May 07, 2025	$88.16	$89.10	+1.07%
Feb 05, 2025	$76.38	$85.00	+11.29%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.