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Johnson Controls (JCI)
NYSE:JCI
Earnings Data
Report Date
May 01, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.11Last Year’s EPS
0.82Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational momentum and financial progress: record order intake (~+40%), revenue growth (+6%), significant margin expansion (+190 bps to 12.4%), EPS growth (~+40% quarterly) and a raised full-year EPS guide (~+25%). Management highlighted product innovation and data center strength, a growing backlog ($18B) and improving factory and field execution under a new business system. Key cautions were that many large orders are longer-dated (limiting immediate revenue conversion), China is stabilizing but not rebounding to prior growth levels, a small periodic $15M reserve headwind impacted North America margins, SG&A remains elevated versus peers, and accelerating orders create execution and capacity scaling risks. On balance, the positive operational and financial developments materially outweigh the listed challenges.Company Guidance
Record Order Growth and Backlog
Orders increased nearly 40% year-over-year; record backlog grew 20% to $18 billion, providing strong revenue visibility across the business.
Revenue Growth
Organic revenue grew 6% year-over-year with broad-based contribution across segments and regions.
Margin Expansion and Profitability
Adjusted EBIT margin expanded 190 basis points to 12.4%; segment margins rose 70 basis points to 15.7%. Adjusted EPS for the quarter was $0.89, up nearly 40% year-over-year and above guidance.
Raised Full-Year Guidance and Strong EPS Outlook
Full-year adjusted EPS guidance raised to approximately $4.70 (roughly 25% growth). Q2 adjusted EPS guide ~ $1.11 and organic sales growth guidance ~5%.
Data Center Momentum and Product Innovation
Notable product launches targeted at high-density data centers: YDAM chiller (up to 3.5 MW, ~20% higher capacity density), YKHT (widest operating range, potential to eliminate up to 9 million gallons of cooling tower water annually), and Smart Ready Chiller (10x insights vs a standard remote-connected chiller). Strong collaboration with NVIDIA and customers on reference designs.
Regional Strength and Service Growth
Orders by region: Americas +56%, EMEA +8%, APAC +10%. Service revenue grew 9% year-over-year (double-digit service growth in Americas, high single-digit in EMEA, steady in APAC).
Operational Execution Gains
Early benefits from proprietary business system: factory on-time delivery sustained at 95–100% in a key chiller facility; sales time-with-customer metrics materially improved (example cited moving from prior 60% improvement to 100% improvement); over 1,000 colleagues engaged, 80+ kaizens completed, 350 senior leaders trained.
Strong Balance Sheet and Cash Conversion
Available cash ~ $600 million, net debt declined to 2.2x, total liquidity strong, and company continues to expect approximately 100% free cash flow conversion for the year.
JCI Earnings History
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 |
|---|---|---|---|
Feb 04, 2026 | $124.01 | $129.49 | +4.42% |
Nov 05, 2025 | $110.67 | $120.45 | +8.84% |
Jul 29, 2025 | $110.74 | $102.52 | -7.42% |
May 07, 2025 | $87.87 | $88.80 | +1.06% |
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.
FAQ
When does Johnson Controls (JCI) report earnings?
Johnson Controls (JCI) is schdueled to report earning on May 01, 2026, TBA (Confirmed).
What is Johnson Controls (JCI) earnings time?
Johnson Controls (JCI) earnings time is at May 01, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is JCI EPS forecast?
JCI EPS forecast for the fiscal quarter 2026 (Q2) is 1.11.
