The earnings call highlighted a strong financial performance with substantial growth in sales, margins, and free cash flow, alongside a record backlog level. However, challenges such as softness in the China market and tariff impacts were noted. The overall outlook remains positive with raised financial guidance and strategic initiatives to enhance growth.

Company Guidance -

Q4 2025

During the Johnson Controls Q3 2025 earnings call, the company announced strong financial results, including a 6% increase in organic sales, a 20 basis point expansion in segment margins to 17.6%, and an 11% rise in adjusted earnings per share (EPS), surpassing their guidance. Year-to-date adjusted free cash flow nearly doubled to $1.8 billion, with expectations of over 100% free cash flow conversion for the year. Orders increased by 2%, driven by growth in the Americas, but were offset by ongoing softness in China. The backlog grew 11% to $14.6 billion, reaching record levels. Additionally, the company raised its full-year guidance, projecting adjusted EPS between $3.65 and $3.68, reflecting a 14% to 15% growth, and achieving a free cash flow conversion greater than 100%.

Strong Earnings Performance

Organic sales grew 6%, segment margins expanded 20 basis points to 17.6%, and adjusted EPS grew 11%, exceeding guidance.

Record Backlog Levels

The backlog grew 11% to $14.6 billion, maintaining record levels, with Systems backlog up 11% and Service backlog up 8%.

Free Cash Flow Improvement

Adjusted free cash flow nearly doubled to $1.8 billion year-to-date, with an expectation of over 100% free cash flow conversion for the year.

Improved Financial Guidance

Raised full year guidance for adjusted EPS to $3.65 to $3.68 per share, representing 14% to 15% growth.

Service Business Growth

Service business in APAC showed strong double-digit growth, with EMEA Service growing 8%.

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
Nov 05, 2025	2025 (Q4)	1.17 / -	1.28	―	―	―
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)
Aug 02, 2023	2023 (Q3)	1.03 / 1.03	0.85	21.18% (+0.18)

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
Jul 29, 2025	$111.52	$103.24	-7.42%
May 07, 2025	$88.49	$89.42	+1.05%
Feb 05, 2025	$76.66	$85.32	+11.30%
Nov 06, 2024	$73.91	$80.44	+8.84%

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.