The earnings call reflected a positive sentiment overall, with strong financial results, record backlog, and an increase in full-year guidance. However, challenges persist in the China market, and tariff uncertainties remain a concern.

Company Guidance -

Q4 2025

During the Johnson Controls Q3 2025 earnings call, the company reported a robust performance with several key metrics showcasing growth. Organic sales increased by 6%, while segment margins expanded by 20 basis points to 17.6%. Adjusted EPS rose by 11%, surpassing guidance, and year-to-date adjusted free cash flow nearly doubled to $1.8 billion, with a trajectory to achieve over 100% free cash flow conversion for the year. The company’s backlog grew 11% to a record $14.6 billion. Orders saw a 2% increase, led by the Americas, despite ongoing softness in China. The company raised its full-year guidance, anticipating low single-digit organic sales growth for the fourth quarter, with adjusted segment EBITA margin forecasted at approximately 18.6% and adjusted EPS in the range of $1.14 to $1.17. For the full fiscal year, Johnson Controls expects adjusted EPS between $3.65 to $3.68 per share, reflecting 14% to 15% growth, while maintaining strong cash flow conversion.

Strong Financial Performance

Organic sales grew 6%, segment margins expanded 20 basis points to 17.6%, and adjusted EPS increased by 11%, exceeding guidance. Year-to-date, adjusted free cash flow nearly doubled to $1.8 billion.

Record Backlog and Free Cash Flow

The backlog grew 11% to $14.6 billion, reaching record levels. The company is on track to achieve over 100% free cash flow conversion for the year.

Raising Full-Year Guidance

Johnson Controls raised its full-year guidance for adjusted EPS to a range of $3.65 to $3.68 per share, representing 14% to 15% growth, and expects free cash flow conversion greater than 100%.

Strategic Focus on Innovation and Operational Efficiency

Johnson Controls is enhancing investment in R&D, with a strong IP portfolio of 8,200 patents. The company is implementing a new business system focused on simplifying operations, accelerating growth, and scaling impact.

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)	1.18 / -	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.