Johnson Controls International plc reported fiscal 2026 net sales of $25,666 million, up 9%, and income from continuing operations before income taxes of $3,426 million, up 74%; orders rose 35% and backlog reached $23.0 billion, up 43%.
JCI · Johnson Controls International plc
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Johnson Controls reported a record $23 billion backlog and 103% adjusted free cash flow conversion. Fiscal 2027 guidance calls for 11% to 12% organic revenue growth, $6.15 to $6.30 adjusted EPS and approximately 95% adjusted free cash flow conversion.
Johnson Controls International plc reported fiscal Q4 2026 sales of $7.1 billion, GAAP EPS of $1.60 and backlog of $23.0 billion. It initiated fiscal 2027 full year adjusted EPS guidance of $6.15 to $6.30.
Johnson Controls International plc said Julie Brandt will leave as part of a planned operating-model transition, move into an advisory role on October 1, 2026, and remain there through December 31, 2026, with severance benefits under its officers’ policy.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q4 FY26 earnings call · Oct 27, 2026TL;DR. Johnson Controls exceeded both its initial and raised FY26 guidance as organic revenue increased more than 8%, adjusted EPS increased 37%, orders rose 44%, record backlog reached $23.0 billion, and margins expanded across all three regions. FY27 guidance calls for 11%–12% organic growth, operating leverage of 30%+, adjusted EPS of $6.15–$6.30 and approximately 95% adjusted free cash flow conversion, supported by approximately $900 million of capital expenditures and restructuring savings, while EMEA weakness, divestiture dilution, customer infrastructure constraints, subdued security-service growth and slightly dilutive pricing remain risks.
- + FY26 exceeded both initial and raised guidance, with organic revenue growth above 8%, adjusted EPS growth of 37% and 103% adjusted free cash flow conversion.
- + FY27 guidance calls for 11%–12% organic growth, operating leverage of 30%+, adjusted EPS of $6.15–$6.30 and approximately 95% adjusted free cash flow conversion.
- + Adjusted EBIT margin expanded 300 basis points to 18%, with adjusted segment margin gains in all three regions.
- + The company generated $3.2 billion of adjusted free cash flow, reduced net leverage to 1.8 times and returned $2.5 billion to shareholders.
- − The pending residential and light commercial HVAC divestiture is expected to be approximately 15 cents annually dilutive after closing.
- − The company expects approximately $400 million of restructuring expense across FY27 and FY28.
- − Although price-cost was positive for the year, incremental pricing did not translate into the normal gross-margin rate and was slightly margin dilutive.
- − Security-service growth remained subdued and is expected to take another one or two quarters to improve.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Guidance & track record
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Technicals
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Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Building Products & Equipment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
JCI
this stock
Johnson Controls International plc
|
$83.63B | +16.4% | -4.2% | 29.8 | 1.7% |
|
TT
Trane Technologies plc
|
$91.50B | +7.4% | +5.6% | 29.5 | 2.2% |
|
CARR
CARRIER GLOBAL Corp
|
$44.34B | +2.6% | -3.3% | — | 2.3% |
|
CODGF
Compagnie De Saint Gobain
|
$41.97B | -14.6% | — | — | 0.2% |
|
DKILF
Daikin Industries Ltd
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$39.35B | +12.7% | — | — | 0.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 12, 2026
- This year
- 20
Johnson Controls International plc reported fiscal 2026 net sales of $25,666 million, up 9%, and income from continuing operations before income taxes of $3,426 million, up 74%; orders rose 35% and backlog reached $23.0 billion, up 43%.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| JCI | +3.2% | -4.2% | -0.6% | -6.5% | +16.4% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +0.6% | -3.1% | -1.1% | -6.3% | +5.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.