Johnson Controls International plc (JCI) Earnings Call Transcripts
Johnson Controls International plc's Latest Earnings Call - Q3 FY2026
In the fiscal third quarter of 2026, Johnson Controls International plc (JCI) reported a robust performance, with revenue growth of 10% year-over-year and adjusted EPS increasing by 35% to $1.42, exceeding guidance. The company raised its full-year guidance for organic revenue growth to approximately 8%, up from 6%, and adjusted EPS guidance to approximately $5.05, reflecting strong order momentum and a record backlog of $21 billion. Management highlighted ongoing demand in high-performance sectors, particularly data centers, which are expected to drive future growth.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $12.4B (beat) |
| Adjusted EPS | $1.42 (beat) |
| Adjusted EBIT Margin | 17% (positive) |
| Backlog | $21B (positive) |
| Organic Revenue Growth Guidance | 8% (positive) |
| Adjusted Free Cash Flow | $2.1B (positive) |
Guidance from management
Management raised its fiscal 2026 guidance for organic revenue growth to approximately 8% and adjusted EPS to approximately $5.05, reflecting confidence from strong backlog and order momentum.
What management said
So we continue the work on that. And as you've heard before, the guiding principle here is to create shareholder value. And -- but we continue to make progress, and we will keep you posted, but progress is good.
And you've seen we've taken some portfolio actions in the quarter. We continue to divest or residential subscriber business around the world. Quite successfully, we have a few more to go, and we are making a lot of progress on actioning the commitment we've made in prior quarter in readjusting our portfolio adequately.
What analysts pressed on
Analysts expressed concerns regarding supply chain bottlenecks and the sustainability of demand in the face of rising power costs. There were questions about the potential for further growth in applied HVAC and the impact of geopolitical issues on EMEA performance.
Main topics on the call
- Revenue Growth Acceleration — Johnson Controls achieved a 10% increase in revenue, driven by strong demand in applied HVAC and services. CEO Joakim Weidemanis stated, "Order momentum sustained above 25%" and noted that backlog grew more than 30% to a...
- Margin Expansion — Adjusted EBIT margin expanded by 260 basis points to 17%, supported by disciplined execution and productivity gains. CFO Marc Vandiepenbeeck indicated that "adjusted segment EBITDA margin expanded 220 basis points to 20%...
- Guidance Increase — The company raised its fiscal 2026 guidance for organic revenue growth to approximately 8% and adjusted EPS to approximately $5.05, reflecting confidence from strong third-quarter results. Vandiepenbeeck mentioned, "We a...
- Data Center Demand — Management highlighted the critical role of data centers in driving future growth, with data center revenue expected to land in the high teens as a percentage of total revenue. Weidemanis noted that "the demand for the o...
Read the full Johnson Controls International plc transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Johnson Controls International plc
Johnson Controls International plc (JCI) is a publicly listed company in the Building Products industry, within the Industrials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 77 calls on record spanning January 31, 2020 to July 29, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 77 Johnson Controls International plc earnings call transcripts on record, spanning January 31, 2020 to July 29, 2026. Based on this history, Johnson Controls International plc reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- JCI
- Exchange
- NYSE
- Country
- US
- Sector
- Industrials
- Industry
- Building Products
- Calls on record
- 77
- First call
- January 31, 2020
- Most recent
- July 29, 2026
- Reporting cadence
- quarterly