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Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Johnson Controls (JCI) is 9/10.
Johnson Controls posted Q2 FY2026 with organic revenue growing 6% and adjusted EPS of $1.19, up 45% year-over-year, as data center orders surged driving 30% total order growth and a record $20 billion backlog. EBIT margin expanded 310 basis points to 15.5%, and management described its proprietary business system as still early, with roughly 1,000 leaders trained and more than 150 kaizens completed across about 20 priority areas. FY2026 adjusted EPS guidance was raised to approximately $4.85 representing roughly 30% growth, $0.30 higher than the original guide. Middle East conflict disrupted EMEA operations, and security service rebalancing weighed on service growth metrics.
Scored from Johnson Controls’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.25B | +6.7% | $0.95 | +18.8% | 36.2% | 14.3% | 10.1% | $1.36B |
| FY2025 Q1 | $5.43B | +4.2% | $0.63 | +14.5% | 35.5% | 9.7% | 7.7% | $131M |
| FY2025 Q2 | $5.68B | +1.4% | $0.72 | +275.6% | 36.5% | 11.3% | 8.4% | $505M |
| FY2025 Q3 | $6.05B | +2.6% | $1.07 | -26.2% | 37.1% | 13.7% | 11.6% | $901M |
| FY2025 Q4 | $6.44B | +3.1% | $2.67 | +181.1% | 36.5% | 12.9% | 26.3% | $-572M |
| FY2026 Q1 | $5.80B | +6.8% | $0.85 | +34.9% | 35.8% | 14.7% | 9.0% | $464M |
| FY2026 Q2 | $6.14B | +8.2% | $1.00 | +38.9% | 36.8% | 13.1% | 10.0% | $604M |
| FY2026 Q3 | $6.61B | +9.3% | $1.22 | +14.0% | 37.4% | 14.9% | 11.3% | $1.50B |
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