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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Amit Mehrotra | UBS | 11 | 0% |
| Chris Snyder | Morgan Stanley | 11 | 0% |
| Scott Davis | Melius Research | 11 | 9% |
| Julian Mitchell | Barclays | 10 | 20% |
| Andy Obin | Bank of America | 9 | 0% |
| Andy Kaplowitz | Citigroup | 8 | 0% |
| Joe Ritchie | Goldman Sachs | 8 | 0% |
| Nigel Coe | Wolfe Research | 8 | 0% |
| Joe O'Dea | Wells Fargo | 8 | 0% |
| Nicole DeBlase | Deutsche Bank | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 3 | 11 | 9% |
| UBS | 1 | 11 | 0% |
| Morgan Stanley | 1 | 11 | 0% |
| Melius Research | 1 |
| 11 |
| 9% |
| Barclays | 1 | 10 | 20% |
| Bank of America | 1 | 9 | 0% |
| Goldman Sachs | 1 | 8 | 0% |
| Wells Fargo | 1 | 8 | 0% |
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 the business system adoption was accelerating execution across all regions. 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.
Margin | Competitive Dynamics | Revenue Growth | Demand | Cost Pressure | Capital Allocation | Innovation & R&D | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 8 | 6 | 8 | 4 | 4 | 4 | 1 | 1 |
| 2025Q2 | 6 | 7 | 4 | 3 | 3 | 4 | 2 | 1 |
| 2025Q3 | 8 | 2 | 4 | 2 | 1 | 4 | 3 | |
| 2025Q4 | 7 | 4 | 3 | 2 | 7 | 3 | 3 | 3 |
| 2026Q1 | 5 | 6 | 3 | 8 | 2 | 1 | 3 | 1 |
| 2026Q2 | 7 | 3 | 3 | 5 | 1 | 5 | 2 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|
| Margin | 8 | 6 | 8 | 7 | 5 | 7 |
| Competitive Dynamics | 6 | 7 | 2 | 4 | 6 | 3 |
| Revenue Growth | 8 | 4 | 4 | 3 | 3 | 3 |
| Demand | 4 | 3 | 2 | 2 | 8 | 5 |
| Cost Pressure | 4 | 3 | 1 | 7 | 2 | |
| Capital Allocation | 4 | 4 | 4 | 3 | 1 | 1 |
| Innovation & R&D | 1 | 2 | 3 | 3 | 5 | |
| Guidance Reliability | 1 | 1 | 3 | 3 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
JCI Johnson Controls | 9 | +8.2% | |
| BLDR Builders FirstSource | 1 | -10.1% | |
| CARR Carrier Global | 4 | +2.4% | |
| LII Lennox International | 6 | +5.8% | |
| MAS Masco | 6 | +6.5% | |
| TT Trane Technologies | 7 | +6.0% |