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Sentiment · FY2026 Q3
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Snyder | Morgan Stanley | 12 (8%) |
| Scott Davis | Melius Research | 12 (8%) |
| Amit Mehrotra | UBS | 12 (0%) |
| Julian Mitchell | Barclays | 10 (20%) |
| Andrew Obin | Bank of America | 10 (0%) |
| Andy Kaplowitz | Citigroup | 9 (11%) |
| Nigel Coe | Wolfe Research | 9 (0%) |
| Joe Ritchie | Goldman Sachs | 9 (0%) |
| Joe O'Dea | Wells Fargo | 8 (0%) |
| Nicole DeBlase | Deutsche Bank | 7 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Melius Research | 1 | 12 (8%) |
| UBS | 1 | 12 (0%) |
| Morgan Stanley | 1 | 12 (8%) |
| JPMorgan | 3 |
| 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 |
| 11 (9%) |
| Bank of America | 1 | 10 (0%) |
| Barclays | 1 | 10 (20%) |
| Goldman Sachs | 1 | 9 (0%) |
| Wolfe Research | 1 | 9 (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 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.
Margin | Competitive Dynamics | Revenue Growth | Demand | Cost Pressure | Capital Allocation | Innovation & R&D | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 8 | 6 | 8 | 4 | 4 | 4 | 1 | 1 |
| 2025Q2 | 6 | 7 | 4 | 3 | 3 | 4 | 2 | 2 |
| 2025Q3 | 8 | 2 | 4 | 2 | 1 | 4 | ||
| 2025Q4 | 7 | 4 | 3 | 2 | 7 | 3 | 3 | 4 |
| 2026Q1 | 5 | 6 | 3 | 8 | 2 | 1 | 3 | 4 |
| 2026Q2 | 7 | 3 | 3 | 5 | 1 | 5 |
| '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 | |
| Cloud & AI | 1 | 2 | 4 | 4 |
| +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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What JCI and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“So Alloy, which is a fantastic company with so many capable PhDs from reputable academic institutions in the Boston area really brings to us unique, highly proprietary thermal management capabilities”
Johnson Controls acquired Alloy Enterprises for its proprietary thermal-management and heat-transfer technology, which JCI plans to apply across chillers, CDUs and cold plates.
| 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% |