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Johnson Controls Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $1.12 |
| EPS actual | $1.19 |
| EPS Surprise | 6.25% |
| Revenue estimate | 6.076B |
| Revenue actual | 6.142B |
| Revenue Surprise | 1.08% |
| Release date | Feb 04, 2026 |
| EPS estimate | $0.84 |
| EPS actual | $0.89 |
| EPS Surprise | 5.83% |
| Revenue estimate | 5.639B |
| Revenue actual | 5.797B |
| Revenue Surprise | 2.80% |
| Release date | Nov 05, 2025 |
| EPS estimate | $1.20 |
| EPS actual | $1.26 |
| EPS Surprise | 5.00% |
| Revenue estimate | 6.327B |
| Revenue actual | 6.442B |
| Revenue Surprise | 1.81% |
| Release date | Jul 29, 2025 |
| EPS estimate | $1.01 |
| EPS actual | $1.05 |
| EPS Surprise | 3.96% |
| Revenue estimate | 5.995B |
| Revenue actual | 6.052B |
| Revenue Surprise | 0.96% |
Last 4 Quarters for Johnson Controls
Below you can see how JCI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $103.24 |
| EPS estimate | $1.01 |
| EPS actual | $1.05 |
| EPS surprise | 3.96% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $110.13 |
| Jul 24, 2025 | $110.02 |
| Jul 25, 2025 | $111.73 |
| Jul 28, 2025 | $111.52 |
| Jul 29, 2025 | $103.24 |
| Jul 30, 2025 | $104.02 |
| Jul 31, 2025 | $105.00 |
| Aug 01, 2025 | $106.48 |
| Aug 04, 2025 | $106.48 |
| 4 days before | -6.26% |
| 4 days after | 3.14% |
| On release day | 0.756% |
| Change in period | -3.31% |
| Release date | Nov 05, 2025 |
| Price on release | $120.86 |
| EPS estimate | $1.20 |
| EPS actual | $1.26 |
| EPS surprise | 5.00% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $114.21 |
| Oct 31, 2025 | $114.39 |
| Nov 03, 2025 | $113.18 |
| Nov 04, 2025 | $111.04 |
| Nov 05, 2025 | $120.86 |
| Nov 06, 2025 | $122.25 |
| Nov 07, 2025 | $122.25 |
| Nov 10, 2025 | $122.58 |
| Nov 11, 2025 | $121.94 |
| 4 days before | 5.82% |
| 4 days after | 0.89% |
| On release day | 1.15% |
| Change in period | 6.77% |
| Release date | Feb 04, 2026 |
| Price on release | $129.49 |
| EPS estimate | $0.84 |
| EPS actual | $0.89 |
| EPS surprise | 5.83% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $120.28 |
| Jan 30, 2026 | $119.26 |
| Feb 02, 2026 | $122.98 |
| Feb 03, 2026 | $124.01 |
| Feb 04, 2026 | $129.49 |
| Feb 05, 2026 | $132.52 |
| Feb 06, 2026 | $137.65 |
| Feb 09, 2026 | $139.00 |
| Feb 10, 2026 | $138.75 |
| 4 days before | 7.66% |
| 4 days after | 7.15% |
| On release day | 2.34% |
| Change in period | 15.36% |
| Release date | May 06, 2026 |
| Price on release | $143.14 |
| EPS estimate | $1.12 |
| EPS actual | $1.19 |
| EPS surprise | 6.25% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $146.03 |
| May 01, 2026 | $145.08 |
| May 04, 2026 | $144.40 |
| May 05, 2026 | $144.82 |
| May 06, 2026 | $143.14 |
| May 07, 2026 | $139.25 |
| May 08, 2026 | $139.52 |
| May 11, 2026 | $141.78 |
| May 12, 2026 | $141.04 |
| 4 days before | -1.98% |
| 4 days after | -1.47% |
| On release day | -2.72% |
| Change in period | -3.42% |
Johnson Controls Earnings Call Transcript Summary of Q1 2026
Johnson Controls reported a strong start to fiscal 2026 with broad-based demand and operational improvement. Orders jumped nearly 40% (record backlog up ~20% to $18B) driven by data centers and life sciences; organic revenue grew ~6%. Adjusted EBIT margin expanded 190 bps to 12.4% and adjusted EPS rose ~40% to $0.89, beating guidance. Management attributes results to disciplined execution, deployment of a proprietary business system (simplify/accelerate/amplify), productivity gains, and targeted R&D. New product launches (high‑density chillers, YDAM and YKHT, and Smart Ready Chiller) and collaboration with customers (including NVIDIA) position the company for AI/data‑center thermal management demand. Regional demand was healthy (Americas led with double‑digit orders growth; EMEA and APAC also improved). Balance sheet: ~$600M cash, net debt ~2.2x, solid liquidity. Management raised full‑year adjusted EPS guidance to ~$4.70 (about 25% growth), maintained mid‑single‑digit organic sales growth and ~50% operating leverage goal, and reiterated ~100% free cash‑flow conversion expectation. Key investor takeaways: accelerating order book and backlog provide visibility, margin expansion is broad‑based and sustainable through pricing/productivity, product innovation targets high‑growth mission‑critical verticals (AI/data centers, life sciences), and management is focused on scaling operations and service productivity while pursuing portfolio and cost discipline.
