Johnson Controls Reports Q4 and FY26 Results; Initiates FY27 Guidance
Johnson Controls reported fiscal Q4 2026 sales of $7.1 billion, up 10% (12% organic), with GAAP EPS of $1.60 and adjusted EPS of $1.66 versus $1.26 a year ago. Demand was exceptional: organic orders rose 44% and backlog hit a record $23.0 billion, up 43% organically, supported by data center demand. All three segments expanded margins, with Americas adjusted segment EBITA margin up 210 bp to 22.0%.
Key figures
- Eps
- 1.6
- Revenue
- 7113000000
- Guidance
- FY27 Q1: organic sales growth 12-14%, adjusted EPS $1.15-$1.20; FY27 full year: organic sales growth 11-12%, adjusted EPS $6.15-$6.30, adjusted FCF conversion ~95%
- Revenue Yoy
- 10%
- Backlog
- 23000000000
- Fy26 revenue
- 25666000000
- Adjusted eps q4
- 1.66
- Dividends paid q4
- 242000000
- Free cash flow q4
- 1078000000
- Fy26 adjusted eps
- 5.16
- Orders growth organic
- 44%
- Backlog growth organic
- 43%
- Operating cash flow q4
- 1300000000
- Organic sales growth q4
- 12%
- Adjusted eps prior year q4
- 1.26
- Gaap net income continuing
- 967000000
- Fy26 organic revenue growth
- 8%+
- Net debt to adjusted ebitda
- 1.8x
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