Johnson Controls International plc filed its fiscal fourth quarter 2026 earnings release on October 27, 2026, reporting GAAP EPS of $1.60 and total sales of $7.1 billion for the quarter ended in fiscal Q4 2026.

Key Highlights

  • Q4 GAAP EPS: $1.60; Adjusted EPS of $1.66
  • Q4 sales: increased 10% to $7.1 billion; organic sales increased 12%
  • Backlog: $23.0 billion, up 43% organically year-over-year
  • Q4 orders: increased 44% organically year-over-year
  • Free cash flow: $1.1 billion for the quarter; cash provided by operating activities was $1.3 billion
  • FY2027 full year Adjusted EPS guidance: $6.15 to $6.30, with organic sales growth of 11% to 12%
  • Dividends paid: $242 million in Q4

Johnson Controls Fiscal Q4 2026 Segment and Financial Results

According to the filing, Johnson Controls International plc (NYSE:JCI), headquartered in Cork, Ireland, reported fiscal fourth quarter 2026 GAAP net income from continuing operations attributable to JCI of $967 million, with adjusted net income from continuing operations of $1.0 billion. The company reported Q4 sales of $7.1 billion, representing a 10% increase over the prior year, and organic sales growth of 12%. Adjusted free cash flow and free cash flow were both $1.1 billion for the quarter.

The Americas segment reported Q4 sales of $4,930 million, up 14% over the prior year, with organic sales also up 14%, led by Applied HVAC and Controls. Segment EBIT margin expanded 250 basis points to 20.1%, and adjusted Segment EBITA margin increased 210 basis points to 22.0%, according to the filing. Americas orders rose 58% organically year-over-year, and Americas backlog reached $17.8 billion, up 54% organically. The filing noted that the increase in orders and backlog "was supported by sustained demand for data centers and our differentiated technology and capabilities."

The EMEA segment reported sales of $1,312 million, down 2% reported but up 3% organically, with the filing citing "continued pressure in the region due to the conflicts in the Middle East." EMEA backlog was $3.1 billion, up 18% year-over-year. The APAC segment reported sales of $871 million, up 12% reported and 13% organically, with backlog of $2.1 billion, up 12% year-over-year. For fiscal 2027 Q1, the company initiated guidance for organic sales growth of 12% to 14% and Adjusted EPS of $1.15 to $1.20. For the full fiscal year 2027, the company guided for organic sales growth of 11% to 12%, Adjusted EPS of $6.15 to $6.30, and adjusted free cash flow conversion of approximately 95%. The filing notes that these forward-looking statements are the company's own and are subject to its cautionary language regarding risks and uncertainties.

What Was Disclosed

Johnson Controls disclosed its fiscal Q4 2026 earnings results, including segment-level sales and margin data, a company-wide backlog of $23.0 billion, free cash flow of $1.1 billion, dividends paid of $242 million, and initiated fiscal 2027 first quarter and full year financial guidance.