Earnings Releases·Oct 27, 2026, 6:58 AM ET

Johnson Controls — Q4 FY26 Earnings Summary

Q4 sales rose 10% year-over-year to $7.1 billion (organic +12%), while GAAP EPS reached $1.60 and Adjusted EPS was $1.66; free cash flow totaled $1.1 billion with net debt to adjusted EBITDA improving to 1.8x.
Management initiated Fiscal 2027 guidance projecting organic sales growth of 11% to 12% and Adjusted EPS of $6.15 to $6.30, supported by record backlog of $23.0 billion (up 43% organically).
Americas segment drove performance with 14% sales growth and a 250 bps margin expansion to 20.1%, while EMEA faced headwinds from Middle East conflicts; total deferred revenue increased to $3.37 billion.
The company paid $242 million in dividends and reported a 17% effective tax rate, having excluded transformation and restructuring costs from non-GAAP measures.