Q3 2026 Johnson Controls International PLC Earnings Call Transcript

Jul 29, 2026 / 12:30 PM GMT

Transcript 10-Q8-K

Key Points

Positve

Johnson Controls International PLC (JCI) reported a 10% revenue growth and a 35% increase in adjusted EPS, showcasing strong financial performance.
The company's order momentum sustained above 25%, and backlog grew more than 30% to a record $21 billion, indicating robust demand.
JCI's adjusted EBIT margin expanded by 260 basis points to 17%, reflecting improved operational efficiency.
The company introduced an AI Factory Absorption Chiller Reference Design Guide, which can reduce cooling electrical demand by approximately 44%, enhancing energy efficiency.
JCI's proprietary business system is translating into more predictable execution and improved productivity, supporting long-term growth potential.

Negative

Supply chain challenges persist, particularly in a high-growth environment, which may impact JCI's ability to meet demand.
Despite strong performance in the Americas, EMEA sales only increased by 1% due to ongoing geopolitical conflicts, indicating regional vulnerabilities.
The company faces occasional bottlenecks with external vendors, which could affect product delivery timelines.
JCI's growth in applied HVAC is heavily reliant on data center demand, which may pose risks if this sector experiences a downturn.
The ongoing strategic review of certain portfolio segments suggests potential divestitures, which could lead to short-term disruptions.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JCI.N - Johnson Controls International PLC
Q3 2026 Johnson Controls International PLC Earnings Call
Jul 29, 2026 / 12:30PM GMT

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Presentation
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Operator [1]
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Hello everyone and welcome to the Johnson Controls Q3 2026 Earnings Conference Call. My name is Ryan and I will be coordinating the call today.

If you would like to ask a question at the end of the presentation, please use the following method based on how you are joining us today.

If you are attending via the webinar, please click the raise hand icon at the bottom of your screen to be added to the question queue. If you are dialing in by phone, please press star followed by five on your telephone keypad.

I would now like to turn the call over to Mike Gates, Senior Director of Investor Relations, to begin. Mike, please go ahead.

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