Johnson Controls International's results for fiscal Q4 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-27. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $7,113 million (+10.4% vs a year earlier) |
| Diluted EPS (GAAP) | $1.60 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $1.66 |
| Full-year guidance | Initiated |
Guidance
Johnson Controls initiated fiscal 2027 guidance: organic sales growth 11–12%, operating leverage 30%+, adjusted EPS $6.15–6.30, adjusted FCF conversion ~95%.
Why this label: New fiscal year: 'The Company initiated fiscal 2027 full year continuing operations guidance' (organic sales growth 11-12%, adjusted EPS $6.15-6.30).
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| organic sales growth | FY2027 | 11%–12% | not stated |
| operating leverage | FY2027 | 30%+ | not stated |
| adjusted EPS | FY2027 | $6.15–6.30 | not stated |
| adjusted free cash flow conversion | FY2027 | ~95% | not stated |
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| organic sales growth | fiscal Q1 2027 | 12%–14% |
| operating leverage | fiscal Q1 2027 | 30%–35% |
| adjusted EPS | fiscal Q1 2027 | $1.15–1.20 |
From the release
Revenue: "Services · 2,099 · 1,990 · 7,965 · 7,472 · 7,113 · 6,442"
Earnings per share: "Q4 GAAP EPS of $1.60; Q4 Adjusted EPS* of $1.66*"
organic sales growth: "Organic sales growth of 11% to 12%"
operating leverage: "Operating leverage of 30%+"
adjusted EPS: "Adjusted EPS of $6.15 to $6.30"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q4 organic orders up 44%; backlog $23.0 billion, up 43% organically.
Source
Johnson Controls International earnings release (SEC filing), accession 0000833444-26-000101, filed 2026-10-27.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.