Overview

* Johnson Controls ( JCI ) Q4 sales up 3% but missed analyst expectations

* Adjusted EPS for Q4 beats consensus, reflecting strong operational performance

* Company's backlog increased 13% organically, reflecting sustained demand

Outlook

* Johnson Controls ( JCI ) expects fiscal 2026 organic sales growth in mid-single digits

* Company forecasts fiscal 2026 adjusted EPS of ~$4.55

* Johnson Controls ( JCI ) anticipates adjusted free cash flow conversion of ~100% for fiscal 2026

Result Drivers

* TECHNOLOGY LEADERSHIP - Co attributes strong demand to leadership in advanced data center cooling and decarbonization solutions

* PRODUCTIVITY GAINS - Productivity gains and operational efficiency improved margins, partially offset by transformation costs

* BACKLOG GROWTH - Backlog increased 13% organically, reflecting sustained demand in core verticals

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Miss $4.32 $6.31

bln bln (15

Analysts

)

Q4 Beat $1.26 $1.20

Adjusted (16

EPS Analysts

)

Q4 EPS $0.42

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 11 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the electrical components & equipment peer group is "buy"

* Wall Street's median 12-month price target for Johnson Controls International PLC ( JCI ) is $119.00, about 6.7% above its November 4 closing price of $111.04

* The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 25 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)