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Dec 31, 2025
Johnson Controls Q1 2026 Earnings Report
Delivered strong first-quarter results with solid revenue growth, margin expansion, and higher orders while raising full-year guidance.
Key Takeaways
Johnson Controls reported solid Q1 FY2026 results with higher revenue, strong profitability, robust cash generation, and significant growth in orders and backlog, reflecting strong demand across core end markets.
Revenue increased driven by solid organic growth across all regions
Profitability improved with strong EBIT and margin expansion
Operating and free cash flow generation strengthened materially
Orders and backlog grew sharply, supporting future growth visibility
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company raised its full-year FY2026 guidance reflecting strong demand trends, improved execution, and confidence in sustained growth.
Positive Outlook
- Raised full-year adjusted EPS outlook
- Strong order momentum supporting backlog growth
- Continued margin expansion expected
- Disciplined capital allocation framework
- Stable end-market demand outlook
Challenges Ahead
- Exposure to macroeconomic and geopolitical uncertainty
- Foreign exchange volatility risk
- Execution risk on large projects
- Potential supply chain disruptions
- Regulatory and cost inflation pressures
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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