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Mar 31, 2025
Johnson Controls Q2 2025 Earnings Report
Johnson Controls reported strong Q2 2025 results with solid organic growth and raised its full-year guidance.
Key Takeaways
Johnson Controls delivered a strong Q2 with $5.676B in revenue, improved margins, and robust demand reflected in its record $14.0B backlog.
Adjusted EPS reached $0.82, with GAAP EPS at $0.71.
Revenue grew to $5.676B, with 7% organic growth.
Net income from continuing operations was $473M.
The company raised its full-year adjusted EPS and free cash flow guidance.
Revenue by Geographic Location
Forward Guidance
Johnson Controls raised its full-year FY25 guidance, citing continued momentum and operational improvements.
Positive Outlook
- Raised full-year adjusted EPS guidance to ~$3.60
- Improved adjusted EBITA margin outlook to ~90 bps YoY
- Maintained mid-single digit organic sales growth guidance
- Increased adjusted free cash flow conversion to ~100%
- Q3 adjusted EPS guidance between ~$0.97 and $1.00
Challenges Ahead
- Corporate expenses increased due to accruals and stranded costs
- Global Products sales declined 13% due to divestitures
- APAC order growth was flat year-over-year
- Foreign currency impacts slightly reduced reported sales
- No update on resolution timeline for remaining transformation costs
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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