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Sep 30, 2025
Johnson Controls Q4 2025 Earnings Report
Johnson Controls reported its Q4 2025 results with moderate sales growth and strong adjusted EPS performance.
Key Takeaways
Johnson Controls delivered solid Q4 results, driven by strength in core verticals and a record backlog. Despite a decline in APAC, the company maintained margin performance and showed operational leverage.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For FY26, Johnson Controls expects mid-single-digit organic sales growth and adjusted EPS of ~$4.55.
Positive Outlook
- FY26 adjusted EPS expected to be ~$4.55
- Q1 FY26 adjusted EPS guided to ~$0.83
- Mid-single-digit organic sales growth expected for FY26
- Operating leverage target of ~50% for FY26
- 100% adjusted free cash flow conversion anticipated for FY26
Challenges Ahead
- APAC sales declined 3% due to lower volumes in China
- APAC segment EBITA margin decreased by 190 basis points
- Corporate GAAP expense increased significantly (105% YoY)
- Q4 free cash flow declined YoY from $1.16B to $838M
- No guidance provided for GAAP EPS due to variability in adjustments
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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