Johnson Controls International plc: EPS $1.66 vs $1.59 expected; revenue $7.11B vs $7.04B
Key Facts
Q4 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 1.66 | 1.59 | +4.4% | 1.26 |
| Revenue (USD bn) | 7.11 | 7.04 | +1.0% | 6.44 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 27, 2026 | Q4 FY2026 | 1.66 | 1.590 | +4.4% | 7.11 | 7.04 | +1.0% |
| Jul 29, 2026 | Q3 FY2026 | 1.42 | 1.300 | +9.2% | 6.61 | 6.46 | +2.3% |
| May 6, 2026 | Q2 FY2026 | 1.19 | 1.120 | +6.2% | 6.14 | 6.08 | +1.1% |
| Feb 4, 2026 | Q1 FY2026 | 0.89 | 0.841 | +5.8% | 5.80 | 5.64 | +2.8% |
| Nov 5, 2025 | Q4 FY2025 | 1.26 | 1.200 | +5.0% | 6.44 | 6.33 | +1.8% |
| Jul 29, 2025 | Q3 FY2025 | 1.05 | 1.010 | +4.0% | 6.05 | 5.99 | +1.0% |
| May 7, 2025 | Q2 FY2025 | 0.82 | 0.788 | +4.1% | 5.68 | 5.63 | +0.7% |
| Feb 5, 2025 | Q1 FY2025 | 0.64 | 0.590 | +8.5% | 5.43 | 5.29 | +2.6% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Johnson Controls International plc results: EPS $1.66 vs $1.59 expected; revenue $7.11B vs $7.04B. The results cover the company's Q4 FY2026. EPS came in above analysts' estimate by 4.4%; revenue above the estimate by 1.0%.
Revenue was up 10.4% from $6.44 billion a year earlier (Q4 FY2025). EPS was up 31.7% from $1.26 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Johnson Controls International plc’s results sit within a business that combines building equipment, installation, and ongoing service. Understanding its performance therefore requires looking at project activity alongside maintenance, repair, and replacement of existing systems.
Business drivers relate to customers’ needs for heating, ventilation, air conditioning, building management, security, and fire protection. Its mix of commercial, institutional, industrial, and data center customers provides context for understanding demand sources, while energy solutions and digital services offer ways to develop the use of installed systems.
What to watch on the earnings call: Investors should follow management’s comments on demand for system installations and building retrofits, as well as maintenance and service activity. Its discussion of the project and service mix, the implications for margins, and the roles of data centers, energy solutions, and digital services would also be useful.
For the full analysis of Johnson Controls International plc stock — valuation, scores and financial statements — see the stock page linked with this story.