Companies · JCI
Johnson Controls
AI-generated · informational only · not investment advice · verify before relying.
Latest analysis
Updated Oct 27, 2026
JCI exits FY2026 with record $23B backlog, 44% order growth, and 12% Q4 organic revenue; guides FY2027 to 11%-12% organic growth with $900M capex deployment.
Johnson Controls delivered its strongest order quarter on record in Q4 FY2026, with orders up 44% and backlog reaching $23 billion — a 43% increase — anchored by data center, semiconductor manufacturing, and biopharma demand. Full-year adjusted EPS grew 37% and free cash flow conversion hit 103%, exceeding both the initial and raised guidance bars. Management is now deploying $900 million in FY2027 capex to expand thermal manufacturing capacity, accelerate CDU and cold plate scale, and invest in modular data center infrastructure, while simultaneously launching a new $400 million restructuring program targeting $600 million in gross annualized savings by FY2029.
Tone: bullishRevenue
$23.6B
JCI 10-K · FY 2025
Employees
87,000
Revenue FY2024
$23B
Founded
1885
Profile
JCI 10-K Item 1 · Nov 14, 2025Johnson Controls International plc is a global leader in smart, healthy and sustainable building technology, offering commercial HVAC equipment, industrial refrigeration, controls, fire detection, fire suppression, and security systems alongside digital software solutions. The company serves commercial, industrial, data center, institutional, and governmental customers across the Americas, EMEA, and APAC through direct channels and third-party distributors. Following the divestiture of its Residential and Light Commercial HVAC business to Bosch in July 2025, Johnson Controls operates as a pure-play commercial buildings solutions provider.
Read filing description ↓ Collapse description ↑
Johnson Controls International plc, headquartered in Cork, Ireland, is a global leader in smart, healthy and sustainable buildings, serving a wide range of customers around the globe. The Company's products, services, systems and solutions advance the safety, comfort and intelligence of spaces to serve people, places and the planet. The Company is a global leader in engineering, manufacturing, commissioning and retrofitting building products and systems, including commercial HVAC equipment, industrial refrigeration systems, controls, security systems, fire-detection systems and fire-suppression solutions. The Company further serves customers by providing technical services, including maintenance, management, repair, retrofit and replacement of equipment (in the HVAC, industrial refrigeration, security and fire-protection space), and energy-management consulting. The Company's OpenBlue digital software platform enables enterprises to better manage their physical spaces by combining the Company's building products and services with cutting-edge technology and digital capabilities to enable data-driven 'smart building' services and solutions. The Company partners with customers by leveraging its broad product portfolio with digital capabilities, together with its direct channel service and solutions capabilities, to deliver solutions and services addressing distinct and diverse operating environments and regulatory requirements that address customers' needs in their core missions. In fiscal 2025, products and systems accounted for approximately 68% of sales from continuing operations and services accounted for 32% of sales from continuing operations.
Primary products
- commercial HVAC equipment
- industrial refrigeration systems
- controls
- building management systems
- integrated electronic security systems
- integrated fire detection systems
Business segments
End markets
Geographies
Named customers
The loss of any individual contract or customer would not have a material adverse effect on the Company.
Named competitors
“Trusted building brands, such as YORK®, Metasys®, Ansul®, Frick®, FM:Systems®, PENN®, Sabroe®, Silent-Aire®, Simplex® and Grinnell®, together with the breadth and depth of the products, systems and solutions offered by the Company, give it what it believes to be the most diverse portfolio in the building technology industry.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Net sales increased 3% year over year, driven by higher organic sales.
The rest of JCI is for subscribers
Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.