Johnson Controls Q4 sales up 3%, misses expectations

Johnson Controls International

05/11/2025 12:03

Overview

Johnson Controls Q4 sales up 3% but missed analyst expectations

Adjusted EPS for Q4 beats consensus, reflecting strong operational performance

Company's backlog increased 13% organically, reflecting sustained demand

Outlook

Johnson Controls expects fiscal 2026 organic sales growth in mid-single digits

Company forecasts fiscal 2026 adjusted EPS of ~$4.55

Johnson Controls anticipates adjusted free cash flow conversion of ~100% for fiscal 2026

Result Drivers

TECHNOLOGY LEADERSHIP - Co attributes strong demand to leadership in advanced data center cooling and decarbonization solutions

PRODUCTIVITY GAINS - Productivity gains and operational efficiency improved margins, partially offset by transformation costs

BACKLOG GROWTH - Backlog increased 13% organically, reflecting sustained demand in core verticals

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$4.32 bln
$6.31 bln (15 Analysts)
Q4 Adjusted EPS
Beat
$1.26
$1.20 (16 Analysts)
Q4 EPS
$0.42


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 11 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electrical components & equipment peer group is "buy"

Wall Street's median 12-month price target for Johnson Controls International PLC is $119.00, about 6.7% above its November 4 closing price of $111.04

The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 25 three months ago

Press Release: ID:nPnVlsj5a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)