Johnson Controls FY2026: Q4 organic sales +12.0%, FY27 EPS guide $6.15–$6.30
Johnson Controls closed FY2026 with a strong quarter and a confident FY27 guide: Q4 organic sales rose 12.0% and adjusted EPS of $1.66 edged the $1.6015 consensus. Read the quarter, not the mixed data feed: the $25.67 billion revenue figure is the full year, while the $7.11 billion and segment splits are Q4 only. Everything below uses those labels.
1 · Expected vs. Actual
Free preview belowQ4 GAAP EPS of $1.60 landed essentially on the $1.6015 consensus, and adjusted EPS of $1.66 was slightly better. For the full year, adjusted EPS was $5.16 against $3.76 a year earlier, while GAAP diluted EPS came in at $4.68 total and $4.72 from continuing operations. The gap is real money: $292 million of transformation costs and $311 million of restructuring and impairment were added back.
Q4 sales rose 10.0% to $7.11 billion and 12.0% organically, and the full year reached $25.67 billion, up 9.0% reported and 8.0% organic. The data feed mixes the two periods: $25.67 billion is the fiscal year, while $7.11 billion and the Americas/EMEA/APAC split are the fourth quarter. Growth came from the Americas, where sales rose 14.0% to $4.93 billion, while EMEA slipped 2.0% to $1.31 billion.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-13
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