Johnson Controls International plc · JCI · Next earnings

Johnson Controls International plc reports Wednesday, Nov 4, 2026

JCI reports before market open with consensus EPS at $1.58 and revenue at $7.02B. Last quarter: Johnson Controls Posts 45% EPS Growth as Data-Center Orders Drive Record Backlog

Reports Before market open45 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $1.58 Calendar consensus
Consensus revenue $7.02B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 45 days away

Where JCI left off: FY2026 Q2

Full report

Johnson Controls Posts 45% EPS Growth as Data-Center Orders Drive Record Backlog

EPS surprise +6.2% Reported $1.19 vs $1.12
Revenue surprise +1.1% Reported $6.14B vs $6.08B
Stock move -1.2% Event window
Subsequent drift +3.0% Up to 20 sessions

Full-year guidance was raised for the second straight quarter, following the Q1 increase to approximately $4.70 in adjusted EPS. Management cited stronger margins and continued order momentum as drivers. Capex outlook moved to increasing as the company invests in capacity to support data-center demand over the next 12-18 months.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical conflict in the Middle East impacting EMEA operations
  • Potential tariff impacts under Section 232
  • Service security pricing-volume imbalance
  • Productivity headwinds during capacity ramp-up
  • Backlog delivery timing constraints due to power-infrastructure limits for data-center customers

Questions analysts left open

  • Timing and recovery of the security service segment
  • Scale and timeline of business system adoption across the organization
  • Whether order growth has peaked and the length of the order pipeline runway
  • Impact of recent or future asset sales on earnings
  • Capacity utilization and productivity during the ramp-up phase

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Recent JCI quarters

All JCI earnings
-1.2%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.