Johnson Controls International plc — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Johnson Controls reported Q4 FY26 GAAP EPS of $1.60 (adjusted $1.66) on $7.1B in sales (+10% reported, +12% organic). The company achieved $23.0B backlog (+43% organically YoY), driven by data center demand. FY27 guidance: 11-12% organic revenue growth, 30%+ operating leverage, adjusted EPS $6.15-$6.30 (vs. FY26 adjusted EPS of $5.16). All three segments expanded margins; Americas drove growth with 14% organic sales increase and 250bp EBIT margin expansion.
Why this rating
Solid operational execution with record backlog and margin expansion. Growth guidance 11-12% is respectable but in-line with FY26. At $52.6B market cap, incremental guidance iteration is moderate, not transformative.
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