Johnson Controls reported third quarter fiscal 2026 sales of $6.61 billion, representing 10% organic growth year-over-year. The company posted an adjusted EPS of $1.42, beating consensus estimates.

Key Highlights

  • Organic orders surged 27% year-over-year, driving the total backlog to a record $21.0 billion, up 32% organically.
  • Performance was led by the Americas segment, which saw a 37% organic increase in orders, supported by sustained demand from data centers and other mission-critical environments.
  • The company raised its full-year fiscal 2026 guidance, now expecting ~8% organic sales growth (up from ~6%) and adjusted EPS of ~$5.05 (up from ~$4.85).