Johnson Controls' second quarter 2026 EPS beat estimates, driven by a 30% surge in orders leading to raised full-year guidance.

Johnson Controls reported second quarter 2026 revenue of $6.1 billion, in line with estimates, while adjusted EPS of $1.19 beat expectations by 6.3%. The company saw organic sales growth of 6% year-over-year, supported by strong demand across its segments.

Key Highlights

• Backlog reached a record $20.0 billion, representing a 26% organic increase year-over-year and surpassing investor expectations.
• The company reported a significant acceleration in demand, with organic orders growing 30% year-over-year, led by a 40% increase in the Americas.
• Following the strong performance, management raised its full-year 2026 adjusted EPS guidance to approximately $4.85 from a prior $4.70.