Ireland's Johnson Controls Q3 sales beat on data center demand; raises outlook
JCI•Outlook
- Johnson Controls raises FY26 organic sales growth guidance to ~8% from ~6%
- Company now expects FY26 adjusted EPS of ~$5.05, up from ~$4.85
- Johnson Controls sees Q4 organic sales growth of 9% to 10% and adjusted EPS of ~$1.55
Overview
- Ireland building systems firm's fiscal Q3 sales rose 9%, beating analyst expectations
- Adjusted EPS for fiscal Q3 was $1.42, beating analyst expectations
- Company raised full-year 2026 guidance for organic sales growth and adjusted EPS
Result drivers
- Data center demand - Company said sustained demand from data centers and other mission-critical environments supported higher orders and backlog
- Operating leverage - Margin expansion in Americas attributed to strong operating leverage on higher revenue
- Productivity & pricing - EMEA margin gains driven by favorable pricing and productivity improvements, partially offset by divestitures
Key details and analyst coverage
| Metric |
|---|
