Johnson Controls International reported a sector-leading total return of over 40% in 2025, outpacing most peers in the building technology and services space. The company benefited from strong recurring revenue in its service and software businesses, underpinned by long-term contracts with commercial real estate owners, data center operators and public infrastructure clients. With a current project backlog exceeding $16 billion, management expects revenue growth of 7% to 9% in fiscal 2026, driven by sustained modernization spending and extended maintenance agreements.

In late 2025, Johnson Controls launched its Coolant Distribution Unit (CDU) for high-density artificial intelligence server environments and integrated it into the OpenBlue digital platform, boosting cross-sell opportunities across its global customer base. Early deployments in North America and Europe have delivered energy-use reductions of up to 25% in data centers, and management estimates the AI cooling segment could generate $400 million in incremental revenue by the end of 2027. The company’s OpenBlue suite now serves over 1,200 smart building projects worldwide, supporting sustainability mandates and customer efficiency goals.

Johnson Controls will host its first quarter fiscal 2026 earnings webcast on Wednesday, February 4, 2026, at 8:30 a.m. Eastern Time. Investors can access the live presentation and slide deck via the company’s investor relations website, with a replay available through February 18. During the call, management plans to provide updated guidance for full-year EPS growth, capital allocation priorities and progress on its sustainability targets, including a goal to achieve net-zero carbon operations by 2040.