Johnson Controls(US:JCI) Benzinga·2025-11-05 14:55Core Insights - Johnson Controls International plc reported strong fourth-quarter results, with adjusted earnings per share of $1.26, surpassing the analyst consensus estimate of $1.20 [1] - The company achieved quarterly revenue of $6.44 billion, exceeding the forecast of $6.32 billion [1] Quarterly Metrics - Orders increased by 7% year-over-year, driven by strong demand in the Americas, which offset weakness in China [2] - Fourth-quarter sales rose by 3%, with organic sales up by 4%; for the entire year, sales increased by 3% and organic sales climbed by 6% [2] Financial Performance - Johnson Controls experienced double-digit EPS growth and reported a record backlog of $15 billion, reflecting a 13% increase [3] - Adjusted gross profit for the quarter rose by 4% to $2.365 billion, with adjusted gross margin expanding to 36.7% from 36.3% year-over-year [3] Sales Across Geographies - In the Americas, quarterly sales reached $4.325 billion, a 1% year-over-year increase, with organic sales up by 3% [4] - EMEA sales for the quarter were $1.3 billion, marking a 13% increase compared to the previous year [4] - APAC sales declined by 3% year-over-year to $780 million, primarily due to lower volumes in China [5] Outlook - The company anticipates first-quarter adjusted EPS of 83 cents, slightly above the analyst estimate of 82 cents [6] - For fiscal 2026, Johnson Controls projects adjusted EPS of $4.55, significantly higher than the $3.74 analyst estimate, driven by increasing needs in data center cooling and decarbonization [6] - Johnson Controls shares rose by 8.95% to $120.95 following the earnings report [6]