Key Takeaways JCI reported Q1 adjusted EPS of 89 cents, beating estimates and jumping 39% year over year.JCI revenues rose 7% to $5.80B, with organic growth driven by HVAC, controls and services strength.JCI saw EBITA growth across Americas, EMEA and APAC, supported by SG&A reductions and leverage.Johnson Controls International plc (JCI) reported first-quarter fiscal 2026 (ended December 2025) adjusted earnings of 89 cents per share, which beat the Zacks Consensus Estimate of 84 cents. The bottom line incre ...

Core Insights - Johnson Controls International plc (JCI) reported adjusted earnings of $1.26 per share for Q4 fiscal 2025, exceeding the Zacks Consensus Estimate of $1.20, marking a 13.5% year-over-year increase [1] - Total revenues for the quarter reached $6.44 billion, surpassing the consensus estimate of $6.32 billion, with a 3% year-over-year increase and organic revenue growth of 4% [1][9] - For fiscal 2025, adjusted earnings were $3.76 per share, up 17.1% year over year, with total revenues of $23.6 billion reflecting a 2.8% increase [2] Q4 Segmental Results - **Americas**: Revenues were $4.33 billion, up 1% year over year, with organic sales increasing 3%, driven by HVAC and controls businesses; adjusted EBITA rose 4% to $862 million [3] - **EMEA**: Revenues totaled $1.34 billion, up 13% year over year, with organic sales climbing 9%; adjusted EBITA increased 15% to $208 million [4] - **APAC**: Revenues decreased 3% to $780 million, with organic sales also down 3% due to reduced volumes in China; adjusted EBITA fell 12% to $139 million [4] Margin Profile - In Q4, JCI's cost of sales increased 2.8% year over year to approximately $4.09 billion; gross profit rose 3.7% to $2.35 billion, with a gross margin improvement of 20 basis points to 36.5% [5] Financial Position - As of September 30, 2025, JCI had cash and cash equivalents of $379 million, down from $606 million at the end of fiscal 2024; long-term debt increased to $8.59 billion from $8 billion [6] Cash Flow and Shareholder Returns - In fiscal 2025, JCI generated net cash of $2.55 billion from operating activities, compared to $1.57 billion in the previous year; adjusted free cash flow was $2.12 billion, nearly double year over year [7] - The company paid dividends of $976 million and repurchased shares worth approximately $5.99 billion in fiscal 2025 [7] Guidance - For Q1, JCI anticipates organic revenue growth of approximately 3% year-over-year, with adjusted earnings expected to be about $0.83 per share [10] - For fiscal 2026, the company expects mid-single-digit organic revenue growth, adjusted earnings per share of approximately $4.55, and free cash flow conversion of about 100% [11]