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]

Core Insights - Johnson Controls International plc (JCI) reported adjusted earnings of $1.05 per share for Q3 fiscal 2025, exceeding the Zacks Consensus Estimate of $1.00, with an 11% year-over-year increase [1][9] - Total revenues for continuing operations reached $6.10 billion, surpassing the consensus estimate of $5.99 billion, marking a 3% year-over-year increase, while organic revenues grew by 6% [1][9] Q3 Segmental Results - **Americas**: Revenues were $4.04 billion, flat year over year, with organic sales increasing by 7%, driven by strong performance in HVAC and controls businesses. Adjusted EBITA rose by 0.4% year over year to $746 million [2] - **EMEA**: Revenues totaled $1.27 billion, up 8% year over year, with organic sales climbing 4% due to growth in Applied HVAC and fire and security businesses. Adjusted EBITA increased by 16% year over year to $179 million [3] - **APAC**: Revenues increased by 7% to $737 million, with organic sales growing by 6%, driven by the service business. Adjusted EBITA was $143 million, up 12% year over year [3] Margin Profile - JCI's cost of sales increased by 0.4% year over year to approximately $3.81 billion. Gross profit rose by 6.5% year over year to $2.25 billion, with the margin improving by 130 basis points to 37.1%. Selling, general and administrative expenses were $1.42 billion, up 58.3% year over year [4] Financial Position - As of June 30, 2025, JCI had cash and cash equivalents of $731 million, up from $606 million at the end of fiscal 2024. Long-term debt increased to $8.45 billion from $8 billion at the end of fiscal 2024 [5] - In the first nine months of fiscal 2025, the company generated net cash of $1.59 billion from operating activities, compared to $216 million in the prior year. Free cash flow reached $1.28 billion, reversing an $83 million outflow from the previous year [6] Q4 Guidance - JCI anticipates low-single-digit organic revenue growth compared to the previous year. Adjusted segment EBITA margin is estimated to be approximately 18.6%, with adjusted earnings expected to be in the range of $1.14-$1.17 per share [7] FY25 Guidance - The company expects organic revenue growth to be in the mid-single-digit range from the prior year, with an adjusted segment EBITA margin improvement of 90 basis points. Adjusted earnings per share are projected to be $3.65-$3.68, with adjusted free cash flow conversion expected to exceed 100% [10]