Johnson Controls Reports 10% Sales Growth in Q4 2026
Ireland: Johnson Controls reported a 10% year-on-year increase in sales to USD 7.1 billion (EUR 6.1 billion) in the fourth quarter of fiscal 2026, while organic sales rose by 12%. Net income from continuing operations reached USD 967 million (EUR 831 million), compared with USD 267 million (EUR 229 million) in the corresponding quarter of the previous year. Quarterly orders increased by 44% organically, while the company’s backlog reached USD 23.0 billion (EUR 19.8 billion), representing 43% organic growth. In the Americas, sales increased by 14% to USD 4.9 billion (EUR 4.2 billion), supported by demand for applied HVAC and controls. Asia-Pacific sales rose by 12% to USD 871 million (EUR 748 million), with organic growth of 13%, while sales in Europe, the Middle East and Africa declined by 2% to USD 1.3 billion (EUR 1.1 billion), despite 3% organic growth.
For the full fiscal year 2026, Johnson Controls recorded net sales of approximately USD 25.7 billion (EUR 22.1 billion), compared with USD 23.6 billion (EUR 20.3 billion) in fiscal 2025. The company issued fiscal 2027 guidance forecasting organic sales growth of 11% to 12%, operating leverage of at least 30% and adjusted earnings per share of USD 6.15 to USD 6.30 (EUR 5.28 to EUR 5.41). Demand for data centre infrastructure supported order growth in the Americas, where the backlog increased by 54% to USD 17.8 billion (EUR 15.3 billion). The Asia-Pacific backlog rose by 12% to USD 2.1 billion (EUR 1.8 billion), while the EMEA backlog increased by 18% to USD 3.1 billion (EUR 2.7 billion).
Source: Johnson Controls
