Earnings Data
Report Date
Aug 05, 2026TBA (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.04Last Year’s EPS
0.84Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial and financial momentum: robust order flow, record backlog, revenue growth, significant margin expansion, EPS beat and a raised full-year guide. The company also highlighted structural strengths—proprietary technology, IP, an emerging CDU business and early benefits from a company-wide business system. Headwinds include service softness (notably security), regional disruption in the Middle East, timing risks on backlog conversion (power/infrastructure delays) and short-term productivity impacts from capacity ramping. Management provided concrete actions (service repricing, business system scaling, capacity planning) and maintained conservative guidance assumptions.Company Guidance
Strong Order Momentum
Orders grew 30% this quarter (following nearly 40% last quarter), led by large data center activity and a double-digit pipeline growth; regional order growth: Americas +40% (systems ~+60%), EMEA +11%, APAC +4%.
Revenue and Backlog Growth
Organic revenue grew 6% year-over-year. Backlog increased ~26% to a record $20.0 billion, providing improved visibility and a strong revenue runway (company expects ~70% of backlog convertible to revenue over next 12 months).
Margin Expansion and Profitability
Adjusted EBIT margin expanded 310 basis points to 15.5%. Segment margin increased 180 bps to 18.5%. Regional margin improvements: Americas +100 bps to 19.5%, EMEA +370 bps to 14.9%, APAC +350 bps to 19.8%.
Earnings, Guidance Raise and Cash Strength
Adjusted EPS of $1.19 increased 45% year-over-year and exceeded guidance. Company raised full-year adjusted EPS guidance to ~$4.85 (~30% growth and $0.30 above prior guide). Q3 EPS guide ~$1.28. Available cash ~ $700 million, net debt down to 2x, and adjusted free cash flow conversion expected ~100% for the year.
Technology and Product Leadership
Announced second AI factory reference design guide for air-cooled chiller architectures (building on prior water-cooled guide). Extensive IP and platform control: >1,000 patents across subsystems (compressors, VSDs, magnetic bearings, thermal transfer, intelligent controls). Acquisition of Alloy Enterprises to strengthen heat-transfer capabilities and liquid-cooling/ CDU/cold-plate applications.
Business System Adoption and Early Operational Wins
Proprietary business system adoption progressing: ~1,400 colleagues engaged, ~1,000 leaders trained, >150 kaizens across ~20 priority areas. Examples include redesigns that tripled service agreements after new chiller commissioning and faster service sales cycles (weeks/days to hours).
Data Center Franchise Traction and CDU Ramp
Data center content remains a major growth driver across chillers, air handlers (Silent-Aire), controls and newly ramping CDU business. Company expects roughly $100 million of CDU revenue this year with hundreds of millions in the pipeline.
CH:TYIA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FAQ
When does Johnson Controls (CH:TYIA) report earnings?
Johnson Controls (CH:TYIA) is schdueled to report earning on Aug 05, 2026, TBA (Confirmed).
What is Johnson Controls (CH:TYIA) earnings time?
Johnson Controls (CH:TYIA) earnings time is at Aug 05, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Johnson Controls stock?
The P/E ratio of Johnson Controls is N/A.
What is CH:TYIA EPS forecast?
CH:TYIA EPS forecast for the fiscal quarter 2026 (Q3) is 1.04.
