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Johnson Controls Declares $0.40 Quarterly Dividend

Johnson Controls International (NYSE: JCI) announced that its board of directors approved a regular quarterly cash dividend of $0.40 per share.

The dividend will be payable on October 16, 2026, to shareholders of record at the close of business on September 21.
Johnson Controls Slips 2% Despite Record Orders and Raised Guidance as Data Center Boom Drives Demand

May 6, 2026 · Earnings Report

Johnson Controls edged down 2% today dispite any weakness in the company's fundamentals, as the building systems and thermal management company reported a strong fiscal second quarter, raised its full-year guidance, and posted a record backlog driven by surging data center demand.

Sales grew 8% to $6.1 billion, with organic sales up 6%. Adjusted EPS came in at $1.19, up 45% year-over-year from $0.82, while GAAP EPS from continuing operations was $0.99. Adjusted net income rose to $730 million from $545 million a year ago. Adjusted EBIT margin expanded to 15.5% from 12.4%, reflecting favorable pricing, productivity improvements and operating leverage across the business. Free cash flow was $604 million for the quarter.

The standout metric was orders, which grew 30% organically year-over-year, driving the company's backlog to a record $20 billion, up 26% organically. The Americas segment was the primary engine, with orders up 40% organically and backlog of $14.9 billion up 32%, fueled overwhelmingly by large-scale data center projects. CEO Joakim Weidemanis called out data centers and other technology-driven environments as the clearest area of differentiation for the company, which provides thermal management and mission-critical building infrastructure for hyperscale facilities.

All three geographic segments delivered margin expansion. The Americas posted adjusted segment EBITA margin of 19.5%, up 100 basis points. EMEA delivered the most dramatic improvement, with adjusted segment EBITA margin rising 370 basis points to 14.9%, though organic sales growth in the region was held to just 1% due to Middle East conflict disruptions. APAC was the fastest-growing segment, with organic sales up 13% led by over 20% growth in Applied HVAC, and adjusted segment EBITA margin expanding 350 basis points to 19.8%.

"We delivered another quarter of strong execution, converting sustained demand into consistent growth, margin expansion, and 45% adjusted EPS growth," said Weidemanis. "Orders grew 30% and backlog reached a record $20 billion, reflecting strength in data centers and other high-growth, technology-driven operating environments where we differentiate."

For the fiscal third quarter, Johnson Controls guided organic sales growth of approximately 6%, operating leverage of approximately 50%, and adjusted EPS of approximately $1.28. Full-year fiscal 2026 guidance was raised, with organic sales growth now expected at approximately 6%, up from the prior guidance of mid-single digits, and adjusted EPS lifted to approximately $4.85 from approximately $4.70. Adjusted free cash flow conversion is expected to remain at approximately 100%.

With a record pipeline, a backlog that has nearly doubled in two years, and AI-driven data center construction showing no signs of slowing, Johnson Controls is well positioned as a structural beneficiary of the infrastructure buildout. Today's modest decline likely reflects profit-taking after a strong run rather than any concern about the company's direction of travel.

HQ2512001_2026-Sustainability-Report_2_1_FINAL.pdf

Johnson Controls' 2026 sustainability report highlights energy efficiency returns in mission-critical industries

(tyco.widen.net)
Johnson Controls International plc (NYSE: JCI) has approved a regular quarterly dividend of $0.40 per share of common stock, payable on April 10, 2026, to shareholders of record at the close of business on March 16, 2026.
Johnson Controls (NYSE: JCI) has signed an agreement to acquire Boston-based Alloy Enterprises, strengthening its position in data center thermal management and supporting its strategy to accelerate cooling innovation for AI-driven infrastructure.

Founded in 2020, Alloy specializes in advanced direct liquid cooling technology for high-performance data centers and mission-critical industrial applications. Its proprietary platform can improve thermal management efficiency by up to 35% and reduce pressure drop by up to 75%, lowering overall cooling system energy consumption.

The acquisition complements Johnson Controls’ existing portfolio of end-to-end cooling solutions, including magnetic bearing chillers, centrifugal chillers, coolant distribution units and absorption chillers. The company expects the deal to enhance its ability to optimize full data center thermal architectures and scale advanced cooling technologies across its broader portfolio.

The transaction is expected to close in fiscal Q3, subject to regulatory approvals and customary conditions. Financial terms were not disclosed.

Source: PR Newswire.
The board of directors of Johnson Controls International plc (NYSE: JCI) has approved a regular quarterly dividend of $0.40 per share of common stock, payable on Jan. 16, 2026, to shareholders of record at the close of business on Dec. 22, 2025.
Johnson Controls Reports Fourth Quarter and Fiscal 2025 Results, Issues Fiscal 2026 Guidance

Johnson Controls International reported strong fourth quarter and full-year 2025 results, highlighting continued organic growth and robust demand across its building technology and services portfolio. Fourth quarter sales rose 3 percent year over year to 6.4 billion dollars, with organic sales up 4 percent. Full-year sales increased 3 percent to 23.6 billion dollars, driven by 6 percent organic growth.

GAAP earnings per share for the fourth quarter were 0.42 dollars, while adjusted EPS reached 1.26 dollars. For the full year, GAAP EPS was 2.63 dollars, and adjusted EPS was 3.76 dollars. Quarterly net income from continuing operations totaled 267 million dollars, while adjusted net income was 798 million dollars.

Orders grew 6 percent organically compared with the prior year, and the company’s Systems and Services backlog rose 13 percent to 14.9 billion dollars, a record level.

CEO Joakim Weidemanis said the company’s strong performance reflects resilient demand and successful execution of its technology-led strategy. “Our leadership in advanced data center cooling and decarbonization solutions continues to set us apart,” he said, adding that Johnson Controls’ proprietary business system is improving operational consistency and long-term value creation.

The company noted that it expects continued growth momentum into fiscal 2026, supported by its expanding backlog, rising global demand for energy-efficient infrastructure, and sustained focus on innovation and sustainability.
Johnson Controls International plc (NYSE: JCI) Fourth Quarter Fiscal 2025 Earnings Conference Call: Wednesday, Nov. 5, 2025, at 8:30 a.m. ET.
Johnson Controls (NYSE: JCI) announced a multi-million-dollar investment in Accelsius, a company specializing in two-phase, direct-to-chip liquid cooling technology for data centers. The system uses liquid-to-vapor phase change to efficiently remove heat, cutting energy use by up to 35% in operational costs and 8–17% in total ownership costs compared to single-phase systems.

The partnership aims to meet the surging cooling demands from AI-driven, high-density data centers, an area where cooling can consume up to 40% of total energy. Johnson Controls will integrate this technology into its advanced thermal management portfolio, which already includes the YORK® YVAM magnetic bearing chiller and Silent-Aire CDU platform, enabling over 50% non-IT energy reduction in some data centers.

Both companies said the deal underscores their shared goal of improving energy efficiency and sustainability in data center infrastructure.
Johnson Controls Announces Leadership Transition in Americas Business

CORK, Ireland — Johnson Controls International plc announced that Nathan Manning, Vice President and President, Americas, will step down to pursue other opportunities. He will transition leadership of the Americas business segment and serve as a special advisor until Dec. 31, 2025.

Effective Oct. 1, 2025, Todd Grabowski, currently President of Global Data Centers & Applied Equipment, will assume the role of Vice President and President, Americas. Manning will receive severance benefits in line with the company’s Severance and Change in Control Policy for Officers.