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EX-99.1

2 q2aex991xrevisedq2fy26earn.htm

EX-99.1

Document

Exhibit 99.1

Johnson Controls Reports Strong Q2 Results; Raises FY26 Guidance

▪Q2 sales increased 8% and organic sales increased 6%*

▪Q2 GAAP EPS of $0.99; Q2 Adjusted EPS* of $1.19

▪Q2 Orders +30% organically year-over-year

▪Backlog of $20.0 billion increased 26% organically year-over-year

* This earnings release contains non-GAAP financial measures. Definitions and reconciliations of the non-GAAP financial measures can be found in the attached footnotes. Non-GAAP measures should be considered in addition to, and not as replacements for, the most comparable GAAP measures.

CORK, Ireland — May 6, 2026 — Johnson Controls International plc (NYSE: JCI), a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, is proud to announce fiscal second quarter 2026 GAAP earnings per share (“EPS”) of $0.99. Adjusted EPS was $1.19.

Q2 sales increased 8% to $6.1 billion and organic sales increased 6%.

For the quarter, GAAP net income from continuing operations attributable to JCI was $609 million and adjusted net income was $730 million.

“We delivered another quarter of strong execution, converting sustained demand into consistent growth, margin expansion, and 45% adjusted EPS growth,” said Joakim Weidemanis, Chief Executive Officer of Johnson Controls. “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. While we remain early in our Business System journey, we are encouraged by the momentum we are seeing across the organization. With a strong first‑half performance, we are raising our full‑year guidance and remain focused on delivering long‑term value for our customers and shareholders.”

FISCAL Q2 SEGMENT RESULTS

The financial highlights presented in the tables below exclude discontinued operations and are in accordance with GAAP, unless otherwise indicated. All comparisons are to the second quarter of fiscal 2025. Orders and backlog metrics included in the release relate to the Company's Solutions and Services businesses. Orders prior to Q1 2026 exclude certain equipment-only sales for longer cycle projects. Backlog has been restated to include this new category.

A slide presentation to accompany the results can be found in the Investor Relations section of Johnson Controls’ website at http://investors.johnsoncontrols.com.

1

Americas

Fiscal Q2

(in millions)20262025Change

Sales$4,121 $3,837 7%

Segment EBIT705 616 14%

Segment EBIT Margin %17.1%16.1%100  bp

Segment EBITA (non-GAAP)782 707 11%

Adjusted Segment EBITA (non-GAAP)802 709 13%

Adjusted Segment EBITA Margin % (non-GAAP)19.5%18.5%100  bp

Sales in the quarter of $4.1 billion increased 7% over the prior year. Organic sales also increased 7% led by continued strength across Applied HVAC and double-digit growth in Services.

Excluding M&A and adjusted for foreign currency, orders increased 40% year-over-year and backlog of $14.9 billion increased 32% year-over-year. The increase in backlog and orders was supported by demand for our differentiated solutions for large-scale data center projects.

Segment EBIT margin and adjusted Segment EBITA margin increased 100 bp compared to the prior year. The increases were primarily driven by favorable pricing, productivity improvements and increased volumes. Adjusted Segment EBITA in both Q2 2026 and Q2 2025 excludes transformation costs.

EMEA (Europe, Middle East, Africa)

Fiscal Q2

(in millions)20262025Change

Sales$1,282$1,2017%

Segment EBIT17911753%

Segment EBIT Margin %14.0%9.7%430  bp

Segment EBITA (non-GAAP)18613538%

Adjusted Segment EBITA (non-GAAP)19113541%

Adjusted Segment EBITA Margin % (non-GAAP)14.9%11.2%370  bp

Sales in the quarter of $1.3 billion increased 7% over the prior year. Organic sales increased 1% versus the prior year as Products and Systems growth offset disruptions caused by the Middle East conflicts and lower non-recurring Services volumes.

Excluding M&A and adjusted for foreign currency, orders increased 11% year-over-year and backlog of $3.2 billion increased 13% year-over-year.

Segment EBIT margin increased 430 bp and adjusted Segment EBITA margin increased 370 bp compared to the prior year. The increases were primarily driven by productivity improvements and improved leverage on higher revenue. Adjusted Segment EBITA in Q2 2026 excludes transformation costs.

2

APAC (Asia Pacific)

Fiscal Q2

(in millions)20262025Change

Sales$739$63816%

Segment EBIT14310142%

Segment EBIT Margin %19.4%15.8%360  bp

Segment EBITA (non-GAAP)14610440%

Adjusted Segment EBITA (non-GAAP)14610440%

Adjusted Segment EBITA Margin % (non-GAAP)19.8%16.3%350  bp

Sales in the

EX-99.1

2 q2ex991xq2fy26earningsrele.htm

EX-99.1

Document

Exhibit 99.1

FOR IMMEDIATE RELEASE

Johnson Controls Reports Strong Q2 Results; Raises FY26 Guidance

▪Q2 sales increased 8% and organic sales increased 6%*

▪Q2 GAAP EPS of $0.99; Q2 Adjusted EPS* of $1.19

▪Q2 Orders +30% organically year-over-year

▪Backlog of $20.0 billion increased 26% organically year-over-year

* This earnings release contains non-GAAP financial measures. Definitions and reconciliations of the non-GAAP financial measures can be found in the attached footnotes. Non-GAAP measures should be considered in addition to, and not as replacements for, the most comparable GAAP measures.

CORK, Ireland — May 6, 2026 — Johnson Controls International plc (NYSE: JCI), a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, is proud to announce fiscal second quarter 2026 GAAP earnings per share (“EPS”) of $0.99. Adjusted EPS was $1.19.

Q2 sales increased 8% to $6.1 billion and organic sales increased 6%.

For the quarter, GAAP net income from continuing operations attributable to JCI was $609 million and adjusted net income was $730 million.

“We delivered another quarter of strong execution, converting sustained demand into consistent growth, margin expansion, and 45% adjusted EPS growth,” said Joakim Weidemanis, Chief Executive Officer of Johnson Controls. “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. While we remain early in our Business System journey, we are encouraged by the momentum we are seeing across the organization. With a strong first‑half performance, we are raising our full‑year guidance and remain focused on delivering long‑term value for our customers and shareholders.”

FISCAL Q2 SEGMENT RESULTS

The financial highlights presented in the tables below exclude discontinued operations and are in accordance with GAAP, unless otherwise indicated. All comparisons are to the second quarter of fiscal 2025. Orders and backlog metrics included in the release relate to the Company's Solutions and Services businesses. Orders prior to Q1 2026 exclude certain equipment-only sales for longer cycle projects. Backlog has been restated to include this new category.

A slide presentation to accompany the results can be found in the Investor Relations section of Johnson Controls’ website at http://investors.johnsoncontrols.com.

1

Americas

Fiscal Q2

(in millions)20262025Change

Sales$4,121 $3,837 7%

Segment EBIT705 616 14%

Segment EBIT Margin %17.1%16.1%100  bp

Segment EBITA (non-GAAP)782 707 11%

Adjusted Segment EBITA (non-GAAP)802 709 13%

Adjusted Segment EBITA Margin % (non-GAAP)19.5%18.5%100  bp

Sales in the quarter of $4.1 billion increased 7% over the prior year. Organic sales also increased 7% led by continued strength across Applied HVAC and double-digit growth in Services.

Excluding M&A and adjusted for foreign currency, orders increased 40% year-over-year and backlog of $14.9 billion increased 32% year-over-year. The increase in backlog and orders was supported by demand for our differentiated solutions for large-scale data center projects.

Segment EBIT margin and adjusted Segment EBITA margin increased 100 bp compared to the prior year. The increases were primarily driven by favorable pricing, productivity improvements and increased volumes. Adjusted Segment EBITA in both Q2 2026 and Q2 2025 excludes transformation costs.

EMEA (Europe, Middle East, Africa)

Fiscal Q2

(in millions)20262025Change

Sales$1,282$1,2017%

Segment EBIT17911753%

Segment EBIT Margin %14.0%9.7%430  bp

Segment EBITA (non-GAAP)18613538%

Adjusted Segment EBITA (non-GAAP)19113541%

Adjusted Segment EBITA Margin % (non-GAAP)14.9%11.2%370  bp

Sales in the quarter of $1.3 billion increased 7% over the prior year. Organic sales increased 1% versus the prior year as Products and Systems growth offset disruptions caused by the Middle East conflicts and lower non-recurring Services volumes.

Excluding M&A and adjusted for foreign currency, orders increased 11% year-over-year and backlog of $3.2 billion increased 13% year-over-year.

Segment EBIT margin increased 430 bp and adjusted Segment EBITA margin increased 370 bp compared to the prior year. The increases were primarily driven by productivity improvements and improved leverage on higher revenue. Adjusted Segment EBITA in Q2 2026 excludes transformation costs.

2

APAC (Asia Pacific)

Fiscal Q2

(in millions)20262025Change

Sales$739$63816%

Segment EBIT14310142%

Segment EBIT Margin %19.4%15.8%360  bp

Segment EBITA (non-GAAP)14610440%

Adjusted Segment EBITA (non-GAAP)14610440%

Adjusted Segment EBITA Margin % (non-GAAP)19.8%16.3