JCI

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

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported):February 4, 2026

JOHNSON CONTROLS INTERNATIONAL PLC

(Exact name of registrant as specified in its charter)

Ireland001-1383698-0390500 (State or Other Jurisdiction of incorporation)(Commission File Number)(I.R.S. Employer Identification Number)

One Albert Quay. Cork, Ireland, T12 X8N6 (Address of principal executive offices and postal code)

(353)21-423-5000Not Applicable (Registrant’s telephone number)(Former name, former address and former fiscal year, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐  Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐  Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐  Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b) ☐  Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act:

Title of Each ClassTrading SymbolName of Each Exchange on Which Registered Ordinary Shares, Par Value $0.01JCINew York Stock Exchange 3.900% Notes due 2026  JCI26A New York Stock Exchange 0.375% Senior Notes due 2027JCI27New York Stock Exchange 3.000% Senior Notes due 2028JCI28New York Stock Exchange 5.500% Senior Notes due 2029JCI29New York Stock Exchange 1.750% Senior Notes due 2030JCI30New York Stock Exchange 2.000% Sustainability-Linked Senior Notes due 2031JCI31New York Stock Exchange 1.000% Senior Notes due 2032JCI32New York Stock Exchange 4.900% Senior Notes due 2032JCI32ANew York Stock Exchange 3.125% Senior Notes due 2033JCI33New York Stock Exchange 4.250% Senior Notes due 2035JCI35New York Stock Exchange 6.000% Notes due 2036  JCI36A New York Stock Exchange 5.70% Senior Notes due 2041  JCI41B New York Stock Exchange 5.250% Senior Notes due 2041  JCI41C New York Stock Exchange 4.625% Senior Notes due 2044  JCI44A New York Stock Exchange 5.125% Notes due 2045  JCI45B New York Stock Exchange 6.950% Debentures due December 1, 2045  JCI45A New York Stock Exchange 4.500% Senior Notes due 2047  JCI47 New York Stock Exchange 4.950% Senior Notes due 2064  JCI64A New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐

Item 2.02.    Results of Operations and Financial Condition.

On February 4, 2026, Johnson Controls International plc (the "Company") issued a press release containing information about the Company’s results of operations for the three months ended December 31, 2025. A copy of this press release is furnished as Exhibit 99.1 and incorporated by reference in this Item 2.02.

Item 9.01.    Financial Statements and Exhibits.

(d) Exhibits:

Exhibit No.Description

99.1Press release issued by Johnson Controls International plc, dated February 4, 2026, relating to the Company’s results of operations.

104Cover Page Interactive D