JCI Johnson Controls (JCI) Q2 FY26 earnings call
Johnson Controls delivered a strong Q2 FY26, driven by robust demand in data centers and effective operational execution, leading to significant margin expansion and a record backlog. The company is leveraging its proprietary business system to enhance innovation and efficiency, while strategically managing its portfolio to maximize shareholder value.
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JCI operating KPIs by quarter
| KPI | Dec 2024 Q1 FY25 | Mar 2025 Q2 FY25 | Sep 2025 Q4 FY25 | Dec 2025 Q1 FY26 | This call Mar 2026 Q2 FY26 | Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|
| Backlog Building Solutions | $13.2BBuilding Solutions backlog remains at record levels, growing 11% to $13.2 billion.Source: earnings call transcript | $14BBuilding Solutions backlog remains at record levels, growing 12% to $14 billion.Source: earnings call transcript | — | — | — | — | +6.1% |
| Employees | — | 100KI'd like to start by thanking our 100,000 colleagues around the world for their dedication to our customers and the work they do every day.Source: earnings call transcript | 90KAs we close out our 140th year as a company, I want to begin by recognizing the extraordinary efforts of our 90,000 colleagues around the world.Source: earnings call transcript | 90KI'd like to begin by recognizing our 90,000 colleagues around the world for their commitment to our customers and for the contributions they've made to a strong start to the year.Source: earnings call transcript | 90KI want to thank our 90,000 colleagues for their commitment and passion in delivering a strong quarter and their energy and embracing our new way of working with our business system.Source: earnings call transcript | 90K+I want to thank our more than 90,000 colleagues around the world for their dedication to our customers and for embracing new ways of working that help us serve them better every day.Source: earnings call transcript | — |
| Backlog | — | $14BOverall, we grew our record backlog by 12% to $14 billion.Source: earnings call transcript | $15BOrders grew 7% for the year, and our backlog expanded 13%, ending at a record $15 billion.Source: earnings call transcript | $18BOur record backlog grew 20% to $18 billion, highlighting the continued strength of our pipeline as revenue conversion accelerated this quarter.Source: earnings call transcript | $20BBacklog grew 26% to a record $20 billion, providing an improved visibility and confidence in the trajectory of the business.Source: earnings call transcript | $21BAdjusted EPS increased 35% and backlog grew more than 30% to a record $21 billion.Source: earnings call transcript | +5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.