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Johnson Controls International (JCI) guidance and outlook
Johnson Controls International (JCI) initiated its guidance on Oct 27, 2026: EPS $1.60 for Q4 FY2026; EPS $1.15–$1.20 for FY2027; Free cash flow +95% for FY2027. Johnson Controls International's 10-Q filed Jul 29, 2026 makes 12 forward-looking statements, 0 of them new and 1 no longer said since the filing before.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EPS | Q4 FY2026 | $1.60 | new |
| Revenue | FY2027 | +12% to +14% | new |
| EPS | FY2027 | $1.15–$1.20 | new |
| Free cash flow | FY2027 | +95% | new |
From the earnings release filed Oct 27, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Jul 29, 2026
- Much of the demand for the Company’s products, services and solutions is driven by commercial, institutional, industrial, data center and governmental construction, industrial facility expansion, retrofit activity, maintenance projects and other capital investments in buildings within the sectors that the Company serves.
- The continued net effect of these events will continue to depend on the Company’s ability to successfully mitigate and offset their impacts.
- The Company is taking actions to mitigate the actual and anticipated impact of ongoing trade restrictions and geopolitical conflict, including strengthening the Company's in region, for region manufacturing strategy, pivoting to local sourcing in its supply chain, accelerating pricing actions and asserting contractual rights through change orders.
- These actions have largely been successful in mitigating the impacts of the current macroeconomic environment, however, it is uncertain as to whether the actions taken or contemplated to be taken by the Company will be effective in continuing to mitigate the impact of
- During the fourth quarter of fiscal 2024, the Company committed to a multi-year restructuring plan to address stranded costs and further right-size global operations as a result of previously announced portfolio simplification actions.
- It is expected that the plan will be completed in fiscal 2027 and the Company will incur one-time restructuring costs, including severance and other employee termination benefits, contract termination costs, and certain other related cash and non-cash charges, totaling approximately $400 million, resulting in expected annual cost savings of approximately $500 million upon full completion of the plan.
- updated · Orders increased 27%, reflecting sustained demand in large projects across the Company's core markets, including the Company's solutions for large-scale data center projects.
- The Company expects to repurchase outstanding shares from time to time depending on market conditions, alternate uses of capital, liquidity, and the economic environment.
- updated · • The Company declared a dividend of $0.40 per common share in the quarter ended June 30, 2026 and intends to continue paying dividends throughout fiscal 2026.
- The Company anticipates that the proceeds of any offering would be used for general corporate purposes, including repayment of indebtedness, acquisitions, additions to working capital, repurchases of ordinary shares, dividends, capital expenditures and investments in the Company's subsidiaries.
- updated · As of June 30, 2026, the Company's credit ratings and outlook were as follows:
- updated · As of June 30, 2026, the Company was in compliance with all covenants and other requirements set forth in its credit agreements and the indentures governing its notes, and expects to remain in compliance for the foreseeable future.
Johnson Controls International's latest quarter
Johnson Controls International, Q4 FY26: revenue $7.1B (+10% year over year), operating margin 14.9%, net earnings $967M. The chart follows the revenue to costs, profit and cash.
Questions
Did Johnson Controls International raise or lower its guidance?
Johnson Controls International (JCI) initiated its guidance on Oct 27, 2026: EPS $1.60 for Q4 FY2026; EPS $1.15–$1.20 for FY2027; Free cash flow +95% for FY2027.
What does Johnson Controls International expect?
Orders increased 27%, reflecting sustained demand in large projects across the Company's core markets, including the Company's solutions for large-scale data center projects. • The Company declared a dividend of $0.40 per common share in the quarter ended June 30, 2026 and intends to continue paying dividends throughout fiscal 2026. As of June 30, 2026, the Company's credit ratings and outlook were as follows:
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.