Johnson Controls International plc Q3 2025 Earnings Recap

JCI Q3 2025 August 2, 2025

Johnson Controls reported a robust third quarter for FY 2025, posting a 6% increase in organic sales and an 11% rise in adjusted EPS, while raising its full-year guidance amid strong cash flow performance.

Earnings Per Share Beat

$1.05 vs $1.01 est.

+4.0% surprise

Revenue Beat

6052000000 vs 5994714601 est.

+1.0% surprise

Market Reaction

1-Day -1.54%

5-Day -0.72%

30-Day +0.57%

Key Takeaways

Organic sales growth of 6% driven by favorable conditions in the Americas, offset by challenges in China.
Segment margin improved by 20 basis points to 17.6%, reflecting operational efficiencies.
Adjusted free cash flow nearly doubled year-to-date to $1.8 billion, with over 100% free cash flow conversion anticipated for the year.
Backlog reached a record $14.6 billion, an 11% year-over-year increase, indicating strong future demand.
Focus on enhancing customer centricity and R&D investment to drive future growth and innovation.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit JCI on AllInvestView.

Next Q4 2025