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Johnson Controls International (JCI) investor relations material
Johnson Controls International Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Fiscal 2025 delivered 6% organic sales growth, 17% adjusted EPS increase to $3.76, and a record $15B backlog, with strong execution and productivity gains across segments.
Orders rose 7% and free cash flow conversion reached 102%, reflecting disciplined capital allocation.
Strategic investments in technology, sustainability, and leadership, including new data center cooling platforms and decarbonization projects, support long-term growth.
Sale of Residential and Light Commercial HVAC business to Bosch for $8.3B, with $6.9B attributable to the company, completed in July 2025.
Operational focus and proprietary business systems drove customer engagement and margin expansion.
Financial highlights
FY25 sales reached $23.6B, up 3% year-over-year; organic sales growth was 6%.
Adjusted segment EBITA margin expanded to 17.1%, up 100bps; Q4 margin was 18.8%.
Adjusted EPS for FY25 was $3.76, up 17% year-over-year; Q4 adjusted EPS was $1.26, up 14%.
Adjusted free cash flow for FY25 was $2.5B, with 102% conversion.
Net debt/EBITDA ended at 2.4x, within target range.
Outlook and guidance
FY26 guidance: mid-single-digit organic sales growth, adjusted EPS of ~$4.55 (over 20% growth), operating leverage ~50%, and free cash flow conversion ~100%.
Q1 FY26: organic sales growth ~3%, operating leverage ~55%, adjusted EPS ~$0.83.
Corporate expense for FY26 projected at $375M–$400M; tax rate ~17%.
Long-term targets: mid-single-digit revenue growth, 30%+ operating leverage, double-digit adjusted EPS growth, ~100% free cash flow conversion.
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