Joakim Weidemanis
President and Chief Executive Officer
Replay available
Johnson Controls International plc (JCI) Q3 2026 Earnings Call
Johnson Controls International plc (NYSE: JCI) Q3 2026 earnings conference call, held 2026-07-29. Replay captured from the company's public earnings webcast.
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Replay transcript excerpt
WEBVTT 00:00:00.171 -- 00:00:05.712 Thanks Mike and good morning everyone. Thank you for joining us on today's call. 00:00:29.234 -- 00:00:34.139 Johnson Controls delivered another solid quarter, extending the momentum we established 00:00:34.139 -- 00:00:38.264 in the first half and reflecting continued strength across the business. 00:00:38.264 -- 00:00:43.669 Let's begin with slide four. Customer demand remained healthy across our portfolio, 00:00:43.669 -- 00:00:48.434 driven by the increasing need for high performance, precise and energy efficient operating 00:00:48.434 -- 00:00:53.712 conditions. Order momentum sustained above 25%, revenue grew 10%, adjusted EBIT margin 00:00:53.712 -- 00:00:57.195 expanded 260 basis points to 17%, adjusted EPS increased 35%, and backlog grew more than 00:00:57.195 -- 00:00:59.896 30% to a record $21 billion. 00:01:08.560 -- 00:01:12.141 Based on this performance, we are raising our full year guidance. 00:01:12.141 -- 00:01:17.002 Marc will cover the numbers in detail. But before he does, I want to discuss what is 00:01:17.002 -- 00:01:21.844 driving these results and why we believe Johnson Controls is increasingly well positioned 00:01:21.844 -- 00:01:25.705 to deliver sustained profitable growth over time. 00:01:25.705 -- 00:01:30.226 The answer starts with the customers we serve and the role they play in the global economy 00:01:30.226 -- 00:01:32.086 and greater society. 00:01:32.086 -- 00:01:36.948 Every era is defined by the infrastructure it demands, and this is the age of thermal 00:01:36.948 -- 00:01:38.360 management. 00:01:38.360 -- 00:01:44.184 AI factories, advanced and biopharma manufacturing, large research hospitals and universities 00:01:44.184 -- 00:01:49.007 require thermal management solutions capable of del...