Johnson Controls International plc is expected to release its Q3 2026 10-Q filing in the upcoming earnings season. Last quarter: In 2026-Q2, Johnson Controls reported a 9% increase in net sales to $6,614M and a 27% surge in orders driven by strong demand for data center cooling and building efficiency solutions.
Drawn from management commentary in the Q2 2026 10-Q:
Net sales in 2026-Q2 increased 9% year-over-year to $6,614M, supported by $582M in organic growth. Products and Systems grew 11% while Services increased 7%, led by strength in Applied HVAC and elevated demand for hyperscale data center thermal management solutions.
Total orders expanded 27% year-over-year to $6.8B in 2026-Q2, boosting total backlog by 32% to $21.0B. The Americas segment led the expansion with order growth of 37%, supported by 55% order growth in Products and Systems.
The Company continues to execute its multi-year restructuring plan initiated in Q4 FY24 to address stranded costs from portfolio simplification, expecting $400M in total one-time costs through FY27 and targeting annualized cost savings of $500M.
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