Johnson Controls Q4 sales rise 3% to $6.4 billion; GAAP EPS $0.42, adjusted $1.26
Johnson Controls reported fiscal fourth-quarter 2025 sales up 3% to $6.4 billion, with organic sales up 4%, and full-year sales of $23.6 billion. GAAP earnings from continuing operations fell to $0.42 per share from $0.80 a year earlier, while adjusted EPS was $1.26, and the company initiated fiscal 2026 guidance calling for full-year adjusted EPS of about $4.55. The company also completed the $8.3 billion sale of its residential HVAC business and began a $5.0 billion accelerated share repurchase, which affects the share count and capital available to shareholders.
Key points
- Q4 sales were $6.4 billion, up 3%; full-year sales were $23.6 billion, up 3%
- Q4 GAAP EPS from continuing operations was $0.42 versus $0.80 a year earlier; total diluted EPS was $2.67 including discontinued operations
- Q4 restructuring and impairment costs were $400 million versus $133 million a year earlier
- FY26 guidance: adjusted EPS of about $4.55 and mid-single-digit organic sales growth; Q1 adjusted EPS of about $0.83
The filing
Written by AI on Nov 8, 2026, 1:21 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.