Johnson Controls International plc (JCI)

Johnson Controls International beat consensus on both revenue and adjusted EPS in the third fiscal quarter of 2026, reported July 29, as revenue of about $6.6 billion topped the about $6.5 billion estimate by 2.3% and rose 9.3% year over year. Adjusted EPS of $1.42 beat the $1.30 estimate by 9.2% and was up 35.2% from $1.05 a year ago, while net income increased 6.8% to about $749 million from about $701 million. The Americas remained the largest region at about $4.5 billion, up 11.4%, and gross margin held near 37% while operating margin was about 15%, with operating income around $987 million. Operating cash flow came in at about $1.6 billion, and the company paid about $245 million in dividends. Consensus for the next period calls for EPS of $1.52 on revenue of $6.90 billion.