Johnson Controls International plc reported robust first-quarter fiscal 2026 results, with sales rising 7% year-over-year to $5.8 billion and organic sales up 6%. The company posted GAAP earnings per share (EPS) of $0.90 and adjusted EPS of $0.89. Net income from continuing operations attributable to Johnson Controls was $555 million, with adjusted net income at $547 million.
Orders increased organically by 39% compared to the previous year, and the total backlog reached $18.2 billion, up 20% organically. CEO Joakim Weidemanis highlighted strong customer demand and improved execution, particularly in core markets.
In the Americas segment, Q1 sales grew 6% year-over-year to $3.84 billion, with organic sales up 6%, driven by continued strength in Applied HVAC and Controls. Orders rose 56%, and backlog increased 22% to $13.3 billion, reflecting demand from data center projects. Adjusted segment EBITA was $632 million, with a margin of 16.4%.
In the EMEA region, sales increased 9% to $1.26 billion, while organic growth was 4%, led by an 8% rise in Services. Orders rose 8% and backlog reached $3.0 billion, up 11%. Adjusted segment EBITA was $164 million, and margin improved by 120 basis points to 13.0%.
APAC reported an 8% rise in sales to $693 million, with organic growth also at 8%, led by a 9% increase in Products and Systems. Orders grew 10%, and backlog increased 20% to $1.9 billion. Adjusted segment EBITA reached $117 million, with margin expanding 290 basis points to 16.9%.
The company generated $611 million in operating cash flow, with adjusted free cash flow at $428 million. It also completed the sale of its ADT Mexico Security business for $207 million, recognizing a pre-tax gain of $70 million.
For Q2 FY26, Johnson Controls expects organic sales growth of approximately 5% and adjusted EPS of about $1.11. For the full fiscal year, it raised its adjusted EPS guidance to approximately $4.70, up from the previous estimate of $4.55.