Q3 FY26 · Ended Jun 30, 2026 · View SEC filing
Demand is booking far ahead of revenue
Large data center projects lifted orders 27% and backlog 32%, work that turns into revenue only as projects are delivered.
For investorsWhat has to hold for the backlog to become profit
For foundersTurning one equipment sale into decades of service
SG&A edged down while sales rose 9.3%, so pretax income from continuing operations grew 30.1%.
Services cost 55.9% of their sales against 65.5% for equipment, yet equipment grew faster and gained share.
Last year's quarter held $160M from the since-sold residential HVAC business; without it, earnings rose despite a higher tax rate.
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Business Lens describes Johnson Controls from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.
