Shares of Johnson Controls International plc (NYSE: JCI) surged 9.13% in pre-market trading on Wednesday following the release of its fourth-quarter earnings report and fiscal 2026 guidance. The building technology and solutions company delivered results that exceeded analyst expectations, driven by robust demand for its data center cooling systems and decarbonization solutions.
For the fourth quarter of fiscal 2025, Johnson Controls reported adjusted earnings per share of $1.26, surpassing the analyst consensus estimate of $1.20. The company's quarterly sales reached $6.44 billion, up 3% year-over-year and beating Wall Street expectations of $6.33 billion. This strong performance was attributed to ongoing demand in advanced data center cooling and decarbonization solutions.
Adding to the positive sentiment, Johnson Controls provided an optimistic outlook for fiscal 2026. The company forecasts adjusted earnings per share of approximately $4.55, exceeding analyst estimates of $4.43. This guidance is supported by anticipated mid-single digit organic sales growth and a record systems and services backlog of $14.9 billion, up 13% year-over-year. The strong backlog further bolsters investor confidence in the company's future performance, particularly in its data center and industrial equipment segments.