Johnson Controls reports Q3 2026 earnings July 24

Johnson Controls (JCI) will release its third-quarter 2026 earnings on July 24, according to the Nasdaq transcript feed. The quarterly results will show how the building technology giant is performing amid slowing construction markets and rising interest rates that are squeezing capital spending.

The call comes as JCI faces pressure from higher borrowing costs that have slowed spending on its core HVAC and fire-safety systems. Customers in commercial real estate and industrial sectors are delaying upgrades, which could weigh on revenue growth. Analysts expect JCI to report adjusted earnings of $1.02 per share, down from $1.10 in the same period last year, according to FactSet estimates. The company has also been shifting focus toward digital building management software, a higher-margin business that now accounts for over 40% of total revenue.

During the call, CEO George Oliver is likely to address how JCI is navigating weak demand in China, its second-largest market, where property sector troubles continue to drag on sales. Investors will also look for updates on the company’s $1.5 billion share buyback program, which has been a key driver of earnings per share growth. Margin performance will be closely watched after JCI reported a 14.5% operating margin in Q3 2025, slightly below its long-term target.

The results will set the tone for JCI’s outlook heading into 2027, especially as it competes with Siemens and Honeywell in the rapidly evolving smart-building space. A weak report could pressure the stock, which has traded sideways since the start of the year. Analysts will parse every word from Oliver to see if JCI can still deliver on its promise of steady earnings growth despite a tough macroeconomic backdrop.