| JCI |
Report |
Adjusted EPS (FQ3'26) |
BEAT |
pred ~$1.32 vs. cons $1.29 |
MEDIUM |
| JCI |
Report |
Organic sales growth (FQ3'26) |
BEAT |
pred ~7% vs. cons ~6% |
MEDIUM |
| JCI |
Report |
Record backlog (data-center led) |
BEAT |
pred ~$21.0B (+22% y/y) vs. cons ~$20.4B (+18%) |
LOW |
| JCI |
Guide |
FY26 adjusted EPS (raise) |
BETTER |
guide ~$4.90 vs. cons ~$4.87 (FY26) |
MEDIUM |
| JCI |
Guide |
FY26 operating leverage |
BETTER |
guide ~50%+ vs. cons ~48% (FY26) |
LOW |
| JCI |
Guide |
Implied FQ4'26 organic growth |
UNCHANGED |
guide ~6% vs. cons ~6% (FQ4'26) |
LOW |
| JCI |
Guide |
Orders growth durability commentary |
UNKNOWN |
pred orders ~+18% vs. cons ~+12% but plateau risk (FQ3'26) |
LOW |
| JCI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| JCI |
Return |
5-day cumulative residual |
+1.8% (STABILIZE) |
A beat-and-raise (EPS ~$1.32, FY to ~$4.90) against an easy year-ago order comp drives a positive day-1 pop, but shares have already paid for the data-center/backlog story (sitting ~5% off June highs, roughly flat vs. the May print). Out-period math is roughly neutral: the FY guide is raised so estimates aren't implicitly cut, but the order-growth deceleration (Q1 ~40% to Q2 ~30%) and services/EMEA softness cap follow-through. Net: initial gain holds but doesn't extend materially — stabilize rather than clean follow-through, with fade risk if orders visibly plateau. |
LOW |