| JCI |
Report |
Adjusted EPS |
BEAT |
pred ~$1.31 vs. cons $1.29 |
MEDIUM |
| JCI |
Report |
Organic sales growth |
BEAT |
pred ~6.5% vs. cons 6.1% |
MEDIUM |
| JCI |
Report |
Orders growth |
BEAT |
pred ~22% vs. cons 20% |
LOW |
| JCI |
Guide |
FY26 adjusted EPS guidance |
LOWER |
guide ~$4.85 vs. cons $4.88 (FY26) |
MEDIUM |
| JCI |
Guide |
Implied fiscal 4Q26 adjusted EPS |
LOWER |
guide ~$1.46 vs. cons $1.49 (4Q26) |
MEDIUM |
| JCI |
Guide |
FY26 organic sales-growth guidance |
LOWER |
guide ~6.0% vs. cons 6.2% (FY26) |
MEDIUM |
| JCI |
Guide |
Backlog conversion in the next 12 months |
LOWER |
guide ~70% vs. cons 72% (next 12 months) |
LOW |
| JCI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| JCI |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
A modest 3Q beat is likely outweighed by unchanged FY26 EPS of ~$4.85 versus ~$4.88 consensus, implying ~$1.46 for 4Q26 versus ~$1.49. That out-period shortfall, together with continued ~70% backlog-conversion timing, should pull FY26/FY27 revisions lower after the report. |
MEDIUM |