Data-Driven Leader with Track Record of Strong Revenue Generation CORK, Ireland, May 7, 2024 /PRNewswire/ -- Johnson Controls (NYSE: JCI), the global leader for smart, healthy and sustainable buildings, today announced it has appointed Chris Bontempo as vice president and chief marketing officer, responsible for marketing strategies across the enterprise to drive demand generation and enhance brand equity, including market development, research and planning. Johnson Controls Vice President and Chief Marketi ...

业绩总结 - Johnson Controls的销售额有机增长1%[9] - Johnson Controls的服务业务增长8%，系统业务下降2%[9] - Johnson Controls的调整后每股收益为0.75美元，同比增长4%[9] - 建筑解决方案订单有机增长12%，服务业务增长13%，系统业务增长12%[11] - 建筑解决方案的销售额有机增长2%[11] 未来展望 - 公司在财政第二季度维持了全年指导，预计有机收入增长低一位数，调整后的EBITA利润率维持在17.0%左右[14] 新产品和新技术研发 - 公司在财政第二季度展示了在财政第二季度的业绩表现，包括订单增长和销售额增长[13] - 公司在财政第二季度实现了有机销售增长，其中应用领域增长高达高十位数，服务领域增长高达中二位数[17] 市场扩张和并购 - 公司在财政第二季度取得了增长势头，订单强劲增长，创下了记录的订单积压[15] 负面信息 - 公司在财政第二季度的财务结果显示，销售额持平，毛利率略有下降，但调整后的EBIT增长了7%[21] - 公司在财政第二季度特别项目方面，进行了重组和减值成本，影响了净收入和每股收益[22]

财务数据和关键指标变化 - 总收入为67亿美元,与去年持平,但有1%的有机销售增长 [25] - 分部利润率扩大70个基点至14.5%,主要得益于生产力提升和高毛利订单转化 [25] - 调整后每股收益为0.78美元,位于指引区间高端 [25] 各条业务线数据和关键指标变化 - 全球产品业务有机销售下降1%,商用HVAC和工业制冷增长,但住宅HVAC和消防安全下降 [28][29][30] - 建筑解决方案业务订单增长12%,服务订单增长13%,系统订单增长12% [31][32] - 北美建筑解决方案订单增长19%,系统订单增长26%,服务订单增长6% [33] - EMEA/LA建筑解决方案订单增长8%,服务订单增长双位数,系统订单下降 [34][35] - 亚太建筑解决方案订单下降9%,系统业务受中国疲软影响 [36][37] 各个市场数据和关键指标变化 - 中国市场系统业务仍面临一个季度的收入压力,但订单势头良好 [49][100] - 北美和EMEA/LA市场有望在第三季度实现强劲增长,服务业务恢复势头良好 [49] - 住宅业务在第二半年需要实现环比增长,以支持全年中低单位数的增长目标 [51] 公司战略和发展方向及行业竞争 - 公司正在转型为纯粹的商业建筑综合解决方案提供商,聚焦于能源效率设备、清洁电气化和数字化 [13][14][16] - 公司在数据中心市场占据领先地位,提供冷却、空调、安全等全面解决方案,并获得大量订单 [17][18][19][20][21][22] - 公司正在积极探索非核心业务的战略替代方案,以进一步聚焦核心业务 [12] 管理层对经营环境和未来前景的评论 - 公司在第二季度表现出色,体现了公司的卓越运营能力和价值创造框架 [156][157] - 公司有信心能够实现全年财务目标,并将继续为股东创造价值 [156][157] 问答环节重要的提问和回答 问题1 **Julian Mitchell 提问** 询问第四季度利润率大幅提升的原因 [80] **Marc Vandiepenbeeck 回答** 主要得益于服务业务占比提升、产品量增加带来的规模效应以及之前采取的成本优化措施 [81][82][83] 问题2 **Gautam Khanna 提问** 询问非核心业务剥离的进展情况 [121][122][123][124][125] **Marc Vandiepenbeeck 回答** 公司正在评估不同的剥离方式以最大化股东价值,具体时间和税务影响还难以确定 问题3 **Andrew Obin 提问** 询问在高通胀环境下,公司如何调整合同结构应对 [141][142][143][144] **George R. Oliver 回答** 公司已建立了健全的定价和成本管理体系,能够在长期合同中获得价格调整,确保实现目标利润率

Johnson Controls International plc (JCI) reported second-quarter fiscal 2024 (ended Mar 31, 2024) adjusted earnings of 78 cents per share, which beat the Zacks Consensus Estimate of 75 cents. The bottom line increased 4% year over year. Total revenues of $6.70 billion missed the consensus estimate of $6.75 billion. While the top line was relatively flat year over year, organic revenues inched up 1%. Segmental Results Building Solutions North America: Revenues were $2.74 billion, up 9% year over year. Our es ...

Earnings were fine, but the company faces headwinds in China. Climate control and building automation specialist Johnson Controls International (JCI -7.34%) delivered an earnings beat before the market opened Wednesday, but sales were a little bit below expectations. Investors appear to be nervous about how the rest of the year will progress, and sent shares lower in morning trading. As of 11:12 a.m. ET, the stock was off by 7.6%. Weakness in China offset strength elsewhere In its fiscal second quarter, whi ...

For the quarter ended March 2024, Johnson Controls (JCI) reported revenue of $6.7 billion, up 0.2% over the same period last year. EPS came in at $0.78, compared to $0.75 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $6.75 billion, representing a surprise of -0.76%. The company delivered an EPS surprise of +4.00%, with the consensus EPS estimate being $0.75. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...

净销售额 - 三月31日结束的三个月内，公司的净销售额为6699百万美元，与去年同期相比基本持平[159] - 六个月截至三月31日，公司的净销售额为12793百万美元，与去年同期相比基本持平[160] - 2024年前两个季度，净销售额为127.93亿美元，与去年持平[170] 毛利 - 三月31日结束的三个月内，公司的毛利为2181百万美元，较去年同期下降了3%[161] 费用 - 2024年第一季度，SG&A费用增加至22.51亿美元，同比增长43%[163] - 2024年前两个季度，SG&A费用增至37.64亿美元，同比增长19%[163] 融资费用 - 2024年前两个季度，净融资费用为1.92亿美元，同比增长39%[167] EBITA - 2024年前两个季度，Building Solutions North America的EBITA为6.58亿美元，同比增长13%[178] - 2024年前两个季度，Building Solutions EMEA/LA的EBITA为1.69亿美元，同比增长17%[178] - 2024年前两个季度，Building Solutions Asia Pacific的EBITA为1亿美元，同比下降32%[178] 债务和股东权益 - 2024年3月底，剩余履约义务为212亿美元[182] - 公司在2024年3月31日的短期债务为22.1亿美元，较上一季度的3.85亿美元增长了大幅[188] - 公司股东权益为15.658亿美元，较上一季度的16.545亿美元有所下降[188] 股息和现金 - 公司宣布每股普通股股息为0.37美元，将在2024财年继续支付股息[191] - 公司在2024年3月31日拥有8.43亿美元的现金及现金等价物，足以支持未来运营和现金义务[193] 融资和信用评级 - 公司拥有25亿美元的回购授权，可根据市场条件和资本利用情况随时回购股票[189] - 公司在2024年4月发行了7亿美元的无担保、无次级债务的优先票据，利率为5.50%，到期日为2029年[196] - 公司的信用评级为S&P为A-2和BBB+，Moody's为P-2和Baa2，展望稳定和积极[197] 债务管理 - 公司的旋转信贷设施到期日分别为2024年12月和2028年12月，截至2024年3月31日和2023年9月30日未有使用[195] - 公司可能会通过市场购买、私下协商等方式购买其未偿还债务，具体取决于市场条件和其他因素[201] 解决索赔 - 公司子公司Tyco Fire Products同意向一家全国性公共供水系统类的集体提供7.5亿美元以解决PFAS索赔[192]

Johnson Controls (JCI) came out with quarterly earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.75 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 4%. A quarter ago, it was expected that this diversified technology and industrial company would post earnings of $0.50 per share when it actually produced earnings of $0.51, delivering a surprise of 2%. Over the ...

Exhibit 99.1 FOR IMMEDIATE RELEASE Johnson Controls Reports Solid Q2 Results; Maintains FY24 Guidance ________________________________________________________________________________ ▪ Q2 reported sales were flat versus prior year and increased 1% organically ▪ Q2 GAAP EPS of $(0.41); Q2 Adjusted EPS of $0.78 ▪ Q2 Orders +12% organically year-over-year ▪ Building Solutions backlog of $12.6 billion increased 10% organically year-over-year ▪ Initiates fiscal Q3 and maintains full year fiscal 2024 guidance ___ ...

Johnson Controls International plc (JCI) is scheduled to release second-quarter fiscal 2024 (ended Mar 2024) financial numbers on May 01, before market open. The company’s earnings surpassed the Zacks Consensus Estimate thrice in the trailing four quarters while missing in one. The average earnings surprise was 0.3%. In the last reported quarter, its earnings of 51 cents per share beat the consensus estimate of 50 cents by 2%. The consensus estimate for the company’s second-quarter fiscal 2024 revenues is p ...