JCI · 10-K · 2026A · Full report

Order Backlog and Book-to-Bill

Johnson Controls International plc · 2026-11-12 · Importance 76 · Surprise 56 · In source text

Fiscal 2026 orders totaled $29.7 billion and increased 35% year over year, while backlog reached $23.0 billion and increased 43%, excluding acquisitions, dispositions and foreign currency. Orders growth was driven by data centers and strong demand in battery and semiconductor manufacturing and large research universities. Americas orders grew 48% and backlog 54%; EMEA orders grew 9% and backlog 18%; APAC orders grew 10% and backlog 12%. Remaining performance obligations were $29.3 billion at September 30, 2026, with differences from backlog reflecting contract duration and inclusion criteria.

Key facts

• Americas backlog increased 54%, led by 63% growth in Products and Systems. source
• Johnson Controls' orders increased 35% in fiscal 2026, driven by data-center demand and growth in battery and semiconductor manufacturing and large research universities. source
• Americas orders increased 48%, led by 69% growth in Products and Systems and 5% growth in Services. source
• Johnson Controls' backlog increased 43%, reflecting sustained order growth and led by Products and Systems growth. source
• Johnson Controls' remaining performance obligations were $29.3 billion at September 30, 2026. source
• EMEA backlog increased 18%, with Products and Systems up 18% and Services up 16%. source
• EMEA orders increased 9%, led by 15% growth in Products and Systems and 2% growth in Services. source
• APAC orders increased 10%, with Products and Systems up 12% and Services up 4%. source

Impact estimates