Johnson Controls Announces Second Quarter 2026 Earnings Conference Call Webcast and "Going to Gemba Day" for Investors and Sell-Side Analysts

Rhea-AI Summary

Johnson Controls (NYSE: JCI) announced its Second Quarter Fiscal 2026 earnings conference call for Wednesday, May 6, 2026 at 8:30 a.m. ET, available live via webcast with a slide presentation and archived replay.

The company also will host an invitation-only Going to Gemba Day on June 1, 2026 featuring site visits to JADEC in Pennsylvania, the Airside Center of Excellence manufacturing facility, and a Baltimore market office, with select portions webcast and materials archived on investor relations.

Key Figures

Earnings call date: May 6, 2026, 8:30 a.m. ET Investor event date: June 1, 2026 Legacy duration: 150-year legacy +5 more

8 metrics

Earnings call date May 6, 2026, 8:30 a.m. ET Q2 FY2026 earnings conference call schedule

Investor event date June 1, 2026 "Going to Gemba" in-person investor day

Legacy duration 150-year legacy HVAC and thermal technologies at JADEC

Quarterly dividend $0.40 per share Regular dividend announced March 4, 2026

Raised EPS guidance $4.70 FY26 adjusted EPS guidance raised from ~$4.55

Q1 2026 sales $5.8 billion Fiscal Q1 2026 revenue, up 7%

Backlog $18.2 billion Backlog in Q1 2026, up 20% organically

Thermal efficiency gain 35% Potential improved thermal efficiency from Alloy platform

Market Reality Check

Price: $139.72 Vol: Volume 1,644,560 is below...

low vol

$139.72 Last Close

Volume Volume 1,644,560 is below the 20-day average of 3,192,377, indicating lighter-than-normal trading ahead of the event notice. low

Technical Shares at $140.98 are trading above the 200-day MA of $118.28 and about 3.76% below the 52-week high.

Peers on Argus

JCI is slightly higher (0.08%) on the day, while key HVAC/building products peer...

JCI is slightly higher (0.08%) on the day, while key HVAC/building products peers like CARR, TT, LII, CSL, and MAS show modest gains between 0.41% and 1.94%. Momentum scanners did not flag a coordinated sector move.

Previous Conferences,earnings Reports

5 past events · Latest: Jan 12 (Neutral)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 12	Earnings call scheduling	Neutral	+0.5%	Announced Q1 FY26 earnings call logistics and webcast access details.
Oct 08	Earnings call scheduling	Neutral	+0.1%	Set Q4 FY25 earnings call date, time and investor access options.
Jul 08	Earnings call scheduling	Neutral	-0.5%	Announced Q3 FY25 earnings call webcast with replay availability.
Apr 09	Earnings call scheduling	Neutral	+10.8%	Scheduled Q2 FY25 earnings call; shares reacted with a larger move.
Jan 15	Earnings call scheduling	Neutral	-1.0%	Outlined Q1 FY25 earnings call with multi-channel access and replay.

Pattern Detected

Similar earnings conference call webcasts have typically produced muted single-day moves around earnings scheduling news, with one notable double-digit move in May 2025.

Recent Company History

Over the past year, Johnson Controls has consistently pre-announced quarterly earnings webcasts, providing slide materials and replays for investors. Prior conference and earnings-call notices in 2025–2026 generally saw limited price reactions, often within about one percentage point. Outside this tag, JCI reported strong Q1 FY26 results with raised EPS guidance and executed a data-center thermal management acquisition, alongside regular dividends and governance actions, framing today’s announcement as part of an ongoing communication cadence.

Historical Comparison

+2.0% avg move · In the past 5 earnings call announcements, average move was about 2%. Historically, JCI’s scheduling...

conferences,earnings

+2.0%

Average Historical Move conferences,earnings

In the past 5 earnings call announcements, average move was about 2%. Historically, JCI’s scheduling updates have led to modest single-day reactions around these communications.

The company has maintained a steady pattern of quarterly earnings webcasts since early 2025, reinforcing a consistent investor communication framework around results.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2026-02-05

An automatic shelf registration on Form S-3ASR filed on 2026-02-05 allows Johnson Controls and its Luxembourg subsidiary to issue various securities for general corporate purposes. The shelf is effective, with 0 recorded usages and no 424B prospectus supplements listed to date.

Market Pulse Summary

This announcement sets the timetable for Johnson Controls’ Q2 FY26 earnings call and introduces a "G...

Analysis

This announcement sets the timetable for Johnson Controls’ Q2 FY26 earnings call and introduces a "Going to Gemba" day, giving investors direct exposure to its Business System across innovation, manufacturing and field execution. Historically, similar earnings-call notices produced modest price moves, while strong Q1 FY26 results and raised guidance provided the fundamental backdrop. Investors may watch the upcoming call and event for updates on execution, backlog quality, and capital deployment under the existing Form S-3ASR shelf.

Key Terms

gemba, hvac, automatic shelf registration statement, form s‑3, +4 more

8 terms

gemba technical

"This immersive event reflects the concept "gemba" – the actual place where value is created –"

Gemba is a management practice from manufacturing that means going to the place where work actually happens—such as a factory floor, retail store, or service desk—to see operations firsthand and talk with frontline staff. For investors, a leadership team that regularly practices gemba offers greater visibility into operational strengths and problems, reducing surprises and helping assess whether a company is run efficiently and responding to real-world issues, much like a doctor checking a patient in person rather than relying only on reports.

hvac technical

"where a 150‑year legacy of HVAC and thermal technologies continues to develop what's next –"

HVAC stands for heating, ventilation and air conditioning — the systems that control temperature, airflow and indoor air quality in buildings. Investors care because HVAC drives operating costs, energy use, tenant comfort and regulatory compliance; like the engine and insulation of a building, efficient modern systems can lower bills, reduce repair and replacement spending, and preserve property value, while outdated units can create unexpected expenses and vacancy risk.

automatic shelf registration statement regulatory

"have filed an automatic shelf registration statement on Form S‑3."

An automatic shelf registration statement is a pre-approved filing that companies submit to securities regulators, allowing them to sell new shares or bonds quickly and efficiently when needed. It acts like a standing permit, enabling the company to raise money without going through a lengthy approval process each time, which can be helpful for responding promptly to market opportunities or needs. For investors, it provides transparency about the company's ability to raise funds and signals planning flexibility.

form s‑3 regulatory

"have filed an automatic shelf registration statement on Form S‑3."

Form S-3 is a streamlined U.S. Securities and Exchange Commission registration form that lets already-established public companies quickly sell new stocks, bonds or other securities without repeating lengthy disclosures. Think of it like a pre-approved credit line: it speeds up fundraising and reduces paperwork, which matters to investors because it enables faster access to capital but can also lead to quicker shares being issued, affecting ownership and share value.

schedule 13g regulatory

"filed an Amendment No. 1 to Schedule 13G reporting 0 shares beneficially owned"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

rule 144 regulatory

"notice of proposed sale under Rule 144: 15,199 shares of Common Stock are listed for sale"

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

restricted share units financial

"acquired 1,285 ordinary shares at no cost through a grant of restricted share units"

Restricted share units (RSUs) are a promise from a company to give an employee or service provider actual shares or cash equal to the shares after certain conditions are met, typically staying with the company for a set time or hitting performance targets. Think of them like a time-locked gift card that becomes usable only after you’ve earned it. For investors, RSUs matter because they align employee incentives with company performance and can increase the number of shares outstanding over time, diluting existing ownership and affecting earnings per share.

tax-withholding disposition financial

"1,115 ordinary shares were withheld in a tax-withholding disposition at $140.0000 per share"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

AI-generated analysis. Not financial advice.

CORK, Ireland, April 21, 2026 /PRNewswire/ -- Johnson Controls International plc (NYSE: JCI), a global technology leader in energy efficiency, decarbonization, thermal management and mission-critical performance, today announced details for its second quarter fiscal 2026 earnings conference call and an upcoming investor engagement event.

Second Quarter Fiscal 2026 Earnings Conference Call

What: Johnson Controls Second Quarter Fiscal 2026 Earnings Conference Call

When: Wednesday, May 6, 2026, at 8:30 a.m. ET

How: The earnings conference call for investors can be accessed:

• Live via webcast at https://johnson-controls-q2-2026-earnings.open-exchange.net   
  Note: A slide presentation will be available that morning for downloading.
• Replay: If you are unable to participate during the live webcast, the call will be archived at http://investors.johnsoncontrols.com/news-and-events/events-and-presentations.

Going to Gemba Day, June 1, 2026

Johnson Controls announced an all-day, in‑person Going to Gemba day for investors and sell-side analysts on Monday, June 1, 2026. This immersive event reflects the concept "gemba" – the actual place where value is created – and is designed to illustrate how Johnson Controls' proprietary Business System is changing how the company is run across the enterprise. The event includes site visits to:

• Johnson Controls Advanced Development Engineering Center (JADEC) in Pennsylvania, home of York® and where a 150‑year legacy of HVAC and thermal technologies continues to develop what's next – highlighting how the Johnson Controls Business System accelerates new product introduction and speed‑to‑market;
• Airside Center of Excellence (ACE) manufacturing facility, demonstrating how the Business System drives scalable, high productivity manufacturing; and
• A Baltimore local market office, showcasing how the same Business System drives commercial execution and service delivery in the field, supporting customer outcomes and service‑led growth.

Together, these visits illustrate how the proprietary Business System is the way Johnson Controls runs the company – from innovation and manufacturing to frontline commercial and service execution – providing a common language, operating cadence, and set of leadership behaviors to drive a culture of sustainment across the enterprise. The event will showcase Johnson Controls' strategy, innovation, and execution through site tours and discussion with management, including Chief Executive Officer Joakim Weidemanis and Chief Financial Officer Marc Vandiepenbeeck.

In-person attendance will be by invitation only. Select portions of the event will be available via live webcast on the Investor Relations section of Johnson Controls' website at http://investors.johnsoncontrols.com, along with related presentation materials. The webcast and materials will also be archived on the Investor Relations section of Johnson Controls' website.

About Johnson Controls

Johnson Controls, a global technology leader in energy efficiency, decarbonization, thermal management and mission-critical performance, helps customers use energy more productively, reduce carbon emissions, and operate with the precision and resilience required in rapidly expanding industries such as data centers, healthcare, pharmaceuticals, advanced manufacturing, and higher education.

For more than 140 years, Johnson Controls has delivered performance where it really matters. Backed by advanced technology, lifecycle services and an industry-leading field organization, we elevate customer performance, turn goals into real-world results and help move society forward.

 Visit johnsoncontrols.com for more information and follow @Johnsoncontrols on social platforms. 

INVESTOR CONTACT:	MEDIA CONTACT:
Mike Gates	Danielle Canzanella
Direct: 414.524.5785	Direct: 414.524.8687
Email: Michael.j.gates@jci.com	Email: Danielle.canzanella@jci.com

 

 

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SOURCE Johnson Controls International plc

FAQ

When is Johnson Controls' (JCI) Q2 2026 earnings call and how can I listen?

The earnings call is Wednesday, May 6, 2026 at 8:30 a.m. ET and is live via webcast. According to the company, a slide presentation will be available that morning and the call replay and archived materials will be posted on the investor relations website for later access.

What is Johnson Controls' Going to Gemba Day (JCI) on June 1, 2026?

Going to Gemba Day is an in-person investor and analyst event on June 1, 2026 showcasing operations and the Business System. According to the company, it includes site tours of JADEC, an Airside manufacturing center, and a Baltimore market office with management discussions and select webcast coverage.

Will Johnson Controls' (JCI) CEO and CFO attend the June 1 Gemba Day event?

Yes, Chief Executive Officer Joakim Weidemanis and Chief Financial Officer Marc Vandiepenbeeck are scheduled to participate in the event. According to the company, they will engage in site tours and management discussions illustrating strategy, innovation, and operational execution.

Is Johnson Controls' (JCI) Going to Gemba Day open to all investors and where are materials posted?

In-person attendance is by invitation only, but select portions will be webcast and materials archived. According to the company, webcasts and presentation materials will be posted on the investor relations section of the Johnson Controls website for broader access.

What sites will Johnson Controls (JCI) showcase during the June 1 Gemba Day?

The event features tours of JADEC in Pennsylvania, the Airside Center of Excellence manufacturing facility, and a Baltimore local market office. According to the company, these visits demonstrate the Business System across innovation, manufacturing, and frontline commercial service execution.