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Johnson Controls International’s Big Break: Record Backlog, 30% Orders, And Margin Expansion!

Johnson Controls International plc reported solid operational and financial progress in its fiscal second quarter 2026, reflecting continued demand strength notably in data centers, advanced manufacturing, and biologics sectors. The company highlighted a 30% increase in orders following a 40% rise in the prior quarter, underscoring sustained customer interest particularly in high-performance cooling solutions. Revenue grew 6% organically, supported by growth in Applied HVAC, service, and systems segments across key regions, with APAC sales up 13%, Americas 7%, and EMEA modestly increasing by 1%. Adjusted EBIT margin expanded by 310 basis points to 15.5%, driven by improved operating leverage and productivity, while adjusted EPS increased 45% year-over-year to $1.19, surpassing guidance. The backlog reached a record $20 billion, providing visibility into near-term growth.