Johnson Controls International plc - Registered Shares

Strong Financial Performance: Johnson Controls reported a 7% organic sales growth, a 19% increase in adjusted EPS (earnings per share) to $0.82, and an 180 basis points expansion in segment margins to 16.7% in Q2 2025. The backlog grew by 12% to a record $14 billion, indicating robust demand for their solutions.

Revised Full-Year Guidance: The company has raised its full-year outlook, projecting adjusted EPS to approximate $3.60 per share (representing roughly 12% growth) and full-year adjusted segment EBITA margin to expand roughly 90 basis points. This optimism is a result of strong execution and operational efficiencies.

Lean & Operational Improvements: CEO Joakim Weidemanis emphasized the implementation of lean principles to streamline operations and reduce complexities in product offerings, signifying a commitment to improving efficiency and profitability. This could potentially unlock additional margin expansion opportunities in the future.