This story was originally published on Facilities Dive. To receive daily news and insights, subscribe to our free daily Facilities Dive newsletter.
By the numbers: Johnson Controls Q4 2025
6%
Organic increase in full-year sales year over year
6%
Organic increase in Q4 orders year over year
$14.9 billion
Systems and services backlog, up 13% organically year over year
Johnson Controls reported solid quarterly and full-year performance on the back of sustained customer demand in its core Americas region, according to its fourth-quarter earnings presentation. Its order backlog rose from $13.1 billion in the fourth quarter of 2024 to nearly $15 billion this quarter.
For the year, Johnson Controls exceeded financial guidance given last November and again in July as first-year CEO Joakim Weidemanis’s internal reforms — including having employees use AI in everyday business processes — took hold.
On an investor call Wednesday, Weidemanis said the strong performance offset the financial impact of the divestiture of its residential and light commercial business a year earlier than expected. The company announced the $8.1 billion deal with Bosch in July 2024, saying the move would free up resources to focus on its core commercial buildings solutions business.
Weidemanis and Chief Financial Officer Marc Vandiepenbeeck credited Johnson Controls’ growing data center cooling business with leading the company’s growth this quarter, up 9% in the Americas.
Johnson Controls competitors have also cited data center demand in recent strong performance for building systems solutions. Schneider Electric reported double-digit expansion in its core energy management segment in North America last week.
In September, Johnson Controls launched what it described as a scalable coolant distribution unit system that could serve data center blocks ranging from 500 kilowatts to 10 megawatts. The Silent-Aire CDU system is an efficient and flexible alternative to traditional data center HVAC, it said at the time.
Weidemanis reiterated that on the call Wednesday, saying liquid cooling was the future of high-performance data centers as increasingly power-dense chip assemblies push traditional systems toward their physical limits. He pointed to Johnson Controls’ strategic investment in liquid cooling provider Accelsius, announced last month, as key to the company’s goal of “deliver[ing] a comprehensive and integrated portfolio that addresses the full thermal management spectrum from chip to ambient.”
