3rd UPDATE: Johnson Controls Cites Strong 2010; Shares Slip
October 13 2009 - 2:15PM
Dow Jones News
Johnson Controls Inc. (JCI) said Tuesday its automotive and
building-services units will recover during its 2010 fiscal year
amid higher new vehicle orders and federally funded infrastructure
projects.
The Milwaukee-based company said diluted earnings for the 2010
fiscal year will be between $1.35 and $1.45 a share on revenue of
$31 billion. Analysts had expected earnings of $1.44 a share and
$30.15 billion in revenue.
Revenue in the auto business will grow 13% while its automotive
battery unit will report a 17% increase and building services will
climb 3%.
Despite the positive forecast, shares slipped 3% in earlier
trading as analysts raised concerns about the lack of short-term
growth potential. They also cited the company's order backlog that
was cut in half to $2.5 billion as auto makers cancel or delayed
product launches.
Automotive production in North America and Eastern Europe won't
return to 2008 levels until 2012, said Johnson Controls' vice
president of the automotive unit, Beda Bolzenius.
"The main challenges we see for the global automotive business
going forward is the slow recovery of volumes," Bolzenius said.
Johnson Control's forecast underscores the likelihood that the
recovery in automotive industry and the U.S. economy will be slow
despite federal incentives designed to ease consumer concern.
The company said it expects the commercial building industry
should to begin recovery in the U.S. beginning in the second half
of 2010. The residential heating and cooling markets will also
improve after more than two years of significant declines.
Nearly half of the Milwaukee-based company's revenue comes from
producing commercial building equipment and services, but it also
derives well over a third from making automobile seats, interior
systems and batteries.
For the fourth-quarter, which ended Sept. 30, earnings will be
between 40 cents and 42 cents a share with all automotive regions
positing a profit. The mean earnings estimate of analysts surveyed
by Thomson Reuters was 39 cents a share. The company will release
its fourth-quarter results Oct. 27.
On the positive side, Johnson Controls Chief Executive Stephen
Roell said the company has succeeded in taking aggressive
cost-cutting steps that included shutting 30 plants and trimming
15,000 jobs primarily in the automotive business.
"We can make money at anything above 8.3 million units," Roell
said. "That's an accomplishment. If you go back in time, that
number was probably close to 11 to 12 million units but with the
restructuring that we've done we feel that we can make money at
8.3. In Europe, the break-even is now 14.3 million units."
-By Jeff Bennett; Dow Jones Newswires; 248-204-5542;
jeff.bennett@dowjones.com
(Nathan Becker contributed to this story.)