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Johnson Controls

JCI · Industrials

Last earnings Oct 27, 2026

Key results

EPSquarter

$1.60

_____________________________________________________________________________________ CORK, Ireland October 27, 2026 Johnson Controls International plc (NYSE JCI), a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, is proud to announce fiscal fourth quarter 2026 GAAP earnings per share ( EPS ) of $1.60.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

GAAP net incomequarter

$967 million

For the quarter, GAAP net income from continuing operations attributable to JCI was $967 million and adjusted net income from continuing operations was $1.0 billion.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Adjusted net incomequarter

$1.0 billion

For the quarter, GAAP net income from continuing operations attributable to JCI was $967 million and adjusted net income from continuing operations was $1.0 billion.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Free cash flowquarter

$1.1 billion

Free cash flow was $1.1 billion and adjusted free cash flow was $1.1 billion.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Adjusted free cash flowquarter

$1.1 billion

Free cash flow was $1.1 billion and adjusted free cash flow was $1.1 billion.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Revenuequarter

8%

We finished fiscal 2026 with significant momentum, delivering more than 8% organic revenue growth, double-digit adjusted EPS growth and strong free cash flow conversion, said Joakim Weidemanis, Chief Executive Officer of Johnson Controls.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

AI analysis

Q4 2026 · reported Oct 27, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

EPS · Q4 2026
$1.60
EX-99 · Oct 27, 2026
Free cash flow · Q4 2026
$1.1B
EX-99 · Oct 27, 2026
GAAP net income · Q4 2026
$967M
EX-99 · Oct 27, 2026
Adjusted net income · Q4 2026
$1.0B
+33.5% vs prior quarter computed from stated figures
EX-99 · Oct 27, 2026

Headline figures

MetricQ4 2026Prior qtrYear ago
EPS$1.60$1.23—
GAAP net income$967 million$749 million—
Adjusted net income$1.0 billion$749 million—
Free cash flow$1.1 billion$1,194 million—
Adjusted free cash flow$1.1 billion$1,194 million—
Revenue8%10%—

EX-99 · Oct 27, 2026

Guidance · company-stated

Direction: Initiated

Revenue

“1 FOR IMMEDIATE RELEASE Johnson Controls Reports Q4 and FY26 Results Initiates FY27 Guidance ______________________________________________________________________________________ Q4 sales increased 10% and organic sales increased 12%* Q4 GAAP EPS of $1.”

Revenue

“The Company initiated fiscal 2027 first quarter continuing operations guidance Organic sales growth of 12% to 14% Operating leverage of 30% to 35% Adjusted EPS of $1.”

Revenue

“20 The Company initiated fiscal 2027 full year continuing operations guidance Organic sales growth of 11% to 12% Operating leverage of 30%+ Adjusted EPS of $6.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Cash flow & capex

Free cash flow$1.1B
Adjusted free cash flow$1.1B

Capital allocation

Dividend$242M

OTHER Q4 ITEMS The Company paid dividends of $242 million.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

FISCAL Q4 SEGMENT RESULTS

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Initiated

Revenue: “1 FOR IMMEDIATE RELEASE Johnson Controls Reports Q4 and FY26 Results Initiates FY27 Guidance ______________________________________________________________________________________ Q4 sales increased 10% and organic sales increased 12%* Q4 GAAP EPS of $1.”

Revenue: “The Company initiated fiscal 2027 first quarter continuing operations guidance Organic sales growth of 12% to 14% Operating leverage of 30% to 35% Adjusted EPS of $1.”

Revenue: “20 The Company initiated fiscal 2027 full year continuing operations guidance Organic sales growth of 11% to 12% Operating leverage of 30%+ Adjusted EPS of $6.”

Revenue — Raised (“increased”)
“1 FOR IMMEDIATE RELEASE Johnson Controls Reports Q4 and FY26 Results Initiates FY27 Guidance ______________________________________________________________________________________ Q4 sales increased 10% and organic sales increased 12%* Q4 GAAP EPS of $1.”

Revenue — Initiated (“initiated”)
“The Company initiated fiscal 2027 first quarter continuing operations guidance Organic sales growth of 12% to 14% Operating leverage of 30% to 35% Adjusted EPS of $1.”

Revenue — Initiated (“initiated”)
“20 The Company initiated fiscal 2027 full year continuing operations guidance Organic sales growth of 11% to 12% Operating leverage of 30%+ Adjusted EPS of $6.”

Classified from the release's primary full-year outlook statement.

Capital allocation

OTHER Q4 ITEMS The Company paid dividends of $242 million.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

In this document, statements regarding the Company s future financial position, sales, costs, earnings, cash flows, other measures of results of operations, synergies and integration opportunities, capital expenditures, debt levels and market outlook are forward-looking statements.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Adjusted free cash flow and adjusted free cash flow conversion are non-GAAP measures which exclude the impacts of the following JC Capital cash flows primarily include activity associated with finance notes receivables and inventory and or capital expenditures related to lease arrangements.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Debt ratios Management believes that net debt to adjusted EBITDA, a non-GAAP measure, is useful to understanding the Company's financial condition as the ratio provides an overview of the extent to which the Company relies on external debt financing for its funding and also is a measure of risk to its shareholders.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Prior Period Revision Statement of Cash Flows Amounts reported as "Repayments of debt" and "Proceeds from debt" have been revised for certain short-term debt transactions that occurred in the nine months ended June 30, 2025 and were incorrectly presented on a net basis within the financing activities section of the consolidated statements of cash flows.

SEC original ↗Johnson Controls — 10-Q Quarterly report10-QJul 29, 2026

In February 2026, the Company repaid $ 538 million of outstanding 3.90 % Notes due 2026.

SEC original ↗Johnson Controls — 10-Q Quarterly report10-QJul 29, 2026

Strategy & priorities

Our strong topline growth, combined with continued productivity and simplification improvements, led to margin expansion across all three segments.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Transformation costs represent incremental expenses incurred in association with strategic growth initiatives and cost saving opportunities in order to realize the benefits of portfolio simplification and the Company's lifecycle solutions strategy.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

ERP asset - accelerated depreciation represents a change in ERP strategy within the EMEA segment, which led to certain assets being abandoned and the useful lives reduced.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

The business did not meet the criteria to be classified as a discontinued operation as the divestiture does not represent a strategic shift that will have a major effect on the Company's operations and financial results.

SEC original ↗Johnson Controls — 10-Q Quarterly report10-QJul 29, 2026

Residential & Light Commercial ("R&LC") HVAC Business In 2024, the Company determined that the R&LC HVAC business, which was previously reported in the Global Products segment, met the criteria to be classified as discontinued operations as it represented a strategic shift in the Company's operations and resulted in the exit of substantially all of its residential and light commercial HVAC businesses.

SEC original ↗Johnson Controls — 10-Q Quarterly report10-QJul 29, 2026

Risks & headwinds

com ### 5 JOHNSON CONTROLS INTERNATIONAL PLC CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS Johnson Controls International plc (the Company ) has made statements in this document that are forward-looking and therefore are subject to risks and uncertainties.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Legal Proceedings 44 Item 1A.

SEC original ↗Johnson Controls — 10-Q Quarterly report10-QJul 29, 2026

jurisdictions: Tax Jurisdiction Tax Years Covered Belgium 2016 - 2017; 2019 - 2020 Germany 2007 - 2021 Mexico 2018 - 2021 United Kingdom 2020 It is reasonably possible that certain tax examinations and/or tax litigation will conclude within the next twelve months, which could have a material impact on tax expense.

SEC original ↗Johnson Controls — 10-Q Quarterly report10-QJul 29, 2026

What changed vs prior quarter

Guidance direction — prior quarter: Raised; this quarter: Initiated

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

EPS — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

GAAP net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Johnson Controls — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Documents

Earnings deck slides

0 decks with slide view

Johnson Controls — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Johnson Controls — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Johnson Controls — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Johnson Controls — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Johnson Controls — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Johnson Controls — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Johnson Controls — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Johnson Controls — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Johnson Controls — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials

Filings

60 documents

Earnings releases

9 documents

Presentations

9 documents

Transcripts

0 documents

No transcripts for Johnson Controls are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention Johnson Controls by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.