Citable filing context
JCI's research view summarizes recent SEC filing context, starting with earnings from Jul 29, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 29, 2026 | earnings | Johnson Controls reported Q3 2026 GAAP EPS of $1.23 and raised its full-year fiscal 2026 guidance. |
| Jun 3, 2026 | management_change | Johnson Controls appointed Irene Esteves to its board of directors and Audit Committee on June 3, 2026. |
| May 13, 2026 | management_change | JCI adopted a Value Growth Incentive Program, granting target awards to the CEO ($10.5M), CFO ($5.3M), and CHRO ($5.3M). |
| Jul 29, 2026 | Guidance: adjusted_eps | not reported to 5.05 |
| Jul 29, 2026 | Guidance: adjusted_eps | not reported to 1.55 |
| Jul 29, 2026 | Guidance: adjusted_free_cash_flow_conversion | not reported to 100.00 |
| Jul 29, 2026 | mda_quarterly | Johnson Controls International (JCI) reported strong financial performance for the third quarter of fiscal 2026, with net sales rising 9% to $6.6 billion. This growth was driven by a 10% organic sales increase, particularly in Applied HVAC and data center cooling solutions, which are benefiting from high-performance computing and AI-driven infrastructure demand. The company’s backlog reached $21.0 billion, a 32% year-over-year increase, signaling sustained momentum in large-scale projects. Profitability improved as Segment EBITA rose to $1.28 billion, supported by productivity gains and operating leverage. JCI continues to execute a multi-year restructuring plan, targeting $500 million in annual savings by fiscal 2027. Strategic portfolio management remains a priority; the company recently acquired Alloy Enterprises and Nantum AI to bolster its thermal management and digital ecosystem capabilities, while divesting its ADT security businesses in Spain and the UK. Key risks include geopolitical volatility, particularly in the Middle East, and ongoing supply chain pressures. While JCI has mitigated tariff impacts through localized manufacturing and pricing actions, the regulatory environment regarding PFAS remains a significant contingency. The company has resolved major AFFF-related litigation with public water systems, though it continues to defend against remaining individual and state-level environmental claims. |
| May 6, 2026 | mda_quarterly | Net sales for the first quarter of 2026 rose 8% to $6.142 billion, driven by organic growth and favorable foreign currency translation. Growth was strongest in the Americas and APAC, where Applied HVAC sales surged over 20% due to hyperscale data center demand. Total backlog increased 26% to $20 billion, while orders grew 30% to $7.4 billion, reflecting sustained demand for decarbonization and energy-efficiency solutions supported by the U.S. Inflation Reduction Act and EU Energy Efficiency Directive. JCI is executing a portfolio simplification strategy, including the divestitures of the ADT Mexico Security and Residential & Light Commercial HVAC businesses. Profitability improved through productivity gains and AFFF insurance recoveries, though the company remains exposed to significant AFFF-related litigation and environmental remediation. Macroeconomic risks include geopolitical volatility in the Middle East, global tariff fluctuations, and supply chain disruptions. The company maintains a net debt position of $8.825 billion and recently completed a $5 billion accelerated share repurchase program, with $4.5 billion remaining in authorization. |
Source: SEC EDGAR filing text and events; period Jul 29, 2026; filed Jul 29, 2026.
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