Jun 2026 (Q3 FY26) — Jul 29, 2026
Johnson Controls Q3 FY26 — Record Backlog and Raised Full-Year Guidance
Read the full callJohnson Controls (JCI) earnings
- Mar 2026
- Jun 2026 (Q3 FY26)
- Sep 2025
Johnson Controls earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 6,142 | +8.2% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Mar 2026 | Not in the filed figures for the quarter to mar 2026. No older figure is substituted. | ||
| Net profit | 613 | +28.2% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
29 of 29 judged targets kept · 19 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly adjusted EPS | approximately $1.28 | Mar 2026 | Adjusted EPS was $1.42, up 35% year-over-year and ahead of our guidance | Achieved |
| Full-year adjusted EPS | approximately $4.55 | Sep 2025 | we are raising our adjusted EPS guidance to approximately $5.05, representing roughly 35% growth | Revised Up |
| Full-year adjusted free cash flow conversion | approximately 100% | Sep 2025 | We continue to expect adjusted free cash flow conversion of approximately 100% for the full year | On Track |
19 of Johnson Controls International plc's 48 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 45 more targets are in the full ledger.
Claimed
- Order momentum sustained above 25% in Q3 FY26.
- Revenue grew 10% organically in Q3 FY26.
- Adjusted EBIT margin expanded 260 basis points to 17% in Q3 FY26.
- Adjusted EPS increased 35% to $1.42 in Q3 FY26, ahead of guidance.
- Backlog grew more than 30% to a record $21 billion.
- Full-year adjusted EPS guidance raised to approximately $5.05, representing roughly 35% growth and $0.50 higher than original guide.
Qualified
- EMEA sales increased only 1% in Q3 FY26, with the Middle East conflict expected to pressure Q4 growth by a couple of points.
- Americas service backlog in the security business experienced a decline due to competitive volume pressure.
Price
$148.22 +1.89% · +$2.75
Performance +36.2% 1Y
1Y: $108.83 on 17 Oct 2025 → $148.22. High $158.76 (6 Oct 2026), low $108.54 (22 Oct 2025).
- Previous close
- $145.47
- 52-week range
- $108.54 – $158.76
- One year
- +34.01%
Overview
- Symbol
- JCI
- Sector
- Materials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
29 of 29 judged targets kept · 19 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly adjusted EPS | approximately $1.28 | Mar 2026 | Adjusted EPS was $1.42, up 35% year-over-year and ahead of our guidance | Achieved |
| Full-year adjusted EPS | approximately $4.55 | Sep 2025 | we are raising our adjusted EPS guidance to approximately $5.05, representing roughly 35% growth | Revised Up |
| Full-year adjusted free cash flow conversion | approximately 100% | Sep 2025 | We continue to expect adjusted free cash flow conversion of approximately 100% for the full year | On Track |
Claimed
- Order momentum sustained above 25% in Q3 FY26.
- Revenue grew 10% organically in Q3 FY26.
- Adjusted EBIT margin expanded 260 basis points to 17% in Q3 FY26.
- Adjusted EPS increased 35% to $1.42 in Q3 FY26, ahead of guidance.
- Backlog grew more than 30% to a record $21 billion.
- Full-year adjusted EPS guidance raised to approximately $5.05, representing roughly 35% growth and $0.50 higher than original guide.
Qualified
- EMEA sales increased only 1% in Q3 FY26, with the Middle East conflict expected to pressure Q4 growth by a couple of points.
- Americas service backlog in the security business experienced a decline due to competitive volume pressure.
The full ledger
Open Johnson Controls International plc’s full ledger
A free account opens 5 company ledgers a month. All 48 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q2 FY26) — May 6, 2026
Johnson Controls Q2 FY26 — Strong Orders and Record Backlog Drive Raised Full-Year Guidance
Read the full callDec 2025 (Q1 FY26) — Feb 4, 2026
Johnson Controls Q1 FY26 — Strong Orders and Margin Expansion Drive Raised EPS Guidance
Read the full callEvery analysed call
Johnson Controls earnings calls (JCI)
Financials
What the filings say
Net profit, year on year: +28% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 5,898 | 2,928 | 5,426 | 5,676 | 6,052 | 6,442 | 5,797 | 6,142 |
| Interest | — | — | 67 | 56 | — | — | 42 | 60 |
| Profit before tax | 1,025 | 201 | 408 | 501 | 705 | 355 | 708 | 738 |
| Tax rate | 17.0% | 6.0% | 11.5% | 5.2% | 12.3% | 23.9% | 21.5% | 17.1% |
| Net profit | 975 | 633 | 419 | 478 | 701 | 1,693 | 524 | 613 |
| EPS ($ per share) | 1.45 | — | 0.63 | 0.73 | 1.07 | — | 0.86 | 1.01 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 10 | 8 | 8 | 7 | 7 | 7 | 7 | 6 |
| Reserves | 6,604 | 4,827 | 2,469 | 2,025 | 1,151 | 1,384 | 848 | 0 |
| Total liabilities | 26,339 | 21,458 | 22,282 | 23,137 | 24,756 | 24,548 | 25,334 | 24,985 |
| Fixed assets | 3,300 | 3,348 | 3,059 | 3,228 | 2,271 | 2,374 | 2,403 | 2,193 |
| Total assets | 48,797 | 42,287 | 40,815 | 41,890 | 42,158 | 42,242 | 42,695 | 37,939 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 1,520 | 1,743 | 2,479 | 2,551 | 1,237 | 1,856 | 1,568 | 2,554 |
| Cash from investing | 1,568 | -533 | -258 | -1,090 | -693 | -1,184 | — | — |
| Cash from financing | -3,749 | -10,519 | -2,824 | -2,131 | -516 | -2,174 | — | — |
| Net cash flow | -132 | 2,621 | -861 | -618 | 725 | -1,147 | -150 | -369 |
| Capital expenditure | -645 | -586 | -443 | -552 | -487 | -446 | -494 | -434 |
| Free cash flow | 875 | 1,157 | 2,036 | 1,999 | 750 | 1,410 | 1,074 | 2,120 |
JCI revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Americas | — | — | — | — | 67% | 66% | 67% | 68% | +11.4% |
| EMEA | — | — | — | — | 21% | 22% | 21% | 19% | -0.7% |
| APAC | — | — | — | — | 12% | 12% | 12% | 13% | +14.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
JCI operating KPIs by quarter
| KPI | Dec 2024 Q1 FY25 | Mar 2025 Q2 FY25 | Sep 2025 Q4 FY25 | Dec 2025 Q1 FY26 | Mar 2026 Q2 FY26 | Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|
| Backlog Building Solutions | $13.2BBuilding Solutions backlog remains at record levels, growing 11% to $13.2 billion.Source: earnings call transcript | $14BBuilding Solutions backlog remains at record levels, growing 12% to $14 billion.Source: earnings call transcript | — | — | — | — | +6.1% |
| Employees | — | 100KI'd like to start by thanking our 100,000 colleagues around the world for their dedication to our customers and the work they do every day.Source: earnings call transcript | 90KAs we close out our 140th year as a company, I want to begin by recognizing the extraordinary efforts of our 90,000 colleagues around the world.Source: earnings call transcript | 90KI'd like to begin by recognizing our 90,000 colleagues around the world for their commitment to our customers and for the contributions they've made to a strong start to the year.Source: earnings call transcript | 90KI want to thank our 90,000 colleagues for their commitment and passion in delivering a strong quarter and their energy and embracing our new way of working with our business system.Source: earnings call transcript | 90K+I want to thank our more than 90,000 colleagues around the world for their dedication to our customers and for embracing new ways of working that help us serve them better every day.Source: earnings call transcript | — |
| Backlog | — | $14BOverall, we grew our record backlog by 12% to $14 billion.Source: earnings call transcript | $15BOrders grew 7% for the year, and our backlog expanded 13%, ending at a record $15 billion.Source: earnings call transcript | $18BOur record backlog grew 20% to $18 billion, highlighting the continued strength of our pipeline as revenue conversion accelerated this quarter.Source: earnings call transcript | $20BBacklog grew 26% to a record $20 billion, providing an improved visibility and confidence in the trajectory of the business.Source: earnings call transcript | $21BAdjusted EPS increased 35% and backlog grew more than 30% to a record $21 billion.Source: earnings call transcript | +5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
108 filings between Nov 6, 2025 and Aug 19, 2026.
Open market
decisions to buy or sellPurchases
$1.01M
1 purchase by 1 insider
Sales
$26.22M
15 sales by 5 insiders
Compensation
not trading decisions- 31
- Award — granted as compensation
- 2
- Option exercise — converted options into shares
- 51
- Tax withheld — shares kept back by the company to cover tax
Also filed: 5 gifts, 3 dispositions to the issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Schlitz Lei Zhang | — | $21.01M | Aug 4, 2026 |
| Donofrio John | — | $2.51M | Dec 10, 2025 |
| Grabowski Todd M | — | $1.70M | Jun 9, 2026 |
| VERGNANO MARK P | $1.01M | — | Feb 5, 2026 |
| MCCONEGHY DANIEL C | — | $513.2K | Feb 23, 2026 |
| Cohade Pierre E | — | $487.7K | Aug 19, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 19, 2026 | Cohade Pierre E Director | Sale | 3,300 | $487.7K |
| Aug 4, 2026 | Schlitz Lei Zhang VP & Pres, GP & Solutions | Sale | 20,917 | $3.20M |
| Aug 4, 2026 | Schlitz Lei Zhang VP & Pres, GP & Solutions | Sale | 2,500 | $384.5K |
| Aug 2, 2026 | Schlitz Lei Zhang VP & Pres, GP & Solutions | Tax withheld | 18,625 | $2.73M |
| Aug 2, 2026 | Vandiepenbeeck Marc EVP and CFO | Tax withheld | 19,760 | $2.90M |
| Jul 14, 2026 | Scalia Christopher M EVP and CHRO | Tax withheld | 2,070 | $300.6K |
| Jul 14, 2026 | Scalia Christopher M EVP and CHRO | Tax withheld | 1,831 | $265.9K |
| Jun 9, 2026 | Grabowski Todd M VP and President, Americas | Sale | 1,800 | $263.2K |
| Jun 8, 2026 | ESTEVES IRENE M Director | Award | 937 | $0 |
| May 14, 2026 | Grabowski Todd M VP and President, Americas | Sale | 4,274 | $621.9K |
| May 8, 2026 | Schlitz Lei Zhang VP & Pres, GP & Solutions | Sale | 25,138 | $3.53M |
| May 8, 2026 | Schlitz Lei Zhang VP & Pres, GP & Solutions | Sale | 48,070 | $6.78M |
| May 8, 2026 | Schlitz Lei Zhang VP & Pres, GP & Solutions | Option exercise | 25,018 | $1.34M |
| May 8, 2026 | Schlitz Lei Zhang VP & Pres, GP & Solutions | Sale | 14,701 | $2.08M |
| May 8, 2026 | Schlitz Lei Zhang VP & Pres, GP & Solutions | Option exercise | 37,753 | $2.52M |
| May 8, 2026 | Schlitz Lei Zhang VP & Pres, GP & Solutions | Sale | 900 | $127.1K |
| Apr 10, 2026 | HEUER BRANDT JULIE M VP, President Global Field Ops | Tax withheld | 2,372 | $338.1K |
| Apr 10, 2026 | HEUER BRANDT JULIE M VP, President Global Field Ops | Tax withheld | 3,977 | $566.8K |
| Mar 12, 2026 | Grabowski Todd M VP and President, Americas | Tax withheld | 2,547 | $333.5K |
| Mar 12, 2026 | Weidemanis Joakim Chief Executive Officer | Tax withheld | 3,625 | $474.7K |
| Mar 4, 2026 | BLACKWELL JEAN S Director | Tax withheld | 1,115 | $156.1K |
| Mar 4, 2026 | BLACKWELL JEAN S Director | Award | 1,285 | $0 |
| Mar 4, 2026 | HAGGERTY GRETCHEN R Director | Tax withheld | 1,115 | $156.1K |
| Mar 4, 2026 | HAGGERTY GRETCHEN R Director | Award | 1,285 | $0 |
| Mar 4, 2026 | Dunbar Webster Roy Director | Tax withheld | 1,115 | $156.1K |
| Mar 4, 2026 | VERGNANO MARK P Director | Tax withheld | 1,115 | $156.1K |
| Mar 4, 2026 | Dunbar Webster Roy Director | Award | 1,285 | $0 |
| Mar 4, 2026 | Tinggren Juergen Director | Award | 1,285 | $0 |
| Mar 4, 2026 | VERGNANO MARK P Director | Award | 1,285 | $0 |
| Mar 4, 2026 | YOUNG JOHN D Director | Award | 1,285 | $0 |
| Mar 4, 2026 | Decker Patrick Director | Tax withheld | 1,115 | $156.1K |
| Mar 4, 2026 | Tinggren Juergen Director | Tax withheld | 1,115 | $156.1K |
| Mar 4, 2026 | ARCHER TIMOTHY Director | Tax withheld | 1,115 | $156.1K |
| Mar 4, 2026 | ARCHER TIMOTHY Director | Award | 1,285 | $0 |
| Mar 4, 2026 | KHANNA AYESHA Director | Tax withheld | 1,115 | $156.1K |
| Mar 4, 2026 | KHANNA AYESHA Director | Award | 1,285 | $0 |
| Mar 4, 2026 | Cohade Pierre E Director | Tax withheld | 1,115 | $156.1K |
| Mar 4, 2026 | Kotagiri Seetarama Director | Award | 1,285 | $0 |
| Mar 4, 2026 | Cohade Pierre E Director | Award | 1,285 | $0 |
| Mar 4, 2026 | YOUNG JOHN D Director | Tax withheld | 1,115 | $156.1K |
| Mar 4, 2026 | Kotagiri Seetarama Director | Tax withheld | 1,115 | $156.1K |
| Feb 23, 2026 | MCCONEGHY DANIEL C VP Chief Accounting & Tax Ofcr | Sale | 3,600 | $513.2K |
| Feb 6, 2026 | Grabowski Todd M VP and President, Americas | Sale | 1,050 | $142.4K |
| Feb 6, 2026 | Grabowski Todd M VP and President, Americas | Sale | 5,000 | $673.8K |
| Feb 5, 2026 | VERGNANO MARK P Director | Gift | 3,065 | $0 |
| Feb 5, 2026 | VERGNANO MARK P Director | Gift | 3,065 | $0 |
| Feb 5, 2026 | VERGNANO MARK P Director | Purchase | 7,665 | $1.01M |
| Feb 5, 2026 | VERGNANO MARK P Director | Gift | 4,600 | $0 |
| Feb 5, 2026 | VERGNANO MARK P Director | Gift | 4,600 | $0 |
| Feb 1, 2026 | Vandiepenbeeck Marc EVP and CFO | Tax withheld | 3,186 | $380.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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