Johnson Controls International plc (JCI) Q3 FY2026 8-K Filings and Company Events

Filings that contain financial statements

Each 8-K earnings release exhibit listed under "Earnings and guidance" below furnishes a "Financial Statements" section with consolidated statements of income, a condensed consolidated statement of financial position, and consolidated statements of cash flows for the quarter and year-to-date period covered: accession 0000833444-26-000083 (Q3 FY2026, three and nine months ended June 30, 2026), 0000833444-26-000047 and the revised 0000833444-26-000054 (Q2 FY2026, three and six months ended March 31, 2026), 0000833444-26-000014 (Q1 FY2026, three months ended December 31, 2025), 0000833444-25-000084 (Q4 and full-year FY2025, ended September 30, 2025), 0000833444-25-000055 (Q3 FY2025, three and nine months ended June 30, 2025), and 0000833444-25-000029 (Q2 FY2025, three and six months ended March 31, 2025).

Johnson Controls is a domestic SEC filer (Ireland-incorporated, NYSE-listed); its reviewed and audited quarterly and annual financial statements are filed in Forms 10-Q and 10-K. The earnings release exhibits summarized below add segment-level results, cash flow highlights, and guidance.

Earnings and guidance

• July 29, 2026, Q3 FY2026 results (Form 8-K, accession 0000833444-26-000083). Sales rose 9% to $6.6 billion (organic sales +10%); GAAP EPS was $1.23 and adjusted EPS was $1.42. Orders grew 27% organically and backlog reached $21.0 billion, up 32% organically year-over-year. The company raised its full-year fiscal 2026 guidance: organic sales growth of approximately 8% (previously ~6%), operating leverage of 45%-50% (previously ~50%), and adjusted EPS of approximately $5.05 (previously ~$4.85).

• May 7, 2026, correction to Q2 FY2026 earnings release (Form 8-K/A, accession 0000833444-26-000054). Johnson Controls filed an amendment to its May 6, 2026 Form 8-K to correct a clerical error in the reported fiscal third-quarter 2026 operating leverage guidance. The corrected guidance is approximately 45%, not the approximately 50% originally reported in the May 6 press release.

• May 6, 2026, Q2 FY2026 results (Form 8-K, accession 0000833444-26-000047; revised release furnished May 7, 2026 under accession 0000833444-26-000054). Sales rose 8% to $6.1 billion (organic sales +6%); GAAP EPS was $0.99 and adjusted EPS was $1.19. Orders grew 30% organically and backlog reached a record $20.0 billion, up 26% organically. The company raised full-year fiscal 2026 guidance: organic sales growth of approximately 6% (previously mid-single digits), adjusted EPS of approximately $4.85 (previously ~$4.70); operating leverage guidance of approximately 50% was left unchanged in this release (later corrected to ~45% for the Q3 guide only, per the amendment above).

• February 4, 2026, Q1 FY2026 results (Form 8-K, accession 0000833444-26-000014). Sales rose 7% to $5.8 billion (organic sales +6%); GAAP EPS was $0.90 and adjusted EPS was $0.89. Orders grew 39% organically and backlog reached $18.2 billion, up 20% organically. The company raised full-year fiscal 2026 guidance, with adjusted EPS of approximately $4.70 (previously ~$4.55). Separately, the release disclosed that the company had completed the sale of its ADT Mexico Security business on October 31, 2025, for net proceeds of $207 million, recognizing a pre-tax gain of $70 million.

• November 5, 2025, Q4 and full-year FY2025 results (Form 8-K, accession 0000833444-25-000084). Q4 sales rose 3% to $6.4 billion (organic +4%); full-year sales rose 3% to $23.6 billion (organic +6%). Q4 GAAP EPS from continuing operations was $0.42 and adjusted EPS was $1.26; full-year GAAP EPS from continuing operations was $2.63 and adjusted EPS was $3.76 (total GAAP diluted EPS including discontinued operations, which carried the gain on the R&LC HVAC sale, was higher for the full year). The company initiated fiscal 2026 guidance: organic sales growth of mid-single digits, operating leverage of approximately 50%, and adjusted EPS of approximately $4.55.

• July 29, 2025, Q3 FY2025 results (Form 8-K, accession 0000833444-25-000055). Sales rose 3% to $6.1 billion (organic +6%); GAAP EPS from continuing operations was $0.94 and adjusted EPS was $1.05. The company raised its full-year fiscal 2025 guidance and initiated fiscal Q4 2025 guidance. It also repurchased 3.8 million shares for $310 million during the quarter.

• May 7, 2025, Q2 FY2025 results (Form 8-K, accession 0000833444-25-000029). Sales rose 1% (organic sales +7%); GAAP EPS was $0.71 and adjusted EPS was $0.82. Orders grew 5% organically and Building Solutions backlog reached $14.0 billion, up 12% organically. The company raised full-year fiscal 2025 guidance and initiated fiscal Q3 2025 guidance.

Portfolio and capital actions

• August 1, 2025, completed sale of Residential and Light Commercial HVAC business (Form 8-K, accession 0000833444-25-000058). Johnson Controls completed the previously announced sale of its Residential and Light Commercial (R&LC) HVAC business, including the North America ducted business and its residential joint venture with Hitachi, to the Bosch Group in an all-cash transaction. The total transaction was valued at $8.1 billion (company's portion approximately $6.7 billion per the August 1 release; the subsequent Q4 FY25 release cited $8.3 billion in cash with the company's portion at approximately $6.9 billion), with net cash proceeds to Johnson Controls reported at approximately $5.0 billion after tax and transaction-related expenses in the August 1, 2025 release; the fiscal 2025 Form 10-K (accession 0000833444-25-000097) subsequently reported net cash proceeds of approximately $5.6 billion after tax and transaction-related expenses. The company returned the $5.6 billion of net proceeds to shareholders through the $5.0 billion accelerated share repurchase described below. The sale agreement was originally dated July 23, 2024, and the transaction closed July 31, 2025.

• August 7, 2025, $5.0 billion accelerated share repurchase (Form 8-K, accession 0000833444-25-000066). Johnson Controls entered into accelerated share repurchase (ASR) transactions with Bank of America, Barclays, JPMorgan Chase and Morgan Stanley to repurchase an aggregate $5.0 billion of ordinary shares, funded with proceeds from the R&LC HVAC sale. The company received an initial delivery of approximately 43.1 million shares on August 11, 2025; the ASR transactions were scheduled to terminate in the second quarter of fiscal 2026.

• October 31, 2025, ADT Mexico Security business sale completed, for net proceeds of $207 million and a pre-tax gain of $70 million (disclosed February 4, 2026 within the Q1 FY2026 earnings release, accession 0000833444-26-000014).

• May 12, 2025, segment realignment historical data (Form 8-K, accession 0000833444-25-000035). Following its April 1, 2025 reorganization into three regional reporting segments (Americas, EMEA, APAC) from four prior segments, the company furnished unaudited historical financial information recast under the new structure for the three months ended March 31, 2025.

Management and board

• June 3, 2026, new board member (Form 8-K, accession 0000833444-26-000064). The board increased its size to 12 directors and appointed Irene Esteves, former CFO of Spirit AeroSystems and Time Warner Cable, to the board and its Audit Committee, effective immediately.

• May 11, 2026, new long-term executive incentive program (Form 8-K, accession 0000833444-26-000058). The Compensation and Talent Development Committee approved a Value Growth Incentive (VGI) Program granting performance-based share options tied to aggressive net-sales and market-capitalization growth targets over fiscal 2026-2030. Named executive officers receiving awards with a May 15, 2026 grant date include CEO Joakim Weidemanis ($10.5 million target grant date fair value), CFO Marc Vandiepenbeeck ($5.3 million), and EVP/Chief Human Resources Officer Chris Scalia ($5.3 million).

• May 1, 2026, officer departure (Form 8-K, accession 0000833444-26-000040). Lei Schlitz, Vice President and President, Global Products & Solutions, will leave the company as part of a planned transition tied to changes in the company's operating model; she is expected to remain through October 1, 2026.

• March 4, 2026, annual general meeting results (Form 8-K, accession 0000833444-26-000029). Shareholders re-elected the slate of director nominees and approved the ratification of PricewaterhouseCoopers LLP as auditor, share repurchase authorization, treasury share re-allotment pricing, a non-binding advisory vote on executive compensation, authority to allot shares, and a waiver of pre-emption rights. Following the meeting, board size was reduced from 12 to 11 directors after Patrick Decker did not stand for re-election.

• September 19, 2025, leadership transition (Form 8-K, accession 0000833444-25-000076). Nathan Manning, Vice President and President, Americas, will leave the company; Todd Grabowski, President of Global Data Centers & Applied Equipment, assumed the Vice President and President, Americas role effective October 1, 2025. Manning was expected to remain in a special advisor role through December 31, 2025.

No other material acquisitions, impairments, restructuring charges, dividend changes, debt issuances/redemptions, or legal/regulatory outcomes were disclosed in Johnson Controls' Form 8-K filings over this period.