STOCK TITAN

Johnson Controls International plc 8-K Filings

JCI NYSE

Every 8-K that Johnson Controls International plc (JCI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow JCI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full JCI filings page.

Rhea-AI Summary

Johnson Controls International reported fiscal Q3 2026 net sales of $6.6 billion, up 9% with 10% organic growth. GAAP diluted EPS from continuing operations was $1.23 and adjusted EPS was $1.42. GAAP net income from continuing operations attributable to Johnson Controls was $749 million, with adjusted net income of $868 million. Orders grew 27% organically and backlog reached $21.0 billion, up 32% organically year-over-year. Q3 cash provided by operating activities from continuing operations was $1,289 million, free cash flow was $1,194 million, and adjusted free cash flow was $1,179 million.

By segment, Americas sales rose 11% to $4.5 billion with adjusted Segment EBITA margin of 21.1%. EMEA sales were approximately $1.3 billion, down 1%, but adjusted Segment EBITA margin improved to 14.3%. APAC sales increased 15% to $846 million with adjusted Segment EBITA margin of 21.2%. For the last twelve months, adjusted EBITDA was $4.553 billion and net debt was $8.834 billion, implying net debt to adjusted EBITDA of 1.9x.

Management initiated Q4 2026 guidance for organic sales growth of 9%–10%, operating leverage of 45%–50% and adjusted EPS of approximately $1.55. Full-year fiscal 2026 guidance was raised to ~8% organic sales growth (from ~6%) and adjusted EPS of approximately $5.05 (from ~$4.85), with adjusted free cash flow conversion targeted at about 100%.

Rhea-AI Summary

Johnson Controls International plc appointed Irene Esteves to its board of directors, increasing the board size to 12 members. Her term runs until the conclusion of the next annual general meeting, where she is expected to stand for re-election, and she will also serve on the Audit Committee.

Esteves will receive standard director compensation, including a prorated fiscal third-quarter cash retainer of $11,154 and a restricted stock unit award with a grant date fair value of $135,000, reflecting the pro-rata portion of a $180,000 annual non-employee director grant. The RSUs vest one day immediately prior to the 2027 annual meeting. She will be indemnified under existing director indemnification agreements, and the company issued a press release detailing her appointment.

Rhea-AI Summary

Johnson Controls International plc is launching a new long-term Value Growth Incentive Program that ties selected executives’ pay more directly to ambitious multi-year growth and valuation targets. The program covers a five-year performance period from fiscal 2026 through fiscal 2030.

Participants will receive performance-based share options and share appreciation rights that only vest if the company meets demanding net sales and market capitalization goals. Half of each award depends on net sales growth versus fiscal 2025, combined with a required market capitalization level, and the other half depends solely on achieving a specified average market capitalization over 45 days before a measurement date.

Vesting also requires continued service, with limited pro rata vesting on certain qualifying terminations, and any earned options are generally exercisable only between October 1, 2030 and September 30, 2032. Initial awards include grant date fair values of $10,500,000 for CEO Joakim Weidemanis and $5,300,000 each for CFO Marc Vandiepenbeeck and CHRO Chris Scalia.

Rhea-AI Summary

Johnson Controls International corrected a clerical error in its prior guidance, revising expected operating leverage for fiscal Q3 2026 to approximately 45%, not 50%. The company also reported a strong fiscal Q2 2026, with sales up 8% to $6.1 billion, GAAP EPS of $0.99 and adjusted EPS of $1.19. GAAP net income from continuing operations attributable to the company was $609 million, supported by 30% organic order growth and a record $20.0 billion backlog, up 26% organically. All regions grew sales, margins expanded across segments, operating cash flow reached $672 million, and the company raised full‑year 2026 guidance, now targeting about 6% organic sales growth, ~50% operating leverage, adjusted EPS of roughly $4.85 and ~100% adjusted free cash flow conversion.

Rhea-AI Summary

Johnson Controls International plc reported strong fiscal Q2 2026 results, with net sales rising 8% to $6.1 billion and GAAP diluted EPS from continuing operations at $0.99. Adjusted EPS was $1.19, a 45% increase from $0.82 a year earlier.

GAAP net income from continuing operations attributable to Johnson Controls was $609 million, while adjusted net income was $730 million. Orders grew 30% organically and the backlog reached $20.0 billion, up 26% organically, supported by large data center and other technology‑driven projects.

Regionally, sales grew 7% in Americas and EMEA and 16% in APAC, with meaningful margin expansion across all segments. The company generated $672 million of operating cash flow and $604 million of free cash flow, and paid dividends of $244 million in the quarter.

On the back of this performance, Johnson Controls raised its fiscal 2026 guidance, now targeting about 6% organic sales growth, operating leverage of about 50%, adjusted EPS of about $4.85, and adjusted free cash flow conversion of about 100%.

Rhea-AI Summary

Johnson Controls International plc reported a planned leadership transition affecting its Global Products & Solutions business. On May 1, 2026, the company and Lei Schlitz, Vice President and President, Global Products & Solutions, agreed that she will leave her role as part of changes to the company’s operating model that will revise the scope of her position.

Ms. Schlitz is expected to remain with the company through October 1, 2026 to support the transition. Upon her departure, she will be entitled to severance benefits in line with the company’s existing Severance and Change in Control Policy for Officers, which is filed as an exhibit to its Form 10-K for the fiscal year ended September 30, 2025.

Rhea-AI Summary

Johnson Controls International plc reported the final voting results from its annual general meeting. Holders of 556,390,065 ordinary shares were represented, and shareholders elected 11 directors, with Patrick Decker not standing for reelection and the Board size reduced from 12 to 11 members.

Shareholders ratified PricewaterhouseCoopers LLP as independent auditors and authorized the Audit Committee to set their remuneration. They also approved authority for market purchases of company shares and set the price range for re-allotting treasury shares. An advisory vote approved executive compensation.

Shareholders approved the Board’s authority to allot shares up to an aggregate nominal value of US$1,286,103, described as approximately 20% of issued ordinary share capital, and waived statutory pre-emption rights for cash issuances within the same nominal limit.

Rhea-AI Summary

Johnson Controls International plc filed a current report to share that it has issued a press release detailing its results of operations for the three months ended December 31, 2025. The press release is furnished as Exhibit 99.1 and incorporated by reference into the report.

The filing classifies this disclosure under results of operations and financial condition and notes that the primary purpose is to make the earnings press release publicly available through the SEC system.

Rhea-AI Summary

Johnson Controls International plc furnished an 8-K announcing it issued a press release with results for the three months and fiscal year ended September 30, 2025. The press release is included as Exhibit 99.1 and is incorporated by reference.

The company’s ordinary shares trade on the NYSE under the symbol JCI. The filing lists multiple outstanding debt securities by series and ticker. Detailed financial figures and commentary are contained in the Exhibit 99.1 press release dated November 5, 2025.

Rhea-AI Summary

Johnson Controls International plc announced that Nathan Manning, Vice President and President, Americas, will transition out of his leadership role to pursue other opportunities after September 19, 2025. Todd Grabowski, currently President Global Data Centers & Applied Equipment, will become Vice President and President, Americas effective October 1, 2025. Mr. Manning will remain as a special advisor through December 31, 2025 and will be eligible for severance benefits under the Company’s Severance and Change in Control Policy for Officers, a policy referenced in the company’s annual report.

Rhea-AI Summary

Johnson Controls International plc (JCI) filed an 8-K disclosing it has entered into $5.0 billion accelerated share repurchase (ASR) agreements with Bank of America, Barclays, JPMorgan and Morgan Stanley. The buyback is executed under JCI’s previously announced authorization, which had $9.8 billion of capacity before this transaction.

On 11 Aug 2025 the company will pay the repurchase price and receive an initial delivery of approximately 43,140,640 shares. The final number of shares retired will equal the volume-weighted average price (less a discount) over the ASR period; settlement is scheduled for JCI’s Q2 FY-2026. Depending on price performance, JCI may either receive additional shares or be required to deliver shares or cash to the counterparties at final settlement.

The repurchase will be treated as redemptions under Article 3(d) of JCI’s Articles of Association. Management states that the Repurchase Price is funded with cash generated from the recent sale of the company’s residential and light commercial HVAC business to Robert Bosch GmbH. No earnings figures were provided in this filing.

Rhea-AI Summary

Johnson Controls International plc (JCI) filed a Form 8-K dated 29 Jul 2025 under Item 2.02 to furnish its quarterly earnings release. The filing states that a press release covering results for the three- and nine-month periods ended 30 Jun 2025 was issued the same day and is attached as Exhibit 99.1. No income statement, balance-sheet data or forward-looking guidance are included in the 8-K itself; investors must consult the exhibit for detailed figures. The company also lists its extensive series of debt securities registered on the NYSE and confirms there are no other material events disclosed. The document is purely informational and does not request shareholder action.