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Johnson Controls International (JCI) earnings and revenue breakdown

Latest: Q4 FY26 · 8-K filed Oct 27, 2026

Q4 FY26 Revenue up 10% year over year to $7.1B · 14¢ of every $1 of revenue kept as net profit · operating margin 14.9%

Johnson Controls International made $7.1B in Q4 FY26 (+10% Y/Y): Products and systems $5.0B, Services $2.1B. Operating margin 14.9%, net earnings $967M. See where every dollar goes — costs, profit and cash — as a Sankey from the 8-K filed Oct 27, 2026 (preliminary, from the earnings release).

Revenue$7.1B
Year over year+10%
Operating margin14.9%
Net earnings$967M
Operating cash flow—

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Johnson Controls International Q4 FY26 revenue breakdown: Sankey diagram of revenue (Products and systems, Services), costs, profit and cash flow
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What changed this quarter

Revenue was $7.1B in Q4 FY26, up 10% year over year. Products and systems was the largest line at 70% of revenue. Products and systems added $0.56B year over year (up 13%), 84% of the total change.

Gross margin was 38.0%, up 1.5 points from Q4 FY25. Operating profit was $1.1B, a 14.9% margin (down 13.7 points year over year). Operating profit fell $0.78B even though revenue rose $0.67B versus Q4 FY25, so costs grew faster than sales. Operating expenses grew 223% against revenue growth of 10%. Net earnings were $1.0B, down 43% year over year. The effective tax rate was 8.7%.

Quarterly history

Johnson Controls International revenue by quarterJohnson Controls International revenue by quarter$5.7BQ2 FY25$6.1BQ3 FY25$6.4BQ4 FY25$5.8BQ1 FY26$6.1BQ2 FY26$6.6BQ3 FY26$7.1BQ4 FY26
Johnson Controls International net earnings by quarterJohnson Controls International net earnings by quarter$478MQ2 FY25$701MQ3 FY25$1.7BQ4 FY25$524MQ1 FY26$613MQ2 FY26$749MQ3 FY26$967MQ4 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q4 FY268-KOct 27, 2026$7.1B+10%14.9%$967M—
Q3 FY2610-QJul 29, 2026$6.6B+9%13.9%$749M$1.3B
Q2 FY2610-QMay 6, 2026$6.1B+8%12.0%$613M$672M
Q1 FY2610-QFeb 4, 2026$5.8B+7%11.7%$524M$611M
Q4 FY2510-KNov 14, 2025$6.4B+3%28.6%$1.7B$968M
Q3 FY2510-QAug 6, 2025$6.1B+3%14.3%$701M$787M
Q2 FY2510-QMay 7, 2025$5.7B+1%9.7%$478M$550M

Charts

Johnson Controls International: revenue growth, year over year and quarter over quarterJohnson Controls International: revenue growth, year over year and quarter over quarterY/YQ/Q+1%Q2 FY25+3%+7%Q3 FY25+3%+6%Q4 FY25+7%-10%Q1 FY26+8%+6%Q2 FY26+9%+8%Q3 FY26+10%+8%Q4 FY26
Latest (Q4 FY26): Y/Y +10%, Q/Q +8%.
Johnson Controls International: where the cash came from (+) and went (−), TTM to Q2 FY26Johnson Controls International: where the cash came from (+) and went (−), TTM to Q2 FY26Buybacks−$5.5BNot reconciled$4.4BOperating cash flow$3.0BNet borrowing (+) / repaid (−)−$1.4BDividends−$975MOther financing$627MCapital spending−$372MAsset & business sales$213MCash drawn (+) / kept (−)$105MOther investing$5.0M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Johnson Controls International: profit against cash, quarter by quarterJohnson Controls International: profit against cash, quarter by quarterNet incomeOperating cash flow$1.1B$1.0BQ3 FY24$678M$1.4BQ4 FY24$451M$249MQ1 FY25$526M$550MQ2 FY25$778M$787MQ3 FY25$1.8B$968MQ4 FY25$525M$611MQ1 FY26$616M$672MQ2 FY26
Latest (Q2 FY26): Net income $616M, Operating cash flow $672M.
Johnson Controls International: diluted shares by fiscal yearJohnson Controls International: diluted shares by fiscal year754MFY20721MFY21700MFY22687MFY23676MFY24654MFY25
-13.2% since FY20: buybacks shrank the count.
Johnson Controls International: long-term debt falling due (FY25)Johnson Controls International: long-term debt falling due (FY25)$566M2026$972M2027$710M2028$706M2029$631M2030$5.6BLater
Cash $379M, short-term investments —, long-term debt $9.2B at 2025-09-30.
Johnson Controls International in its industry: growth against margin (6 companies, SIC 3585)Johnson Controls International in its industry: growth against margin (6 companies, SIC 3585)revenue growth, year over year →↑ operating marginmedian +10%median 11%CARRLIIAAONTGENEVOHJCI (+10%, 15%)
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip; dot size is quarterly revenue; dashed lines are the industry's medians.

In supply chains and themes

AI data-center capex money flowAI data-center capex · Power & cooling

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🏭Its industry’s money flow (input-output)interactive

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About Johnson Controls International

Johnson Controls International plc, headquartered in Cork, Ireland, is a global leader in smart, healthy and sustainable buildings, serving a wide range of customers around the globe. The Company’s products, services, systems and solutions advance the safety, comfort and intelligence of spaces to serve people, places and the planet. The Company is committed to helping its customers win and creating greater value for all of its stakeholders through its strategic focus on buildings. Johnson Controls was originally incorporated in the state of Wisconsin in 1885 as Johnson Electric Service Company to manufacture, install and service automatic temperature regulation systems for buildings and was renamed Johnson Controls,

In its own words, from its 10-K, filed Nov 14, 2025.

Johnson Controls International against its Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +10% against the peers' median +10%. Operating margin: 14.9% against the peers' median 11.0%.

CompanyQuarterRevenueY/YOp. margin
JCI Johnson Controls InternationalQ4 FY26$7.1B+10%14.9%
CARR Carrier GlobalQ3 2026$6.3B+12%-36.3%
LII Lennox InternationalQ3 2026$1.6B+10%19.8%
AAON AaonQ2 2026$627M+101%11.0%
TGEN TecogenQ2 2026$5.7M-21%-37.4%
EVOH EvoAir HoldingsQ4 FY26$107K-14%n/m

Source: Johnson Controls International 8-K on SEC EDGAR · CIK 833444 · Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip

Guidance and outlook

Johnson Controls International: what its forward-looking statements are about (10-Q filed 2026-07-29)Johnson Controls International: what its forward-looking statements are about (10-Q filed 2026-07-29)Demand2Other2The economy2Costs2Buybacks & dividends2Supply chain1Legal & regulation1
12 statements; tone +0.25 (−1 all cautious, +1 all confident); 3 hedged.
Johnson Controls International: outlook statements against the filing beforeJohnson Controls International: outlook statements against the filing beforeUpdated4Dropped1Confident4Cautious1

More on JCI

History

Every quarter: Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results

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