Filing Flows › Johnson Controls International (JCI) › Q3 FY26 › vs Q2 FY26
Johnson Controls International (JCI) Q3 FY26 vs Q2 FY26 (quarter over quarter)
Johnson Controls International's revenue rose $472M (+8%) from $6.1B in Q2 FY26 to $6.6B in Q3 FY26. The biggest changes: Americas +$383M (+9%); APAC +$107M (+14%); EMEA −$18.0M (-1%). Gross margin 37.4% against 36.8% (+0.6 pts).
Johnson Controls International, Q3 FY26: revenue $6.6B (+9% year over year), operating margin 13.9%, net earnings $749M, operating cash flow $1.3B. The chart draws each line against Q2 FY26, the increases inside each band.
Margins
| Q3 FY26 | Q2 FY26 | Change | |
|---|---|---|---|
| Gross margin | 37.4% | 36.8% | +0.6 pts |
| Operating margin | 13.9% | 12.0% | +1.8 pts |
| Net margin | 11.3% | 10.0% | +1.3 pts |
| Free cash flow margin | 18.1% | 9.8% | +8.2 pts |
Every line
| Line | Q3 FY26 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Americas | $4.5B | $4.1B | $383M | +9% |
| EMEA | $1.3B | $1.3B | −$18.0M | -1% |
| APAC | $846M | $739M | $107M | +14% |
| Revenue | $6.6B | $6.1B | $472M | +8% |
| Gross profit | $2.5B | $2.3B | $212M | +9% |
| Cost of revenue | $4.1B | $3.9B | $260M | +7% |
| Operating profit | $917M | $738M | $179M | +24% |
| Operating expenses | $1.6B | $1.5B | $33.0M | +2% |
| Pre-tax earnings | $917M | $738M | $179M | +24% |
| SG&A | $1.4B | $1.4B | $6.0M | +0.4% |
| Other operating costs | $150M | $123M | $27.0M | +22% |
| Net earnings | $749M | $613M | $136M | +22% |
| Minority interests | $3.0M | $0 | $3.0M | — |
| Income tax | $165M | $126M | $39.0M | +31% |
| Depreciation & amortization | $162M | $169M | −$7.0M | -4% |
| Share-based compensation | $29.0M | $32.0M | −$3.0M | -9% |
| Working capital & other | $349M | −$142M | $491M | — |
| Operating cash flow | $1.3B | $672M | $617M | +92% |
| Free cash flow (OCF − capex) | $1.2B | $604M | $590M | +98% |
| Capital expenditures | $95.0M | $68.0M | $27.0M | +40% |
Questions
How much did Johnson Controls International's revenue grow quarter over quarter in Q3 FY26?
Johnson Controls International's revenue rose $472M (+8%) from $6.1B in Q2 FY26 to $6.6B in Q3 FY26.
What drove Johnson Controls International's revenue change in Q3 FY26?
Americas +$383M (+9%); APAC +$107M (+14%); EMEA −$18.0M (-1%).