AI-extracted from the 10-Q filed 2026-07-29 — Q3 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales rose 9% to $6,614M with Segment EBIT up to $1,190M, while orders climbed 27% and backlog reached $21.0B, up 32%.
Biggest Revenue Drivers
Americas$4,504M+11% YoY
Organic growth ($454 million) and favorable foreign currency translation ($8 million), led by continued strength across Applied HVAC.
EMEA$1,264M-1% YoY
Impact of divestitures ($41 million); growth constrained by continued pressure in the region due to the conflicts in the Middle East.
Biggest Revenue Drivers
Total revenue: $6,614M+9% YoY
Americas$4,504M+11% YoY
Organic growth ($454 million) and favorable foreign currency translation ($8 million), led by continued strength across Applied HVAC.
Within Americas
Americas Products & Systems$3,194M+12% YoY
Led by continued strength across Applied HVAC.
Americas Services$1,310M+10% YoY
Technical services, inspection, scheduled maintenance and smart building solutions growth.
EMEA$1,264M-1% YoY
Impact of divestitures ($41 million); growth constrained by continued pressure in the region due to the conflicts in the Middle East.
APAC$846M+15% YoY
Organic growth ($111 million), led by 20% growth in Products and Systems and continued strength in Applied HVAC.
Largest Expense Items
Cost of sales$4,140M+9% YoY
Rose with organic sales growth; gross profit benefited from productivity improvements and better operating leverage.
Selling, general and administrative expenses$1,407M-1% YoY
Primarily due to AFFF insurance recoveries related to the previously disclosed water systems settlement ($16 million).
Restructuring and impairment costs$80Mvs $51M prior-year quarter
Restructuring and related costs of $45 million plus other impairments of $35 million under the multi-year plan.
Net financing charges$71Mvs $77M prior-year quarter
Interest expense of $58 million and $11 million of net foreign exchange results for financing activities.
Margins: Gross profit rose 10% to $2,474M, or 37.4% of sales, up 30 basis points, on organic sales growth, productivity improvements and better operating leverage. SG&A fell 210bp to 21.3% of sales.
Watch Items from the Filing
Backlog reached $21.0B, up 32%, with orders up 27% and Americas orders up 37%; remaining performance obligations were $27.1 billion.
AFFF exposure persists: over 16,515 individual or mass actions, 403+ municipal/water cases and 50 putative class actions beyond the paid $750 million water systems settlement.
EMEA sales fell 1% to $1,264M, with organic growth of only 1% as conflicts in the Middle East constrained the region.
Effective tax rate rose to 18.0% from 12.3%; gross unrecognized tax benefits were $1.9 billion at September 30, 2025, $1.4 billion affecting the rate.
Company repurchased $635 million of shares in the quarter, with approximately $3.9 billion remaining under authorization; net debt fell to $8,834M.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
24 transactions in JCI reported by 8 members of Congress under the STOCK Act, most recent trade Oct 2, 2025. Reported transactions, not recommendations.
About Johnson Controls International plc (JCI): stock profile, AI score and financials
Johnson Controls International plc (JCI) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores JCI at 69.9/100 on a composite quality score built from its SEC filings, placing it at rank #233 of 2,925 stocks — the top 10% of the AI-ranked universe. Based on the latest XBRL financial filings (Q3 2026), Johnson Controls International plc reports quarterly revenue of $6.6B, net income of $749.0M, an operating margin of 13.9%. Top institutional holders of JCI by reported 13-F value include DODGE & COX, BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. JCI trades on the NYSE exchange and files with the SEC under CIK 833444. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate JCI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Johnson Controls International plc directly from SEC EDGAR.