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How Johnson Controls (JCI) makes money: FQ3 2026 revenue breakdown
US GAAP · $M · quarter ended 06/30/2026 vs FQ3 2025 · reported 07/29/2026
Johnson Controls — Johnson Controls International plc is an American multinational conglomerate headquartered in Cork, Ireland, that produces fire, HVAC, and security equipment for buildings. · Wikipedia
More about the company
As of mid-2019, it employed 105,000 people in around 2,000 locations across six continents. In 2017 it was listed as 389th in the Fortune Global 500. It became ineligible for the Fortune 500 in subsequent years since it relocated its headquarters outside the U.S.
Key growth driver: Americas — the fastest-growing revenue line: $4,504, +11% y/y. · by the FQ3 2026 report
How does Johnson Controls make money?
Johnson Controls brought in $6.61 billion of revenue in FQ3 2026, up 9.3% year over year. The largest source was Americas: $4.50 billion, or 68% of the total, followed by EMEA ($1.26B, 19%) and APAC ($846M, 13%).
Revenue by source, FQ3 2026
- Americas$4.50B · 68% · +11%
- EMEA$1.26B · 19% · −1%
- APAC$846M · 13% · +15%
Shares of $6.61B total revenue; changes are year over year, as reported. ≈ marks lines derived from disclosed totals. The same flows are drawn in the Sankey chart below.
When is JCI’s next earnings date?
Tuesday, October 27, 2026confirmed · before market open
Johnson Controls (JCI) is scheduled to report results for the quarter ending Sep 2026 on Oct 27, 2026. Consensus EPS forecast: $1.58 (6 analysts), vs $1.26 in the same quarter last year.
What time does JCI report? Usually before market open: the last 4 results releases reached the SEC at 6:57 am, 6:57 am, 7:02 am, 6:57 am ET.
Last report: Jul 29, 2026 (FQ3 2026) — broken down in the Sankey chart below. Dates and consensus: Nasdaq / Zacks Investment Research; companies do reschedule. Who else reports this week →
All figures in $M.
Revenue
$6,614
+9.3%
Organic +10%
Gross profit
$2,474
+10.2%
37.4% margin
Verdict: the building-systems cycle is accelerating — organic sales up 10%, organic orders up 27%, backlog at a record $21B (+32%), with Americas margins expanding 260 bp on operating leverage; guidance raised for the full year.
Organic sales +10% · organic orders +27% · backlog $21.0B (+32% organic) · adjusted EPS $1.42 · FY26 guidance raised.
Source and notation
* marks non-cash / ≈ estimated. Continuing operations; prior-year quarter included $160M of discontinued operations income. Source: JCI press release, 8-K EX-99.1 (SEC EDGAR).
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
JCI earnings history: past report dates
| May 6, 2026 Wed | 6:57 ambefore market open | Mar 31, 2026 | — | $1.00+39% y/y |
| Feb 4, 2026 Wed | 7:02 ambefore market open | Dec 31, 2025 | — | $0.85+35% y/y |
| Nov 5, 2025 Wed | 6:57 ambefore market open | Sep 30, 2025 | — | ≈$2.61+181% y/y |
| Jul 29, 2025 Tue | 6:58 ambefore market open | Jun 30, 2025 | — | $1.07−26% y/y |
| May 7, 2025 Wed | 6:59 ambefore market open | Mar 31, 2025 | — | $0.72 |
| Feb 5, 2025 Wed | 7:42 ambefore market open | Dec 31, 2024 | — | $0.63+15% y/y |
| Nov 6, 2024 Wed | 6:56 ambefore market open | Sep 30, 2024 | — | ≈$0.93+16% y/y |
| Jul 23, 2024 Tue | 6:07 ambefore market open | Jun 30, 2024 | — | $1.45−5% y/y |
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
Johnson Controls: 5-year financials
| FY2018 | 31,400 | — | 954 |
| FY2017 | 30,172 | — | 702 |
| FY2016 | 20,837 | — | 915 |
| FY2015 | 9,902 | 884 | 657 |
| FY2014 | 10,332 | 700 | 568 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP); the company’s fiscal year doesn’t match the calendar year so years follow the company’s own labels.
How we calculate
Figures are the annual report lines as filed, no adjustments. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing.
Corporate governance
2/2good
How the company treats minority shareholders: 2 — well, 0 — systematically poorly.
More
- Nov 2025Per the FY2025 10-K: one class of shares; dividends paid without interruption since 1887, $1.51 for FY2025, quarterly dividend raised to $0.40; a $5B accelerated share repurchase launched. sec.gov ↗
- Nov 2025The Gumm v. Molinaroli class action over the Tyco merger was dismissed on March 28, 2025; a federal counterpart was dismissed earlier (affirmed in November 2023). sec.gov ↗
- Sep 2025Diluted share count FY2020→FY2025 −13.2%; SBC is 0.6% of revenue (XBRL 10-K). data.sec.gov ↗
Scoring: 2.0, no deductions = 2.0
- Share classes
- Single class — ordinary shares of Johnson Controls International plc (Ireland).
- Dilution
- Diluted share count FY2020→FY2025 −13.2%; SBC 0.6%; $5B accelerated share repurchase since August 2025.
- Disclosure
- 10-Ks and 10-Qs filed on time, audited US GAAP financials; no deduction.
- Dividends
- Dividends paid continuously since 1887; $1.51 in FY2025, quarterly dividend raised to $0.40.
- Lawsuits & regulators
- The suit by former Johnson Controls Inc. shareholders over the 2016 Tyco merger (Gumm) was dismissed in March 2025 and is on appeal — unresolved; AFFF suits are product-related; no deduction.
- Related parties
- No non-arm's-length related-party transactions.
How the score works · checked as of Sep 2026
Johnson Controls (JCI) earnings: FAQ
How does Johnson Controls make money?
Johnson Controls brought in $6.61 billion of revenue in FQ3 2026, up 9.3% year over year. The largest source was Americas: $4.50 billion, or 68% of the total, followed by EMEA ($1.26B, 19%) and APAC ($846M, 13%).
When is JCI's next earnings date?
Johnson Controls (JCI) is scheduled to report on Oct 27, 2026, before market open.
What time does JCI report earnings?
Johnson Controls is scheduled to report before market open on Oct 27, 2026. Its last results releases were filed before market open, most recently at 6:57 am ET on Jul 29, 2026.
When did JCI last report earnings?
Johnson Controls reported FQ3 2026 results on Jul 29, 2026.
What is the EPS estimate for JCI's next earnings?
The consensus EPS forecast is $1.58 (6 analysts), vs $1.26 in the same quarter last year.
Where can I find Johnson Controls's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to JCI's filings; this page breaks the latest report down in a Sankey chart.
Does Johnson Controls pay dividends?
Yes. In fiscal 2018, Johnson Controls paid $954M in dividends on its common stock, per its 10-K. Earlier years are in the five-year table above.
New to earnings reports? Start with how to read an earnings report.
How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report. Figures checked against the filing on 08/26/2026. How we make the breakdowns · Report an error
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