Every material Form 8-K Johnson Controls has filed with the SEC since February 05, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Johnson Controls International plc reported financial results for the fourth quarter and fiscal year ended September 30, 2026, including Q4 sales of $7.1 billion and GAAP EPS of $1.60. The company also initiated its fiscal year 2027 guidance, projecting full year adjusted EPS of $6.15 to $6.30. These results and forward-looking expectations provide shareholders with insights into operational performance and ongoing demand.
Q4 sales increased 10% to $7.1 billion and organic sales increased 12%.
Q4 GAAP EPS was $1.60 and adjusted EPS was $1.66.
Backlog of $23.0 billion increased 43% organically year-over-year.
Fiscal 2027 full year guidance projects adjusted EPS of $6.15 to $6.30.
Johnson Controls International plc said Julie Brandt, its Vice President and President, Global Commercial and Field Operations, will leave her role as part of a planned transition tied to changes in the company's operating model. She moves to an advisory role on October 1, 2026, and is expected to stay in that role through December 31, 2026, and her departure will entitle her to severance under the company's officer severance policy.
Julie Brandt's transition to an advisory role begins October 1, 2026.
Brandt is expected to remain with the company in the advisory role through December 31, 2026.
Her departure triggers severance benefits under the Severance and Change in Control Policy for Officers; the filing gives no dollar amount.
The decision was determined on September 25, 2026, and the 8-K was dated September 30, 2026.
Johnson Controls reported fiscal third-quarter 2026 sales of $6.6 billion, up 9% from a year earlier, with GAAP earnings per share of $1.23 compared with $1.07 a year ago. The company raised its full-year fiscal 2026 adjusted EPS guidance to about $5.05 from about $4.85 and raised its organic sales growth outlook to about 8% from about 6%.
Q3 sales rose 9% to $6.6 billion; organic sales rose 10%
GAAP net income attributable to JCI was $749 million; adjusted net income from continuing operations was $868 million
FY26 adjusted EPS guidance raised to about $5.05 from about $4.85; organic sales growth guidance raised to about 8% from about 6%
Q3 orders rose 27% organically and backlog reached $21.0 billion, up 32% organically
Johnson Controls increased its board to 12 directors on June 3, 2026, and appointed Irene Esteves to fill the new seat, where she also joins the Audit Committee. The filing covers board composition and director pay rather than financial results, so it does not change the company's reported performance.
Esteves previously served as CFO of Spirit AeroSystems Holdings and Time Warner Cable, and sits on the Roper Technologies and KKR Real Estate Finance Trust boards.
She received a $135,000 RSU award with a June 8, 2026 grant date, prorated from a $180,000 full-year director award.
Her term runs until the next annual general meeting, where she is expected to stand for re-election.
On May 11, 2026, Johnson Controls' compensation committee approved a long-term Value Growth Incentive Program granting performance-based share options to key employees, including CEO Joakim Weidemanis. The options vest only if the company hits sales and market capitalization goals over fiscal 2026 through 2030, and they carry value only if the share price rises after the grant date, which ties executive pay to shareholder returns.
Options vest only if sales goal (tied to fiscal 2025 net sales) and market cap goal are met over fiscal 2026 through fiscal 2030
Grant date of May 15, 2026; target grant values are $10,500,000 for CEO Joakim Weidemanis and $5,300,000 each for CFO Marc Vandiepenbeeck and CHRO Chris Scalia
Options are exercisable only in a window from October 1, 2030 through September 30, 2032
Johnson Controls reported fiscal second-quarter 2026 results for the three months ended March 31, 2026, with sales up 8% to $6.1 billion and GAAP diluted EPS from continuing operations of $0.99, compared with $0.71 a year earlier. The company raised its fiscal 2026 adjusted EPS guidance to about $4.85 from about $4.70, which signals higher expected earnings for shareholders.
Q2 sales rose 8% to $6.1 billion; organic sales rose 6%
Q2 GAAP EPS from continuing operations was $0.99 versus $0.71 a year earlier; adjusted EPS was $1.19
Fiscal 2026 adjusted EPS guidance raised to about $4.85 from about $4.70; organic sales growth guidance is about 6%, up from mid-single digits
Q2 orders rose 30% organically and backlog reached $20.0 billion
Johnson Controls said Vice President and President of Global Products & Solutions Lei Schlitz will leave the company as part of a planned transition tied to changes in its operating model. She is expected to stay through October 1, 2026, and her departure entitles her to severance under the company's officer severance policy.
Lei Schlitz, Vice President and President, Global Products & Solutions, will depart under a planned transition
Determination made May 1, 2026; Schlitz expected to remain through October 1, 2026
Severance benefits apply under the Severance and Change in Control Policy for Officers, filed as Exhibit 10.6 to the fiscal 2025 Form 10-K
Johnson Controls reported fiscal first-quarter 2026 results for the three months ended December 31, 2025, with sales up 7% to $5.8 billion and diluted GAAP EPS from continuing operations of $0.90, compared with $0.55 a year earlier. The company raised its fiscal 2026 adjusted EPS guidance to about $4.70 from about $4.55, which points to a higher earnings outlook for shareholders.
Q1 sales rose 7% to $5.8 billion; organic sales rose 6%.
Diluted GAAP EPS from continuing operations was $0.90 versus $0.55; adjusted EPS was $0.89.
Fiscal 2026 adjusted EPS guidance raised to about $4.70 from about $4.55; fiscal Q2 adjusted EPS guidance is about $1.11.
Q1 orders rose 39% organically, and backlog reached $18.2 billion, up 20% organically.
Johnson Controls reported fiscal fourth-quarter 2025 sales up 3% to $6.4 billion, with organic sales up 4%, and full-year sales of $23.6 billion. GAAP earnings from continuing operations fell to $0.42 per share from $0.80 a year earlier, while adjusted EPS was $1.26, and the company initiated fiscal 2026 guidance calling for full-year adjusted EPS of about $4.55. The company also completed the $8.3 billion sale of its residential HVAC business and began a $5.0 billion accelerated share repurchase, which affects the share count and capital available to shareholders.
Q4 sales were $6.4 billion, up 3%; full-year sales were $23.6 billion, up 3%
Q4 GAAP EPS from continuing operations was $0.42 versus $0.80 a year earlier; total diluted EPS was $2.67 including discontinued operations
Q4 restructuring and impairment costs were $400 million versus $133 million a year earlier
FY26 guidance: adjusted EPS of about $4.55 and mid-single-digit organic sales growth; Q1 adjusted EPS of about $0.83
Johnson Controls said Vice President and President, Americas Nathan Manning will leave the company to pursue other opportunities, with Todd Grabowski, President Global Data Centers & Applied Equipment, taking over the Americas role on October 1, 2025. Manning will stay on as a special advisor through December 31, 2025, and his departure will entitle him to severance under the company's policy. The filing reports no financial results, so the change does not itself alter reported revenue or profit.
Nathan Manning, Vice President and President, Americas, is leaving the company; the decision was determined September 19, 2025.
Todd Grabowski will become Vice President and President, Americas on October 1, 2025.
Manning is expected to serve as a special advisor through December 31, 2025.
His departure entitles him to severance under the Severance and Change in Control Policy for Officers.
Johnson Controls reported fiscal third-quarter 2025 sales of $6.1 billion, up 3% from a year earlier and up 6% organically, and raised its full-year fiscal 2025 adjusted EPS guidance to $3.65 to $3.68 from about $3.60. GAAP earnings per share from continuing operations fell to $0.94 from $1.27, so shareholders see stronger sales and guidance alongside lower reported profit.
Q3 sales of $6.1 billion rose 3% as reported and 6% organically versus the prior-year quarter.
GAAP EPS from continuing operations was $0.94 versus $1.27 a year earlier; adjusted EPS was $1.05.
Full-year fiscal 2025 adjusted EPS guidance raised to $3.65 to $3.68, previously about $3.60.
Fiscal Q4 adjusted EPS guidance set at $1.14 to $1.17.
Johnson Controls reported fiscal second-quarter 2025 results for the three months ended March 31, 2025. Sales rose 1% to $5.7 billion (7% organically), and GAAP EPS was $0.71 versus a loss of $0.41 a year earlier, while the company raised its full-year fiscal 2025 adjusted EPS guidance to about $3.60.
Q2 sales of $5.7 billion rose 1% as reported and 7% organically; GAAP EPS was $0.71 and adjusted EPS was $0.82
Full-year fiscal 2025 adjusted EPS guidance raised to about $3.60, from about $3.50 to $3.60 previously
Fiscal Q3 guidance includes adjusted EPS of about $0.97 to $1.00 and adjusted segment EBITA margin of about 17.5%
On April 1, 2025, Johnson Controls reorganized into three regional reporting segments (Americas, EMEA and APAC), replacing four prior segments. It will begin reporting under the new structure with its fiscal third quarter results for the period ended June 30, 2025. The filing also names Lei Schiltz Vice President and President, Global Products & Solutions, effective April 1, and says it will provide recast unaudited historical figures before its fiscal second quarter earnings presentation.
Four prior segments (Global Products, Building Solutions North America, Building Solutions EMEALA and Building Solutions APAC) replaced by Americas, EMEA and APAC, effective April 1, 2025.
New segment reporting begins with results for the fiscal third quarter ended June 30, 2025.
Lei Schiltz named Vice President and President, Global Products & Solutions, effective April 1, 2025.
Recast unaudited historical financial information to be provided before the fiscal second quarter earnings presentation.
Joakim Weidemanis succeeded George Oliver as chief executive of Johnson Controls immediately after the annual general meeting held March 12, 2025 in Cork, Ireland. The board was also expanded to thirteen directors with Weidemanis appointed to it, and shareholders elected all twelve director nominees and approved the other proposals on the ballot.
Weidemanis succeeded George Oliver as CEO immediately following the March 12, 2025 AGM.
The board increased to thirteen directors; Weidemanis was appointed with a term ending at the 2026 annual general meeting.
Oliver was re-elected as a director and will remain Chairman until his scheduled retirement on July 31, 2025.
The non-binding advisory vote on executive compensation passed with 516,961,750 votes for and 46,174,880 against.
Johnson Controls said Joakim Weidemanis, formerly an Executive Vice President at Danaher, will succeed George Oliver as chief executive on March 12, 2025, immediately after the annual shareholder meeting. Oliver will remain board chairman until July 31, 2025, and Mark Vergnano will then become independent chairman, so the change affects leadership and executive pay arrangements rather than reported financial results.
Joakim Weidemanis, 55, becomes CEO on March 12, 2025, with a $1,500,000 base salary and a bonus capped at 320% of salary.
Weidemanis receives a one-time equity grant valued at $5,000,000 on March 12, 2025, plus fiscal 2025 long-term incentive awards with a total value of $10,000,000.
George Oliver retires as CEO on March 12, 2025, stays chairman until July 31, 2025, then serves as an advisor at $75,000 per month from August 1, 2025 to December 31, 2025.
The filing also discloses a $5,000,000 retention RSU award for CFO Marc Vandiepenbeeck, with a grant date of March 12, 2025.
Johnson Controls reported fiscal first quarter 2025 sales of $5.4 billion, up 4% from a year earlier and up 10% organically, with GAAP EPS of $0.55 and adjusted EPS of $0.64. The company raised its full-year fiscal 2025 adjusted EPS guidance to approximately $3.50 to $3.60 from $3.40 to $3.50, which is a higher outlook for shareholders. The same day, it named Joakim Weidemanis as its next Chief Executive Officer, effective March 12, 2025.
Q1 sales of $5.4 billion rose 4% as reported and 10% organically; GAAP income from continuing operations was $363 million
Full-year fiscal 2025 adjusted EPS guidance raised to approximately $3.50 to $3.60, from $3.40 to $3.50; adjusted segment EBITA margin improvement now more than 80 basis points, up from more than 50
Fiscal Q2 adjusted EPS guidance of approximately $0.77 to $0.79 was initiated
Joakim Weidemanis will succeed George Oliver as CEO effective March 12, 2025, after the 2025 Annual General Meeting
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