Every material Form 8-K Johnson Controls filed with the SEC in 2026, 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.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Johnson Controls filing is on SEC EDGAR ↗. 8-K briefs of other companies →