JCI at a glance
Johnson Controls (JCI, SEC CIK 833444) filed its latest 10-K annual report on November 14, 2025, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 30, 2026 and Form 4 insider filings as recently as August 19, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), Johnson Controls (JCI) reported revenue of $23.6 billion (up 2.8% from FY2024) and net income of $3.3 billion. Diluted EPS was $5.03.
- As of June 30, 2026, 51 institutional investment managers tracked by SignalX reported holding Johnson Controls (JCI) shares worth $37.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Cohade Pierre E on August 19, 2026 of 3,300 shares at $147.79 per share.
- In the last 90 days, JCI insiders reported 0 open-market purchases ($0) and 3 open-market sales ($4.1M) on Form 4, a net sale of $4.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $23.6B
- +2.8% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$4.1M
- 13F holders
- 51 funds
- $37.3B · +1 vs prior quarter
- Latest 8-K
- Sep 30, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Management Discussion & Analysis
- Total net sales $23,596M, up 3% YoY from $22,952M in 2024; Americas grew 1% to $15,831M, EMEA 8% to $4,968M, APAC 3% to $2,797M
- Segment EBITA margin: Americas 18.2% in 2025 vs 17.2% in 2024; EMEA 13.1% vs 12.1%; APAC 17.0% flat YoY; Americas best performer, APAC flat
- Restructuring/impairment costs increased to $546M from $510M; net financing charges decreased to $319M from $342M
- Operating cash flow $2,554M, up from $1,568M; financing cash outflow $6,784M vs $1,948M due to $5B accelerated share repurchases; capex part of $412M investing cash outflow
- Management returned $5B to shareholders via share repurchases; declared $1.51 dividend per share; expects continued dividend payments and cautious capital allocation in 2026
Risk Factors
- Cybersecurity risk governance overseen by Board's Governance and Sustainability Committee with quarterly reviews, led by CISO authority to pause business processes during incidents
- Potential operational interruption from cybersecurity incidents given CISO can halt operations during incident response
- CISO with 20+ years experience in regulated sectors (healthcare, aviation, defense) manages enterprise-wide security strategy indicating focus on compliance and risk mitigation
Business Overview
- Core business: Global leader in smart, healthy, sustainable building technologies with HVAC, controls, fire, security, and digital services
- Divestiture of Residential & Light Commercial HVAC business to Bosch completed July 31, 2025
- Organizational realignment from four to three regional segments: Americas, EMEA, APAC, reflecting portfolio simplification
- Backlog $16.6B, up 13% YoY; orders $20.7B, up 7% YoY, signaling strong demand across all regions
- OpenBlue digital platform advances AI-powered smart building solutions, emphasizing data-driven service offerings
AI summary of the JCI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $6.614B, up 9% YoY from $6.052B, led by APAC growth of 15%
- Segment EBIT $1.190B vs $952M YoY; EBIT margin 18.0% vs 15.7%
- Best segment Americas revenue $4.504B, up 11%; worst EMEA revenue $1.264B, down 1%
- Operating cash flow $2.572B vs $1.586B; cash $641M vs $379M at September 30
- $5.0B share repurchases completed; $3.9B authorization remains, with continued demand in large projects despite Middle East pressure
Risk Factors
- Newly added cybersecurity risk: AI-enabled tools accelerate zero-day vulnerability discovery, shortening detection and response windows
- Most material update: AI adoption creates expanded compliance, intellectual-property, privacy, and reputational exposure
- Regulatory risk: Evolving AI regulations may impose new obligations and penalties for non-compliance
- Operational risk: Cyberattacks against OpenBlue and connected building systems could disrupt customer operations and trigger claims
- Data-privacy risk: September 2023 cybersecurity event affected employee, applicant, and personal information, requiring regulatory notifications
AI summary of the JCI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Julie Brandt leaving as President, Global Commercial and Field Operations under planned operating-model transition
- Advisory role begins October 1, 2026 and continues through December 31, 2026
Item 2.02: Results of Operations and Financial Condition
- FY2026 results announcement dated July 29, 2026
- Detailed operating results contained in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Q3 sales rose 9% to $6.6B, with organic growth of 10%; adjusted EPS reached $1.42 versus GAAP EPS of $1.23
- Orders increased 27% organically and backlog reached $21.0B, up 32%, strengthening forward revenue visibility
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded to 12 directors with Irene Esteves appointed through the 2027 annual meeting
- Esteves joins the Audit Committee, strengthening board financial oversight
AI summaries of JCI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for JCI
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cohade Pierre E | Sell | Aug 19, 2026 | 3,300 | $147.79 |
| Schlitz Lei Zhang | Sell | Aug 4, 2026 | 2,500 | $153.79 |
| Schlitz Lei Zhang | Sell | Aug 4, 2026 | 20,917 | $152.98 |
| Schlitz Lei Zhang | F | Aug 2, 2026 | 18,625 | $146.66 |
| Vandiepenbeeck Marc | F | Aug 2, 2026 | 19,760 | $146.66 |
| Scalia Christopher M | F | Jul 14, 2026 | 2,070 | $145.24 |
| Scalia Christopher M | F | Jul 14, 2026 | 1,831 | $145.24 |
| Grabowski Todd M | Sell | Jun 9, 2026 | 1,800 | $146.20 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $26.8B | $23.0B | $23.6B |
| Gross Profit | $9.0B | $8.1B | $8.6B |
| Net Income | $1.8B | $1.7B | $3.3B |
| Gross Margin | 33.5% | 35.2% | 36.4% |
| Net Margin | 6.9% | 7.4% | 13.9% |
| Balance Sheet | |||
| Total Assets | $42.2B | $42.7B | $37.9B |
| Equity | $16.5B | $16.1B | $12.9B |
| ROE | 11.2% | 10.6% | 25.5% |
| Per Share | |||
| EPS | - | $2.52 | $5.03 |
| Cash Flow | |||
| Operating CF | $2.2B | $1.6B | $2.6B |
Source: XBRL data in Johnson Controls (JCI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate JCI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 51 | $37.26B |
| Q1 2026 | 50 | $33.50B |
| Q4 2025 | 49 | $29.98B |
| Q3 2025 | 49 | $31.01B |
| Q2 2025 | 50 | $30.32B |
| Q1 2025 | 39 | $18.46B |
| Q4 2024 | 36 | $14.91B |
| Q3 2024 | 30 | $8.19B |
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- Raymond James Financial−317.9K (-5%)
- Viking Global Investors−217.2K (-5%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 354 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
JCI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 30, 2026 | - | Analysis | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 9, 2026 | - | - | |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 8-K | May 13, 2026 | - | Analysis | |
| 4 | May 12, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Mar 13, 2026 | - | - | - |
| 4 | Mar 13, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
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JCI SEC filings: frequently asked questions
Are JCI insiders buying or selling?
In the last 90 days, Johnson Controls (JCI) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $4.1 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold JCI stock?
As of June 30, 2026, the largest Johnson Controls (JCI) holders among the 13F filers tracked by SignalX were BlackRock ($7.9 billion), Vanguard Capital Management LLC ($5.8 billion), State Street Corp ($4.1 billion), Vanguard Portfolio Management LLC ($3.0 billion), Bank of America Corp ($2.6 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was JCI's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), Johnson Controls (JCI) reported revenue of $23.6 billion (up 2.8% from FY2024) and net income of $3.3 billion. Diluted EPS was $5.03. The figures come from the XBRL data in the 10-K.
What are the main risks in JCI's latest 10-K?
In the 10-K filed November 14, 2025, Johnson Controls (JCI) flagged: Cybersecurity risk governance overseen by Board's Governance and Sustainability Committee with quarterly reviews, led by CISO authority to pause business processes during incidents. Potential operational interruption from cybersecurity incidents given CISO can halt operations during incident response. (AI summary of the Risk Factors section.)
What did JCI report in its latest 8-K?
Johnson Controls (JCI) filed an 8-K on September 30, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Julie Brandt leaving as President, Global Commercial and Field Operations under planned operating-model transition.
What are the latest JCI SEC filings?
Johnson Controls (JCI) filed its latest 10-K annual report on November 14, 2025, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 30, 2026 and a Form 4 insider filing on August 19, 2026.
What is JCI's SEC CIK number?
Johnson Controls (JCI)'s SEC Central Index Key (CIK) is 833444. EDGAR lists every JCI filing under that number.
Ask anything about JCI
The research agent reads JCI's filings, financials, insider trades and 13F holders, then answers with sources.