Short answer
Johnson Controls (JCI) filed its Q4 2025 10-Q quarterly report on Feb 4, 2026 for the quarter ended Dec 31, 2025. Quarterly revenue was $5.8B (up 6.8% year over year) with net income of $524M.
Q4 2025 key financials · XBRL
- Revenue
- $5.8B
- +6.8% YoY
- Net income
- $524M
- +25.1% YoY
- Gross margin
- 35.8%
- EPS (diluted)
- $0.85
- +34.9% YoY
Source: XBRL data from the Johnson Controls (JCI) Q4 2025 10-Q on SEC EDGAR. USD.
Johnson Controls Q4 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $5,797M, up 7% YoY from $5,426M, driven by 6% organic growth and favorable FX impact of $72M
- Gross margin 35.8% vs 35.5% YoY, SG&A ratio down to 21.1% from 25.8% due to $200M combined insurance recoveries and divestiture gain
- Americas segment best growth with 6% organic sales increase, led by Applied HVAC and Controls; Services up 10%
- Operating cash flow improved due to higher net income and favorable payables/liabilities changes; cash $552M, net debt $9.15B, total debt down $175M
- Management signals ongoing risk from tariffs, supply chain inflation; multi-year restructuring plan underway targeting $500M annual savings by 2027
Risk Factors
- No new risk factors added this quarter; risk disclosures unchanged from 2025 10-K
- Updated operational risk: increased competition for skilled trade labor may raise costs, limit scaling, and impact backlog conversion
- Key talent risk: challenges in attracting/retaining qualified personnel with digital and consultative selling skills may impede growth objectives
- Market risk: dependence on workforce size to meet customer demand and provide on-site services critical to revenue performance
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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