JCI Johnson Controls

Q4 2025 10-Q
Filed: Feb 4, 2026Period ending Dec 31, 2025
Industrials
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig EquipSEC EDGAR

Johnson Controls (JCI) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Feb 4, 2026 for the fiscal period ending Dec 31, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q4 2025 10-Q

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
+3 more insights

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
+2 more insights

Quarterly Financial Summary
XBRL

Revenue

$5.8B

+6.8% YoY

Net Income

$524M

+25.1% YoY

Gross Margin

35.8%

+28bp YoY

Net Margin

9.0%

+132bp YoY

ROE

4.0%

+133bp YoY

Total Assets

$38.0B

-9.8% YoY

EPS (Diluted)

$0.85

+34.9% YoY

Operating Cash Flow

$611M

+145.4% YoY

Source: XBRL data from Johnson Controls Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.

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