Form 10-Q · Quarterly report

Johnson Controls 10-Q, filed Jul 29, 2026

Filed
CIK
0000833444
Accession no.
0000833444-26-000087
AI-generated summary

Summary

Johnson Controls International plc reported third-quarter net sales of $6.614 billion, up 9% from a year earlier, and nine-month net sales of $18.553 billion, up 8%, driven by organic growth across all segments, led by Applied HVAC. The company said tariffs and the IEEPA refund process have not materially affected its financial performance to date, while additional tariffs could negatively affect future revenue growth and margins.

Key points

  • Third-quarter net sales rose 9% to $6.614 billion; gross profit rose 10% to $2.474 billion, or 37.4% of sales.
  • Nine-month net sales rose 8% to $18.553 billion; gross profit rose 9% to $6.810 billion.
  • Third-quarter SG&A declined 1% to $1.407 billion; nine-month SG&A declined 5% to $4.029 billion.
  • The company said the U.S. Supreme Court invalidated certain IEEPA tariffs in February 2026, new tariffs were imposed in their place, and it is participating in the IEEPA refund process.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

From the filing

ITEM 2. MANAGEMENT’S DISCUSSION Overview Johnson Controls International plc, headquartered in Cork, Ireland, is a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization. The Company helps customers create, maintain, and optimize indoor operating environments that use energy more productively, reduce carbon emissions, and support the precise, reliable and 32 resilient operating conditions in rapidly expanding industries such as data centers, healthcare, pharmaceuticals, advanced manufacturing, and higher education. …

An excerpt of the text as filed with the SEC, cut for length.

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