Company Analysis

Johnson Controls International plc (JCI)

NYSE: JCI · Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip · Cork, IE · filing with the SEC since 1995
Grade5.5
◀ Past 5.6● Present 5.7▶ Future 5.1

The grade of Johnson Controls International plc

Nine metrics read from its own filings, by tense
Headline grade
5.5/10
◀ Past5.630% of the headline
● Present5.740% of the headline
▶ Future5.130% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

5.6/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
2.6/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2023-11-29.

weight 33% of this tense · 26th percentile among 68 sector filers · read for itself

From the record

Johnson Controls International plc's filings since 2017 show 1 warning event: a late-report notice (Form NT 10-K or NT 10-Q, the latest 2023-11-29) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.8/10

What has it actually done, year after year?

+1.3% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 58th percentile among 64 sector filers · read for its customers

From the record

Johnson Controls International plc's 10 filed years say what it did: revenue went from $23 billion in fiscal 2017 to $26 billion in fiscal 2026, up 1.3% a year; it rose in 7 of 9 years; the deepest fall was 14% from fiscal 2019 to fiscal 2022; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span1.3%bottom 25% of its family
  • the share of years revenue rosetop 27% of its family
  • the share of filed years with a profittop 24% of its family
  • the deepest fall from a revenue peak13.9%top 40% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
9.6/10

How has it treated the people who own it?

Share count shrank 3.9% a year. 100% of cash flow returned. Insiders: 16 sales, 1 purchases.

weight 22% of this tense · 96th percentile among 57 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-09-30, Johnson Controls International plc's diluted share count shrank about 3.9% a year, and dividends and buybacks returned about 100% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 16 sales and 1 purchase of their own stock on the open market in the year to 2026-10-29, buying about $1 million (their Form 4 filings).

What it rests on

  • the share count over the yearstop 5% of its family
  • cash returned against operating cash flowtop 3% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.7/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
6.2/10

Is it financially healthy right now?

ROE 21%: 21¢ of profit per shareholder dollar. Leverage 66%: owes 66¢ per asset dollar.

weight 45% of this tense · 62nd percentile among 65 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-09-30, Johnson Controls International plc earned about 21 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 24 cents per dollar of everything the company owns. Leverage: it owed about 66 cents per dollar of assets, and net share issuance: its share count shrank 6.6% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 33% of its family
  • return on equitytop 25% of its family
  • gross profit against assetsbottom 40% of its family
  • the share count against the year beforetop 1% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.4/10

How strong is its position in its industry?

top 26% of 63 in its family; net margin 11.1%.

weight 33% of this tense · 74th percentile among 63 sector filers · read for its customers

From the record

Johnson Controls International plc's standing among 63 graded names in its industry family: revenue of $26 billion in fiscal 2026 ranks in the top 9% by size; a net margin of 11.1% ranks in the top 31%; revenue growth of 4.7% a year over the last 3 filed years ranks in the top 39% (its annual reports).

What it rests on

  • revenue against the family$25.67Btop 9% of its family
  • net margin11.1%top 31% of its family
  • three-year revenue growth4.7%top 39% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
2.4/10

What are the people in charge doing?

bottom 24% of 55 in its family for leadership; chief executive since 2025.

weight 22% of this tense · 24th percentile among 55 sector filers · read for its shareholders

From the record

Johnson Controls International plc's leadership, from its insiders' filings and its current reports: the chief executive on the record is Weidemanis, Joakim (Chief Executive Officer, as filed), filing under that title since 2025-03-12, 1.7 years (bottom 19% of its family); the 24 officers and directors filing in the last fifteen months have been on the record a median of 4.2 years (bottom 25%); 13 officer or director changes were reported on Form 8-K since 2023-11-13, against the 24 people in charge now (bottom 28%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge13 in three years among 24 peoplebottom 28% of its family
  • the median years the people in charge have filed4.2 yearsbottom 25% of its family
  • the chief executive's years on the record1.7 yearsbottom 19% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.1/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.5/10

How much room does it have to grow?

bottom 45% of 63 in its family for room to expand.

weight 45% of this tense · 45th percentile among 63 sector filers · read for itself

From the record

Johnson Controls International plc's room to grow, from the newest filed statements (fiscal 2026): cash of $618 million against debt of $7.5 billion leaves -17.2% of its assets as net cash, bottom 42% of its family; cash from operations less capital spending is 13.3% of revenue (top 28%); a gross margin of 37.1% (top 45%); research spending of 1% of revenue (bottom 10%) (its annual report).

What it rests on

  • cash less debt against assets-17.2%bottom 42% of its family
  • cash from operations less capital spending against revenue13.3%top 28% of its family
  • gross margin37.1%top 45% of its family
  • research spending against revenue1.0%bottom 10% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.5/10

What could actually drive growth from here?

top 45% of 64 in its family for growth drivers.

weight 33% of this tense · 55th percentile among 64 sector filers · read for its customers

From the record

Johnson Controls International plc's growth drivers, from the filed years to fiscal 2026: revenue grew 4.7% a year over the last three filed years against 1.3% over all 10, speeding up (top 33% of its family); the newest year grew 8.8% (top 33%); research spending grew 1.8% a year (bottom 32%); capital spending grew 1.4% a year (top 47%) (its annual reports). Johnson Controls International plc reported 3 lines of business in fiscal 2025: Americas at $16 billion (67%), EMEA at $5.0 billion (21%), APAC at $2.8 billion (12%); 3 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+3.4 points a yeartop 33% of its family
  • the newest year's revenue growth8.8%top 33% of its family
  • three-year growth of research spending1.8%bottom 32% of its family
  • three-year growth of capital spending1.4%top 47% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.6/10

Did its newest year beat what its own record pointed to?

top 44% of 62 in its family for expectations against reality.

weight 22% of this tense · 56th percentile among 62 sector filers · read for its shareholders

From the record

Johnson Controls International plc's newest year against its own record: revenue of $26 billion in fiscal 2026 came in 5.8% above the $24 billion its prior three years' pace pointed to (top 48% of its family); net income of $2.9 billion against a prior three-year average of $2.3 billion (top 42%); a net margin of 11.1% against 9.9% before (top 41%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace5.8%top 48% of its family
  • net income against the prior three years' average+25%top 42% of its family
  • net margin against its prior average+1.2 pointstop 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton JCI · research, not advice