Company Dossier · Industrials
Johnson Controls
- S&P 500
- Russell 1000
What Johnson Controls is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $24.4 billion, up 5.1% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: $2.67 billion, up 16% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $0.37 billion, down 24% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to September 30, 2025: $5.99 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to September 30, 2025: $1.77 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.85 of 1.Palanor Discourse
- Guidance in the last 90 days: 2 outlook figures raised, 1 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed November 14, 2025): 0 risk factors added, 3 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $4.1 million on the open market.SEC Form 4
- 1,618 institutional managers reported a position at June 30, 2026 (+53 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 24 (24 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Johnson Controls is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings57th pct
- Deals and private raises48th pct
- Patent publications17th pct
Confident ↔ Hedging
Confident
- Call sentiment84th pct
- Call confidence77th pct
- Guidance changes47th pct
- Risk factors added78th pct
- Insider open-market trades38th pct
- + Call sentiment
- + Call confidence
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver12th pct
- Stress filings50th pct
Credit
How these are built →Johnson Controls's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$9.5B
- Due within a year $0.9B
- Longer term $8.6B
- Default point $5.2B (short + ½ long)
Finance leases included · Mar 31, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Dec 5, 2024 | $250M | 4.900% | 2032 (8y) | +77bp | 4.954% |
| Dec 4, 2024 | €500M | 3.125% | 2033 (9y) | +117bp | 3.202% |
| Apr 16, 2024 | $700M | 5.500% | 2029 (5y) | +88bp | 5.561% |
From the pricing term sheets Johnson Controls filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (CAPITOL HILL CONSULTING GROUP)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (JOHNSON CONTROLS, INC AND AFFILIATES)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (FOLEY & LARDNER LLP)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 13, 2026Patent
- Oct 6, 2026Patent
- Sep 30, 20268-KDirector or officer changeItem 5.02
- Sep 29, 2026Patent
- Sep 22, 2026Patent
- Jul 31, 2026LobbyingLobbying report (FLYWHEEL GOVERNMENT SOLUTIONS)second_quarter 2026
- Jul 21, 2026LobbyingLobbying report (CAPITOL HILL CONSULTING GROUP)second_quarter 2026 · $0.0 million
- Jul 20, 2026LobbyingLobbying report (JOHNSON CONTROLS, INC AND AFFILIATES)second_quarter 2026 · $0.1 million
- Jul 19, 2026LobbyingLobbying report (FOLEY & LARDNER LLP)second_quarter 2026 · $0.1 million
- Jun 3, 20268-KDirector or officer changeItem 5.02
- May 26, 2026LobbyingLobbying report (FLYWHEEL GOVERNMENT SOLUTIONS)first_quarter 2026
- May 13, 20268-KDirector or officer changeItem 5.02
- May 4, 20268-KDirector or officer changeItem 5.02
- Apr 9, 2026Federal awardFederal award from Department of Defense$19.1 million
- Mar 6, 20268-KShareholder vote resultsItem 5.07
- Nov 14, 202510-KAnnual report (10-K)0 risk factors added, 3 removed
- Sep 24, 20258-KDirector or officer changeItem 5.02
- Apr 2, 20258-KDirector or officer changeItem 5.02
- Mar 14, 20258-KDirector or officer changeItem 5.02
- Mar 14, 20258-KShareholder vote resultsItem 5.07
- Feb 5, 20258-KDirector or officer changeItem 5.02
- Jan 10, 20258-KDirector or officer changeItem 5.02
- Dec 12, 20248-KDirector or officer changeItem 5.02
- Nov 19, 202410-KAnnual report (10-K)1 risk factors added, 1 removed
- Dec 14, 202310-KAnnual report (10-K)4 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Trane Technologies TT | $22.2B | $2.5B | Jun 30, 2026 |
| Carrier Global CARR | $21.9B | $1.7B | Mar 31, 2026 |
| Builders FirstSource BLDR | $14.4B | $0.6B | Jun 30, 2026 |
| Owens Corning OC | $9.8B | $0.9B | Jun 30, 2026 |
| Masco MAS | $7.7B | $0.9B | Mar 31, 2026 |
| Lennox International LII | $5.3B | $0.7B | Mar 31, 2026 |
| Fortune Brands Innovations FBIN | $4.4B | $0.4B | Jun 27, 2026 |
| Allegion ALLE | $4.3B | $0.7B | Jun 30, 2026 |