Filings monitor · JCI

What Johnson Controls International plc's SEC filings said

10-K for 2026, filed 12 Nov 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. AI Data Center Demand84 · importance in its document · 10-K · 2026
   Johnson Controls reports increased demand for hyperscale and data center cooling solutions driven by AI and high-performance computing, with heat management and energy efficiency needs supporting higher orders and backlog. Fiscal 2026…
2. Guidance and Outlook79 · importance in its document · 8-K exhibit · 27 Oct 2026
   Johnson Controls initiated fiscal 2027 guidance for continuing operations. For the first quarter, it expects organic sales growth of 12% to 14%, operating leverage of 30% to 35%, and adjusted EPS of $1.15 to $1.20. For the full fiscal…
3. Operating Cash Flow Trends69 · importance in its document · 10-K · 2026
   Cash provided by operating activities from continuing operations increased to $3.872 billion in fiscal 2026 from $2.554 billion in fiscal 2025. The increase reflected higher net income and favorable changes in accounts payable, accrued…
4. Share Repurchase Program58 · importance in its document · 10-K · 2026
   The company completed its previously announced accelerated share repurchase program in the second quarter of fiscal 2026 and resumed open-market repurchases after final settlement. In total, it invested $5.0 billion to repurchase…
5. Capital Expenditure Outlook56 · importance in its document · 10-K · 2026
   Johnson Controls expects approximately $900 million of capital expenditures in fiscal 2027. Investment will focus on expanding global thermal-management capacity to support demand, improve capacity and lead times, and enable delivery and…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-K · 2026 filed 12 Nov 2026

Full report · Filing on EDGAR

• AI Data Center DemandImportance 84 · +2 more on this subject
  Johnson Controls reports increased demand for hyperscale and data center cooling solutions driven by AI and high-performance computing, with heat management and energy efficiency needs supporting higher orders and…
• Operating Cash Flow TrendsImportance 69
  Cash provided by operating activities from continuing operations increased to $3.872 billion in fiscal 2026 from $2.554 billion in fiscal 2025. The increase reflected higher net income and favorable changes in accounts…
• Share Repurchase ProgramImportance 58 · +1 more on this subject
  The company completed its previously announced accelerated share repurchase program in the second quarter of fiscal 2026 and resumed open-market repurchases after final settlement. In total, it invested $5.0 billion to…
• Capital Expenditure OutlookImportance 56
  Johnson Controls expects approximately $900 million of capital expenditures in fiscal 2027. Investment will focus on expanding global thermal-management capacity to support demand, improve capacity and lead times, and…
• Restructuring ChargesImportance 46
  Johnson Controls expanded its multi-year restructuring plan in the fourth quarter of fiscal 2026 by $350 million, bringing expected costs to approximately $750 million for fiscal 2025–2028. The added costs primarily…
• Acquisitions and DivestituresImportance 44
  Fiscal 2026 investing cash use increased to $468 million from $412 million, primarily reflecting acquisitions of Alloy Enterprises and Nantum AI, net investment activity and higher capital expenditures. Proceeds from…
• Segment Revenue PerformanceImportance 43 · +1 more on this subject
  Americas sales increased from $15.831 billion to $17.398 billion, driven primarily by $1.529 billion of organic growth and $36 million of favorable currency translation; sales excluding currency and acquisitions rose…
• Gross Margin DriversImportance 42
  Gross profit increased from $8.592 billion in fiscal 2025 to $9.515 billion in fiscal 2026. Gross margin expanded 70 basis points, from 36.4% to 37.1%. The company attributed the increase in gross profit primarily to…
• Geographic Market CommentaryImportance 42
  Americas sales increased 10% excluding currency and acquisitions, led by Applied HVAC, including data centers; Products and Systems grew 9% and Services 10%. EMEA sales increased 2% on the same basis, with growth…
• Balance Sheet and LiquidityImportance 42
  At September 30, 2026, total debt was $9.277 billion, net debt was $8.659 billion and cash and cash equivalents were $618 million. Total debt was 40.5% of total capitalization, down from 43.3% in fiscal 2025; net debt…
• Segment ProfitabilityImportance 41
  Americas Segment EBIT increased to $3.088 billion in fiscal 2026 from $2.526 billion in fiscal 2025, and Segment EBITA rose to $3.397 billion from $2.882 billion. Americas improvement was primarily driven by strong…
• Income Tax Rate ChangesImportance 38
  At September 30, 2026, Johnson Controls reported a $6.4 billion valuation allowance for continuing operations, including $6.2 billion related to net operating and capital loss carryforwards. Those carryforwards…

8-K filings last 12 months

• Guidance issued27 Oct 2026 · 8-K Item 2.02 · Routine · rule score 25
  “Initiates FY27 Guidance ______________________________________________________________________________________”
  Read from the attached exhibit: Guidance and Outlook · AI Data Center Demand · Cash Flow and Capital Expenditures
• Management change (filing not read)30 Sept 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)29 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)3 Jun 2026 · 8-K Item 5.02 · Routine · rule score 20
• Management change (filing not read)13 May 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)6 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• Other officer change4 May 2026 · 8-K Item 5.02 · Routine · rule score 15
  “On May 1, 2026, Johnson Controls International plc (the “Company”) and Lei Schlitz, the Company’s Vice President and President, Global Products & Solutions, determined that Ms. Schlitz will leave the Company as part of a planned…”
• Results (release not read)4 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.