Johnson Controls International plc
JCI · Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip · 610.1M shares · -6%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $518M (gross $625M, SBC $107M)
Reference price $146.20 · est. market cap ~$89.2B — last insider sale, 2026-06-09 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A85Johnson Controls is a wide-moat global building-systems leader with top-decile returns and strong, durable profitability.
Strengths
- ROA ~8.7% (87th pct), ROE ~25.5% (81st pct) and net margin ~13.9% (80th pct) — strong returns and margins
- Entrenched HVAC/fire/security franchise with installed-base service revenue, IP and OpenBlue platform
Risks
- Weak near-term liquidity (current ratio 0.93, 23rd pct) and moderate leverage (D/E 0.71)
- Exposure to commodity/refrigerant regulation, tariffs and PFAS-related legacy liabilities
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Weak liquidityCurrent ratio 0.93 (<1)
- Strong balance sheetStrong balance sheet — $379M cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$1M, last 6mo) Form 4 ↗
- Buying back stockNet buyback — share count -6%/yr over 4y
- Insider sellingInsider selling — 9 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$15M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
36.4%
Net margin
13.9%
Return on equity
25.5%
Return on assets
8.7%
Revenue growth (QoQ)
6.0%
Net-income growth
93.0%
Debt / equity
0.7×
Current ratio
0.9×
Tangible book value
-$7.3B
Cash & investments
$379M
Stock comp / revenue
0.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-09 | Grabowski Todd M | Sell | 1.8K | $146.20 |
| 2026-06-08 | ESTEVES IRENE M | Grant | 937 | — |
| 2026-05-14 | Grabowski Todd M | Sell | 4.3K | $145.50 |
| 2026-05-08 | Schlitz Lei Zhang | Option exercise | 38K | $66.77 |
| 2026-05-08 | Schlitz Lei Zhang | Sell | 48K | $141.07 |
| 2026-05-08 | Schlitz Lei Zhang | Sell | 15K | $141.55 |
| 2026-05-08 | Schlitz Lei Zhang | Sell | 25K | $140.51 |
| 2026-05-08 | Schlitz Lei Zhang | Sell | 900 | $141.27 |
| 2026-05-08 | Schlitz Lei Zhang | Option exercise | 25K | $53.52 |
| 2026-04-10 | HEUER BRANDT JULIE M | Tax withheld | 2.4K | $142.53 |
| 2026-04-10 | HEUER BRANDT JULIE M | Tax withheld | 4.0K | $142.53 |
| 2026-03-12 | Weidemanis Joakim | Tax withheld | 3.6K | $130.94 |
| 2026-03-12 | Grabowski Todd M | Tax withheld | 2.5K | $130.94 |
| 2026-03-04 | Blackwell Jean | Tax withheld | 1.1K | $140.00 |
| 2026-03-04 | HAGGERTY GRETCHEN R | Tax withheld | 1.1K | $140.00 |
| 2026-03-04 | Dunbar Webster Roy | Grant | 1.3K | — |
| 2026-03-04 | Dunbar Webster Roy | Tax withheld | 1.1K | $140.00 |
| 2026-03-04 | Vergnano Mark | Grant | 1.3K | — |
| 2026-03-04 | Vergnano Mark | Tax withheld | 1.1K | $140.00 |
| 2026-03-04 | Tinggren Juergen | Grant | 1.3K | — |
| 2026-03-04 | Tinggren Juergen | Tax withheld | 1.1K | $140.00 |
| 2026-03-04 | HAGGERTY GRETCHEN R | Grant | 1.3K | — |
| 2026-03-04 | Decker Patrick | Tax withheld | 1.1K | $140.00 |
| 2026-03-04 | Kotagiri Seetarama | Grant | 1.3K | — |
| 2026-03-04 | Kotagiri Seetarama | Tax withheld | 1.1K | $140.00 |
| 2026-03-04 | ARCHER TIMOTHY | Grant | 1.3K | — |
| 2026-03-04 | ARCHER TIMOTHY | Tax withheld | 1.1K | $140.00 |
| 2026-03-04 | KHANNA AYESHA | Grant | 1.3K | — |
| 2026-03-04 | KHANNA AYESHA | Tax withheld | 1.1K | $140.00 |
| 2026-03-04 | Cohade Pierre E | Grant | 1.3K | — |
| 2026-03-04 | Cohade Pierre E | Tax withheld | 1.1K | $140.00 |
| 2026-03-04 | YOUNG JOHN D | Grant | 1.3K | — |
| 2026-03-04 | YOUNG JOHN D | Tax withheld | 1.1K | $140.00 |
| 2026-03-04 | Blackwell Jean | Grant | 1.3K | — |
| 2026-02-23 | MCCONEGHY DANIEL C | Sell | 3.6K | $142.56 |
| 2026-02-06 | Grabowski Todd M | Sell | 5.0K | $134.75 |
| 2026-02-06 | Grabowski Todd M | Sell | 1.1K | $135.59 |
| 2026-02-05 | Vergnano Mark | Buy | 7.7K | $131.94 |
| 2026-02-05 | Vergnano Mark | Gift | 4.6K | — |
| 2026-02-05 | Vergnano Mark | Gift | 4.6K | — |
| 2026-02-05 | Vergnano Mark | Gift | 3.1K | — |
| 2026-02-05 | Vergnano Mark | Gift | 3.1K | — |
| 2026-02-01 | Vandiepenbeeck Marc | Tax withheld | 3.2K | $119.26 |
| 2026-01-26 | Hughes Susan Mckee | Grant | 3.4K | — |
| 2026-01-26 | Hughes Susan Mckee | Grant | 14K | — |
| 2026-01-26 | Hughes Susan Mckee | Grant | 5.9K | — |
| 2025-12-10 | Donofrio John | Sell | 22K | $116.00 |
| 2025-12-08 | Lek Richard | Disposition | 997 | $114.98 |
| 2025-12-08 | Donofrio John | Tax withheld | 1.4K | $114.98 |
| 2025-12-08 | MCCONEGHY DANIEL C | Tax withheld | 313 | $114.98 |
| 2025-12-08 | Grabowski Todd M | Tax withheld | 599 | $114.98 |
| 2025-12-08 | Grabowski Todd M | Tax withheld | 1.6K | $114.98 |
| 2025-12-08 | RATHNINDE ANURUDDHA | Tax withheld | 543 | $114.98 |
| 2025-12-08 | Schlitz Lei Zhang | Tax withheld | 1.6K | $114.98 |
| 2025-12-08 | Vandiepenbeeck Marc | Tax withheld | 307 | $114.98 |
| 2025-12-08 | Vandiepenbeeck Marc | Tax withheld | 6.7K | $114.98 |
| 2025-12-05 | Schlitz Lei Zhang | Grant | 27K | $114.23 |
| 2025-12-05 | Schlitz Lei Zhang | Tax withheld | 12K | $114.23 |
| 2025-12-05 | Schlitz Lei Zhang | Tax withheld | 2.0K | $114.23 |
| 2025-12-05 | Schlitz Lei Zhang | Tax withheld | 1.2K | $114.23 |
| 2025-12-05 | RATHNINDE ANURUDDHA | Grant | 17K | $114.23 |
| 2025-12-05 | RATHNINDE ANURUDDHA | Tax withheld | 4.0K | $114.23 |
| 2025-12-05 | RATHNINDE ANURUDDHA | Tax withheld | 661 | $114.23 |
| 2025-12-05 | RATHNINDE ANURUDDHA | Tax withheld | 414 | $114.23 |
| 2025-12-05 | MCCONEGHY DANIEL C | Grant | 4.9K | $114.23 |
| 2025-12-05 | MCCONEGHY DANIEL C | Tax withheld | 2.3K | $114.23 |
| 2025-12-05 | MCCONEGHY DANIEL C | Tax withheld | 381 | $114.23 |
| 2025-12-05 | MCCONEGHY DANIEL C | Tax withheld | 238 | $114.23 |
| 2025-12-05 | Vandiepenbeeck Marc | Grant | 4.9K | $114.23 |
| 2025-12-05 | Vandiepenbeeck Marc | Tax withheld | 2.3K | $114.23 |
| 2025-12-05 | Vandiepenbeeck Marc | Tax withheld | 1.0K | $114.23 |
| 2025-12-05 | Vandiepenbeeck Marc | Tax withheld | 1.6K | $114.23 |
| 2025-12-05 | HEUER BRANDT JULIE M | Tax withheld | 1.3K | $114.23 |
| 2025-12-05 | HEUER BRANDT JULIE M | Tax withheld | 908 | $114.23 |
| 2025-12-05 | Grabowski Todd M | Grant | 1.7K | $114.23 |
| 2025-12-05 | Grabowski Todd M | Tax withheld | 743 | $114.23 |
| 2025-12-05 | Grabowski Todd M | Tax withheld | 875 | $114.23 |
| 2025-12-05 | Grabowski Todd M | Tax withheld | 716 | $114.23 |
| 2025-12-05 | Lek Richard | Grant | 1.2K | $114.23 |
| 2025-12-05 | Lek Richard | Disposition | 1.2K | $114.23 |
| 2025-12-05 | Lek Richard | Disposition | 1.3K | $114.23 |
| 2025-12-05 | Lek Richard | Tax withheld | 504 | $114.23 |
| 2025-12-05 | Donofrio John | Grant | 22K | $114.23 |
| 2025-12-05 | Donofrio John | Tax withheld | 10K | $114.23 |
| 2025-12-05 | Donofrio John | Tax withheld | 1.7K | $114.23 |
| 2025-12-05 | Donofrio John | Tax withheld | 1.0K | $114.23 |
| 2025-12-01 | Donofrio John | Grant | 4.8K | — |
| 2025-12-01 | Grabowski Todd M | Grant | 3.8K | — |
| 2025-12-01 | MCCONEGHY DANIEL C | Grant | 1.1K | — |
| 2025-12-01 | RATHNINDE ANURUDDHA | Grant | 3.7K | — |
| 2025-12-01 | Scalia Christopher M | Grant | 4.1K | — |
| 2025-12-01 | Schlitz Lei Zhang | Grant | 6.0K | — |
| 2025-12-01 | Vandiepenbeeck Marc | Grant | 7.2K | — |
| 2025-12-01 | Weidemanis Joakim | Grant | 26K | — |
| 2025-12-01 | Lek Richard | Grant | 2.2K | — |
| 2025-12-01 | HEUER BRANDT JULIE M | Grant | 4.4K | — |
| 2025-11-21 | Schlitz Lei Zhang | Sell | 32K | $113.20 |
| 2025-11-18 | HEUER BRANDT JULIE M | Tax withheld | 5.4K | $114.44 |
| 2025-11-14 | Schlitz Lei Zhang | Tax withheld | 16K | $118.72 |
| 2025-11-13 | Blackwell Jean | Gift | 4.9K | — |
| 2025-11-06 | Schlitz Lei Zhang | Sell | 10K | $122.03 |
| 2025-09-03 | MCCONEGHY DANIEL C | Option exercise | 5.9K | $79.54 |
| 2025-09-03 | MCCONEGHY DANIEL C | Sell | 5.9K | $105.73 |
| 2025-09-02 | MANNING NATHAN D | Sell | 1.4K | $105.06 |
| 2025-08-01 | MANNING NATHAN D | Sell | 1.4K | $103.69 |
| 2025-07-14 | Scalia Christopher M | Grant | 4.7K | $106.26 |
| 2025-07-14 | Scalia Christopher M | Grant | 4.7K | $106.26 |
| 2025-07-14 | Scalia Christopher M | Grant | 19K | $106.26 |
| 2025-07-14 | Scalia Christopher M | Grant | 19K | $106.26 |
| 2025-07-01 | MANNING NATHAN D | Sell | 1.0K | $104.56 |
| 2025-07-01 | MANNING NATHAN D | Sell | 400 | $105.48 |
| 2025-06-06 | RATHNINDE ANURUDDHA | Sell | 15K | $103.13 |
| 2025-06-02 | MANNING NATHAN D | Sell | 1.4K | $100.90 |
| 2025-05-23 | Oliver George | Gift | 360 | — |
| 2025-05-09 | RATHNINDE ANURUDDHA | Tax withheld | 6.8K | $91.92 |
| 2025-05-09 | Oliver George | Sell | 100K | $91.70 |
| 2025-05-09 | Oliver George | Gift | 2.6K | — |
| 2025-05-08 | Vandiepenbeeck Marc | Option exercise | 12K | $41.75 |
| 2025-05-08 | Vandiepenbeeck Marc | Sell | 23K | $90.96 |
| 2025-05-08 | Vandiepenbeeck Marc | Option exercise | 11K | $45.69 |
| 2025-05-08 | Vandiepenbeeck Marc | Sell | 5.3K | $90.77 |
| 2025-05-01 | MANNING NATHAN D | Sell | 400 | $88.09 |
| 2025-05-01 | MANNING NATHAN D | Sell | 200 | $85.16 |
| 2025-05-01 | MANNING NATHAN D | Sell | 822 | $86.77 |
| 2025-04-10 | HEUER BRANDT JULIE M | Tax withheld | 5.3K | $76.23 |
| 2025-04-01 | MANNING NATHAN D | Sell | 1.4K | $79.72 |
| 2025-03-14 | Oliver George | Sell | 16K | $77.49 |
| 2025-03-12 | Menne Simone | Tax withheld | 1.4K | $78.68 |
| 2025-03-12 | ARCHER TIMOTHY | Grant | 2.3K | — |
| 2025-03-12 | ARCHER TIMOTHY | Tax withheld | 1.4K | $78.68 |
| 2025-03-12 | Vandiepenbeeck Marc | Grant | 64K | $78.68 |
| 2025-03-12 | BLACKWELL JEAN S | Grant | 2.3K | — |
| 2025-03-12 | BLACKWELL JEAN S | Tax withheld | 1.4K | $78.68 |
| 2025-03-12 | Cohade Pierre E | Grant | 2.3K | — |
| 2025-03-12 | Cohade Pierre E | Tax withheld | 1.4K | $78.68 |
| 2025-03-12 | Decker Patrick | Grant | 2.3K | — |
| 2025-03-12 | Decker Patrick | Tax withheld | 755 | $78.68 |
| 2025-03-12 | Dunbar Webster Roy | Grant | 2.3K | — |
| 2025-03-12 | Dunbar Webster Roy | Tax withheld | 1.4K | $78.68 |
| 2025-03-12 | HAGGERTY GRETCHEN R | Grant | 2.3K | — |
| 2025-03-12 | HAGGERTY GRETCHEN R | Tax withheld | 1.4K | $78.68 |
| 2025-03-12 | KHANNA AYESHA | Grant | 2.3K | — |
| 2025-03-12 | KHANNA AYESHA | Tax withheld | 1.4K | $78.68 |
| 2025-03-12 | Kotagiri Seetarama | Grant | 2.3K | — |
| 2025-03-12 | Kotagiri Seetarama | Tax withheld | 1.4K | $78.68 |
| 2025-03-12 | Tinggren Juergen | Grant | 2.3K | — |
| 2025-03-12 | Tinggren Juergen | Tax withheld | 1.4K | $78.68 |
| 2025-03-12 | VERGNANO MARK P | Grant | 2.3K | — |
| 2025-03-12 | VERGNANO MARK P | Tax withheld | 1.4K | $78.68 |
| 2025-03-12 | YOUNG JOHN D | Grant | 2.3K | — |
| 2025-03-12 | YOUNG JOHN D | Tax withheld | 1.4K | $78.68 |
| 2025-03-12 | Weidemanis Joakim | Grant | 32K | $78.68 |
| 2025-03-12 | Oliver George | Sell | 84K | $79.52 |
| 2025-03-12 | Oliver George | Sell | 100K | $79.47 |
| 2025-03-03 | MANNING NATHAN D | Sell | 1.4K | $86.23 |
| 2025-02-26 | Oliver George | Sell | 49K | $85.96 |
| 2025-02-26 | Oliver George | Option exercise | 49K | $45.69 |
| 2025-02-25 | Oliver George | Sell | 54K | $84.14 |
| 2025-02-25 | Oliver George | Sell | 64K | $83.03 |
| 2025-02-25 | Oliver George | Sell | 11K | $83.71 |
| 2025-02-25 | Oliver George | Option exercise | 75K | $45.69 |
| 2025-02-25 | Oliver George | Option exercise | 54K | $45.69 |
| 2025-02-24 | Oliver George | Sell | 75K | $83.89 |
| 2025-02-24 | Oliver George | Option exercise | 75K | $45.69 |
| 2025-02-14 | Oliver George | Option exercise | 163K | $41.75 |
| 2025-02-14 | Oliver George | Sell | 134K | $89.22 |
| 2025-02-14 | Oliver George | Sell | 29K | $89.55 |
| 2025-02-13 | Oliver George | Option exercise | 163K | $41.75 |
| 2025-02-13 | Oliver George | Sell | 141K | $88.35 |
| 2025-02-13 | Oliver George | Sell | 22K | $89.06 |
| 2025-02-11 | Oliver George | Option exercise | 149K | $33.39 |
| 2025-02-11 | Oliver George | Sell | 187K | $89.09 |
| 2025-02-11 | Oliver George | Sell | 18K | $89.60 |
| 2025-02-10 | Oliver George | Sell | 203K | $89.06 |
| 2025-02-10 | Oliver George | Option exercise | 205K | $33.39 |
| 2025-02-10 | Oliver George | Sell | 2.4K | $89.83 |
| 2025-02-07 | Oliver George | Option exercise | 132K | $37.36 |
| 2025-02-07 | Oliver George | Option exercise | 73K | $33.39 |
| 2025-02-07 | Oliver George | Sell | 200K | $88.02 |
| 2025-02-07 | Oliver George | Sell | 4.9K | $88.57 |
| 2025-02-06 | Oliver George | Sell | 163K | $85.99 |
| 2025-02-06 | Oliver George | Sell | 42K | $86.89 |
| 2025-02-06 | MCCONEGHY DANIEL C | Sell | 1.9K | $87.73 |
| 2025-02-06 | Donofrio John | Option exercise | 50K | $33.39 |
| 2025-02-06 | Donofrio John | Sell | 70K | $87.15 |
| 2025-02-06 | Oliver George | Option exercise | 205K | $37.36 |
| 2025-02-03 | MANNING NATHAN D | Sell | 1.4K | $76.44 |
| 2025-02-01 | Vandiepenbeeck Marc | Tax withheld | 3.1K | $78.00 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-03 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-05-13 | Exec/director change | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-05-04 | Exec/director change | filing ↗ |
| 2026-03-06 | Shareholder vote | filing ↗ |
| 2026-02-04 | ResultsExhibits | filing ↗ |
| 2025-11-05 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-03 | 2026-06-03 | 0000833444-26-000064 ↗ |
| 8-K | 2026-05-13 | 2026-05-11 | 0000833444-26-000058 ↗ |
| 8-K/A | 2026-05-07 | 2026-05-06 | 0000833444-26-000054 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0000833444-26-000050 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0000833444-26-000047 ↗ |
| 8-K | 2026-05-04 | 2026-05-01 | 0000833444-26-000040 ↗ |
| 8-K | 2026-03-06 | 2026-03-04 | 0000833444-26-000029 ↗ |
| 8-K | 2026-02-04 | 2026-02-04 | 0000833444-26-000014 ↗ |
| 10-Q | 2026-02-04 | 2025-12-31 | 0000833444-26-000019 ↗ |
| 10-K | 2025-11-14 | 2025-09-30 | 0000833444-25-000097 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0000833444-25-000084 ↗ |
| 8-K | 2025-09-24 | 2025-09-19 | 0000833444-25-000076 ↗ |