Johnson Controls (JCI) beat expectations in Q3 FY2026 on revenue of $6.6B versus the $6.5B estimate (+9.3% YoY) and EPS of $1.42. The next Johnson Controls (JCI) earnings date is Nov 4, 2026. Below is the full Johnson Controls earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Johnson Controls (JCI) Earnings Analysis — key stats
Next earnings date
Nov 4, 2026
Latest reported quarter
Q3 FY2026
Earnings verdict
Beat
EPS beat rate
8 of last 8 (quarters above estimate)
Avg next-day move
±7.0% (over the last 8 reports)
Post-earnings direction
Up 6 / Down 2 (of the last 8 reports)
Implied move (next report)
±14.8% (options-derived · into Nov 4, 2026)
Institutional ownership
112.5% (13F as of 2026-06-30)
Top 10 holders
44.6% (of shares outstanding)
Insider activity
2 buys / 9 sells (recent Form 4 filings)
Revenue
$6.6B (vs $6.5B est · +2.3% surprise · +9.3% YoY)
EPS
$1.42 (vs $1.30 est · +9.2% surprise · +15.0% YoY)
Share price
$142.99 (-0.0%)
Market cap
$86.6B
Johnson Controls (JCI) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q4 FY2026
$6.6B vs $6.5B est
$1.42 vs $1.30 est
+9.2%
+2.6%
Beat
Q3 FY2026
$6.1B vs $6.1B est
$1.19 vs $1.12 est
+6.2%
-3.8%
Mixed
Q2 FY2026
$5.8B vs $5.6B est
$0.89 vs $0.84 est
+5.8%
+6.9%
Beat
Q1 FY2026
$6.4B vs $6.3B est
$1.26 vs $1.20 est
+5.0%
+10.1%
Mixed
Q4 FY2025
$6.1B vs $6.0B est
$1.05 vs $1.01 est
+4.0%
-6.7%
Mixed
Q3 FY2025
$5.7B vs $5.6B est
$0.82 vs $0.79 est
+4.1%
+2.7%
Mixed
Q2 FY2025
$5.4B vs $5.3B est
$0.64 vs $0.59 est
+8.5%
+13.9%
Beat
Q1 FY2025
$2.9B vs $7.3B est
$1.28 vs $1.24 est
+3.2%
+9.4%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Dodge & Cox
9.2%
55.8M
$8.1B
-3.0%
Blackrock, INC.
9.0%
54.4M
$7.9B
+6.0%
Vanguard Capital Management LLC
6.6%
39.8M
$5.8B
+0.2%
State Street Corp
4.7%
28.3M
$4.1B
+2.2%
Vanguard Portfolio Management LLC
3.3%
20.3M
$3.0B
+1.1%
Bank Of America Corp /De/
2.9%
17.7M
$2.6B
-0.4%
Invesco Ltd.
2.9%
17.6M
$2.6B
+2.6%
Geode Capital Management, LLC
2.3%
14.0M
$2.0B
-1.0%
Morgan Stanley
2.0%
11.9M
$1.7B
+1.1%
Fisher Asset Management, LLC
1.8%
10.8M
$1.6B
-38.6%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Cohade Pierre E
director
2026-08-19
Sell
3K
$487707
Schlitz Lei Zhang
officer: VP & Pres, GP & Solutions
2026-08-04
Sell
21K
$3.2M
Schlitz Lei Zhang
officer: VP & Pres, GP & Solutions
2026-08-04
Sell
3K
$384475
Vandiepenbeeck Marc
officer: EVP and CFO
2026-08-02
Sell
20K
$2.9M
Schlitz Lei Zhang
officer: VP & Pres, GP & Solutions
2026-08-02
Sell
19K
$2.7M
Scalia Christopher M
officer: EVP and CHRO
2026-07-14
Sell
2K
$265934
Scalia Christopher M
officer: EVP and CHRO
2026-07-14
Sell
2K
$300647
Grabowski Todd M
officer: VP and President, Americas
2026-06-09
Sell
2K
$263160
What you'll find
Next Johnson Controls (JCI) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Johnson Controls reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Johnson Controls (JCI)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Johnson Controls's next earnings date?
Johnson Controls's (JCI) next scheduled earnings date is Nov 4, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Johnson Controls (JCI) beat or miss earnings?
In Q3 FY2026, Johnson Controls (JCI) posted beat results — revenue of $6.6B versus the $6.5B estimate (+2.3% surprise) and EPS of $1.42 versus $1.30 expected (+9.2% surprise). Magnisto decodes every Johnson Controls (JCI) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Johnson Controls beat earnings estimates?
Over its last 8 reported quarters, Johnson Controls (JCI) beat Wall Street EPS estimates 8 times, most recently a beat result in Q4 FY2026. Magnisto tracks every Johnson Controls (JCI) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Johnson Controls stock move after earnings?
Over its last 8 quarterly reports, Johnson Controls (JCI) moved an average of ±7.0% the day after earnings — ranging from -6.7% (Q4 FY2025) to +13.9% (Q2 FY2025). The stock rose after 6 of those 8 reports and fell after 2. Heading into its next report on Nov 4, 2026, options-implied volatility is pricing in a move of roughly ±14.8% (derived). Magnisto tracks the realized post-earnings move for every Johnson Controls (JCI) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Johnson Controls?
Institutions hold about 112.5% of Johnson Controls's (JCI) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Dodge & Cox (9.2%), Blackrock, INC. (9.0%), Vanguard Capital Management LLC (6.6%). Magnisto lists Johnson Controls's (JCI) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Johnson Controls (JCI)?
In the most recent Form 4 filings Magnisto tracks, Johnson Controls (JCI) insiders recorded 2 purchases and 9 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Johnson Controls (JCI) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Johnson Controls (JCI), anchored to the current $142.99 share price, so you can weigh the bull, base and bear cases for Johnson Controls side by side.
Is Johnson Controls (JCI) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Johnson Controls fits your own thesis and risk profile. This is research, not investment advice.