JCI Johnson Controls International plc

NEUTRAL Impact: 3/10 8-K
Horizon months Filed May 13, 2026 Processed 27d 9h ago SEC 0000833444-26-000058
8-K context-dependent: Items 5.02
Latest settled — T+5d
JCI ▼ -6.63% at T+5d
NEUTRAL call ✗ call lost -6.63% · α vs SPY -5.91% · entry $144.99 → $135.38
Next anchor: T+20d tomorrow
Last close $144.05 (close Jun 8) · -0.65% from $144.99 entry
Entry anchored
May 13, 2026
via day open
T+1d
-1.64%
call -1.64% · α -0.41%
$142.61
settled 27d ago
T+5d
-6.63%
call -6.63% · α -5.91%
$135.38
settled 21d ago
T+20d
call — · α —
tomorrow
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Johnson Controls adopted a new long-term Value Growth Incentive (VGI) Program on May 11, 2026, granting performance-based stock options to key executives including the CEO, CFO, and CHRO. The program ties vesting to aggressive net sales and market capitalization goals over a five-year period (FY2026-FY2030), with target grant date fair values of $10.5M for the CEO and $5.3M each for the CFO and CHRO. This is a routine compensatory arrangement with no immediate financial impact, aligning executive pay with ambitious long-term performance targets.

Actionable Insight

This is a routine compensation filing with no immediate trading signal. Monitor JCI's quarterly results for progress toward the undisclosed sales and market cap goals, which could indicate management's confidence in the growth trajectory. The five-year horizon means any stock price impact from this program will be gradual and contingent on execution.

Key Facts

  • Compensation Committee approved the VGI Program on May 11, 2026, with a five-year performance period (FY2026-FY2030).
  • 50% of options tied to a net sales goal representing significant growth vs. FY2025, contingent on also achieving a market cap goal.
  • 50% of options tied to a market capitalization goal measured as a 45-day average.
  • CEO Joakim Weidemanis received a target grant date fair value of $10,500,000.
  • CFO Marc Vandiepenbeeck and CHRO Chris Scalia each received target grant date fair values of $5,300,000.
  • Options have an at-the-money exercise price and are forfeited upon retirement or involuntary termination for poor performance before the end of the performance period.
  • Vested options exercisable only during a two-year window from October 1, 2030 through September 30, 2032.

Financial Impact

Total target grant date fair value of $21.1M for three named executive officers; no immediate cash or P&L impact beyond standard equity compensation expense recognition over the performance period.

equity compensation expensediluted share count (potential future dilution if options vest)

Risk Factors

  • Options may never vest if performance goals are not met, resulting in no incremental dilution.
  • Aggressive goals could signal that current embedded plans are insufficient to drive desired growth, potentially implying near-term headwinds.
  • Potential dilution if options vest and are exercised, though the number of shares is not disclosed.

Market Snapshot

Exchange
NYSE
Sector
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
Analyst Consensus
59% bullish (27 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000833444-26-000058
Document: 0000833444-26-000058-index-headers.html0000833444-26-000058
Document: 0000833444-26-000058-index.html0000833444-26-000058
Document: 0000833444-26-000058.txt0000833444-26-000058
4 reports for JCI
Performance horizon
Filters
Rows
Reports for JCI — sortable, filterable
Type Now
Jun 3, 2026
6d ago
8-K
NEUTRAL ★ 2/10
$147.39 $143.65▼ −2.54%▲ +0.06%$144.05 (−2.26%)
May 18, 2026
22d ago
Insider Cluster
NEUTRAL ★ 3/10
$137.22 $135.40▼ −1.33%▼ −0.68%$144.05 (+4.98%)
May 13, 2026
27d ago
8-K
NEUTRAL ★ 3/10
$144.99 $142.61▼ −1.64%▼ −0.41%$144.05 (−0.65%)
May 4, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$144.54 $142.76▼ −1.23%▼ −2.62%$144.05 (−0.34%)
Showing 4 of 4

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