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Side-by-side financial comparison of Johnson Controls (JCI) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
US Foods Holding Corp. is the larger business by last-quarter revenue ($9.8B vs $5.8B, roughly 1.7× Johnson Controls). Johnson Controls runs the higher net margin — 9.0% vs 1.9%, a 7.2% gap on every dollar of revenue. On growth, Johnson Controls posted the faster year-over-year revenue change (6.8% vs 3.3%). Johnson Controls produced more free cash flow last quarter ($531.0M vs $159.0M). Over the past eight quarters, US Foods Holding Corp.'s revenue compounded faster (4.6% CAGR vs -7.0%).
Johnson Controls International plc is an Irish multinational conglomerate headquartered in Cork, Ireland, that produces fire, HVAC, and security equipment for buildings. As of mid-2019, it employed 105,000 people in around 2,000 locations across six continents. In 2017 it was listed as 389th in the Fortune Global 500. It became ineligible for the Fortune 500 in subsequent years since it relocated its headquarters outside the U.S.
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
JCI vs USFD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $5.8B | $9.8B |
| Net Profit | $524.0M | $184.0M |
| Gross Margin | 35.8% | 17.6% |
| Operating Margin | — | 3.3% |
| Net Margin | 9.0% | 1.9% |
| Revenue YoY | 6.8% | 3.3% |
| Net Profit YoY | 25.1% | 178.8% |
| EPS (diluted) | $0.85 | $0.82 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $5.8B | $9.8B | ||
| Q3 25 | $6.4B | $10.2B | ||
| Q2 25 | $6.1B | $10.1B | ||
| Q1 25 | $5.7B | $9.4B | ||
| Q4 24 | $5.4B | $9.5B | ||
| Q3 24 | $2.9B | $9.7B | ||
| Q2 24 | $7.2B | $9.7B | ||
| Q1 24 | $6.7B | $8.9B |
| Q4 25 | $524.0M | $184.0M | ||
| Q3 25 | $1.7B | $153.0M | ||
| Q2 25 | $701.0M | $224.0M | ||
| Q1 25 | $478.0M | $115.0M | ||
| Q4 24 | $419.0M | $66.0M | ||
| Q3 24 | $633.0M | $148.0M | ||
| Q2 24 | $975.0M | $198.0M | ||
| Q1 24 | $-277.0M | $82.0M |
| Q4 25 | 35.8% | 17.6% | ||
| Q3 25 | 36.5% | 17.2% | ||
| Q2 25 | 37.1% | 17.6% | ||
| Q1 25 | 36.5% | 17.3% | ||
| Q4 24 | 35.5% | 17.6% | ||
| Q3 24 | 48.4% | 17.1% | ||
| Q2 24 | 34.4% | 17.6% | ||
| Q1 24 | 32.6% | 16.7% |
| Q4 25 | — | 3.3% | ||
| Q3 25 | 5.5% | 2.8% | ||
| Q2 25 | 11.6% | 3.7% | ||
| Q1 25 | 8.8% | 2.4% | ||
| Q4 24 | 7.5% | 3.2% | ||
| Q3 24 | 6.9% | 2.9% | ||
| Q2 24 | 17.7% | 3.6% | ||
| Q1 24 | -5.4% | 1.8% |
| Q4 25 | 9.0% | 1.9% | ||
| Q3 25 | 26.3% | 1.5% | ||
| Q2 25 | 11.6% | 2.2% | ||
| Q1 25 | 8.4% | 1.2% | ||
| Q4 24 | 7.7% | 0.7% | ||
| Q3 24 | 21.6% | 1.5% | ||
| Q2 24 | 13.5% | 2.0% | ||
| Q1 24 | -4.1% | 0.9% |
| Q4 25 | $0.85 | $0.82 | ||
| Q3 25 | $2.61 | $0.67 | ||
| Q2 25 | $1.07 | $0.96 | ||
| Q1 25 | $0.72 | $0.49 | ||
| Q4 24 | $0.63 | $0.28 | ||
| Q3 24 | $0.93 | $0.61 | ||
| Q2 24 | $1.45 | $0.80 | ||
| Q1 24 | $-0.41 | $0.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $552.0M | $41.0M |
| Total DebtLower is stronger | $8.7B | $5.1B |
| Stockholders' EquityBook value | $13.2B | $4.3B |
| Total Assets | $38.0B | $13.9B |
| Debt / EquityLower = less leverage | 0.66× | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $552.0M | $41.0M | ||
| Q3 25 | $379.0M | $56.0M | ||
| Q2 25 | $731.0M | $61.0M | ||
| Q1 25 | $795.0M | $101.0M | ||
| Q4 24 | $1.2B | $59.0M | ||
| Q3 24 | $606.0M | $81.0M | ||
| Q2 24 | $862.0M | $405.0M | ||
| Q1 24 | $843.0M | $267.0M |
| Q4 25 | $8.7B | $5.1B | ||
| Q3 25 | $8.6B | $4.8B | ||
| Q2 25 | $8.4B | $4.7B | ||
| Q1 25 | $8.2B | $4.7B | ||
| Q4 24 | $8.6B | $4.8B | ||
| Q3 24 | $8.0B | $4.7B | ||
| Q2 24 | $7.9B | $4.6B | ||
| Q1 24 | $7.3B | $4.6B |
| Q4 25 | $13.2B | $4.3B | ||
| Q3 25 | $12.9B | $4.5B | ||
| Q2 25 | $15.8B | $4.6B | ||
| Q1 25 | $15.8B | $4.6B | ||
| Q4 24 | $15.9B | $4.5B | ||
| Q3 24 | $16.1B | $4.6B | ||
| Q2 24 | $16.0B | $5.0B | ||
| Q1 24 | $15.7B | $4.8B |
| Q4 25 | $38.0B | $13.9B | ||
| Q3 25 | $37.9B | $14.0B | ||
| Q2 25 | $43.4B | $13.8B | ||
| Q1 25 | $42.4B | $13.7B | ||
| Q4 24 | $42.1B | $13.4B | ||
| Q3 24 | $42.7B | $13.5B | ||
| Q2 24 | $43.3B | $13.7B | ||
| Q1 24 | $43.5B | $13.4B |
| Q4 25 | 0.66× | 1.18× | ||
| Q3 25 | 0.66× | 1.08× | ||
| Q2 25 | 0.53× | 1.02× | ||
| Q1 25 | 0.52× | 1.02× | ||
| Q4 24 | 0.54× | 1.06× | ||
| Q3 24 | 0.50× | 1.01× | ||
| Q2 24 | 0.49× | 0.92× | ||
| Q1 24 | 0.47× | 0.95× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $611.0M | $293.0M |
| Free Cash FlowOCF − Capex | $531.0M | $159.0M |
| FCF MarginFCF / Revenue | 9.2% | 1.6% |
| Capex IntensityCapex / Revenue | 1.4% | 1.4% |
| Cash ConversionOCF / Net Profit | 1.17× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | $2.5B | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $611.0M | $293.0M | ||
| Q3 25 | $968.0M | $351.0M | ||
| Q2 25 | $787.0M | $334.0M | ||
| Q1 25 | $550.0M | $391.0M | ||
| Q4 24 | $249.0M | $283.0M | ||
| Q3 24 | $1.4B | $270.0M | ||
| Q2 24 | $1.0B | $482.0M | ||
| Q1 24 | $-203.0M | $139.0M |
| Q4 25 | $531.0M | $159.0M | ||
| Q3 25 | $838.0M | $236.0M | ||
| Q2 25 | $693.0M | $257.0M | ||
| Q1 25 | $456.0M | $307.0M | ||
| Q4 24 | $133.0M | $178.0M | ||
| Q3 24 | $1.2B | $190.0M | ||
| Q2 24 | $922.0M | $413.0M | ||
| Q1 24 | $-336.0M | $52.0M |
| Q4 25 | 9.2% | 1.6% | ||
| Q3 25 | 13.0% | 2.3% | ||
| Q2 25 | 11.5% | 2.5% | ||
| Q1 25 | 8.0% | 3.3% | ||
| Q4 24 | 2.5% | 1.9% | ||
| Q3 24 | 40.4% | 2.0% | ||
| Q2 24 | 12.8% | 4.3% | ||
| Q1 24 | -5.0% | 0.6% |
| Q4 25 | 1.4% | 1.4% | ||
| Q3 25 | 2.0% | 1.1% | ||
| Q2 25 | 1.6% | 0.8% | ||
| Q1 25 | 1.7% | 0.9% | ||
| Q4 24 | 2.1% | 1.1% | ||
| Q3 24 | 5.8% | 0.8% | ||
| Q2 24 | 1.4% | 0.7% | ||
| Q1 24 | 2.0% | 1.0% |
| Q4 25 | 1.17× | 1.59× | ||
| Q3 25 | 0.57× | 2.29× | ||
| Q2 25 | 1.12× | 1.49× | ||
| Q1 25 | 1.15× | 3.40× | ||
| Q4 24 | 0.59× | 4.29× | ||
| Q3 24 | 2.14× | 1.82× | ||
| Q2 24 | 1.05× | 2.43× | ||
| Q1 24 | — | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JCI
| Productsand Systems | $3.9B | 67% |
| Services | $1.9B | 33% |
USFD
| Product One | $3.5B | 36% |
| Product Two | $1.7B | 17% |
| Product Three | $1.7B | 17% |
| Product Four | $985.0M | 10% |
| Product Five | $901.0M | 9% |
| Product Six | $580.0M | 6% |
| Product Seven | $485.0M | 5% |
