Johnson Controls International (NYSE:JCI) Releases Q4 2026 Earnings Guidance

Johnson Controls International (NYSE:JCI) updated its fourth quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.550-1.550 for the period, compared to the consensus earnings per share estimate of 1.520. The company issued revenue guidance of -. Johnson Controls International also updated its FY 2026 guidance to 5.050-5.050 EPS.

Wall Street Analysts Forecast Growth

JCI has been the topic of several analyst reports. Wells Fargo & Company increased their price target on Johnson Controls International from $145.00 to $160.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Morgan Stanley raised their target price on shares of Johnson Controls International from $140.00 to $175.00 and gave the company an “overweight” rating in a research note on Tuesday, June 9th. Wall Street Zen upgraded shares of Johnson Controls International from a “hold” rating to a “buy” rating in a report on Sunday, May 3rd. Sanford C. Bernstein initiated coverage on shares of Johnson Controls International in a report on Tuesday, June 9th. They issued an “outperform” rating and a $176.00 target price on the stock. Finally, Zacks Research upgraded shares of Johnson Controls International from a “hold” rating to a “strong-buy” rating in a report on Thursday, June 25th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $152.85.

Johnson Controls International Stock Performance

Shares of NYSE:JCI traded down $1.10 on Wednesday, hitting $139.18. 3,191,366 shares of the company were exchanged, compared to its average volume of 4,436,250. The company’s 50 day moving average price is $142.07 and its two-hundred day moving average price is $136.53. The firm has a market capitalization of $84.92 billion, a price-to-earnings ratio of 24.92, a PEG ratio of 1.54 and a beta of 1.31. The company has a debt-to-equity ratio of 0.64, a quick ratio of 0.85 and a current ratio of 1.04. Johnson Controls International has a one year low of $102.09 and a one year high of $151.18.

Johnson Controls International (NYSE:JCI) last released its earnings results on Thursday, July 30th. The company reported $1.42 earnings per share for the quarter, beating the consensus estimate of $1.30 by $0.12. Johnson Controls International had a net margin of 14.45% and a return on equity of 19.50%. The business had revenue of $6.61 billion during the quarter, compared to analysts’ expectations of $6.46 billion. During the same quarter last year, the company earned $1.05 earnings per share. The firm’s revenue was up 9.3% on a year-over-year basis. Research analysts expect that Johnson Controls International will post 4.9 earnings per share for the current year.

Johnson Controls International Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 10th. Stockholders of record on Monday, June 15th were issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Monday, June 15th. Johnson Controls International’s dividend payout ratio (DPR) is presently 28.62%.

Insider Buying and Selling

In other Johnson Controls International news, VP Lei Zhang Schlitz sold 88,809 shares of Johnson Controls International stock in a transaction on Friday, May 8th. The shares were sold at an average price of $140.99, for a total transaction of $12,521,180.91. Following the sale, the vice president owned 57,059 shares in the company, valued at $8,044,748.41. The trade was a 60.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Todd M. Grabowski sold 1,800 shares of the stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $146.20, for a total transaction of $263,160.00. Following the completion of the transaction, the vice president owned 26,215 shares of the company’s stock, valued at approximately $3,832,633. This represents a 6.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.29% of the company’s stock.

Johnson Controls International News Summary

Here are the key news stories impacting Johnson Controls International this week:

• Positive Sentiment: Fiscal Q3 adjusted EPS was $1.42, exceeding the $1.30 consensus estimate, while revenue reached $6.61 billion versus expectations of $6.46 billion. Revenue increased 9.3% year over year, and GAAP EPS was $1.23. Johnson Controls earnings report
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to approximately $5.05, above the $4.90 analyst consensus, and guided fourth-quarter EPS to $1.55 versus the $1.52 consensus. Organic full-year sales growth is expected to be about 8%.
• Positive Sentiment: Demand trends strengthened substantially: Q3 orders rose 27% organically, and backlog increased 32% organically to $21.0 billion. The company also expects data centers to become roughly one-third of its business, highlighting exposure to AI-related infrastructure spending. Johnson Controls data center growth article
• Positive Sentiment: Johnson Controls introduced an absorption-chiller design aimed at converting waste heat from on-site power generation into cooling for AI data centers. The technology could reduce cooling electricity demand by up to 44% and increase available computing capacity. Johnson Controls absorption chiller announcement
• Neutral Sentiment: Call-option activity was unusually high, with 4,620 calls purchased—73% above average daily volume—indicating increased speculative interest but not necessarily a sustained change in fundamentals.
• Negative Sentiment: Recent institutional filings showed several large investors reducing positions, while company insider activity over the past six months included more sales than purchases. These transactions may add sentiment pressure but are not necessarily tied to current operating performance.

Hedge Funds Weigh In On Johnson Controls International

Hedge funds have recently modified their holdings of the stock. Mcguire Capital Advisors Inc. acquired a new position in Johnson Controls International during the 4th quarter worth $27,000. Compound Planning Inc. lifted its stake in shares of Johnson Controls International by 4.8% during the fourth quarter. Compound Planning Inc. now owns 9,727 shares of the company’s stock valued at $1,165,000 after acquiring an additional 443 shares during the period. Claris Financial LLC acquired a new position in shares of Johnson Controls International during the fourth quarter valued at $207,000. Axxcess Wealth Management LLC boosted its holdings in Johnson Controls International by 20.6% in the fourth quarter. Axxcess Wealth Management LLC now owns 17,827 shares of the company’s stock valued at $2,135,000 after acquiring an additional 3,044 shares during the last quarter. Finally, Strive Financial Group LLC acquired a new stake in Johnson Controls International in the fourth quarter worth about $60,000. 90.05% of the stock is owned by institutional investors and hedge funds.

About Johnson Controls International

Johnson Controls International plc is a global diversified technology and multi‑industrial company that develops products, services and solutions for buildings and energy storage. The company’s core focus is on improving building efficiency, safety and sustainability through a combination of HVAC equipment, building controls and automation, fire and security systems, and related services. Johnson Controls traces its roots to 1885, when inventor Warren S. Johnson developed an electric room thermostat; over its long history the company has expanded from controls into a broad set of building‑related technologies and, through corporate transactions, into a global provider of integrated building solutions.

Johnson Controls’ product and service portfolio includes heating, ventilation and air‑conditioning equipment, chillers, air handlers and related mechanical systems, together with building automation and control platforms that monitor and manage energy use, indoor environmental quality and security.