Johnson Controls International (NYSE:JCI) Announces Earnings Results

Johnson Controls International (NYSE:JCI) posted its quarterly earnings results on Wednesday. The company reported $1.42 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.30 by $0.12, FiscalAI reports. The company had revenue of $6.61 billion for the quarter, compared to analyst estimates of $6.46 billion. Johnson Controls International had a return on equity of 22.11% and a net margin of 14.32%.Johnson Controls International’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same quarter last year, the company earned $1.05 EPS. Johnson Controls International updated its Q4 2026 guidance to 1.550-1.550 EPS and its FY 2026 guidance to 5.050-5.050 EPS.

Here are the key takeaways from Johnson Controls International’s conference call:

• Johnson Controls reported strong Q3 results, with organic revenue up 10%, adjusted EBIT margin expanding 260 basis points to 17%, adjusted EPS rising 35% to $1.42, and backlog increasing 32% to a record $21 billion.
• The company raised fiscal 2026 guidance, now expecting approximately 8% organic revenue growth and adjusted EPS of about $5.05, while maintaining its expectation for roughly 100% free-cash-flow conversion.
• Data-center demand remains a major growth driver: Americas orders rose 37%, Applied HVAC posted high-teens growth, data-center revenue is expected to represent a high-teens percentage of fiscal 2026 sales, and the company expects the mix to reach roughly one-third of revenue over the next three to five years.
• Johnson Controls said its proprietary business system is improving productivity and capacity, including quadrupling computer-room-air-handler capacity without significant capital investment, while new cooling technologies such as absorption chillers and CDUs could expand its value per data-center megawatt.
• Management expects continued pressure in the Middle East, leaving EMEA growth at flat to low single digits in Q4, while security-related service orders have faced competitive volume pressure; the company expects improvement but characterizes the fire and security market as broadly flat.

Johnson Controls International Stock Up 3.4%

JCI traded up $4.70 on Thursday, reaching $144.12. The company’s stock had a trading volume of 4,619,278 shares, compared to its average volume of 3,389,168. The stock has a 50 day moving average of $142.29 and a two-hundred day moving average of $136.96. The company has a quick ratio of 0.85, a current ratio of 1.00 and a debt-to-equity ratio of 0.61. The company has a market capitalization of $87.93 billion, a price-to-earnings ratio of 25.06, a P/E/G ratio of 1.45 and a beta of 1.31. Johnson Controls International has a fifty-two week low of $103.07 and a fifty-two week high of $151.18.

Johnson Controls International Dividend Announcement

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

Insider Buying and Selling

In other news, VP Todd M. Grabowski sold 1,800 shares of the company’s stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $146.20, for a total value of $263,160.00. Following the completion of the transaction, the vice president owned 26,215 shares in the company, valued at approximately $3,832,633. This represents a 6.43% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Lei Zhang Schlitz sold 88,809 shares of the 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 completion of the transaction, the vice president directly owned 57,059 shares in the company, valued at $8,044,748.41. This trade represents a 60.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.29% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Johnson Controls International

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

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on JCI. Robert W. Baird upped their target price on shares of Johnson Controls International from $132.00 to $148.00 and gave the stock a “neutral” rating in a research note on Monday, April 27th. Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson Controls International in a report on Tuesday, June 9th. Mizuho increased their price objective on shares of Johnson Controls International from $130.00 to $140.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. HSBC increased their price objective on shares of Johnson Controls International from $127.00 to $136.00 in a research report on Thursday, May 7th. Finally, Zacks Research raised shares of Johnson Controls International from a “hold” rating to a “strong-buy” rating in a research report on Thursday, June 25th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $153.30.

Key Headlines Impacting Johnson Controls International

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

• Positive Sentiment: Quarterly earnings beat expectations. Adjusted EPS was $1.42 versus the $1.30 consensus, while revenue rose 9.3% year over year to $6.61 billion, exceeding the $6.46 billion estimate. Johnson Controls earnings report
• Positive Sentiment: Management raised its fiscal 2026 outlook. The company now expects adjusted EPS of approximately $5.05, above the $4.90 analyst consensus, and fourth-quarter EPS of $1.55 versus the $1.52 consensus. Full-year organic sales growth is projected at about 8%. Johnson Controls raises fiscal 2026 guidance
• Positive Sentiment: Demand indicators were robust. Organic orders increased 27% year over year, and the organic backlog grew 32% to $21.0 billion. Data-center demand is emerging as a major growth driver and could eventually represent roughly one-third of the business. Johnson Controls data center demand
• Positive Sentiment: RBC raised its price target from $154 to $161 while maintaining a “sector perform” rating, implying additional upside based on the referenced current price. RBC raises Johnson Controls price target
• Neutral Sentiment: Analysts collectively maintain a “moderate buy” recommendation, while unusually high call-option activity indicates increased trading interest but is not conclusive evidence of future performance. Johnson Controls unusual options activity
• Negative Sentiment: Recent institutional positioning was mixed, with several large investors reducing holdings, and disclosed insider activity included more sales than purchases. These signals may modestly temper the otherwise positive earnings reaction.

Johnson Controls International Company Profile

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.