Johnson Controls International plc
- Open
- 144.25
- Day high
- 145.73
- Day low
- 142.72
- Prev close
- 146.11
- Volume
- 375K
- Mkt cap
- $88.9B
- P/E (TTM)
- 26.0
- EPS (TTM)
- $5.61
- P/B
- 6.6
- P/S
- 3.6
- Yield
- 1.10%
- Per share
- $1.60
- ▼Insiders net selling -$13.4M over the last 3 months (0 open-market buys, 6 sales)
- 🏛Institutions mixed (13F)
Johnson Controls International plc (JCI) is a Industrials company listed on NYSE. The stock is up 40% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 6 sales (SEC Form 4).
Johnson Controls International plc (JCI) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 9 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
JCI earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $1.12 | $1.19 | +6.2% | $6.1B | +1.1% |
| Feb 4, 2026 | $0.84 | $0.89 | +5.8% | $5.8B | +2.8% |
| Nov 5, 2025 | $1.20 | $1.26 | +5.0% | $6.4B | +1.8% |
| Jul 29, 2025 | $1.01 | $1.05 | +4.0% | $6.1B | +1.0% |
| Feb 5, 2025 | $0.59 | $0.64 | +8.5% | $5.4B | +2.6% |
| Jul 31, 2024 | $1.08 | $1.14 | +5.6% | $7.2B | -1.5% |
| May 1, 2024 | $0.75 | $0.78 | +3.4% | $6.7B | -0.2% |
| Jan 30, 2024 | $0.51 | $0.51 | +0.0% | $6.1B | -0.5% |
| Dec 12, 2023 | $1.09 | $1.05 | -3.7% | $6.9B | -2.6% |
| Aug 2, 2023 | $1.03 | $1.03 | +0.0% | $7.1B | -0.9% |
| May 5, 2023 | $0.73 | $0.75 | +2.7% | $6.7B | -7.1% |
| Feb 1, 2023 | $0.66 | $0.67 | +1.5% | $6.1B | -6.7% |
JCI insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 9, 2026 | ESTEVES IRENE Mdirector | Grant | 937 | — |
| Jun 9, 2026 | Grabowski Todd Mofficer: VP and President, Americas | Sell | 1,800 | $146.20 |
| May 18, 2026 | Grabowski Todd Mofficer: VP and President, Americas | Sell | 4,274 | $145.50 |
| May 12, 2026 | Schlitz Lei Zhangofficer: VP & Pres, GP & Solutions | Option | 25,018 | $53.52 |
| May 12, 2026 | Schlitz Lei Zhangofficer: VP & Pres, GP & Solutions | Sell | 25,138 | $140.51 |
| May 12, 2026 | Schlitz Lei Zhangofficer: VP & Pres, GP & Solutions | Sell | 14,701 | $141.55 |
| May 12, 2026 | Schlitz Lei Zhangofficer: VP & Pres, GP & Solutions | Sell | 900 | $141.27 |
| May 12, 2026 | Schlitz Lei Zhangofficer: VP & Pres, GP & Solutions | Option | 37,753 | $66.77 |
| May 12, 2026 | Schlitz Lei Zhangofficer: VP & Pres, GP & Solutions | Sell | 48,070 | $141.07 |
| Apr 13, 2026 | HEUER BRANDT JULIE Mofficer: VP, President Global Field Ops | Tax | 2,372 | $142.53 |
| Apr 13, 2026 | HEUER BRANDT JULIE Mofficer: VP, President Global Field Ops | Tax | 3,977 | $142.53 |
| Mar 13, 2026 | Weidemanis Joakimofficer: Chief Executive Officer | Tax | 3,625 | $130.94 |
| Mar 13, 2026 | Grabowski Todd Mofficer: VP and President, Americas | Tax | 2,547 | $130.94 |
| Mar 6, 2026 | ARCHER TIMOTHYdirector | Tax | 1,115 | $140.00 |
| Mar 6, 2026 | Blackwell Jeandirector | Tax | 1,115 | $140.00 |
Source: JCI SEC Form 4 filings, latest Jun 9, 2026. For informational purposes only — not investment advice.
See the full JCI insider & 13F page →Johnson Controls International plc company profile
Overview
Johnson Controls International plc (NYSE:JCI) is a multinational conglomerate founded in 1885 that has evolved from a pioneering temperature control company into a comprehensive building technology and solutions provider. Originally established in Milwaukee, Wisconsin by Warren Johnson who invented the first electric room thermostat, the company has undergone significant transformation over its nearly 140-year history. Today, Johnson Controls is headquartered in Cork, Ireland, following a 2016 merger with Tyco International, and operates as a pure-play commercial building solutions provider after completing major portfolio divestitures in recent years.
Business
Johnson Controls operates in the commercial building technology and solutions industry, providing integrated systems that make buildings smarter, safer, and more sustainable. The company's core business revolves around heating, ventilation, and air conditioning (HVAC) systems, building management and automation controls, fire and security systems, and comprehensive building services. The company operates through two primary business segments. Building Solutions represents approximately 70% of total revenue and encompasses the design, installation, and servicing of HVAC systems, building controls, fire detection and suppression systems, and security solutions for commercial, industrial, and institutional customers. This segment operates across three geographic regions: North America, EMEA/Latin America, and Asia Pacific. The Global Products segment, accounting for roughly 30% of revenue, manufactures and distributes HVAC equipment including chillers, air handlers, controls, and fire and security products. Johnson Controls' OpenBlue digital platform represents the company's foray into smart building technology, connecting various building systems through IoT sensors and cloud-based analytics to optimize energy efficiency, occupant comfort, and operational performance. The platform enables predictive maintenance, energy management, and space optimization through data-driven insights. The company has strategically positioned itself in high-growth verticals, with data centers now representing approximately 10% of total revenue. This segment has experienced particularly strong growth as hyperscale cloud providers and enterprises expand their digital infrastructure. Healthcare, manufacturing, and educational institutions represent other key customer verticals where Johnson Controls provides mission-critical building systems.
Revenue model
Johnson Controls generates revenue through multiple complementary business models. Product sales constitute the foundation, with the company manufacturing and selling HVAC equipment, controls, and fire/security systems. However, the company's strategic focus has shifted toward higher-margin service revenues, which provide recurring income streams and can generate up to 10 times the initial product sale value over the equipment lifecycle. The service business model includes installation, commissioning, maintenance, repair, and retrofit services. Service contracts provide predictable recurring revenue with typically higher margins than product sales. The company also generates revenue through project-based solutions, where it designs and implements comprehensive building systems for new construction or major renovations. Several factors influence Johnson Controls' profitability margins. Commodity price fluctuations for steel, copper, and refrigerants directly impact manufacturing costs, though the company typically passes these through to customers via contractual mechanisms. Labor availability and costs significantly affect the service business, as skilled HVAC technicians command premium wages in tight labor markets. Energy efficiency regulations and sustainability mandates create both opportunities for higher-value products and compliance costs. The company benefits from service attachment rates, where initial equipment sales lead to long-term service relationships. Backlog conversion also impacts margins, as the company works through contracted projects at predetermined pricing. Geographic mix affects profitability, with developed markets typically offering higher margins than emerging markets. The ongoing shift toward digital services and software through the OpenBlue platform represents a higher-margin revenue opportunity that scales with minimal incremental costs.
Risks & safety
Johnson Controls presents a moderate margin of safety profile with manageable financial risks but some valuation concerns. • Liquidity and Solvency: Current ratio of 0.96 indicates tight working capital management but potential liquidity pressure. Cash position of $795 million provides reasonable cushion. Debt-to-equity ratio of 0.63 represents moderate leverage levels. • Cash Generation: Free cash flow of $505 million in recent quarter with strong operating cash flow conversion. Full-year free cash flow conversion targets of 85-100% indicate solid cash generation capabilities. • Valuation Metrics: P/E ratio of 27.6x appears elevated for an industrial company. EV/EBITDA of 20.4x suggests premium valuation. Price-to-book ratio of 3.3x indicates market expects continued ROE improvement. • Other Considerations: Record backlog of $14 billion provides revenue visibility. Ongoing restructuring program expected to generate $500 million annual cost savings. Portfolio simplification through divestitures should improve focus and margins. CEO transition represents execution risk but new leadership brings operational expertise from Danaher.
Recent development
Johnson Controls has undergone significant strategic transformation over the past several years, positioning itself as a pure-play commercial building solutions provider. The company completed major portfolio divestitures, including the sale of its Residential & Light Commercial HVAC business to Bosch for $8.1 billion and the Air Distribution Technologies business, representing approximately 20% of total sales. These transactions allow management to focus resources on higher-growth, higher-margin commercial markets. The company has implemented a multi-year restructuring program involving $400 million in expenses over three years to generate $500 million in annual cost savings. This restructuring addresses stranded costs from divestitures and streamlines operations across the simplified portfolio. Organizationally, Johnson Controls reorganized into three geographic segments to improve customer intimacy and market responsiveness. Leadership transition represents a significant recent development, with CEO George Oliver succeeded by Joakim Weidemanis in March 2025. Weidemanis brings extensive operational experience from Danaher Corporation and is implementing lean manufacturing principles across Johnson Controls' operations, focusing on waste elimination and process optimization. The company has significantly expanded its data center exposure to approximately 10% of revenue, capitalizing on strong demand from hyperscale cloud providers and enterprises. Johnson Controls has invested in high-performance cooling technologies and expanded manufacturing capacity to serve this growing market. The OpenBlue digital platform continues expanding, with connected chillers increasing 79% year-over-year, enabling data-driven services and predictive maintenance capabilities.
JCI company profile · for informational purposes only — not investment advice.
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