Johnson Controls: Upgrading To Buy On Execution And Backlog Strength
Johnson Controls delivered a strong Q4, surpassing expectations and prompting a rating upgrade from Hold to Buy with a $125 target price. JCI's transformation, backlog growth, margin improvement, and shareholder-friendly capital allocation are driving renewed optimism despite regional headwinds, especially in China. My DCF model projects a 9% upside, supported by conservative growth assumptions, ongoing cost controls, and a healthy payout mix of buybacks and dividends.
Johnson Controls International plc (JCI) Q4 2025 Earnings Call Transcript
Johnson Controls International plc ( JCI ) Q4 2025 Earnings Call November 5, 2025 8:30 AM EST Company Participants James Lucas - Vice President of Investor Relations Joakim Weidemanis - CEO & Director Marc Vandiepenbeeck - Executive VP & CFO Conference Call Participants Amit Mehrotra - UBS Investment Bank, Research Division Nigel Coe - Wolfe Research, LLC Patrick Baumann - JPMorgan Chase & Co, Research Division Jeffrey Sprague - Vertical Research Partners, LLC Christopher Snyder - Morgan Stanley, Research Division Nicole DeBlase - Deutsche Bank AG, Research Division Scott Davis - Melius Research LLC Joseph Ritchie - Goldman Sachs Group, Inc., Research Division Julian Mitchell - Barclays Bank PLC, Research Division Joseph O'Dea - Wells Fargo Securities, LLC, Research Division Andrew Obin - BofA Securities, Research Division Presentation Operator Hello, everyone, and welcome to the Johnson Controls Q4 2025 Earnings Conference Call. My name is Nadia, and I'll be coordinating the call today.
Compared to Estimates, Johnson Controls (JCI) Q4 Earnings: A Look at Key Metrics
The headline numbers for Johnson Controls (JCI) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Johnson Controls Gears Up to Report Q4 Earnings: What to Expect?
JCI is set to post Q4 results, with growth in HVAC and service units, but margin pressure from rising SG&A costs.
Johnson Controls (JCI) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Evaluate the expected performance of Johnson Controls (JCI) for the quarter ended September 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Johnson Controls Invests in Accelsius to Advance Data Center Cooling
JCI's multi-million-dollar investment in Accelsius targets next-gen cooling tech to boost data center efficiency amid AI-driven demand.
Final Trade: JCI, PPH, TOL, IBM
The final trades of the day with the Fast Money traders.
Johnson Controls International plc (JCI) Q3 2025 Earnings Call Transcript
Johnson Controls International plc (NYSE:JCI ) Q3 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants James C. Lucas - Vice President of Investor Relations Joakim Weidemanis - Chief Executive Officer Marc Vandiepenbeeck - Executive VP & CFO Conference Call Participants Amit Singh Mehrotra - UBS Investment Bank, Research Division Andrew Alec Kaplowitz - Citigroup Inc., Research Division Andrew Burris Obin - BofA Securities, Research Division Charles Stephen Tusa - JPMorgan Chase & Co, Research Division Christopher M.
Here's What Key Metrics Tell Us About Johnson Controls (JCI) Q3 Earnings
The headline numbers for Johnson Controls (JCI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Stay Ahead of the Game With Johnson Controls (JCI) Q3 Earnings: Wall Street's Insights on Key Metrics
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Johnson Controls (JCI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.
Johnson Controls: Portfolio Transformation And Megatrends Support Re-Rating
Johnson Controls is delivering strong, broad-based revenue growth, underpinned by a record $14B backlog and robust demand in data centers and service segments. Operational improvements, Lean initiatives, and a new organizational structure are driving meaningful margin expansion, with further upside from productivity gains and cost savings. JCI trades at a premium to its historical average, but the valuation is justified by exposure to secular growth trends and a stronger, recurring revenue mix.
Johnson Controls Authorizes $9B Worth of Share Buyback Program
JCI greenlights a massive $9B share buyback with no expiration, doubling down on shareholder returns in fiscal 2025.
