Summary
Johnson Controls International: Demand Strength Sustains Earnings Momentum
Johnson Controls International maintains strong momentum with Q1 results exceeding both consensus and management forecasts, driven by robust demand across all regions. JCI's order growth surged 39% YoY, backlog hit a record $18.2 billion, and management upgraded full-year adjusted EPS guidance to $4.70, reflecting confidence in sustained demand. My DCF model supports a Buy rating with a $158 target price, implying an 11% upside; valuation premium is justified by growth outlook and operational execution.
Johnson Controls International plc (JCI) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Johnson Controls International plc (JCI) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript
Johnson Controls Q1: Data Center Tailwinds Are Still In Place (Rating Upgrade)
Johnson Controls International plc delivered robust Q1 '26 results, highlighted by a 39% y/y organic surge in orders and a 20% backlog increase. JCI's profitability continues to improve, with margin expansion across all regions and strong operating leverage expected to drive EPS growth. Management raised FY26 EPS guidance to $4.70, reflecting sustained AI data center demand and margin improvement, while maintaining mid-single-digit sales growth.
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Johnson Controls International plc Profile
| Electrical Equipment Industry | Industrials Sector | Joakim Weidemanis CEO | NYSE Exchange | G51502105 CUSIP |
| IE Country | 94,000 Employees | 16 Jan 2026 Last Dividend | 6 Sep 2016 Last Split | 27 Mar 1985 IPO Date |
Overview
Johnson Controls International plc operates on a global scale, specializing in the engineering, manufacturing, commissioning, and retrofitting of building products and systems. The company's extensive footprint covers the United States, Europe, Asia Pacific, and other international markets. Johnson Controls functions through four primary segments: Building Solutions North America, Building Solutions EMEA/LA (Europe, Middle East, Africa/Latin America), Building Solutions Asia Pacific, and Global Products. With a rich history dating back to 1885 and a commitment to innovation, Johnson Controls International plc is strategically headquartered in Cork, Ireland, positioning itself as a leader in the building products and systems industry.
Products and Services
Johnson Controls International plc offers a comprehensive array of products and services catered towards commercial, industrial, retail, small business, institutional, and governmental customers, focusing on enhancing building efficiency, safety, and sustainability:
- Heating, Ventilating, and Air Conditioning (HVAC): This includes the design, sale, installation, and servicing of HVAC systems to maintain comfortable and safe building environments.
- Controls and Building Management: Offering advanced control systems and building management solutions, Johnson Controls ensures buildings are more energy-efficient and easier to manage.
- Refrigeration Systems: Catering to the needs of commercial and industrial sectors, these systems are crucial for preserving the integrity of perishable goods.
- Integrated Electronic Security: This service encompasses the installation and maintenance of security systems designed to protect assets, data, and people within various facilities.
- Integrated Fire Detection and Suppression Systems: Johnson Controls provides comprehensive fire safety solutions including detection systems and suppression technologies to safeguard against fire hazards.
- Fire Protection and Security Products: A range of products aimed at enhancing the safety and security of buildings and their occupants.
- Energy Efficiency Solutions and Technical Services: These services are designed to improve the energy usage of buildings through inspections, maintenance, and the upgrade of mechanical and control systems.
- Data-driven Smart Building Solutions: Utilizing data analytics and smart technologies, Johnson Controls offers solutions that optimize building operations and efficiency for non-residential buildings and industrial applications.
- Control Software and Software Services for Residential and Commercial Applications: Specialized software solutions that enhance the management and operation of building systems, contributing to the overall efficiency and sustainability of residential and commercial structures.
