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.
Johnson Controls Q1 Earnings & Revenues Top Estimates, Increase Y/Y
JCI delivers a strong Q1 beat with higher earnings, revenue growth across regions and margin expansion backed by lower SG&A.
Johnson Controls International plc (JCI) Q1 2026 Earnings Call Transcript
Johnson Controls International plc (JCI) Q1 2026 Earnings Call Transcript
Johnson Controls (JCI) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Johnson Controls (JCI) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Johnson Controls Set to Report Q1 Earnings: What to Expect?
JCI heads into Q1 earnings with revenue and EPS growth expected, driven by HVAC and services, despite rising costs and FX pressure.
Countdown to Johnson Controls (JCI) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
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 December 2025.
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Johnson Controls Exhibits Strong Prospects Despite Persisting Headwinds
JCI sees broad segment momentum, HVAC demand in data centers, portfolio additions and hefty buybacks, though rising costs and forex pressure persist.
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.
