Johnson Controls International plc (JCI) Presents at Wolfe Research 19th Annual Global Transportation & Industrials Conference Transcript
Johnson Controls International NYSE: JCI reported stronger fiscal second-quarter results and raised its full-year earnings outlook, citing sustained demand for applied HVAC systems, data center projects and improving execution across the business.
Johnson Controls delivered a strong Q2, beating revenue and EPS expectations, with operating profit up 39% and margins expanding significantly. Organic growth was robust across Products, Systems, and Services, with a record $20B backlog and strong demand in the Americas and APAC, supporting predictable future revenues. Management raised FY guidance, but market expectations remain higher, creating risk if JCI fails to consistently outperform consensus forecasts.
Johnson Controls International plc (JCI) Q2 2026 Earnings Call Transcript
JCI beats Q2 estimates and raises FY26 outlook as strong HVAC and services demand boosts growth across all regions.
JCI heads into Q2 earnings with strong HVAC and service demand expected to drive growth, while rising costs and FX remain concerns.
CPC Advisors LLC cut its holdings in shares of Johnson Controls International plc (NYSE: JCI) by 14.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 71,322 shares of the company's stock after selling 12,502 shares during the period. CPC Advisors LLC's
California Public Employees Retirement System lifted its position in shares of Johnson Controls International plc (NYSE: JCI) by 4.2% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,199,930 shares of the company's stock after buying an additional
Ameriprise Financial Inc. boosted its holdings in Johnson Controls International plc (NYSE: JCI) by 1.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,633,008 shares of the company's stock after buying an additional 57,594 shares during the quarter. Ameriprise Financial Inc.
Alkeon Capital Management LLC cut its position in Johnson Controls International plc (NYSE: JCI) by 49.2% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 620,000 shares of the company's stock after selling 600,000 shares during the quarter. Alkeon Capital Management
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