Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
JCI gains from solid momentum across its segments, accretive acquisitions and shareholder-friendly policies.
These three stocks aren't conventionally seen as artificial intelligence (AI) stocks, yet AI is a critical part of the growth story of HVAC and building controls/software company Johnson Controls (JCI 1.58%), and electrical solutions company nVent Electric (NVT 2.45%). Meanwhile, integrating AI-enabled solutions is the key to long-term growth at GE HealthCare (GEHC 0.26%).
Here we present five AI-powered non-tech stocks have solid growth potential for 2025. These are: PYPL, V, UPST, NFLX, JCI.
Johnson Controls recently delivered strong fiscal Q1 2025 results, with 10% organic revenue growth, 200 basis points margin expansion, and 40% YoY adjusted EPS growth. JCI is well-positioned with a robust $13.2 billion backlog, AI-driven solutions, and an industry-leading data center thermal management platform. Despite not being a value stock, JCI's GARP profile, financial stability, and shareholder-friendly capital return strategy make it an attractive long-term investment.
The construction sector heavyweight offers everything from security, refrigeration, and fire prevention to heating, ventilation, and air conditioning (HVAC) systems.
Johnson Controls' stock rally is driven by sustained fundamental improvements, with revenue growth expected to outpace historical averages due to data center demand and service revenue increases. I believe the company can grow revenue by mid-single digits, supported by a robust order backlog, data center demand, and the expanding services segment. I also believe that the margins should expand given management initiatives, which should lead to even faster bottom line growth.
JCI's fiscal first-quarter revenues increase 10% year over year, driven by strength in the HVAC & controls businesses.
While the top- and bottom-line numbers for Johnson Controls (JCI) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Shares of Johnson Controls International (JCI) surged to lead S&P 500 gainers on Wednesday morning after the company's first-quarter results topped estimates and it announced a new CEO.
Johnson Controls International plc (NYSE:JCI ) Q1 2025 Earnings Conference Call February 5, 2025 8:30 AM ET Company Participants Jim Lucas - Vice President, Investor Relations George Oliver - Chairman & Chief Executive Officer Marc Vandiepenbeeck - Chief Financial Officer Conference Call Participants Nigel Coe - Wolfe Research Steve Tusa - JPMorgan Scott Davis - Melius Research Julian Mitchell - Barclays Amit Mehrotra - UBS Chris Snyder - Morgan Stanley Joe Ritchie - Goldman Sachs Noah Kaye - Oppenheimer Andrew Obin - Bank of America Sahil Manocha - RBC Capital Stephen Volkmann - Jefferies Andy Kaplowitz - Citigroup Joe O'Dea - Wells Fargo Operator Good morning, and welcome to the Johnson Controls' First Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode.
Johnson Controls International plc JCI shares traded higher in premarket on Wednesday.