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.
Beyond analysts' top -and-bottom-line estimates for Johnson Controls (JCI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2024.
JCI's Q1 results are likely to benefit from continued improvement in the HVAC & Controls business. Softness in the Building Solutions Asia Pacific segment is expected to weigh on results.
Johnson Controls (JCI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
JCI is poised to benefit from strong momentum in its Building Solutions segment. However, rising operating expenses and a weak liquidity position remain concerns.
Johnson Controls (JCI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
JCI is set to benefit from strong momentum in its Building Solutions EMEA/LA segment. However, rising expenses remain concerning.