Summary
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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.
Compared to Estimates, Johnson Controls (JCI) Q4 Earnings: A Look at Key Metrics
The headline numbers for Johnson Controls (JCI) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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Johnson Controls International plc Profile
| - Industry | - Sector | Joakim Weidemanis CEO | XSTU Exchange | IE00BY7QL619 ISIN |
| IE Country | 94,000 Employees | 22 Sep 2025 Last Dividend | 3 Oct 2007 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.
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