Johnson Controls International (NYSE:JCI) Issues FY 2026 Earnings Guidance

Johnson Controls International (NYSE:JCI) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 5.050-5.050 for the period, compared to the consensus EPS estimate of 4.900. The company issued revenue guidance of -. Johnson Controls International also updated its Q4 2026 guidance to 1.550-1.550 EPS.

Johnson Controls International Stock Performance

NYSE JCI traded down $1.14 during midday trading on Wednesday, hitting $139.14. The company had a trading volume of 3,284,152 shares, compared to its average volume of 4,437,112. The firm has a fifty day simple moving average of $142.07 and a two-hundred day simple moving average of $136.53. Johnson Controls International has a fifty-two week low of $102.09 and a fifty-two week high of $151.18. The company has a quick ratio of 0.85, a current ratio of 1.04 and a debt-to-equity ratio of 0.64. The stock has a market cap of $84.89 billion, a price-to-earnings ratio of 24.97, a P/E/G ratio of 1.54 and a beta of 1.31.

Johnson Controls International (NYSE:JCI) last announced its quarterly earnings data on Thursday, July 30th. The company reported $1.42 earnings per share for the quarter, topping the consensus estimate of $1.30 by $0.12. The company had revenue of $6.61 billion for the quarter, compared to analyst estimates of $6.46 billion. Johnson Controls International had a return on equity of 19.50% and a net margin of 14.45%.Johnson Controls International’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same quarter last year, the firm earned $1.05 EPS. Equities analysts forecast that Johnson Controls International will post 4.9 earnings per share for the current fiscal year.

Johnson Controls International Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 10th. Shareholders of record on Monday, June 15th were paid a dividend of $0.40 per share. The ex-dividend date was Monday, June 15th. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. Johnson Controls International’s dividend payout ratio (DPR) is currently 28.62%.

Wall Street Analyst Weigh In

A number of equities analysts have commented on JCI shares. Evercore assumed coverage on Johnson Controls International in a research note on Monday, April 13th. They issued a “hold” rating and a $155.00 price objective on the stock. Jefferies Financial Group raised their target price on Johnson Controls International from $125.00 to $135.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. The Goldman Sachs Group lifted their price target on Johnson Controls International from $169.00 to $178.00 and gave the company a “buy” rating in a report on Tuesday, June 2nd. Morgan Stanley increased their price objective on shares of Johnson Controls International from $140.00 to $175.00 and gave the stock an “overweight” rating in a report on Tuesday, June 9th. Finally, UBS Group raised their price objective on shares of Johnson Controls International from $170.00 to $180.00 and gave the company a “buy” rating in a research report on Tuesday, June 2nd. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $152.85.

Insider Buying and Selling

In other news, VP Todd M. Grabowski sold 1,800 shares of the stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $146.20, for a total value of $263,160.00. Following the transaction, the vice president owned 26,215 shares of the company’s stock, valued at $3,832,633. This represents a 6.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Lei Zhang Schlitz sold 88,809 shares of the firm’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $140.99, for a total value of $12,521,180.91. Following the transaction, the vice president owned 57,059 shares in the company, valued at approximately $8,044,748.41. This trade represents a 60.88% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.29% of the stock is currently owned by company insiders.

Trending Headlines about Johnson Controls International

Here are the key news stories impacting Johnson Controls International this week:

• Positive Sentiment: Fiscal Q3 adjusted EPS was $1.42, exceeding the $1.30 consensus estimate, while revenue reached $6.61 billion versus expectations of $6.46 billion. Revenue increased 9.3% year over year, and GAAP EPS was $1.23. Johnson Controls earnings report
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to approximately $5.05, above the $4.90 analyst consensus, and guided fourth-quarter EPS to $1.55 versus the $1.52 consensus. Organic full-year sales growth is expected to be about 8%.
• Positive Sentiment: Demand trends strengthened substantially: Q3 orders rose 27% organically, and backlog increased 32% organically to $21.0 billion. The company also expects data centers to become roughly one-third of its business, highlighting exposure to AI-related infrastructure spending. Johnson Controls data center growth article
• Positive Sentiment: Johnson Controls introduced an absorption-chiller design aimed at converting waste heat from on-site power generation into cooling for AI data centers. The technology could reduce cooling electricity demand by up to 44% and increase available computing capacity. Johnson Controls absorption chiller announcement
• Neutral Sentiment: Call-option activity was unusually high, with 4,620 calls purchased—73% above average daily volume—indicating increased speculative interest but not necessarily a sustained change in fundamentals.
• Negative Sentiment: Recent institutional filings showed several large investors reducing positions, while company insider activity over the past six months included more sales than purchases. These transactions may add sentiment pressure but are not necessarily tied to current operating performance.

Hedge Funds Weigh In On Johnson Controls International

Several institutional investors and hedge funds have recently made changes to their positions in JCI. Brighton Jones LLC acquired a new position in Johnson Controls International during the 4th quarter worth approximately $222,000. Acadian Asset Management LLC acquired a new stake in shares of Johnson Controls International in the first quarter valued at approximately $55,000. Sivia Capital Partners LLC raised its holdings in shares of Johnson Controls International by 83.3% in the second quarter. Sivia Capital Partners LLC now owns 7,049 shares of the company’s stock valued at $745,000 after purchasing an additional 3,203 shares during the last quarter. Jump Financial LLC lifted its position in shares of Johnson Controls International by 3.5% in the second quarter. Jump Financial LLC now owns 12,578 shares of the company’s stock worth $1,328,000 after purchasing an additional 425 shares in the last quarter. Finally, Federated Hermes Inc. lifted its position in shares of Johnson Controls International by 120.7% in the second quarter. Federated Hermes Inc. now owns 12,359 shares of the company’s stock worth $1,305,000 after purchasing an additional 6,760 shares in the last quarter. Institutional investors and hedge funds own 90.05% of the company’s stock.

Johnson Controls International Company Profile

Johnson Controls International plc is a global diversified technology and multi‑industrial company that develops products, services and solutions for buildings and energy storage. The company’s core focus is on improving building efficiency, safety and sustainability through a combination of HVAC equipment, building controls and automation, fire and security systems, and related services. Johnson Controls traces its roots to 1885, when inventor Warren S. Johnson developed an electric room thermostat; over its long history the company has expanded from controls into a broad set of building‑related technologies and, through corporate transactions, into a global provider of integrated building solutions.

Johnson Controls’ product and service portfolio includes heating, ventilation and air‑conditioning equipment, chillers, air handlers and related mechanical systems, together with building automation and control platforms that monitor and manage energy use, indoor environmental quality and security.