Johnson Controls International (NYSE:JCI) Updates Q2 2026 Earnings Guidance

Johnson Controls International (NYSE:JCI) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 1.110-1.110 for the period, compared to the consensus earnings per share estimate of 1.050. The company issued revenue guidance of -. Johnson Controls International also updated its FY 2026 guidance to 4.700-4.700 EPS.

Johnson Controls International Stock Up 1.8%

NYSE JCI traded up $2.35 during mid-day trading on Thursday, hitting $131.84. The company’s stock had a trading volume of 3,644,360 shares, compared to its average volume of 6,413,746. The company has a current ratio of 0.93, a quick ratio of 0.76 and a debt-to-equity ratio of 0.66. The company’s 50 day simple moving average is $117.10 and its 200 day simple moving average is $112.29. Johnson Controls International has a twelve month low of $68.03 and a twelve month high of $136.24. The firm has a market capitalization of $80.69 billion, a price-to-earnings ratio of 25.87, a PEG ratio of 1.48 and a beta of 1.43.

Johnson Controls International (NYSE:JCI) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $0.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.84 by $0.05. The company had revenue of $5.80 billion during the quarter, compared to analyst estimates of $5.64 billion. Johnson Controls International had a net margin of 13.95% and a return on equity of 15.35%. Johnson Controls International’s quarterly revenue was up 6.8% compared to the same quarter last year. During the same quarter last year, the business posted $0.64 EPS. Johnson Controls International has set its FY 2026 guidance at 4.700-4.700 EPS and its Q2 2026 guidance at 1.110-1.110 EPS. Analysts anticipate that Johnson Controls International will post 3.64 earnings per share for the current year.

Johnson Controls International Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 16th. Shareholders of record on Monday, December 22nd were paid a dividend of $0.40 per share. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $1.60 annualized dividend and a yield of 1.2%. Johnson Controls International’s payout ratio is 31.43%.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on JCI. Wolfe Research boosted their price objective on shares of Johnson Controls International from $138.00 to $139.00 and gave the company an “outperform” rating in a research report on Thursday, January 15th. JPMorgan Chase & Co. upped their price target on Johnson Controls International from $105.00 to $125.00 and gave the company an “overweight” rating in a research report on Wednesday, October 15th. Argus reiterated a “buy” rating and issued a $145.00 price objective on shares of Johnson Controls International in a research report on Friday, November 7th. Robert W. Baird set a $132.00 target price on Johnson Controls International in a report on Thursday. Finally, Royal Bank Of Canada increased their price target on shares of Johnson Controls International from $135.00 to $140.00 and gave the stock a “sector perform” rating in a research note on Thursday. Eleven research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat.com, Johnson Controls International presently has a consensus rating of “Moderate Buy” and a consensus target price of $130.00.

Insiders Place Their Bets

In other Johnson Controls International news, VP Lei Zhang Schlitz sold 32,031 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $113.20, for a total transaction of $3,625,909.20. Following the transaction, the vice president owned 66,780 shares in the company, valued at approximately $7,559,496. This represents a 32.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.29% of the company’s stock.

Trending Headlines about Johnson Controls International

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

• Positive Sentiment: Q1 beat and raised guidance — JCI reported Q1 adjusted EPS $0.89 vs. $0.84 expected and revenue ~$5.80B vs. $5.64B est.; management raised FY‑2026 EPS guidance to $4.70 and Q2 to $1.11, supporting higher forward earnings expectations. Press Release / Slide Deck
• Positive Sentiment: Strong demand and backlog — Orders jumped ~39% organically and backlog reached a record ~$18.2B, highlighting durable demand (notably data‑center cooling) that supports revenue visibility and margin leverage. Article
• Positive Sentiment: Analyst upgrade — Wells Fargo raised its price target to $145 and assigned an “overweight” rating, signaling institutional buy-side support and additional upside vs. current levels. Benzinga
• Positive Sentiment: Bullish flow and trading action — Shares gapped up on the earnings print and there was unusually heavy call‑option buying (large one‑day spike in calls), indicating short‑term bullish positioning by traders. Gap-Up Report
• Neutral Sentiment: Mizuho raised its target to $130 but kept a “neutral” rating — the smaller PT bump and neutral stance may limit further upside from that analyst until fundamentals sustain momentum. The Fly
• Negative Sentiment: Insider selling — An executive‑VP sale disclosed (~$6.08M) could be viewed negatively by some investors despite the company’s good results; monitor for further insider activity. MSN

Hedge Funds Weigh In On Johnson Controls International

Institutional investors have recently bought and sold shares of the stock. Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. grew its holdings in Johnson Controls International by 0.5% during the third quarter. Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. now owns 25,286 shares of the company’s stock valued at $2,780,000 after purchasing an additional 125 shares during the period. L2 Asset Management LLC lifted its position in shares of Johnson Controls International by 4.5% during the 3rd quarter. L2 Asset Management LLC now owns 3,085 shares of the company’s stock valued at $339,000 after buying an additional 132 shares in the last quarter. Sunbelt Securities Inc. grew its stake in shares of Johnson Controls International by 4.4% during the 3rd quarter. Sunbelt Securities Inc. now owns 3,379 shares of the company’s stock valued at $372,000 after acquiring an additional 142 shares during the period. Hilltop Holdings Inc. raised its stake in Johnson Controls International by 2.1% during the 3rd quarter. Hilltop Holdings Inc. now owns 11,095 shares of the company’s stock worth $1,220,000 after acquiring an additional 229 shares during the period. Finally, Fiduciary Trust Co lifted its holdings in Johnson Controls International by 1.3% during the third quarter. Fiduciary Trust Co now owns 18,604 shares of the company’s stock valued at $2,045,000 after purchasing an additional 231 shares in the last quarter. 90.05% of the stock is owned by institutional investors.

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.