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

Johnson Controls International (NYSE:JCI) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 4.700-4.700 for the period, compared to the consensus EPS estimate of 4.600. The company issued revenue guidance of -. Johnson Controls International also updated its Q2 2026 guidance to 1.110-1.110 EPS.

Wall Street Analyst Weigh In

Several research firms recently weighed in on JCI. Morgan Stanley upped their price target on shares of Johnson Controls International from $125.00 to $130.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 13th. Hsbc Global Res raised Johnson Controls International to a “hold” rating in a report on Monday, November 24th. Robert W. Baird lowered their price target on Johnson Controls International from $126.00 to $124.00 and set a “neutral” rating on the stock in a research note on Monday, January 26th. HSBC boosted their price target on Johnson Controls International from $79.00 to $127.00 and gave the stock a “hold” rating in a research report on Monday, November 24th. Finally, Melius Research set a $148.00 price objective on Johnson Controls International in a report on Wednesday, January 7th. Eleven analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat, Johnson Controls International presently has an average rating of “Moderate Buy” and a consensus price target of $126.61.

Johnson Controls International Trading Up 4.9%

NYSE:JCI traded up $6.06 on Wednesday, hitting $130.07. The stock had a trading volume of 8,344,194 shares, compared to its average volume of 6,243,719. The company has a fifty day moving average price of $116.84 and a two-hundred day moving average price of $112.17. The stock has a market cap of $79.61 billion, a price-to-earnings ratio of 25.58, a PEG ratio of 1.48 and a beta of 1.43. The company has a quick ratio of 0.76, a current ratio of 0.93 and a debt-to-equity ratio of 0.66. Johnson Controls International has a 1-year low of $68.03 and a 1-year high of $136.24.

Johnson Controls International (NYSE:JCI) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $0.89 earnings per share for the quarter, beating analysts’ consensus estimates of $0.84 by $0.05. Johnson Controls International had a net margin of 13.95% and a return on equity of 15.35%. The business had revenue of $5.80 billion during the quarter, compared to analysts’ expectations of $5.64 billion. During the same period last year, the business earned $0.64 earnings per share. The business’s revenue for the quarter was up 6.8% on a year-over-year basis. 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. Equities research analysts expect that Johnson Controls International will post 3.64 earnings per share for the current fiscal year.

Johnson Controls International Announces Dividend

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

Insider Buying and Selling at Johnson Controls International

In related news, VP Lei Zhang Schlitz sold 32,031 shares of Johnson Controls International stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $113.20, for a total value of $3,625,909.20. Following the completion of the transaction, the vice president owned 66,780 shares in the company, valued at approximately $7,559,496. The trade was a 32.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.29% of the company’s stock.

Johnson Controls International News Roundup

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

• Positive Sentiment: Q1 results beat expectations — GAAP EPS ~$0.90 (Adj. $0.89) vs. ~$0.84 est.; revenue ~$5.80B vs. ~$5.64B est.; revenue +6.8% YoY and solid margins/ROE, signaling healthy operating leverage. MarketBeat / Press Release
• Positive Sentiment: Company raised FY‑2026 and Q2 guidance: FY EPS set at $4.70 (vs. ~4.60 consensus) and Q2 EPS at $1.110 (above ~1.05 consensus) — management is signaling stronger-than-expected margin and demand visibility. Press Release: Q1 Results & Guidance
• Positive Sentiment: Backlog and orders surged: record backlog of $18.2B (≈+20% organic) and orders +39% organically — management links this to a data‑center and AI-driven boom for cooling and controls, supporting multi-year revenue visibility. Benzinga: Backlog & Data Center Demand
• Positive Sentiment: New product tailwind — launched YORK YDAM high‑density chiller aimed at multistory data centers and AI factories (up to 3.5MW), which directly targets the faster-growing segment cited in the quarter. PR Newswire: YORK YDAM Launch
• Neutral Sentiment: Valuation / momentum questions: some commentators note JCI has rallied strongly over the past year (one‑year gains cited) and discuss whether the stock’s run rates justify current multiples — watch earnings multiple and consensus revisions. Yahoo Finance: Valuation Piece
• Negative Sentiment: Insider sale: an executive VP disclosed share sales totaling roughly $6.08M — investors sometimes view sizeable insider sales as a cautionary signal (context and timing matter). MSN: Insider Sale

Institutional Trading of Johnson Controls International

A number of institutional investors have recently bought and sold shares of JCI. Brighton Jones LLC acquired a new stake in shares of Johnson Controls International in the fourth quarter valued at approximately $222,000. Acadian Asset Management LLC acquired a new position in Johnson Controls International in the first quarter valued at $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 buying an additional 3,203 shares during the last quarter. Jump Financial LLC boosted its stake in shares of Johnson Controls International by 3.5% during the second quarter. Jump Financial LLC now owns 12,578 shares of the company’s stock worth $1,328,000 after buying an additional 425 shares during the period. Finally, Federated Hermes Inc. increased its position in Johnson Controls International by 120.7% in the 2nd quarter. Federated Hermes Inc. now owns 12,359 shares of the company’s stock valued at $1,305,000 after acquiring an additional 6,760 shares during the period. 90.05% of the stock is owned by hedge funds and other institutional investors.

About Johnson Controls International

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.