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

Johnson Controls International (NYSE:JCI) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 4.850-4.850 for the period, compared to the consensus EPS estimate of 4.750. The company issued revenue guidance of -. Johnson Controls International also updated its Q3 2026 guidance to 1.280-1.280 EPS.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on JCI. Robert W. Baird boosted their target price on shares of Johnson Controls International from $132.00 to $148.00 and gave the company a “neutral” rating in a research note on Monday, April 27th. Melius Research set a $148.00 target price on shares of Johnson Controls International in a research note on Wednesday, January 7th. Morgan Stanley boosted their target price on shares of Johnson Controls International from $130.00 to $140.00 and gave the company an “overweight” rating in a research note on Wednesday, March 11th. Citigroup upped their price target on shares of Johnson Controls International from $139.00 to $150.00 and gave the stock a “neutral” rating in a research note on Monday, April 13th. Finally, BNP Paribas Exane started coverage on shares of Johnson Controls International in a research note on Tuesday, April 14th. They issued an “underperform” rating and a $120.00 price target on the stock. Twelve investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $137.81.

Johnson Controls International Stock Down 1.0%

Shares of NYSE JCI traded down $1.45 during mid-day trading on Wednesday, reaching $143.37. The company had a trading volume of 7,007,631 shares, compared to its average volume of 3,075,480. Johnson Controls International has a twelve month low of $87.77 and a twelve month high of $147.32. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.81 and a current ratio of 0.99. The stock has a market capitalization of $87.75 billion, a PE ratio of 27.00, a price-to-earnings-growth ratio of 1.63 and a beta of 1.37. The stock’s 50 day moving average is $137.57 and its 200-day moving average is $125.76.

Johnson Controls International (NYSE:JCI) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $1.19 earnings per share for the quarter, topping analysts’ consensus estimates of $1.12 by $0.07. Johnson Controls International had a net margin of 14.17% and a return on equity of 17.15%. The business had revenue of $6.14 billion for the quarter, compared to the consensus estimate of $6.08 billion. During the same period in the prior year, the business posted $0.82 earnings per share. Johnson Controls International’s revenue for the quarter was up 8.2% compared to the same quarter last year. Johnson Controls International has set its Q3 2026 guidance at 1.280-1.280 EPS and its FY 2026 guidance at 4.850-4.850 EPS. As a group, equities analysts anticipate that Johnson Controls International will post 4.75 earnings per share for the current fiscal year.

Johnson Controls International Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, April 10th. Investors of record on Monday, March 16th were issued a $0.40 dividend. The ex-dividend date was Monday, March 16th. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. Johnson Controls International’s dividend payout ratio is currently 30.13%.

Insider Buying and Selling

In other Johnson Controls International news, Director Mark Vergnano acquired 7,665 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The stock was purchased at an average cost of $131.94 per share, for a total transaction of $1,011,320.10. Following the completion of the acquisition, the director owned 37,602 shares of the company’s stock, valued at approximately $4,961,207.88. This trade represents a 25.60% increase in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, VP Daniel C. Mcconeghy sold 3,600 shares of the company’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $142.56, for a total transaction of $513,216.00. Following the completion of the sale, the vice president owned 24,273 shares of the company’s stock, valued at $3,460,358.88. This represents a 12.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.29% of the stock is currently owned by corporate insiders.

Johnson Controls International News Summary

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

• Positive Sentiment: Q2 beat and stronger revenue — JCI reported adjusted EPS $1.19 vs. $1.12 consensus and revenue of $6.14B vs. $6.08B, with organic sales up ~6% and GAAP/adjusted metrics showing solid year-over-year improvement. Johnson Controls Reports Strong Q2 Results; Raises FY26 Guidance
• Positive Sentiment: Raised FY26 guidance — Management lifted full‑year adjusted EPS to $4.85 and set Q3 EPS at $1.28, slightly above/consistent with consensus, signaling confidence in execution. Johnson Controls Tops Q2 Earnings & Revenue Estimates, Raises FY26 View
• Positive Sentiment: Data-center/AI cooling boom and record backlog — Orders surged (orders +30% organically) and backlog hit a record $20B, driven by industrial-scale AI/data-center cooling demand, which underpins the raised profit outlook. Johnson Controls raises annual profit forecast on data center cooling demand
• Neutral Sentiment: New product/guide supports long-term growth — JCI published a second data-center reference design guide (air-cooled chillers) to support large-scale AI factory cooling, reinforcing its market position but with more long-term impact than immediate earnings. Johnson Controls releases second data center reference design guide
• Negative Sentiment: Margin and macro worries weighed on the stock — Despite the beat and guidance lift, analysts and investors flagged margin pressures and broader macroeconomic risks; that caution (plus profit-taking near multi‑month highs) pushed the share price lower on heavy volume. Johnson Controls beats Q2 estimates, but margins and macro risks weigh on shares

Institutional Investors Weigh In On Johnson Controls International

A number of large investors have recently bought and sold shares of JCI. Brighton Jones LLC bought a new stake in Johnson Controls International in the fourth quarter worth $222,000. Acadian Asset Management LLC bought a new stake in Johnson Controls International during the first quarter valued at about $55,000. Sivia Capital Partners LLC boosted its holdings in Johnson Controls International by 83.3% during the second quarter. Sivia Capital Partners LLC now owns 7,049 shares of the company’s stock valued at $745,000 after acquiring an additional 3,203 shares during the period. Jump Financial LLC boosted its holdings in Johnson Controls International by 3.5% during the second quarter. Jump Financial LLC now owns 12,578 shares of the company’s stock valued at $1,328,000 after acquiring an additional 425 shares during the period. Finally, Federated Hermes Inc. boosted its holdings in Johnson Controls International by 120.7% during the second 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 currently owned by 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.