Johnson Controls International

5 days ago · marketbeat.com

Data center expansion is creating a heat-mitigation problem, and industrial technology firms are moving rapidly to provide a solution. Johnson Controls NYSE: JCI is positioning itself at the center of this shift.

5 days ago · marketbeat.com

Johnson Controls International NYSE: JCI reported fiscal fourth-quarter results marked by double-digit organic revenue growth, expanding margins and a sharp increase in orders and backlog, as demand from data centers and other mission-critical markets continued to accelerate.

6 days ago · zacks.com

JCI's Q4 earnings beat estimates on strong HVAC demand, margin gains and record backlog, while robust orders support its upbeat fiscal 2027 outlook.

6 days ago · seekingalpha.com

Johnson Controls International plc (JCI) Q4 2026 Earnings Call Transcript

6 days ago · prnewswire.com

Q4 sales increased 10% and organic sales increased 12%* Q4 GAAP EPS of $1.60; Q4 Adjusted EPS* of $1.66* Q4 orders +44% organically year-over-year Backlog of $23.0 billion increased 43% organically year-over-year *   This earnings release contains non-GAAP financial measures. Definitions and reconciliations of the non-GAAP financial measures can be found in the attached footnotes.

7 days ago · zacks.com

JCI gears up for Q4 earnings, with strong HVAC demand, data center growth and digital investments likely to aid results despite rising costs.

10 days ago · seekingalpha.com

Johnson Controls is rated Buy with a raised target price of $168, reflecting a 12.2% upside driven by robust backlog and production gains. JCI's $21 billion backlog and strong data center demand underpin expectations for above-market revenue and operating profit growth over the next two years. Management's operational improvements and disciplined cost control are driving operating profit faster than revenue, supporting margin expansion through FY2030.

12 days ago · seekingalpha.com

Johnson Controls is rated Buy, driven by robust demand, strong order growth, and expanding backlog, especially from data centers. JCI's margin outlook is attractive, supported by productivity gains, operating leverage, and a $500M annual cost reduction initiative targeting full implementation by FY27. Consensus expects double-digit EPS growth, with potential for upward estimate revisions as backlog conversion accelerates and capacity investments scale.

17 days ago · seekingalpha.com

Microsoft, a holding in several ClearBridge portfolios, offers a good example of how hyperscalers are responding. A recent engagement with Equinix, another ClearBridge portfolio holding, provides the perspective of a data-center owner and operator. ClearBridge's recent engagement with Johnson Controls highlighted how equipment suppliers can help address the physical constraints on data centers.

21 days ago · seekingalpha.com

Johnson Controls earns a Buy rating, with operationally-driven EPS growth and effective cost discipline underpinning its investment case. JCI's margin expansion is primarily due to SG&A leverage, while services growth—key for long-term earnings quality—lags systems growth. Current valuation at 25x forward earnings is above the five-year average; optimal accumulation is in the $138-$147 range (22.6-24.1x P/E).