Johnson Controls International

JCI

Market cap $88.3B

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

Johnson Controls International maintains strong momentum with Q1 results exceeding both consensus and management forecasts, driven by robust demand across all regions. JCI's order growth surged 39% YoY, backlog hit a record $18.2 billion, and management upgraded full-year adjusted EPS guidance to $4.70, reflecting confidence in sustained demand. My DCF model supports a Buy rating with a $158 target price, implying an 11% upside; valuation premium is justified by growth outlook and operational execution.

Johnson Controls International plc (JCI) Presents at Barclays 43rd Annual Industrial Select Conference Transcript

Johnson Controls International plc (JCI) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript

The Allspring Large Cap Growth Fund underperformed the Russell 1000 Growth Index during the fourth quarter. As VYVGART gains traction with new patients, argenx continues to advance its pipeline, targeting additional autoimmune disorders to further broaden its impact. With a record backlog and a global footprint, we believe that Johnson Controls is well positioned to capitalize on demand for energy-efficient solutions, digital building automation, and data center investments.

Transaction aligned with Johnson Controls' strategy to unlock cooling innovation and accelerate the AI-based economy Enhances Johnson Controls' leading capabilities in the rapidly growing data center thermal segment MILWAUKEE, Feb. 18, 2026 /PRNewswire/ -- Johnson Controls (NYSE: JCI), a global technology leader in energy efficiency, decarbonization, thermal management and mission-critical performance, has signed an agreement to acquire Alloy Enterprises, a Boston-based company specializing in a next-generation thermal management platform for high-performance data centers and other mission critical industrial applications. The move will expand Johnson Controls' leadership and capabilities in the high growth data center cooling segment.

Johnson Controls International plc delivered robust Q1 '26 results, highlighted by a 39% y/y organic surge in orders and a 20% backlog increase. JCI's profitability continues to improve, with margin expansion across all regions and strong operating leverage expected to drive EPS growth. Management raised FY26 EPS guidance to $4.70, reflecting sustained AI data center demand and margin improvement, while maintaining mid-single-digit sales growth.

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The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

CORK, Ireland, Feb. 6, 2026 /PRNewswire/ -- Johnson Controls International plc (NYSE: JCI), a global technology leader in energy efficiency, decarbonization, thermal management and mission-critical performance, today announced that EVP and Chief Financial Officer, Marc Vandiepenbeeck, will present at the following investor conferences: Citi's 2026 Global Industrial Tech and Mobility Conference; Thursday, Feb. 19, 2026, at 8:00 a.m. EST. Barclays 43rd Annual Industrial Select Conference; Thursday, Feb. 19, 2026, at 11:00 a.m.