Johnson Controls International

JCI

Market cap $71.1B

NEUHAUSEN, Switzerland--(BUSINESS WIRE)--Sensormatic Solutions, the leading global retail solutions portfolio of Johnson Controls (NYSE: JCI), today shared its initial analysis of Black Friday in-store traffic for the 2025 U.S. holiday season. According to its ShopperTrak Analytics insights, which captures 40 billion store visits globally each year, retail visits on the annual shopping holiday were down slightly compared to 2024 (-2.1%), but shopper traffic was in-line with 2025 year-to-date (-.

Johnson Controls delivered a strong Q4, surpassing expectations and prompting a rating upgrade from Hold to Buy with a $125 target price. JCI's transformation, backlog growth, margin improvement, and shareholder-friendly capital allocation are driving renewed optimism despite regional headwinds, especially in China. My DCF model projects a 9% upside, supported by conservative growth assumptions, ongoing cost controls, and a healthy payout mix of buybacks and dividends.

Johnson Controls International plc ( JCI ) Q4 2025 Earnings Call November 5, 2025 8:30 AM EST Company Participants James Lucas - Vice President of Investor Relations Joakim Weidemanis - CEO & Director Marc Vandiepenbeeck - Executive VP & CFO Conference Call Participants Amit Mehrotra - UBS Investment Bank, Research Division Nigel Coe - Wolfe Research, LLC Patrick Baumann - JPMorgan Chase & Co, Research Division Jeffrey Sprague - Vertical Research Partners, LLC Christopher Snyder - Morgan Stanley, Research Division Nicole DeBlase - Deutsche Bank AG, Research Division Scott Davis - Melius Research LLC Joseph Ritchie - Goldman Sachs Group, Inc., Research Division Julian Mitchell - Barclays Bank PLC, Research Division Joseph O'Dea - Wells Fargo Securities, LLC, Research Division Andrew Obin - BofA Securities, Research Division Presentation Operator Hello, everyone, and welcome to the Johnson Controls Q4 2025 Earnings Conference Call. My name is Nadia, and I'll be coordinating the call today.

JCI tops Q4 estimates on solid HVAC and controls demand, lifts FY26 outlook on strong margin and cash flow performance.

The headline numbers for Johnson Controls (JCI) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Jim Cramer breaks down why he's keeping an eye on shares of Johnson Controls.

Q4 sales increased 3% and organic sales increased 4%* Full year sales increased 3% and organic sales increased 6%* Q4 GAAP EPS of $0.42; Q4 Adjusted EPS* of $1.26* Full year GAAP EPS of $2.63; full year Adjusted EPS of $3.76 Q4 Orders +6% organically year-over-year Systems and Services backlog of $14.9 billion increased 13% 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.

Johnson Controls International plc (NYSE:JCI) will release earnings results for the fourth quarter before the opening bell on Wednesday, Nov. 5.

JCI is set to post Q4 results, with growth in HVAC and service units, but margin pressure from rising SG&A costs.

Evaluate the expected performance of Johnson Controls (JCI) for the quarter ended September 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.