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

Johnson Controls International (NYSE:JCI) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 4.700-4.700 for the period, compared to the consensus earnings per share 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 equities research analysts have recently commented on JCI shares. Melius Research set a $148.00 target price on shares of Johnson Controls International in a research report on Wednesday, January 7th. Mizuho upped their price objective on shares of Johnson Controls International from $105.00 to $120.00 and gave the company a “neutral” rating in a report on Thursday, November 6th. Wolfe Research boosted their price target on shares of Johnson Controls International from $138.00 to $139.00 and gave the company an “outperform” rating in a research report on Thursday, January 15th. Wells Fargo & Company raised their price target on Johnson Controls International from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, November 6th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Johnson Controls International in a report on Thursday, January 22nd. Eleven research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Johnson Controls International currently has an average rating of “Moderate Buy” and a consensus price target of $126.61.

Johnson Controls International Trading Up 6.1%

Shares of Johnson Controls International stock traded up $7.53 during trading on Wednesday, reaching $131.54. The company’s stock had a trading volume of 6,030,678 shares, compared to its average volume of 6,110,290. Johnson Controls International has a 52-week low of $68.03 and a 52-week high of $136.24. The company has a quick ratio of 0.76, a current ratio of 0.93 and a debt-to-equity ratio of 0.66. The firm’s 50-day moving average is $116.84 and its two-hundred day moving average is $112.17. The company has a market cap of $80.51 billion, a price-to-earnings ratio of 25.75, a PEG ratio of 1.48 and a beta of 1.43.

Johnson Controls International (NYSE:JCI) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $0.89 EPS for the quarter, topping the consensus estimate of $0.84 by $0.05. The business had revenue of $5.80 billion during the quarter, compared to analyst estimates of $5.64 billion. Johnson Controls International had a net margin of 13.95% and a return on equity of 15.35%. Johnson Controls International’s quarterly revenue was up 6.8% compared to the same quarter last year. During the same period last year, the business posted $0.64 earnings per share. 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. On average, sell-side analysts anticipate that Johnson Controls International will post 3.64 earnings per share for the current year.

Johnson Controls International Announces Dividend

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

Insider Activity

In related news, VP Lei Zhang Schlitz sold 32,031 shares of the company’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $113.20, for a total transaction of $3,625,909.20. Following the sale, the vice president owned 66,780 shares of the company’s stock, valued at $7,559,496. This represents a 32.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.29% of the stock is owned by company insiders.

Johnson Controls International News Roundup

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

• Positive Sentiment: Q1 results beat estimates — EPS and revenue topped Street expectations and organic revenue/orders were strong, supporting the stock rally. Read More.
• Positive Sentiment: Company raised FY26 guidance and highlighted large, AI-driven demand for cooling equipment; this lifts forward earnings visibility and is a growth catalyst. Read More.
• Positive Sentiment: New product launch targeted at AI/data-center cooling (YORK YDAM) reinforces TAM expansion into high-density multistory data centers — a strategic product tie to the AI demand theme. Read More.
• Neutral Sentiment: Analyst/preview pieces flagged expected revenue and EPS growth driven by HVAC and services but noted cost and FX headwinds — worth watching in coming quarters. Read More.
• Neutral Sentiment: Coverage pieces and recaps highlight the beat among peers; some investor pieces question valuation after a strong one‑year rally (62%), so multiple-compression risk exists if growth slows. Read More.
• Neutral Sentiment: Earnings recap articles summarize the beat alongside other companies — useful context but not new company-specific catalysts. Read More.
• Negative Sentiment: An executive VP sold about $6.08M of shares; insider sales can raise short‑term concern even if they’re for personal reasons. Read More.

Institutional Trading of Johnson Controls International

Several large investors have recently made changes to their positions in the business. Sunbelt Securities Inc. increased its position in Johnson Controls International by 4.4% during the third quarter. Sunbelt Securities Inc. now owns 3,379 shares of the company’s stock worth $372,000 after purchasing an additional 142 shares during the last quarter. Captrust Financial Advisors boosted its stake in Johnson Controls International by 2.9% during the 3rd quarter. Captrust Financial Advisors now owns 89,357 shares of the company’s stock valued at $9,825,000 after purchasing an additional 2,526 shares during the period. Coldstream Capital Management Inc. increased its position in Johnson Controls International by 30.0% in the 3rd quarter. Coldstream Capital Management Inc. now owns 20,705 shares of the company’s stock valued at $2,278,000 after acquiring an additional 4,776 shares during the period. Danske Bank A S acquired a new position in Johnson Controls International during the 3rd quarter worth $31,225,000. Finally, Morningstar Investment Management LLC bought a new position in shares of Johnson Controls International in the third quarter worth $898,000. 90.05% of the stock is owned by hedge funds and other institutional investors.

Johnson Controls International Company Profile

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.