Johnson Controls International plc

NYSE:JCI 株式レポート

時価総額：US$87.1b

Johnson Controls International 将来の成長

Future 基準チェック /26

Johnson Controls International利益と収益がそれぞれ年間16.9%と6.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に26% 19.1%なると予測されています。

主要情報

16.9%

収益成長率

19.07%

EPS成長率

Building 収益成長20.5%
収益成長率6.7%
将来の株主資本利益率26.01%
アナリストカバレッジ

Good

最終更新日10 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jun 29

JCI: Future Upside Will Depend On Data Center Cooling Execution

The analyst price target for Johnson Controls International has been raised from $138.11 to $155.21 as analysts factor in higher projected revenue growth, slightly stronger profit margins, and supportive research citing data center demand, operational changes, and potential portfolio actions. Analyst Commentary Recent research on Johnson Controls International points to a mix of optimism and caution, with several firms adjusting price targets and reassessing execution risks as the company focuses on data center demand and internal transformation efforts.
ナラティブ更新 • Jun 15

JCI: Data Center Cooling And Operational Revamp Will Drive Future Upside

The Analyst Price Target for Johnson Controls International has been adjusted from $177 to $180. Analysts point to data center related demand for chillers, ongoing operational changes, and potential capital actions in the fire and security segment as key drivers of their updated view.
ナラティブ更新 • Jun 01

JCI: AI Data Center Partnership And Execution Will Support Future Upside

Analysts have lifted the Johnson Controls International fair value estimate by $4 to $177, reflecting updated assumptions around revenue growth, profit margins, and a lower future P/E multiple in light of a series of recent price target increases across the Street. Analyst Commentary Recent Street research around Johnson Controls International reflects a cluster of higher price targets and fresh coverage that many investors are watching closely.
Seeking Alpha • May 07

Johnson Controls: Strong Backlog And Pricing Power Support Buy Rating

Summary Johnson Controls delivered a strong Q2, beating revenue and EPS expectations, with operating profit up 39% and margins expanding significantly. Organic growth was robust across Products, Systems, and Services, with a record $20B backlog and strong demand in the Americas and APAC, supporting predictable future revenues. Management raised FY guidance, but market expectations remain higher, creating risk if JCI fails to consistently outperform consensus forecasts. I maintain a Buy rating with a $158 target price, reflecting a 10.4% upside, supported by disciplined capital allocation, strong FCF, and ongoing share buybacks. Read the full article on Seeking Alpha
ナラティブ更新 • May 04

JCI: Elevated HVAC Expectations Will Pressure Shares If Data Center Cooling Disappoints

The analyst price target for Johnson Controls International has increased by about $1 as analysts factor in updated earnings estimates, a slightly higher assumed revenue growth rate and P/E multiple, a modestly lower profit margin, and a mix of new bullish and bearish coverage. Analyst Commentary Recent Street research around Johnson Controls International has been mixed, with several firms revising price targets and introducing fresh coverage.
ナラティブ更新 • Apr 19

JCI: AI Data Center Cooling Cycle Will Support Future Upside

The analyst price target for Johnson Controls International has been raised by $3 to $173. This change reflects updated analyst views that factor in adjusted fair value assumptions, a revised discount rate, and refreshed estimates for revenue growth, profit margin, and future P/E multiples, alongside a mix of recent bullish and more cautious initiation reports.
ナラティブ更新 • Apr 05

JCI: HVAC Supercycle Reliance Will Challenge Shares If Data Center Cooling Shifts

Analysts have modestly raised the blended price target and fair value estimate for Johnson Controls, with the fair value moving from $113.27 to $114.40, as they refresh forecasts following recent earnings updates and a series of upward price target revisions across major firms. Analyst Commentary Recent research updates around Johnson Controls cluster around higher price targets and refreshed earnings estimates following the latest results.
ナラティブ更新 • Mar 22

JCI: Applied HVAC Supercycle And AI Cooling Demand Will Support Upside

Analysts have lifted their Johnson Controls International price targets, with moves such as Morgan Stanley's increase to $140 and Melius Research's $148 target reflecting updated earnings estimates and a broader view that applied HVAC demand extends well beyond data centers. Analyst Commentary Bullish analysts are leaning into a more constructive view on Johnson Controls International, pointing to recent price target changes and rating shifts as signals of growing confidence in the story.
ナラティブ更新 • Mar 07

JCI: HVAC Supercycle Dependence Will Pressure Shares If Data Center Demand Shifts

Narrative Update The updated analyst view lifts the Johnson Controls International fair value estimate from about $82.49 to roughly $113.27. This reflects higher Street price targets that are supported by analyst expectations for stronger revenue growth, slightly improved profit margins, and a lower assumed future P/E multiple.
ナラティブ更新 • Feb 21

JCI: Applied HVAC Supercycle And AI Cooling Demand Will Drive Upside

Our analyst price target for Johnson Controls International has been raised from $156.39 to $170.00, reflecting updated assumptions on revenue growth, margins, and future P/E. These are broadly in line with a series of recent price target increases from Street analysts, following their refreshed views on HVAC demand and AI related orders.
分析記事 • Feb 10

Earnings Tell The Story For Johnson Controls International plc (NYSE:JCI) As Its Stock Soars 25%

Johnson Controls International plc ( NYSE:JCI ) shareholders would be excited to see that the share price has had a...
ナラティブ更新 • Feb 06

JCI: Future Returns Will Hinge On Applied HVAC And AI Cooling Execution

Analysts have lifted their price target on Johnson Controls International to about $138 from roughly $132, reflecting updated assumptions around fair value, slightly higher projected revenue growth and profit margins, and a P/E profile that aligns with a series of recent target increases across the Street. Analyst Commentary Recent research updates on Johnson Controls International show a cluster of higher price targets and at least one rating upgrade, all keyed to refreshed earnings models and sector views rather than a single company specific event.
ナラティブ更新 • Jan 23

JCI: Applied HVAC Supercycle And AI Demand Will Drive Future Upside

The analyst fair value estimate for Johnson Controls International edges higher from US$148.00 to about US$156.39, with analysts pointing to refreshed price targets and updated views on Applied HVAC demand, aftermarket strength, and broader AI related order trends across recent research. Analyst Commentary Recent research on Johnson Controls International points to a cluster of bullish analysts revisiting their models, lifting price targets and, in several cases, upgrading ratings following earnings and sector specific news.
ナラティブ更新 • Jan 09

JCI: Applied HVAC Cycle And AI Projects Will Support Future Upside

Analysts have nudged their fair value estimate for Johnson Controls International higher from US$130.00 to US$148.00, citing updated research that points to resilient applied HVAC demand, supportive artificial intelligence related orders, and recent price target raises across the Street. Analyst Commentary Recent Street research around Johnson Controls International has tilted more constructive, with several bullish analysts adjusting their fair value work higher and framing the recent share pullback as an opportunity rather than a signal of weakening fundamentals.
分析記事 • Jan 03

Johnson Controls International (NYSE:JCI) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブ更新 • Dec 25

JCI: Future Returns Will Rely On Applied HVAC And Aftermarket Execution

Analysts have nudged our Johnson Controls International fair value estimate slightly lower to $131.50 from $131.78, even as they cite higher Street price targets and confidence in achievable guidance, supported by solid Q4 execution and momentum in Applied HVAC and aftermarket demand. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent Q4 earnings beat, with segment EBITA exceeding consensus, as evidence that management can execute against its guidance and support a higher valuation multiple.
ナラティブ更新 • Dec 11

JCI: Future Returns Will Depend On Applied HVAC And Aftermarket Demand Momentum

Analysts have nudged our Johnson Controls International price target higher, reflecting Street moves from about $105 to $124, to a new range of $119 to $142, which highlights better than expected Q4 segment EBITA, broad based geographic momentum, and confidence in management's HVAC and aftermarket guidance. Analyst Commentary Street research following the Q4 print reflects a generally constructive stance on Johnson Controls International, with several firms lifting price targets in response to outperformance and improved confidence in the growth outlook.
ナラティブ更新 • Nov 27

JCI: Future Returns Will Depend On HVAC And Data Center Demand Momentum

Johnson Controls International's analyst price target was raised from $124 to approximately $132. This change reflects improved earnings, accelerated revenue growth, and resilient performance in key segments as noted by analysts.
ナラティブ更新 • Nov 07

JCI: Future Performance Will Depend On Sustained HVAC Momentum And Market Execution

Analysts have raised their price target for Johnson Controls International from $117.89 to $124.00, citing a stronger growth outlook and improved profitability. This is supported by robust segment performance and continued demand momentum.
ナラティブ更新 • Oct 23

Data Center Momentum And Share Buybacks Will Fuel Sustained Market Confidence

The average analyst price target for Johnson Controls International has increased from $114.95 to $117.89. This reflects growing optimism about the company's outlook as analysts cite improving demand in select segments and recently positive valuation trends.
ナラティブ更新 • Oct 09

Lean Practices And York HVAC Systems Will Drive Future Success

Analysts have modestly increased their price target for Johnson Controls International to approximately $114.95 from $113.55, citing anticipated gains in data center demand and a favorable sector outlook. Analyst Commentary Recent updates from Wall Street reflect a cautiously optimistic sentiment toward Johnson Controls International.
ナラティブ更新 • Sep 16

Lean Practices And York HVAC Systems Will Drive Future Success

Analysts have raised their price target for Johnson Controls International, citing a justified valuation re-rating, upward earnings revisions, and broad industrial sector strength, resulting in a modest increase in fair value from $112.85 to $113.55. Analyst Commentary Bullish analysts cite a well-warranted valuation re-rating over the past twelve months.
分析記事 • Sep 03

With Johnson Controls International plc (NYSE:JCI) It Looks Like You'll Get What You Pay For

Johnson Controls International plc's ( NYSE:JCI ) price-to-earnings (or "P/E") ratio of 34.8x might make it look like a...
分析記事 • Aug 06

The Strong Earnings Posted By Johnson Controls International (NYSE:JCI) Are A Good Indication Of The Strength Of The Business

NYSE:JCI 1 Year Share Price vs Fair Value Explore Johnson Controls International's Fair Values from the Community and...
分析記事 • Jul 29

We Ran A Stock Scan For Earnings Growth And Johnson Controls International (NYSE:JCI) Passed With Ease

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha • Apr 24

Johnson Controls International: Greater Focus, Better Performance

Summary Johnson Controls International plc's HVAC divestment to Bosch, though reducing earnings, improves strategic focus and organic growth, warranting a modest re-rating of shares. Despite a large tax bill and modest multiples from the sale, the company's deleveraging and improved operating momentum are positive signs. The market appreciates the enhanced focus and growth prospects, with shares hitting highs around $90 before settling at $78. While the business performance is encouraging, current JCI share levels seem fairly valued, lacking a compelling risk-reward proposition. Read the full article on Seeking Alpha
Seeking Alpha • Feb 10

Good Topline And Margin Expansion Potential Makes Johnson Controls A Buy

Summary Johnson Controls' stock rally is driven by sustained fundamental improvements, with revenue growth expected to outpace historical averages due to data center demand and service revenue increases. I believe the company can grow revenue by mid-single digits, supported by a robust order backlog, data center demand, and the expanding services segment. I also believe that the margins should expand given management initiatives, which should lead to even faster bottom line growth. Despite trading at slightly expensive valuations, I believe it is justified given strong revenue and margin prospects, making JCI a compelling growth at a reasonable price opportunity. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:JCI - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
9/30/202828,9443,8233,7344,51614
9/30/202727,0873,3843,3344,03220
9/30/202625,2622,8522,9863,49920
3/31/202624,4332,0491,3661,738N/A
12/31/202523,9671,9131,2981,696N/A
9/30/202523,5961,7219651,399N/A
6/30/202523,4021,9902,8683,367N/A
3/31/202523,2482,2242,8993,393N/A
12/31/202423,1691,4302,0632,591N/A
9/30/202422,9521,4071,6042,098N/A
6/30/202419,1481,1331,5831,962N/A
3/31/202420,3831,3301,3531,754N/A
12/31/202321,4721,7841,8772,271N/A
9/30/202322,3311,5621,7752,221N/A
6/30/202326,6122,0611,4822,010N/A
3/31/202326,0931,3911,0971,684N/A
12/31/202225,5051,2697111,302N/A
9/30/202220,6371,2791,5031,990N/A
6/30/202224,9661,0406701,328N/A
3/31/202224,6931,2351,0691,684N/A
12/31/202124,1891,5671,8002,396N/A
9/30/202123,6681,5131,9352,487N/A
6/30/202123,2301,6852,5212,941N/A
3/31/202122,2329292,4942,884N/A
12/31/202022,0827991,9732,381N/A
9/30/202022,3176311,7762,219N/A
6/30/202022,6378021,0861,618N/A
3/31/202023,7451,1254971,055N/A
12/31/201924,0801,152N/A1,405N/A
9/30/201923,9681,100N/A1,202N/A
6/30/201923,8771,080N/A2,080N/A
3/31/201923,7081,413N/A2,584N/A
12/31/201823,5591,357N/A2,757N/A
9/30/201823,4001,175N/A2,516N/A
6/30/201825,3531,458N/A2,598N/A
3/31/201826,7541,539N/A2,087N/A
12/31/201728,3911,207N/A1,789N/A
9/30/201722,835672N/A100N/A
6/30/201728,290666N/A-104N/A
3/31/201725,761458N/A-245N/A
12/31/201623,227824N/A23N/A
9/30/201620,837732N/A1,908N/A
6/30/201623,332848N/A1,433N/A
3/31/201627,7861,004N/A2,021N/A
12/31/201532,2511,238N/A1,747N/A
9/30/201517,100814N/A1,600N/A

アナリストによる今後の成長予測

収入対貯蓄率: JCIの予測収益成長率 (年間16.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: JCIの収益 ( 16.9% ) US市場 ( 18.2% ) よりも低い成長が予測されています。

高成長収益: JCIの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: JCIの収益 ( 6.7% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: JCIの収益 ( 6.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: JCIの 自己資本利益率 は、3年後には高くなると予測されています ( 26 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/13 12:41
終値2026/07/10 00:00
収益2026/03/31
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Johnson Controls International plc 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40

アナリスト機関
John EadeArgus Research Company
Timothy WojsBaird
Brian JohnsonBarclays