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Updated 34m ago
JCI logo

Johnson Controls International plcNYSE:JCI Stock Report

Market Cap US$86.8b
Updated 34m ago
Share Price
n/a
1Y31.8%
7D-1.9%
1D1.6%
Portfolio Value
​
View

Johnson Controls International plc

NYSE:JCI Stock Report

Market Cap: US$86.8b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Johnson Controls International (JCI) Stock Overview

Engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. More details

JCI fundamental analysis
Snowflake Score
Valuation1/6
Future Growth3/6
Past Performance5/6
Financial Health2/6
Dividends3/6

Rewards

Trading at 0.6% below our estimate of its fair value

Earnings are forecast to grow 19.1% per year

Earnings grew by 9.5% over the past year

Risk Analysis

Has a high level of debt

Significant insider selling over the past 3 months


JCI Community Fair Values

Create Narrative

See what 41 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
12.7% undervalued intrinsic discount
AnalystConsensusTarget
•2d ago

Data Center Momentum And Share Buybacks Will Fuel Sustained Market Confidence

484
1
23
AN
AnalystHighTarget
24.6% undervalued intrinsic discount
AnalystHighTarget
•16d ago

OpenBlue Platform And Smart Cities Will Drive Sustainable Building Solutions

106
0
2
AN
AnalystLowTarget
11.1% overvalued intrinsic discount
AnalystLowTarget
•1mo ago

Rising Geopolitical Risks And Mature Markets Will Curtail Prospects

68
0
1

Top Analyst Narratives

AN
AnalystConsensusTarget
12.7% undervalued intrinsic discount
AnalystConsensusTarget
•2d ago

Data Center Momentum And Share Buybacks Will Fuel Sustained Market Confidence

484
1
23
AN
AnalystHighTarget
24.6% undervalued intrinsic discount
AnalystHighTarget
•16d ago

OpenBlue Platform And Smart Cities Will Drive Sustainable Building Solutions

106
0
2
AN
AnalystLowTarget
11.1% overvalued intrinsic discount
AnalystLowTarget
•1mo ago

Rising Geopolitical Risks And Mature Markets Will Curtail Prospects

68
0
1
View all narratives

Johnson Controls International plc Competitors

Trane Technologies

Symbol: NYSE:TT
Market cap: US$94.4b

Carrier Global

Symbol: NYSE:CARR
Market cap: US$44.4b

Carlisle Companies

Symbol: NYSE:CSL
Market cap: US$12.5b

Lennox International

Symbol: NYSE:LII
Market cap: US$12.4b

Price History & Performance

Summary of share price highs, lows and changes for Johnson Controls International
Historical stock prices
Current Share PriceUS$143.28
52 Week HighUS$157.06
52 Week LowUS$104.49
Beta1.3
1 Month Change0.16%
3 Month Change-3.33%
1 Year Change31.82%
3 Year Change159.80%
5 Year Change94.75%
Change since IPO24,299.05%

Recent News & Updates

User avatar
Narrative Update • Sep 17

JCI: Future Upside Will Rely On Decarbonization And Electrification Solutions

Analysts have raised the fair value estimate for Johnson Controls International from $155.21 to $164.05, reflecting updated assumptions for revenue growth, profit margin and future P/E that are consistent with recent upward price target revisions from firms such as Morgan Stanley, Bernstein and Citi. Analyst Commentary Recent price target changes for Johnson Controls International give you a useful snapshot of how the Street currently frames the risk and reward.
User avatar
Narrative Update • Sep 03

JCI: Data Center Cooling Tailwinds Will Support Stronger Future Upside

Analysts have lifted the Johnson Controls International fair value estimate by $4 to $190, reflecting updated assumptions for revenue growth, profit margins and future P/E, and aligning with recent increases in Street price targets from firms that cite data center demand and portfolio optionality as key supports. Analyst Commentary Recent Street research on Johnson Controls International points to a generally constructive view on the stock, with several bullish analysts adjusting price targets higher and reiterating positive ratings.

Recent updates

User avatar
Narrative Update • Sep 17

JCI: Future Upside Will Rely On Decarbonization And Electrification Solutions

Analysts have raised the fair value estimate for Johnson Controls International from $155.21 to $164.05, reflecting updated assumptions for revenue growth, profit margin and future P/E that are consistent with recent upward price target revisions from firms such as Morgan Stanley, Bernstein and Citi. Analyst Commentary Recent price target changes for Johnson Controls International give you a useful snapshot of how the Street currently frames the risk and reward.
User avatar
Narrative Update • Sep 03

JCI: Data Center Cooling Tailwinds Will Support Stronger Future Upside

Analysts have lifted the Johnson Controls International fair value estimate by $4 to $190, reflecting updated assumptions for revenue growth, profit margins and future P/E, and aligning with recent increases in Street price targets from firms that cite data center demand and portfolio optionality as key supports. Analyst Commentary Recent Street research on Johnson Controls International points to a generally constructive view on the stock, with several bullish analysts adjusting price targets higher and reiterating positive ratings.
User avatar
Narrative Update • Aug 14

JCI: AI Data Center Cooling Euphoria Will Eventually Squeeze Future Returns

Johnson Controls International's analyst fair value estimate has shifted from $120.46 to $129.00 as analysts factor in updated views on data center tailwinds, operational changes, and potential portfolio moves highlighted in recent research. Analyst Commentary Recent research on Johnson Controls International points to a mix of optimism around data center exposure and operational changes, alongside more measured views on valuation and execution risk.
Seeking Alpha • Aug 03

Johnson Controls: AI Demand And Backlog Strength Underpin A Hold

Summary Johnson Controls International (JCI) is positioned to benefit from AI infrastructure and data center investments, leveraging integrated thermal management solutions. JCI targets higher dollars per megawatt and margin expansion in FY2026, supported by operating leverage, productivity initiatives, and proprietary business systems. Despite strong revenue growth, a premium valuation (28.46x FWD P/E, 38% above sector median) leads to a Hold rating as growth appears priced in. Risks include slower-than-expected AI infrastructure investment and geopolitical instability in EMEA, which could weigh on future sales and margins. Read the full article on Seeking Alpha
User avatar
Narrative Update • Jul 31

JCI: Rich AI Cooling Hype Will Threaten Returns If Data Center Demand Stalls

Analysts have lifted their fair value estimate for Johnson Controls International by about $5 to roughly $120, reflecting updated views on the company’s margin outlook, discount rate and future P/E assumptions, along with a recent series of higher Street price targets. Analyst Commentary Recent Street research on Johnson Controls International highlights a mix of optimism on operational changes and selective caution on valuation, execution and growth visibility.
User avatar
Narrative Update • Jul 14

JCI: Data Center Cooling Demand Will Drive Future Upside Potential

Analysts have modestly raised the fair value estimate for Johnson Controls International to $186 from $180, citing support from higher price targets tied to data center related demand, operational changes, and early benefits from the company’s ongoing revamp and lean transformation efforts. Analyst Commentary Recent Street research on Johnson Controls International points to a cluster of supportive views around the stock, with several bullish analysts adjusting fair values and price targets in light of data center demand and early progress on the company’s operational revamp.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
Analysis Article • 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...
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
Analysis Article • 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...
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
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

Shareholder Returns

JCIUS BuildingUS Market
7D-1.9%-3.2%-0.2%
1Y31.8%-4.0%11.9%

Return vs Industry: JCI exceeded the US Building industry which returned -4% over the past year.

Return vs Market: JCI exceeded the US Market which returned 11.9% over the past year.

Price Volatility

Is JCI's price volatile compared to industry and market?
JCI volatility
JCI Average Weekly Movement4.4%
Building Industry Average Movement5.9%
Market Average Movement6.8%
10% most volatile stocks in US Market15.0%
10% least volatile stocks in US Market2.9%

Stable Share Price: JCI has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: JCI's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
188587,000Joakim Weidemaniswww.johnsoncontrols.com

Johnson Controls International plc, together with its subsidiaries, engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company designs, manufactures, sells, installs, and services heating, ventilating, air conditioning, controls, building management, refrigeration, integrated electronic security, integrated fire detection and suppression systems, and digital solutions. It also provides energy solutions and technical services, including inspection, scheduled maintenance, and repair and replacement of mechanical and control systems, as well as data-driven building solutions.

Johnson Controls International plc Fundamentals Summary

How do Johnson Controls International's earnings and revenue compare to its market cap?
JCI fundamental statistics
Market capUS$86.79b
Earnings (TTM)US$2.18b
Revenue (TTM)US$25.00b
39.8x
P/E Ratio
3.5x
P/S Ratio

Is JCI overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
JCI income statement (TTM)
RevenueUS$25.00b
Cost of RevenueUS$15.83b
Gross ProfitUS$9.16b
Other ExpensesUS$6.98b
EarningsUS$2.18b

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)3.60
Gross Margin36.65%
Net Profit Margin8.72%
Debt/Equity Ratio70.1%

How did JCI perform over the long term?

See historical performance and comparison

Dividends

1.1%
Current Dividend Yield
45%
Payout Ratio

Does JCI pay a reliable dividends?

See JCI dividend history and benchmarks
When do you need to buy JCI by to receive an upcoming dividend?
Johnson Controls International dividend dates
Ex Dividend DateSep 21 2026
Dividend Pay DateOct 16 2026
Days until Ex dividend1 day
Days until Dividend pay date26 days

Does JCI pay a reliable dividends?

See JCI dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/20 00:45
End of Day Share Price 2026/09/18 00:00
Earnings2026/06/30
Annual Earnings2025/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Johnson Controls International plc is covered by 38 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John EadeArgus Research Company
Timothy WojsBaird
Varun GovindarajBernstein

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