Johnson Controls International (NYSE:JCI) Issues Q3 2026 Earnings Guidance

Johnson Controls International (NYSE:JCI) updated its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.280-1.280 for the period, compared to the consensus estimate of 1.280. The company issued revenue guidance of -. Johnson Controls International also updated its FY 2026 guidance to 4.850-4.850 EPS.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on JCI. Wall Street Zen raised Johnson Controls International from a “hold” rating to a “buy” rating in a research report on Sunday. JPMorgan Chase & Co. lifted their target price on Johnson Controls International from $138.00 to $158.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. Jefferies Financial Group lifted their target price on Johnson Controls International from $125.00 to $135.00 and gave the stock a “hold” rating in a research report on Wednesday, April 15th. Mizuho lifted their target price on Johnson Controls International from $120.00 to $130.00 and gave the stock a “neutral” rating in a research report on Thursday, February 5th. Finally, Rothschild & Co Redburn lifted their target price on Johnson Controls International from $137.00 to $150.00 and gave the stock a “buy” rating in a research report on Monday, February 9th. Twelve investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $137.81.

Johnson Controls International Stock Down 1.0%

Johnson Controls International stock traded down $1.45 during midday trading on Wednesday, hitting $143.37. The stock had a trading volume of 7,007,631 shares, compared to its average volume of 3,075,480. The business has a fifty day moving average price of $137.57 and a 200 day moving average price of $125.76. Johnson Controls International has a 12 month low of $87.77 and a 12 month high of $147.32. The stock has a market cap of $87.75 billion, a P/E ratio of 27.00, a P/E/G ratio of 1.63 and a beta of 1.37. The company has a current ratio of 0.99, a quick ratio of 0.81 and a debt-to-equity ratio of 0.66.

Johnson Controls International (NYSE:JCI) last released its earnings results on Wednesday, May 6th. The company reported $1.19 EPS for the quarter, topping analysts’ consensus estimates of $1.12 by $0.07. The company had revenue of $6.14 billion for the quarter, compared to the consensus estimate of $6.08 billion. Johnson Controls International had a return on equity of 17.15% and a net margin of 14.17%.Johnson Controls International’s quarterly revenue was up 8.2% compared to the same quarter last year. During the same quarter last year, the business posted $0.82 EPS. Johnson Controls International has set its Q3 2026 guidance at 1.280-1.280 EPS and its FY 2026 guidance at 4.850-4.850 EPS. Research analysts predict that Johnson Controls International will post 4.75 EPS for the current year.

Johnson Controls International Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 10th. Investors of record on Monday, March 16th were paid a dividend of $0.40 per share. The ex-dividend date was Monday, March 16th. This represents a $1.60 annualized dividend and a yield of 1.1%. Johnson Controls International’s dividend payout ratio (DPR) is 30.13%.

Insiders Place Their Bets

In other news, VP Todd M. Grabowski sold 6,050 shares of the firm’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $134.90, for a total value of $816,145.00. Following the transaction, the vice president directly owned 34,836 shares in the company, valued at approximately $4,699,376.40. This trade represents a 14.80% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Daniel C. Mcconeghy sold 3,600 shares of the firm’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $142.56, for a total transaction of $513,216.00. Following the completion of the transaction, the vice president owned 24,273 shares in the company, valued at approximately $3,460,358.88. The trade was a 12.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.29% of the stock is currently owned by corporate insiders.

Johnson Controls International News Roundup

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

• Positive Sentiment: Q2 beat and stronger revenue — JCI reported adjusted EPS $1.19 vs. $1.12 consensus and revenue of $6.14B vs. $6.08B, with organic sales up ~6% and GAAP/adjusted metrics showing solid year-over-year improvement. Johnson Controls Reports Strong Q2 Results; Raises FY26 Guidance
• Positive Sentiment: Raised FY26 guidance — Management lifted full?year adjusted EPS to $4.85 and set Q3 EPS at $1.28, slightly above/consistent with consensus, signaling confidence in execution. Johnson Controls Tops Q2 Earnings & Revenue Estimates, Raises FY26 View
• Positive Sentiment: Data-center/AI cooling boom and record backlog — Orders surged (orders +30% organically) and backlog hit a record $20B, driven by industrial-scale AI/data-center cooling demand, which underpins the raised profit outlook. Johnson Controls raises annual profit forecast on data center cooling demand
• Neutral Sentiment: New product/guide supports long-term growth — JCI published a second data-center reference design guide (air-cooled chillers) to support large-scale AI factory cooling, reinforcing its market position but with more long-term impact than immediate earnings. Johnson Controls releases second data center reference design guide
• Negative Sentiment: Margin and macro worries weighed on the stock — Despite the beat and guidance lift, analysts and investors flagged margin pressures and broader macroeconomic risks; that caution (plus profit-taking near multi?month highs) pushed the share price lower on heavy volume. Johnson Controls beats Q2 estimates, but margins and macro risks weigh on shares

Hedge Funds Weigh In On Johnson Controls International

Large investors have recently bought and sold shares of the business. Sivia Capital Partners LLC boosted its position in Johnson Controls International by 83.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 7,049 shares of the company’s stock valued at $745,000 after purchasing an additional 3,203 shares during the period. Brighton Jones LLC acquired a new position in Johnson Controls International during the 4th quarter valued at approximately $222,000. Laurel Oak Wealth Management LLC acquired a new position in Johnson Controls International during the 4th quarter valued at approximately $261,000. Keel Point LLC acquired a new position in Johnson Controls International during the 2nd quarter valued at approximately $250,000. Finally, 71 West Capital Partners acquired a new position in Johnson Controls International during the 4th quarter valued at approximately $248,000. Institutional investors own 90.05% of the company’s stock.

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.