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NYSE · US · Building Products & Equipment

JCI Johnson Controls

Building systems and data-centre cooling

Uptrend Trading above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$148.1
+2.85% today
1W
−0.1%
1M
−1.4%
3M
+5.8%
YTD
+24.7%
1Y
+32.2%
Off 52w high
−6.7%
Next earnings (est.): 2026-10-27
Market cap$87.20B
P/E (trailing)40.7Forward 23.5
EV / sales3.8×EV/EBITDA 22.1×
Revenue (TTM)$25.00BGrowth 9.3% y/y
Margins36.6%gross · op 15.9%
Free cash flow$2.98BCash $641M · debt $9.48B
Analyst target$168.5+13.8% upside · 20 analysts · buy
Riskβ 1.28Short 1.9% of float · yield 1.12%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

JCI · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-29EarningsBeat / raise

    Reported EPS 1.42 vs 1.3 expected (+9.0% surprise).

  2. 7
    2026-05-06EarningsBeat / raise

    Reported EPS 1.19 vs 1.12 expected (+6.5% surprise).

  3. 6
    2026-02-04EarningsBeat / raise

    Reported EPS 0.89 vs 0.84 expected (+5.7% surprise).

  4. 5
    2025-11-05EarningsBeat / raise

    Reported EPS 1.26 vs 1.2 expected (+4.7% surprise).

  5. 4
    2025-07-29EarningsBeat / raise

    Reported EPS 1.05 vs 1.01 expected (+3.6% surprise).

  6. 3
    2025-05-07EarningsBeat / raise

    Reported EPS 0.82 vs 0.8 expected (+2.6% surprise).

  7. 2
    2025-02-05EarningsBeat / raise

    Reported EPS 0.64 vs 0.59 expected (+8.5% surprise).

  8. 1
    2024-11-06EarningsBeat / raise

    Reported EPS 1.28 vs 1.25 expected (+2.7% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-291.31.42+9.0%
2026-05-061.121.19+6.5%
2026-02-040.840.89+5.7%
2025-11-051.21.26+4.7%
2025-07-291.011.05+3.6%
2025-05-070.80.82+2.6%
2025-02-050.590.64+8.5%
2024-11-061.251.28+2.7%
2024-07-311.081.14+5.2%
2024-05-010.750.78+3.4%
2024-01-300.510.51+0.3%
2023-12-121.071.05−1.7%
2023-08-021.031.03−0.0%
2023-05-050.740.75+1.6%
2023-02-010.670.67+0.4%
2022-11-030.980.99+0.7%
2022-08-040.850.85+0.5%
2022-05-040.630.63−0.1%
2022-02-020.530.54+1.9%
2021-11-050.870.88+0.7%
2021-07-300.830.83−0.0%
2021-04-300.490.52+6.7%
2021-01-290.410.43+5.8%
2020-11-030.730.76+4.5%

About Johnson Controls

Website ↗

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. It sells its products and services to commercial, residential security, institutional, industrial, data center, marine, and governmental customers. Johnson Controls International plc was incorpo…

87,000 employees · Cork, Ireland

Rack densities above ~100kW make direct-to-chip liquid cooling the default. CDUs, cold plates and heat rejection scale with GPU power.

Cold plate→CDU→Facility loop→Heat rejection

What would prove us wrong. Weakens if air-cooled designs reclaim high-density AI halls.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
VRT
Vertiv
Power and liquid-cooling chain for AI racks $200.1+2.98%−21.0%+23.6%
MOD
Modine Manufacturing
Data-centre chillers and CDUs $133.5+0.14%−32.6%+0.0%
NVT
nVent Electric
Liquid cooling and enclosures $131.0+4.47%−20.2%+29.3%
TT
Trane Technologies
Chillers and thermal systems $455.0+2.27%+0.1%+17.7%
3017.TW
Asia Vital Components
Cold plates and liquid cooling modules NT$3,145.00.00%−7.9%+109.5%
3324.TWO
Auras Technology
Liquid-cooling components NT$1,360.00.00%−10.5%+36.2%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.