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JCI

Johnson Controls International Plc

NYSE · Industrials · Construction · IE

$148.22
+1.89%
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  • Research · Oct 13, 2026

    [JCI] Johnson Controls: Q4 2026 earnings preview on backlog conversion

    Johnson Controls grew Q3 FY2026 organic sales 10% as backlog rose 32% to $21 billion; Q4 tests whether that backlog delivers the guided 9% to 10% organic growth.

  • Research · Sep 3, 2026

    [JCI] Johnson Controls Thesis 2026: Pure-Play Buildings After Bosch Sale Rides Data Center Wave

    Johnson Controls completed its transformation into a pure-play commercial buildings technology company in FY2025 with the $8.1B Global Products sale to Bosch. Data center infrastructure became ~22% of continuing revenue (+25% YoY) as hyperscaler cooling, fire suppression, and building management demand accelerated. Backlog ~$12.5B provides 12-14 months visibility. FY2026 thesis: OpenBlue AI platform growing toward $2B ARR + sustained data center supercycle drives margin expansion toward 20%+ and justifies re-rating from industrial to software-adjacent multiples.