Johnson Controls International (NYSE:JCI) Releases Q4 2026 Earnings Guidance

Johnson Controls International (NYSE:JCI) issued an update on its fourth quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.550-1.550 for the period, compared to the consensus earnings per share estimate of 1.520. The company issued revenue guidance of -. Johnson Controls International also updated its FY 2026 guidance to 5.050-5.050 EPS.

Johnson Controls International Stock Up 2.4%

Shares of JCI traded up $3.41 during trading hours on Thursday, hitting $142.83. The stock had a trading volume of 1,926,215 shares, compared to its average volume of 4,446,766. The firm has a market capitalization of $87.14 billion, a P/E ratio of 25.47, a price-to-earnings-growth ratio of 1.50 and a beta of 1.31. Johnson Controls International has a 1-year low of $103.07 and a 1-year high of $151.18. The firm has a 50 day simple moving average of $142.11 and a 200-day simple moving average of $136.73. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.04 and a quick ratio of 0.85.

Johnson Controls International (NYSE:JCI) last announced its earnings results on Wednesday, July 29th. The company reported $1.42 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.30 by $0.12. The company had revenue of $6.61 billion for the quarter, compared to analysts’ expectations of $6.46 billion. Johnson Controls International had a return on equity of 19.50% and a net margin of 14.45%.Johnson Controls International’s quarterly revenue was up 9.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.05 earnings per share. Johnson Controls International has set its Q4 2026 guidance at 1.550-1.550 EPS and its FY 2026 guidance at 5.050-5.050 EPS. Sell-side analysts predict that Johnson Controls International will post 4.9 EPS for the current fiscal year.

Johnson Controls International Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 10th. Stockholders of record on Monday, June 15th were issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend was Monday, June 15th. Johnson Controls International’s payout ratio is currently 28.62%.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Robert W. Baird upped their price objective on shares of Johnson Controls International from $132.00 to $148.00 and gave the company a “neutral” rating in a research note on Monday, April 27th. Evercore initiated coverage on Johnson Controls International in a research note on Monday, April 13th. They issued a “hold” rating and a $155.00 price target on the stock. Sanford C. Bernstein initiated coverage on shares of Johnson Controls International in a report on Tuesday, June 9th. They issued an “outperform” rating and a $176.00 target price on the stock. Zacks Research upgraded shares of Johnson Controls International from a “hold” rating to a “strong-buy” rating in a report on Thursday, June 25th. Finally, Citigroup reaffirmed a “neutral” rating on shares of Johnson Controls International in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $152.85.

Insider Buying and Selling at Johnson Controls International

In other news, VP Lei Zhang Schlitz sold 88,809 shares of the stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $140.99, for a total transaction of $12,521,180.91. Following the completion of the transaction, the vice president directly owned 57,059 shares in the company, valued at approximately $8,044,748.41. This represents a 60.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Todd M. Grabowski sold 1,800 shares of Johnson Controls International stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $146.20, for a total value of $263,160.00. Following the sale, the vice president owned 26,215 shares of the company’s stock, valued at approximately $3,832,633. This trade represents a 6.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.29% of the stock is owned by company insiders.

Key Headlines Impacting Johnson Controls International

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

• Positive Sentiment: Earnings and revenue beat expectations. Adjusted third-quarter EPS was $1.42, above the $1.30 analyst consensus, while revenue rose 9.3% year over year to $6.61 billion, exceeding estimates of $6.46 billion. GAAP EPS was $1.23. Johnson Controls International earnings report
• Positive Sentiment: Management raised its fiscal 2026 outlook. Johnson Controls now expects adjusted EPS of approximately $5.05, above the roughly $4.90 consensus, and projected fourth-quarter EPS of $1.55 versus the prior $1.52 consensus. The company also expects about 8% full-year organic sales growth. Johnson Controls reports strong Q3 results and raises guidance
• Positive Sentiment: Demand indicators strengthened. Organic orders increased 27% year over year, and the backlog grew 32% organically to $21.0 billion. Management highlighted robust data-center demand and said the business could eventually represent about one-third of Johnson Controls’ operations, supporting expectations for sustained growth. Johnson Controls lifts annual profit forecast on data center demand
• Neutral Sentiment: Analyst sentiment remains constructive but not uniformly bullish. The consensus recommendation is “Moderate Buy,” suggesting support for the stock but limited agreement on a strong-buy rating. Johnson Controls receives moderate buy analyst recommendation
• Neutral Sentiment: Options activity was elevated, with call volume above its recent average. This may reflect increased trading interest following the earnings release, but it does not necessarily indicate a lasting directional signal. Johnson Controls sees unusual options volume
• Negative Sentiment: Some recent institutional and insider activity included share reductions or sales, creating a modest counterpoint to the otherwise favorable earnings narrative.

Institutional Trading of Johnson Controls International

A number of institutional investors have recently bought and sold shares of JCI. State Street Corp boosted its holdings in shares of Johnson Controls International by 0.6% during the 3rd quarter. State Street Corp now owns 28,684,645 shares of the company’s stock worth $3,165,286,000 after purchasing an additional 163,167 shares during the last quarter. Northern Trust Corp grew its holdings in shares of Johnson Controls International by 1.1% in the third quarter. Northern Trust Corp now owns 6,907,287 shares of the company’s stock valued at $759,456,000 after purchasing an additional 72,917 shares in the last quarter. Viking Global Investors LP increased its stake in Johnson Controls International by 368.5% during the 3rd quarter. Viking Global Investors LP now owns 6,796,942 shares of the company’s stock worth $747,324,000 after buying an additional 5,346,130 shares during the period. Ameriprise Financial Inc. raised its holdings in shares of Johnson Controls International by 140.8% in the second quarter. Ameriprise Financial Inc. now owns 4,575,414 shares of the company’s stock valued at $483,281,000 after buying an additional 2,675,157 shares during the last quarter. Finally, First Trust Advisors LP lifted its holdings in shares of Johnson Controls International by 27.6% in the 4th quarter. First Trust Advisors LP now owns 4,490,828 shares of the company’s stock valued at $537,777,000 after buying an additional 971,104 shares during the period. 90.05% of the stock is currently owned by institutional investors and hedge funds.

About Johnson Controls International

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.