Johnson Controls Surges 7.2% After Strong Quarterly Results and Upgraded Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2026
0mins
Should l Buy JCI?
Source: seekingalpha
- Earnings Beat: Johnson Controls reported adjusted earnings of $0.89 per share for Q1, exceeding analysts' expectations of $0.84, with revenue rising 7% year-over-year to $5.8 billion, surpassing Wall Street's forecast of $5.64 billion, indicating robust financial performance.
- Order Surge: Organic orders jumped 39% year-over-year, more than doubling last year's growth rate, driven by strong demand in the Americas, particularly in commercial heating, ventilation, and air conditioning, with backlog increasing 20% to $18.2 billion, signaling significant future growth potential.
- Strong Regional Performance: Sales in the Americas reached $3.8 billion, up 6%, with orders rising 56% due to customer investments in data center projects; sales in Europe, the Middle East, and Africa grew 9% to $1.3 billion, while Asia Pacific revenue increased 8% to $693 million, reflecting broad-based growth across regions.
- Optimistic Outlook: The company raised its full-year adjusted earnings outlook to about $4.70 per share, above Wall Street's estimate of $4.62, and expects organic sales growth of about 5% and adjusted earnings of roughly $1.11 per share for Q2, reflecting sustained demand and strong order trends.
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Analyst Views on JCI
Wall Street analysts forecast JCI stock price to fall
11 Analyst Rating
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 138.570
Low
119.00
Averages
128.78
High
142.00
Current: 138.570
Low
119.00
Averages
128.78
High
142.00
About JCI
Johnson Controls International plc specializes in smart buildings. The Company's segments include Americas, EMEA and APAC. The Company is engaged in engineering, manufacturing, commissioning and retrofitting building products and systems, including commercial heating, ventilating, air-conditioning (HVAC) equipment, industrial refrigeration systems, controls, security systems, fire-detection systems and fire-suppression solutions. The Company also serves customers by providing technical services, including maintenance, management, repair, retrofit and replacement of equipment (in the HVAC, industrial refrigeration, controls, security and fire-protection space) and energy-management consulting. The Company serves various industries, including healthcare, schools, data centers, airports, stadiums and manufacturing. The Company's OpenBlue digital software platform enables enterprises to better manage their physical spaces by combining its building products and services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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