Johnson Controls Reports Strong Q1 Results and Raises FY26 Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2026
0mins
Should l Buy JCI?
Source: Yahoo Finance
- Significant Sales Growth: Johnson Controls reported Q1 sales of $5.8 billion, reflecting a 7% year-over-year increase, with organic sales up 6%, indicating strong demand in core markets that is expected to drive future revenue growth.
- Surge in Orders: Orders increased by 39% year-over-year in Q1, highlighting accelerated customer investments in data center projects, which enhances the company's market position and predictability of future performance.
- Improved Profitability: The company achieved a GAAP EPS of $0.90 and an adjusted EPS of $0.89 for Q1, marking a nearly 40% increase compared to the previous year, demonstrating significant improvements in execution and profitability.
- Strong Cash Flow: Operating cash flow for Q1 was $611 million, with free cash flow at $531 million, showcasing the company's continued strength in cash generation capabilities, supporting future investments and shareholder returns.
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Analyst Views on JCI
Wall Street analysts forecast JCI stock price to fall
11 Analyst Rating
6 Buy
5 Hold
0 Sell
Moderate Buy
Current: 142.700
Low
130.00
Averages
139.20
High
154.00
Current: 142.700
Low
130.00
Averages
139.20
High
154.00
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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- Technological Advantage: Alloy's proprietary platform can achieve up to a 35% improvement in thermal management efficiency and reduce pressure drop by 75%, significantly lowering overall cooling system energy use and helping customers meet fast-changing compute demands.
- Product Integration: This acquisition integrates Alloy's advanced liquid cooling technology with Johnson Controls' existing cooling solutions, including the newly launched YDAM magnetic bearing chiller, which delivers 3.5 MW of cooling capacity and a 20% increase in capacity density, further enhancing product competitiveness.
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