JCI Earnings Prediction
The chart below shows how JCI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, JCI sees a -1.92% change in stock price 10 days leading up to the earnings, and a +3.10% change 10 days following the report. On the earnings day itself, the stock moves by +0.13%. This data can give you a slight idea of what to expect for the next quarter's release.
JCI Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
5.43B
4.17%
85.31%
Gross Margin
35.50%
4.01%
-26.59%
Operating Margin
9.71%
13.97%
-53.32%
Net Margin
6.65%
1.84%
3.10%
EPS
0.63
14.55%
-33.68%
No Data Available
JCI Earnings Analysis
Johnson Controls International PLC Corporation (JCI.N) Earnings Conference Call
Positive
Earnings Per Share Beat: Reported EPS of $0.64 exceeded expectations of $0.59, marking a nearly 40% year-over-year increase.
Organic Revenue Growth: Organic revenue grew 10% in Q1 2025, with segment margin expanding 200 basis points to 15%.
Global Products Sales Growth: Global Products segment saw organic sales growth of 15%, with Applied HVAC growing over 30%.
Record Backlog Growth: Building Solutions backlog reached a record $13.2 billion, growing 11% year-over-year, providing strong visibility into future revenue.
Free Cash Flow Improvement: Adjusted free cash flow improved nearly $800 million year-over-year, totaling approximately $600 million, demonstrating enhanced efficiency and customer satisfaction.
Negative
Leadership Transition Concerns: CEO transition announced, indicating potential instability in leadership.
Organic Sales Growth Slowdown: Despite a strong start, organic sales growth for the second quarter is projected at mid-single digits, suggesting a slowdown in momentum.
Adjusted EPS Guidance Update: Adjusted EPS guidance for the full year is raised to $3.50 to $3.60, but this only represents 9% to 12% growth, indicating a deceleration compared to previous performance.
Service Backlog Analysis: Service backlog growth of 8% year-over-year is lower than the system backlog growth of 12%, indicating potential weaknesses in service demand.
Tariff Impact on Profitability: The anticipated impact of tariffs is acknowledged, which could negatively affect future profitability and operational performance.
JCI FAQs
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JCI Earning Call Sentiment
Johnson Controls International plc (NYSE:JCI) Q1 2025 Earnings Call Transcript
JCI.N
-1.55%Positive
The earnings call reveals strong financial performance with a significant EPS beat, robust organic revenue growth, and expanded margins. The backlog growth and positive guidance for 2025 further bolster the outlook. Shareholder returns remain a priority, which is favorable. While there are some concerns about tariffs and restructuring costs, management's strategic focus and operational efficiencies mitigate these risks. The overall sentiment is positive, with potential for a stock price increase in the short term.
