Johnson Controls International plc (JCI) AI Stock Analysis

Johnson Controls International plc designs, manufactures, retrofits, and services building products and systems globally across four segments: Building Solutions North America, Building Solutions EMEA/LA, Building Solutions Asia Pacific, and Global Products. Its portfolio includes HVAC, controls, building management systems, refrigeration, integrated electronic security, and fire detection and suppression systems. It serves commercial, industrial, retail, small business, institutional, and governmental sectors. The company also offers energy efficiency solutions, technical services such as inspection, maintenance, and repair, data-driven smart building solutions, and residential and commercial control software. Headquartered in Cork, Ireland, the company was founded in 1885 and employs 87,000 people.

Between FY2021 and FY2025, revenue grew from $23.67B to $23.60B, with a 5-year revenue CAGR of 1.1% from FY2020 to FY2025. Annual revenue declined 12.8% in FY2022 to $20.64B before rebounding 8.2% in FY2023 to $22.33B, and growing 2.8% in both FY2024 ($22.95B) and FY2025 ($23.60B). Gross margin widened steadily from 34.0% in FY2021 to 36.4% in FY2025, while operating margin rose from 11.7% to 12.0%. Net income reached $3.29B in FY2025 with diluted EPS of $3.77. In the latest quarter ended June 30, 2026, quarterly revenue grew 9.3% year-over-year, and quarterly earnings grew 15.3% year-over-year, supporting trailing twelve month revenue of $25.00B and EPS of $3.54.

As of June 30, 2026, Johnson Controls held $641.0M in cash and short-term investments against $9.47B in total debt, resulting in net debt of $8.83B. Shareholders' equity stood at $13.48B, with total assets of $38.76B. The company reported a current ratio of 0.97 and a debt-to-equity ratio of 0.70. In FY2025, operating cash flow was $1.40B and free cash flow was $965.0M. Capital deployment in FY2025 included $434.0M in capital expenditures, $976.0M in dividends paid, and $5.99B in share buybacks, contributing to a 5-year share count change of -9.7%.

At $145.47, Johnson Controls has a market capitalization of $88.12B and an enterprise value of $97.54B. The stock trades at a trailing P/E of 41.1x and a forward P/E of 23.9x, compared to medians of 28.4x and 20.1x for its S&P 500 Industrials peers. Its price-to-sales of 3.5x and EV/EBITDA of 26.3x also sit above peer medians of 3.1x and 17.2x, respectively. The stock's PEG ratio is 1.67. Over the past year, JCI gained 34.6% versus a 16.8% return for the S&P 500 (SPY), while its 5-year return of 125.3% outpaced SPY's 83.0%.

Johnson Controls pays a quarterly dividend with an annual forward payout of $1.60 per share, yielding 1.10% with a payout ratio of 33.6%. The company has paid dividends for 42 consecutive years, generating an annualized 5-year dividend growth rate of 8.2%. The last ex-dividend date was September 21, 2026.

Wall Street analyst ratings comprise 11 Strong Buy, 1 Buy, 8 Hold, and 2 Sell recommendations. The mean price target is $168.50, implying a 15.8% upside relative to the last close of $145.47. For the fiscal year ending September 30, 2026, consensus estimates project revenue of $25.57B and EPS of $5.07, representing 34.9% EPS growth. Johnson Controls beat EPS estimates in each of the last 4 quarters, and its next earnings date is October 27, 2026.

This page is an AI-written research summary of Johnson Controls International plc (JCI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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