Johnson Controls International (NYSE:JCI) Issues FY 2026 Earnings Guidance

Key Points

• FY 2026 EPS guidance of $4.85 (vs. consensus $4.75) and Q3 2026 EPS guidance of $1.28 were issued, while the company did not provide revenue guidance.
• Johnson Controls beat the most recent quarterly estimates with $1.19 EPS vs. $1.12 expected and $6.14B revenue vs. $6.08B, reporting a 17.15% return on equity and a 14.17% net margin.
• Analysts are mixed—average rating is "Hold" with an average target of $137.81, below the recent ~$145 share price—and insiders showed activity, including a director buying 7,665 shares (~$1.01M).

Johnson Controls International (NYSE:JCI - Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 4.850-4.850 for the period, compared to the consensus EPS estimate of 4.750. The company issued revenue guidance of -. Johnson Controls International also updated its Q3 2026 guidance to 1.280-1.280 EPS.

Johnson Controls International Price Performance

Johnson Controls International stock opened at $144.96 on Wednesday. Johnson Controls International has a 12 month low of $87.77 and a 12 month high of $147.32. The company has a current ratio of 0.99, a quick ratio of 0.81 and a debt-to-equity ratio of 0.66. The business's 50 day simple moving average is $137.57 and its 200 day simple moving average is $125.76. The company has a market cap of $88.72 billion, a price-to-earnings ratio of 27.30, a PEG ratio of 1.63 and a beta of 1.37.

Johnson Controls International (NYSE:JCI - Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $1.19 EPS for the quarter, beating the consensus estimate of $1.12 by $0.07. Johnson Controls International had a return on equity of 17.15% and a net margin of 14.17%.The business had revenue of $6.14 billion for the quarter, compared to the consensus estimate of $6.08 billion. Johnson Controls International has set its Q3 2026 guidance at 1.280-1.280 EPS and its FY 2026 guidance at 4.850-4.850 EPS. Sell-side analysts forecast that Johnson Controls International will post 4.75 EPS for the current year.

Johnson Controls International Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 10th. Investors of record on Monday, March 16th were paid a $0.40 dividend. The ex-dividend date was Monday, March 16th. This represents a $1.60 annualized dividend and a yield of 1.1%. Johnson Controls International's dividend payout ratio is presently 30.13%.

Analyst Ratings Changes

Several equities analysts recently commented on JCI shares. BNP Paribas Exane started coverage on Johnson Controls International in a research note on Tuesday, April 14th. They issued an "underperform" rating and a $120.00 price objective on the stock. Evercore started coverage on Johnson Controls International in a research note on Monday, April 13th. They issued a "hold" rating and a $155.00 price objective on the stock. Wolfe Research dropped their price objective on Johnson Controls International from $161.00 to $160.00 and set an "outperform" rating on the stock in a research note on Wednesday, April 8th. JPMorgan Chase & Co. upped their price objective on Johnson Controls International from $138.00 to $158.00 and gave the company an "overweight" rating in a research note on Friday, February 6th. Finally, Rothschild & Co Redburn increased their target price on Johnson Controls International from $137.00 to $150.00 and gave the stock a "buy" rating in a research report on Monday, February 9th. Twelve investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $137.81.

Insiders Place Their Bets

In related news, Director Mark Vergnano bought 7,665 shares of the company's stock in a transaction on Thursday, February 5th. The shares were purchased at an average price of $131.94 per share, for a total transaction of $1,011,320.10. Following the completion of the transaction, the director directly owned 37,602 shares in the company, valued at approximately $4,961,207.88. The trade was a 25.60% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, VP Daniel C. Mcconeghy sold 3,600 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $142.56, for a total value of $513,216.00. Following the sale, the vice president owned 24,273 shares in the company, valued at approximately $3,460,358.88. This represents a 12.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.29% of the company's stock.

Institutional Investors Weigh In On Johnson Controls International

Several institutional investors have recently made changes to their positions in JCI. Mcguire Capital Advisors Inc. bought a new position in shares of Johnson Controls International in the fourth quarter worth $27,000. Kemnay Advisory Services Inc. bought a new position in shares of Johnson Controls International in the fourth quarter worth $47,000. Transamerica Financial Advisors LLC increased its holdings in shares of Johnson Controls International by 99.0% in the fourth quarter. Transamerica Financial Advisors LLC now owns 418 shares of the company's stock worth $50,000 after purchasing an additional 208 shares during the period. Acadian Asset Management LLC bought a new position in shares of Johnson Controls International in the first quarter worth $55,000. Finally, Strive Financial Group LLC bought a new position in shares of Johnson Controls International in the fourth quarter worth $60,000. Hedge funds and other institutional investors own 90.05% of the company's stock.

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.

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