Johnson Controls International plc - Registered Shares

Johnson Controls International plc - Registered Shares

JCI

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Market Cap$88.44B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Johnson Controls International plc - Registered SharesJohnson Controls International plc - Registered Shares24.91.08%15%4.80.9

Earnings Call Q2 2026

May 6, 2026 - AI Summary

Strong Q2 operating performance + margin expansion - Orders +30% YoY (building on nearly +40% in Q1) with revenue +6% and record backlog +26% to $20B. - Adjusted EBIT margin +310 bps to 15.5%; adjusted EPS +45% to $1.19, ahead of guidance. - Segment results: margin expanded across segments (Applied-led), with service and systems both contributing, and operating leverage improving.
Full-year guidance raised (outlook improvement) - For Q3: expects ~6% organic sales growth, ~45% operating leverage, adjusted EPS ~ $1.28. - For FY 2026: maintains ~6% organic sales growth but raises adjusted EPS to ~ $4.85 (about +30% growth, +$0.30 above original guide); expects ~50% operating leverage for the year. - Cash flow: reiterates ~100% adjusted free cash flow conversion (i.e., improved profitability translating into cash).
Demand drivers are concentrated but resilient; data centers remain the key tailwind - Management highlights continued strong demand in data centers (high-performance, energy-efficient thermal control with tight tolerances). - “Applied HVAC” remains the clearest growth engine; other verticals (e.g., biologics/pharma and advanced manufacturing) are described as stable, supporting confidence in the backlog runway. - Orders not expected to “peak” immediately: pipeline remains strong with double-digit growth; company does not guide on orders directly but signals confidence.

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$19.20

Current Fair Value

86.8% downside

Overvalued by 86.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$88.44 Billion
Enterprise Value$100.11 Billion
Dividend Yield$1.57 (1.08%)
Earnings per Share$2.64
Beta1.34
Outstanding Shares606,930,693

Return

Return on Equity14.51%ROE
Return on Assets5.11%
Return on Invested Capital8.52%

Valuation & Multiples

P/E Ratio24.92P/E Ratio
PEG88.22PEG
Price to Sales4.83Price to Sales
Price to Book Ratio6.59Price to Book Ratio
Enterprise Value to Revenue5.45
Enterprise Value to EBIT42.33
Enterprise Value to Net Income51
Total Debt to Enterprise0.12
Debt to Equity0.91Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$1.12
Average shareholder expectation
Revenue Estimate
$6.08 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$1.30
Average shareholder expectation
Revenue Estimate
$6.46 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.7291 4.50%
Total Calls4,710,367 29.65%
Total Puts3,434,100 22.12%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %87.35% 2.46%
Total Invested$72.05B 6.24%
Investors Holding1,607 96.00%

ESG Score

No data

About Johnson Controls International plc

CEO: George Oliver

Relevant Senate Committees

Joint Committee on Taxation

This committee provides critical analysis and scoring for all tax legislation. Its influence on corporate tax structures, depreciation rules, and capital investment incentives directly affects Johnson Controls' financial planning and investment decisions.

Finance

This powerful committee controls taxation and trade. Its decisions on corporate tax rates, investment credits, and tariffs on imported components or exported goods would have a direct and significant impact on Johnson Controls' profitability and global supply chain.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine funding for government construction, infrastructure, and military projects, creating direct revenue streams for Johnson Controls through government contracts.

Banking, Housing, and Urban Affairs

This committee regulates housing and urban development, directly impacting real estate markets, building codes, and construction activity, which are critical drivers of demand for JCI's HVAC and building solutions.

Energy and Natural Resources

This committee shapes national energy policy, which directly affects building energy codes, conservation efforts, and the market for energy-efficient HVAC and refrigeration systems, a core offering of JCI.

Environment and Public Works

This committee directly regulates the EPA and drives infrastructure spending. Environmental regulations impact refrigerants and building efficiency standards, while infrastructure projects increase demand for JCI's construction-related products.