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Wire

Johnson Controls Q3 Earnings Quality 'Impressive,' RBC Says

Johnson Controls International (JCI) reported a strong operating beat in fiscal Q3 and raised its 2026 earnings outlook above consensus, RBC Capital Markets said in a Wednesday note."The quality of earnings was impressive, including +45% incrementals," the report said.The note said datacenter business drove the strong 27% total-company order growth from a year ago, and a record $21 billion backlog, up 32% organically."JCI's multi-year turnaround story continues to gain traction off its successful June-2026 investor day where they increasedtheir long-term organic growth algorithm," the report said.RBC raised its price target to $161 from $154 while keeping its sector perform rating.Price: $142.66, Change: $+3.24, Percent Change: +2.32%

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Wire

Jefferies Adjusts Price Target on Johnson Controls International to $155 From $135, Maintains Hold Rating

Johnson Controls International (JCI) has an average rating of overweight and mean price target of $162.83, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $143.95, Change: $+4.53, Percent Change: +3.25%

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Wire

Mizuho Adjusts Price Target on Johnson Controls International to $150 From $140, Maintains Neutral Rating

Johnson Controls International (JCI) has an average rating of overweight and mean price target of $162.83, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $143.82, Change: $+4.40, Percent Change: +3.15%

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Wire

Rothschild & Co Redburn Adjusts Price Target on Johnson Controls International to $169 From $160, Maintains Buy Rating

Johnson Controls International (JCI) has an average rating of overweight and mean price target of $162.83, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $143.97, Change: $+4.55, Percent Change: +3.26%

$JCI
Stocks Mostly Up Pre-Bell Ahead of Fed Rate Decision, Big Tech Earnings
US Markets

Stocks Mostly Up Pre-Bell Ahead of Fed Rate Decision, Big Tech Earnings

The main US stock measures were mostly trending higher in Wednesday's premarket activity as traders await a major policy decision by the Federal Reserve and the latest quarterly results of two of the largest technology companies.The S&P 500 rose 0.2% and the Dow Jones Industrial Average edged up 0.1% before the opening bell, while the Nasdaq declined 0.1%. The S&P 500 and the Dow finished Tuesday trading in the green, with the latter recording its third consecutive day of gains, while the Nasdaq closed lower for the fifth straight session.The Fed's monetary policy committee will announce its latest decision on interest rates at 2 pm ET. The probability of the central bank leaving its benchmark lending rate unchanged stood at about 66% on Wednesday, with the remaining odds in favor of a quarter-percentage-point increase, according to the CME FedWatch tool.Fed Chair Kevin Warsh is expected to hold a press conference at 2:30 pm."The doves are optimistic that inflation could cool further into year-end as the impact of tariffs rolls off and energy prices stabilize," Stifel said in a report Tuesday. "The recent rise in tensions overseas, however, coupled with (artificial intelligence)-sector price pressures suggest further upside inflationary risks remain, shifting the pendulum back into the hawk's camp."Treasury yields were up in premarket action, with the two-year rate increasing 2.9 basis points to 4.31% and the 10-year rate adding 1.6 basis points to 4.62%.Iran's Islamic Revolutionary Guard Corps launched multiple ballistic missiles in "an attempted surprise attack" on US forces based in the Middle East, the US Central Command said in a Tuesday post on the X platform. "All Iranian missiles were successfully intercepted," according to CENTCOM.In a separate statement, CENTCOM said it launched joint strikes with the Saudi Arabian armed forces against "Iran-aligned terrorists" in Iraq on Tuesday.West Texas Intermediate crude oil inclined 3.7% to $82.03 a barrel before the open, while Brent advanced 3.7% to $87.16.Microsoft (MSFT) and Meta Platforms (META) are scheduled to release their latest financial results after the markets close, along with Arm Holdings (ARM), Qualcomm (QCOM) and Starbucks (SBUX).Procter & Gamble (PG), Amphenol (APH), General Dynamics (GD), Johnson Controls (JCI), Boston Scientific (BSX), Humana (HUM) and GE HealthCare Technologies (GEHC) post their earnings before the bell, among others.Shares of Visa (V) decreased 0.8% pre-bell after the payments company reported its fiscal third-quarter results. Ford Motor (F) gained 4.3% as the automaker lifted its full-year core profit outlook. Lucid Group (LCID) was down 0.8% following a 21% jump at the close of Tuesday as Saudi Prince Alwaleed Bin Talal Al Saud disclosed a 5% stake in the company.Wednesday's economic calendar also has the weekly mortgage applications bulletin at 7 am, followed by the EIA domestic petroleum inventories report at 10:30 am.Gold slipped 0.2% to $4,032 per troy ounce, while bitcoin rose 1.4% to $64,588.

Dow JonesNasdaq CompositeS&P 500$APH$ARM$BSX$F$GD$GEHC$HUM$JCI$LCID$META$MSFT$PG$QCOM$SBUX$V
Wire

Johnson Controls International Introduces Absorption Chiller Reference Design Guide for Data Centers

Johnson Controls International (JCI) has introduced an absorption chiller reference design guide to help data center operators capture waste heat from on-site power generation and convert it into cooling for artificial intelligence workloads, the company said Tuesday.The framework allows gigawatt-scale facilities to add up to 97 megawatts of computing capacity without expanding power generation, the company said.The modular architecture reduces cooling-related carbon dioxide emissions and increases power usage effectiveness without on-site water consumption, Johnson Controls added.Price: $139.71, Change: $-3.68, Percent Change: -2.57%

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Research

Bernstein Initiates Johnson Controls International at Outperform With $176 Price Target

Johnson Controls International (JCI) has an average rating of overweight and mean price target of $157.10, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

$JCI
Wire

Johnson Controls International Keeps Quarterly Dividend at $0.40 a Share, Payable July 10 to Shareholders of Record June 15

Johnson Controls International Keeps Quarterly Dividend at $0.40 a Share, Payable July 10 to Shareholders of Record June 15

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Wire

Johnson Controls' New Business Model Showing Encouraging Signs, UBS Securities Says

Johnson Controls International (JCI) is in the early stages of deploying its new business model focused on improving productivity and early indications are highly encouraging, UBS Securities said in a note Monday.The company is on track to increase revenue at a large facility to $1 billion from $250 million over the next two years without higher labor, footprint, or capital requirement, according to the note.The company has also improved on time delivery, reduced client lead times, and decreased floor space and inventory, analysts wrote.The brokerage said it now expects 2026 earnings per share of $4.96, compared with $4.87 previously, and also anticipates sales growth from business system initiatives.UBS Securities boosted its price target on the stock to $180 per share from $170, while reiterating its buy rating.Shares of Johnson Controls were up more than 5% in Tuesday trading.Price: $141.28, Change: $+7.37, Percent Change: +5.50%

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Wire

Johnson Controls Seeing Stronger Long-Term Amid Turnaround, RBC Says

Johnson Controls International (JCI) is undergoing an operational turnaround supported by improvements in its business system and stronger demand visibility across data center and mission-critical end markets, RBC Capital said in a Monday note.The analysts said Johnson Controls has increased its long-term organic revenue growth outlook to high single digits from mid-single digits, driven by accelerating data center demand, which is expected to grow from about 12% of revenue to roughly one-third within five years amid AI infrastructure expansion.RBC highlighted improved financial targets, including about 30% incremental margins and free cash flow conversion of 95% to 100%, driven by efficiency gains from the company's early-stage rollout of its lean business system across manufacturing sites.The firm cautioned that the transformation remains a multi-year effort with execution risk as the system scales globally. It added that while near-term momentum is improving, the durability of demand and long-term margin expansion will remain key areas for investors to monitor, according to the report.RBC maintained its sector perform rating on the stock with a price target of $154.Shares of Johnson Controls were up 5.8% in Tuesday trading.Price: $141.55, Change: $+7.64, Percent Change: +5.71%

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Wire

Johnson Controls Likely to Reaffirm Guidance at Investor Day, RBC Says

Johnson Controls International (JCI) is expected to reaffirm its guidance and confidence in its long-term growth algorithm at its Investor Day event on June 1, RBC said in a Tuesday note."We expect to hear positive-at-the margin takeaways with insights into the sweeping turnaround being orchestrated by new CEO Joakim Weidemanis," the note said.The report said the company is also expected to show its successes in lean manufacturing at the event that will include a facilities tour.In its capital allocation plans, the firm will likely prioritize internal growth investments in research and development, new product introduction, and capacity expansion, the note said. Share purchases and dividends will be considered next, it added."We consider the FCF conversion as the most impressive operating improvement at JCI so far," the report said. FCF refers to free cash flow.RBC has a sector-perform rating with a price target of $154.Price: $138.03, Change: $-2.19, Percent Change: -1.56%

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Wire

Johnson Controls Closes Alloy Enterprises Acquisition

Johnson Controls International (JCI) said Wednesday it completed the acquisition of Alloy Enterprises, which specializes in thermal management platforms for data centers and industrial applications.The company said integrating Alloy's technology and manufacturing process is expected to enhance efficiency and improve heat transfer across cooling applications.Financial terms of the transaction were not disclosed.Shares of Johnson Controls were up 1% in Wednesday trading.Price: $142.39, Change: $+1.35, Percent Change: +0.96%

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Wire

Johnson Controls Q2 Beat, Raise Led by Data Center Order Growth, RBC Says

Johnson Controls International (JCI) fiscal Q2 results that topped expectations and raised its fiscal 2026 outlook, with strong data center demand and improving operational execution continuing to support the company's "multi-year turnaround story," RBC Capital Markets said.The company posted an operating earnings beat of $0.10, or 8%, above estimates and raised its fiscal 2026 EPS guidance roughly 2% above consensus. Organic sales grew 6% while total company orders climbed 30%, driven by strong growth in the Americas and Asia-Pacific, the note said Wednesday.Data center demand was a key growth driver, contributing to a record $20 billion backlog, up 26% organically. RBC highlighted management's focus on high-performance chiller systems designed for mission-critical environments such as data centers, semiconductor manufacturing and biologics, noting the products also reduce energy consumption.Investor concerns over slowing order growth and flat services orders appear overdone, RBC said, adding that the company has "ample capacity" to meet demand over the next 12 to 18 months.RBC has a sector perform rating on Johnson Controls International and raised its price target to $154 from $139.Price: $138.20, Change: $-4.94, Percent Change: -3.45%

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Wire

JPMorgan Adjusts Price Target on Johnson Controls International to $162 From $158

Johnson Controls International (JCI) has an average rating of overweight and mean price target of $151.65, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $138.66, Change: $-4.48, Percent Change: -3.13%

$JCI
Wire

HSBC Adjusts Price Target on Johnson Controls International to $136 From $127

Johnson Controls International (JCI) has an average rating of overweight and mean price target of $152.10, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $139.26, Change: $-3.88, Percent Change: -2.71%

$JCI
Wire

UBS Adjusts Price Target on Johnson Controls International to $170 From $160, Maintains Buy Rating

Johnson Controls International (JCI) has an average rating of overweight and mean price target of $151.65, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $139.31, Change: $-3.72, Percent Change: -2.60%

$JCI
Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Johnson Controls International Plc

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target to $160 from $153. This is based on an average of a forward P/E of 27.1x our FY 27 EPS view of $5.60 ($152), above the five-year average of 18x on promising sales growth due to favorable demand trends and robust EBIT expansion, and our DCF model, using a terminal growth rate of 2.5%, WACC of 7.9%, and 10-year FCFF CAGR of 12.0% ($168). We increase our adjusted EPS estimates to $4.85 from $4.64 for FY 26 and to $5.60 from $5.51 for FY 27. JCI shares were down slightly following the release, and we think guidance for in-line FQ3 earnings wasn't positive enough considering the company's streak of nine consecutive earnings beats. However, we note JCI's history of conservative guidance and see significant upside longer term from data center spend and customer investments in cooling infrastructure. In our view, this remains a key growth driver. Therefore, we would use any weakness as a buying opportunity. In our opinion, JCI's risk/reward potential remains compelling at current levels.

$JCI
Research

Research Alert: Jci: Earnings Well Ahead Of Consensus; Fy 26 Eps Guidance Raised

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:JCI reported strong Q2 FY 26 results, with adjusted EPS of $1.19 surging 45% Y/Y and beating consensus by $0.07, while sales rose 8% to $6.14B (organic +6%). Adjusted EBIT margin expanded 310 bps to 15.5%, driven by strong volumes, favorable pricing, and productivity improvements, with particularly robust performance in EMEA and Asia-Pacific. The company's backlog reached $20.0B (+26% organically), fueled by a 30% organic surge in orders as customers accelerated investments in data center projects. Management raised FY 26 adjusted EPS guidance to ~$4.85 (from ~$4.70), above the $4.76 consensus, while lifting organic sales growth expectations to ~6% from mid-single digits previously. Despite the strong results, JCI shares declined 2% in pre-market trading as Q3 adjusted EPS guidance of ~$1.28 was merely in line with consensus. We believe continued momentum in data centers and building automation will drive growth, but we note the company's history of conservative guidance may have tempered investor enthusiasm.

$JCI
US Markets

Stocks Rise Pre-Bell, Oil Prices Fall After Report Says US, Iran Nearing Peace Agreement

The main US stock measures were pointing higher in Wednesday's premarket activity, while oil prices declined after a media report said the US and Iran are nearing a potential agreement to end their conflict.The S&P 500 and the Dow Jones Industrial Average rose 0.7% each before the opening bell, while the Nasdaq advanced 1.2%. The indexes finished the previous trading session in the green, with the S&P 500 and the Nasdaq closing with new highs.Washington is nearing an agreement with Tehran on a one-page memorandum of understanding to end their conflict in the Middle East and establish a framework for more detailed nuclear negotiations, Axios reported Wednesday, citing two US officials and two other sources familiar with the matter.In a social media post on Tuesday, President Donald Trump said the US is temporarily pausing "Project Freedom," its effort to guide neutral ships locked up in the Strait of Hormuz out of the crucial waterway. Trump noted that the US blockade on Iranian ports will remain in effect.US Defense Secretary Pete Hegseth reportedly said Tuesday that the ceasefire agreement with Iran remained intact despite recently renewed tensions in the Gulf region.West Texas Intermediate crude oil dropped 9.3% to $92.88 a barrel in premarket action, while Brent fell 8.3% to $100.77.Treasury yields slipped before the open, with the two-year rate retreating 7.3 basis points to 3.87% and the 10-year rate off 6.8 basis points to 4.35%.Walt Disney (DIS), Uber Technologies (UBER), CVS Health (CVS), Marriott International (MAR), Johnson Controls International (JCI), Restaurant Brands International (QSR), Kraft Heinz (KHC) and Performance Food Group (PFGC) are some of the major companies scheduled to report their latest financial results before the bell, among others.Arm Holdings (ARM), Applovin (APP), DoorDash (DASH) and Warner Bros. Discovery (WBD) post earnings after the markets close.Shares of Advanced Micro Devices (AMD) jumped 18% pre-bell after the chipmaker reported stronger-than-expected first-quarter results. Novo Nordisk's (NVO) US-listed stock climbed 7.5% as the Danish pharmaceutical giant issued an improved full-year sales outlook. Arista Networks (ANET) declined 8.1% after it issued a downbeat second-quarter revenue outlook.Wednesday's economic calendar has the weekly mortgage applications bulletin at 7 am ET, followed by the ADP Employment report for April at 8:15 am. The weekly EIA domestic petroleum inventories report is out at 10:30 am.Federal Reserve Bank of St. Louis President Alberto Musalem is slated to speak at 9:30 am, while Chicago Fed President Austan Goolsbee speaks at 1 pm.Gold increased 3.1% to $4,710 per troy ounce, while bitcoin moved up 0.8% to $82,210.

Dow JonesNasdaq CompositeS&P 500$AMD$ANET$APP$ARM$CVS$DASH$DIS$JCI$KHC$MAR$NVO$PFGC$QSR$UBER$WBD
Research

BNP Paribas Initiates Johnson Controls International at Underperform With $120 Price Target

Johnson Controls International (JCI) has an average rating of overweight and mean price target of $146.68, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

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