The Motley Fool·4d ago
Johnson Controls: 3 Key Takeaways for Long-Term InvestorsBacklog increased 43% to $23 billion in fiscal 2026. Johnson Controls set fiscal 2027 capital expenditures at $900 million.
JCI's revenue has grown for nine consecutive accelerating quarters, reaching $7.1B in 2026Q4 at a 10.4% growth rate, with gross margin expanding 220 basis points to 38.0% and operating margin rising 510 basis points to 14.8%—suggesting durable operating leverage as SG&A held roughly flat against a rising topline.
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JCI's quarterly revenue grew to $7.1B in 2026Q4 with growth accelerating to 10.4% and gross margin expanding 220 basis points to 38.0%, outpacing Honeywell's 36.9% and Trane's 36.2%, suggesting a structural mix shift toward higher-margin service revenue.
JCI's Q1 results exceeded consensus and management forecasts, with order growth surging 39%, indicating robust demand across all regions.
The release of JCI's 2026 Sustainability Report highlights progress on emissions reduction and customer cost savings, enhancing its long-term investment profile.
Analysts project a 12-month target of $133.31 and a 2030 base case of $651.55, supported by DCF valuation and strong financials.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $1.66+4.4% vs $1.59 | $7.1B+1.0% vs $7.0B |
Q3 2026 Jul 29, 2026 | $1.42+9.2% vs $1.30 | $6.6B+2.3% vs $6.5B |
Q2 2026 May 6, 2026 | $1.19+6.3% vs $1.12 | $6.1B+1.1% vs $6.1B |
Q1 2026 Feb 4, 2026 | $0.89+5.8% vs $0.84 | $5.8B+2.8% vs $5.6B |
Backlog increased 43% to $23 billion in fiscal 2026. Johnson Controls set fiscal 2027 capital expenditures at $900 million.
Katie Rowen named Executive Vice President and Chief Legal Officer; Shauna Latshaw named Vice President and Chief Information Officer MILWAUKEE, Nov. 2, 2026 /PRNewswire/ -- Johnson Controls International plc (NYSE: JCI), a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, today announced two appointments to its executive leadership team. Katie Rowen has been named Executive Vice President and Chief Legal Officer and Shauna Latshaw has been named Vice President and Chief Information Officer, both reporting to Chief Executive Officer Joakim Weidemanis.
Data center expansion is creating a heat-mitigation problem, and industrial technology firms are moving rapidly to provide a solution. Johnson Controls NYSE: JCI is positioning itself at the center of this shift.
Johnson Controls International NYSE: JCI reported fiscal fourth-quarter results marked by double-digit organic revenue growth, expanding margins and a sharp increase in orders and backlog, as demand from data centers and other mission-critical markets continued to accelerate.
Benchmark JCI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Johnson Controls International plc (JCI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $135.03 | $81.79B | 28.92 | 8.77% | 11.12% | 21.16% | 1.18% | |
| $220.05 | $69.74B | 9.96 | 7.85% | 20.98% | 36.04% | 4.21% | |
| $341.72 | $132.69B | 34.15 | 10.33% | 12.19% | 19.34% | 1.22% | |
| $401.76 | $88.81B | 28.24 | 7.48% | 13.56% | 36.01% | 0.93% | |
| $52.38 | $43.18B | -23.90 | -3.29% | -7.9% | -13.9% | 1.74% | |
| $162.35 | $90.93B | 33.84 | 5.36% | 14.14% | 13.14% | 1.36% |
Johnson Controls International plc (JCI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Johnson Controls International plc (JCI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Sep 30, 2026·SEC
Jul 29, 2026·SEC
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Johnson Controls International plc (JCI) stock FAQ — growth, dividends, profitability & financials explained
Johnson Controls International plc (JCI) reported $25.67B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 130% more than the $11.15B of fiscal year 1997.
Johnson Controls International plc (JCI) grew revenue by 8.8% over the trailing twelve months, compared with the twelve months before.
Yes. Johnson Controls International plc (JCI) earned $2.85B in net income over the trailing twelve months (a 11.1% net margin).
Yes. Johnson Controls International plc (JCI) pays a dividend that yields 1.18% at the current price, a moderate yield.
Johnson Controls International plc (JCI) had a return on equity (ROE) of 21.2% over the trailing twelve months. That is well above the market's typical 10-15%.
Johnson Controls International plc (JCI) generated $3.65B in free cash flow over the trailing twelve months.
