JCI
Johnson Controls International plc

Johnson Controls International plcJCI

Industrials · Building Products & Equipment
146.44USD
+0.87%
Sep 23, 2026
JCI overview ready
Johnson Controls is a diversified commercial-building systems company that has increasingly focused on applied HVAC, controls, mission-critical cooling, installation and lifecycle service.
Strong narrative exposure
Exposed to the AI Compute Infrastructure Buildout narrative through AI Data Center Power and Thermal Systems — infrastructure supplier.
An early price trend
Longer-term context reads mature trend, with a near-term setup of daily advance.
Demanding valuation
Johnson Controls International plc carries a Expensive valuation stance that the scored components do not clearly support.
Unremarkable fundamentals
Primary risk
Exposure to economic cycles affecting construction and retrofit spending.
Market Sep 22Filing Jun 30Price action Sep 22Research Sep 21

Conviction Level

NarrativeHeat9.5ThemeHeat9.3PriceAction8.0Valuation2.9CompanyPosition9.3
Price
Loading price history…

Price Action

An early price trend
Longer-term context reads mature trend, with a near-term setup of daily advance.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$88.7B
Avg Volume (60D)
3.4M
60 sessions
Revenue Growth YoY
+2.8%
FY2025 vs FY2024
Gross Margin
+36.7%
Trailing twelve months
Operating Margin
+14.4%
Trailing twelve months
Free Cash Flow Yield
+3.6%
Distance from 200DMA
+8.1%
Next Earnings
2026-11-04
P/E
24.8x
EV / Sales
3.9x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads expensive.
Johnson Controls International plc carries a Expensive valuation stance that the scored components do not clearly support. Treat it as unresolved.

Company Research

Thesis
Johnson Controls is a diversified commercial-building systems company that has increasingly focused on applied HVAC, controls, mission-critical cooling, installation and lifecycle service.
Opportunity
High opportunity
Hyperscaler and colocation capital spending on high-density AI data-center electrical and liquid-cooling infrastructure.
Key risk
Exposure to economic cycles affecting construction and retrofit spending.

Narrative & Theme

AI Compute Infrastructure Buildout
Part of AI Data Center Power and Thermal Systems, with moderate fit.
JCI is a genuine, direct facility-infrastructure beneficiary of AI data-center construction: higher rack densities and constrained site power make thermal design, liquid cooling, efficient chillers and heat rejection essential to bringing new compute capacity online.
Narrative HeatHot9.5 / 10
Theme HeatHot9.3 / 10
This reading is no longer current (last measured 2026-07-22). It is kept until the next scheduled measurement replaces it.

Business & Markets

Industrials · Building Products & Equipment
What they do

Johnson Controls International plc designs, manufactures, installs, and services building products and systems globally, focusing on HVAC, controls, security, fire safety, and energy solutions for commercial and industrial buildings.

How it earns

The company generates revenue primarily through transactional sales of products and project-based services including installation, maintenance, and retrofitting.

Products & services
Heating, ventilating, and air conditioning (HVAC) systems
Building controls and management systems
Integrated electronic security systems
Fire detection and suppression systems
Energy solutions and technical services
Customers & end markets
Commercial building owners and operators
Industrial facilities
Public sector and infrastructure projects
Market position

Johnson Controls is a global leader in building products and integrated systems with a broad product portfolio and extensive geographic reach.

Demand drivers
Medium cyclicality

Business is influenced by construction and retrofit cycles as well as corporate and public infrastructure spending.