Earnings Preview: Anticipating Johnson Controls International's Upcoming Report

Johnson Controls International: Earnings Outlook and Performance Highlights

Johnson Controls International plc (JCI), headquartered in Cork, Ireland, holds a market capitalization of $68 billion and specializes in the design, production, and servicing of a broad array of solutions, including HVAC systems, building automation, fire safety, and security technologies for commercial, industrial, and institutional clients. The company is preparing to release its financial results for the first quarter of fiscal 2026.

Analysts anticipate that JCI will announce earnings of $0.83 per share for the upcoming quarter, marking a 29.7% increase from the $0.64 per share reported in the same period last year. Notably, JCI has consistently surpassed Wall Street’s earnings expectations for the past four quarters. In the previous quarter, the company posted earnings per share of $1.26, exceeding consensus forecasts by 5%.

Looking ahead to fiscal 2026, which concludes in September, experts project JCI will achieve earnings of $4.55 per share—a 21% rise compared to the $3.76 per share expected for fiscal 2025. Projections for fiscal 2027 suggest further growth, with earnings per share anticipated to climb 15.6% year-over-year to $5.26.

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Over the last year, JCI’s stock price has surged by 39.2%, significantly outperforming the S&P 500 Index’s 17.5% gain and the State Street Industrial Select Sector SPDR ETF’s (XLI) 21.7% increase during the same period.

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On November 5, JCI shares jumped 8.8% following the release of its strong fourth-quarter results. The company’s revenue reached $6.4 billion, reflecting a 3.1% year-over-year increase and surpassing analyst estimates by 1.6%. Adjusted earnings per share rose 13.5% from the prior year to $1.26, beating expectations by 5%. Additionally, JCI introduced its fiscal 2026 guidance, forecasting adjusted earnings of around $4.55 per share—above Wall Street’s consensus—which further boosted investor optimism.

Analyst sentiment toward JCI remains positive, with a consensus rating of "Moderate Buy." Out of 20 analysts covering the stock, 12 recommend a "Strong Buy," while eight suggest holding. The average price target stands at $133.16, implying a potential upside of 19.4% from current levels.