JCI

CORK, Ireland, July 13, 2026 /PRNewswire/ -- Johnson Controls International plc (NYSE: JCI), a global technology leader in thermal management, mission-critical building systems, energy efficiency and decarbonization, announces the following webcast: What: Johnson Controls Third Quarter Fiscal 2026 Earnings Conference Call When: Wednesday, July 29, 2026, at 8:30 a.m. ET How: The earnings conference call for investors can be accessed: Live via webcast at https://johnson-controls-q3-2026-earnings.open-exchange.net Note: A slide presentation will be available that morning for downloading. Replay: If you are unable to participate during the live webcast, the call will be archived at http://investors.johnsoncontrols.com/news-and-events/events-and-presentations About Johnson Controls Johnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, helps customers use energy more productively, reduce carbon emissions, and operate with the precision and resilience required in rapidly expanding industries such as data centers, healthcare, pharmaceuticals, advanced manufacturing, and higher education. For more than 140 years, Johnson Controls has delivered performance where it really matters. Backed by advanced technology, lifecycle services and an industry-leading field organization, we elevate customer performance, turn goals into real-world results and help move society forward. Visit johnsoncontrols.com for more information and follow @Johnsoncontrols on social platforms. View original content to download multimedia:https://www.prnewswire.com/news-releases/johnson-controls-announces-third-quarter-2026-earnings-conference-call-webcast-302823020.html

Acuity Inc. AYI has given investors a stronger operating story after its fiscal third-quarter results, but that does not automatically make the stock a clear buy.The company has earnings support, cash generation and a better business mix. The debate is whether those positives are already reflected in the share price, especially with core lighting demand still uneven. Acuity reported adjusted earnings per share of $5.31 in the fiscal third quarter, beating the Zacks Consensus Estimate of $5.20 by 2.1%. The figure also increased 3.7% from the year-ago quarter.Net sales of $1.20 billion topped the consensus mark of $1.19 billion by 1.1% and rose 1.7% year over year. Growth in Acuity Intelligent Spaces, disciplined execution and productivity actions helped support the quarter.The margin picture also gives bulls something to point to. Adjusted gross margin improved 10 basis points to 50.1%, aided mainly by a higher mix of AIS sales. Cash flow strengthens the investment case because it gives Acuity room to reinvest while still returning capital. In the first nine months of fiscal 2026, the company generated $520.2 million in net cash from operating activities, up from $398.9 million in the prior-year period.Acuity repurchased roughly 766,000 shares for $230 million, paid dividends and repaid $200 million of outstanding term-loan debt. It also increased its quarterly dividend by 18% during fiscal 2026.That capital allocation record supports flexibility. It matters even more as Acuity continues shifting toward building automation, controls and audio-visual platforms, where strategic investment remains important. Valuation keeps the buy case from looking simple. AYI trades at 18.59X forward 12-month earnings, below the Zacks sub-industry multiple of 20.96X but above the Zacks sector multiple of 17.05X.The price target of $381 reflects 19.55X forward 12-month earnings. With the stock at $362.48 as of June 26, 2026, that target suggests moderate upside rather than a deeply discounted setup. Acuity, Inc. price-eps-surprise | Acuity, Inc. Quote Johnson Controls International plc JCI is a relevant peer to watch because it is tied to building automation, controls and smart infrastructure. Honeywell International Inc. HON also provides context through its building automation and connected building solutions, which overlap with the broader demand trends supporting Acuity Int...

Modine Manufacturing Company MOD delivered margin improvement in fiscal 2026 by maintaining tight control over expenses despite lower revenues and several cost headwinds. The company’s adjusted EBITDA margin for fiscal 2026 increased 30 basis points year over year to 13.8%, reflecting its focus on cost discipline and its 80/20 operational strategy.Modine expects further profitability gains in fiscal 2027. The company projects adjusted EBITDA in the range of $650-$680 million, representing more than 40% growth from the prior year. This outlook implies an additional 100 to 200 basis points of margin expansion, supported by commodity-related pricing adjustments, tariff recoveries and margin improvements across all three business segments.For the first quarter of fiscal 2027, Modine’s margins in its Commercial HVAC and Data Center businesses are expected to remain below year-ago levels due to difficult comparisons and ongoing supply chain constraints affecting data center operations.Modine anticipates a turnaround beginning in the second quarter, with all three business segments expected to post year-over-year margin improvement. The company expects favorable margin performance to continue through the third and fourth quarters, supported by stronger revenue growth and the easing of data center supply chain shortages, which should enable higher production volumes and improved operating leverage. MOD carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Lennox International Inc. LII continues to drive growth through customer-focused initiatives, disciplined capital allocation and successful acquisition integration, supporting its resilient margin profile. In the first quarter, Lennox attributed its margin decline entirely to factory underabsorption. As underabsorption issues ease through the second quarter and the latter half of the year, Lennox expects margins to return to more normal levels. Johnson Controls International plc JCI reported approximately 100 basis points of year-over-year margin expansion in its Americas segment during the second quarter of fiscal 2026, largely driven by revenue growth and operating leverage. However, Johnson Controls' productivity was temporarily affected by the ramp-up of manufacturing capacity in North America. While Johnson Controls expects some near-term in...

CORK, Ireland, June 3, 2026 /PRNewswire/ -- The board of directors of Johnson Controls International plc (NYSE: JCI), a global leader in thermal management, mission-critical building systems, energy efficiency and decarbonization, has approved a regular quarterly dividend of $0.40 per share of common stock, payable on July 10, 2026, to shareholders of record at the close of business on June 15, 2026. Johnson Controls has paid a consecutive dividend since 1887. About Johnson Controls: Johnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, helps customers use energy more productively, reduce carbon emissions, and operate with the precision and resilience required in rapidly expanding industries such as data centers, healthcare, pharmaceuticals, advanced manufacturing, and higher education. For more than 140 years, Johnson Controls has delivered performance where it really matters. Backed by advanced technology, lifecycle services and an industry-leading field organization, we elevate customer performance, turn goals into real-world results and help move society forward. Visit johnsoncontrols.com for more information and follow @Johnsoncontrols on social platforms. View original content to download multimedia:https://www.prnewswire.com/news-releases/johnson-controls-announces-quarterly-dividend-302790434.html

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at commercial building products stocks, starting with Johnson Controls (NYSE:JCI). Commercial building products companies, which often serve more complicated projects, can supplement their core business with higher-margin installation and consulting services revenues. More recently, advances to address labor availability and job site productivity have spurred innovation. Additionally, companies in the space that can produce more energy-efficient materials have opportunities to take share. However, these companies are at the whim of commercial construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. Additionally, the costs of raw materials can be driven by a myriad of worldwide factors and greatly influence the profitability of commercial building products companies. The 5 commercial building products stocks we track reported a mixed Q1. As a group, revenues beat analysts’ consensus estimates by 0.9%. While some commercial building products stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.8% since the latest earnings results. Founded after patenting the electric room thermostat, Johnson Controls (NYSE:JCI) specializes in building products and technology solutions, including HVAC systems, fire and security systems, and energy storage. Johnson Controls reported revenues of $6.14 billion, up 8.2% year on year. This print exceeded analysts’ expectations by 1.4%. Overall, it was a very strong quarter for the company with an impressive beat of analysts’ adjusted operating income estimates and full-year EPS guidance beating analysts’ expectations. "We delivered another quarter of strong execution, converting sustained demand into consistent growth, margin expansion, and 45% adjusted EPS growth," said Joakim Weidemanis, Chief Executive Officer of Johnson Controls. The stock is down 4.4% since reporting and currently trades at $138.47. Is now the time to buy Johnson Controls? Access our full analysis of the earnings results here, it’s free. Involved in the design of the Apple Store on Fifth Avenue in New York City, Apogee (NASDAQ:APOG) sells architectural products and services such as hi...

The market for Johnson Controls International plc's (NYSE:JCI) shares didn't move much after it posted weak earnings recently. We did some digging, and we believe the earnings are stronger than they seem. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. To properly understand Johnson Controls International's profit results, we need to consider the US$734m expense attributed to unusual items. While deductions due to unusual items are disappointing in the first instance, there is a silver lining. We looked at thousands of listed companies and found that unusual items are very often one-off in nature. And that's hardly a surprise given these line items are considered unusual. Assuming those unusual expenses don't come up again, we'd therefore expect Johnson Controls International to produce a higher profit next year, all else being equal. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Because unusual items detracted from Johnson Controls International's earnings over the last year, you could argue that we can expect an improved result in the current quarter. Based on this observation, we consider it likely that Johnson Controls International's statutory profit actually understates its earnings potential! And the EPS is up 62% annually, over the last three years. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. To that end, you should learn about the 3 warning signs we've spotted with Johnson Controls International (including 1 which is concerning). Today we've zoomed in on a single data point to better understand the nature of Johnson Controls International's profit. But there are plenty of other ways to inform your opinion of a company. Some people consider a high return on equity to be a good sign of a quality business. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful. Have feedback on this...

Johnson Controls’ first quarter results beat Wall Street’s revenue and adjusted profit expectations, but the market reacted negatively, with shares trading lower after the announcement. Management attributed the strong sales and margin expansion to robust demand from data center customers and ongoing operational improvements. CEO Joakim Weidemanis highlighted the company’s proprietary business system and technological differentiation in high-capacity cooling as key factors, while also acknowledging mixed performance in the security service business and geographic headwinds, particularly in the Middle East. Weidemanis stated, “Orders increased 30% this quarter, building on the nearly 40% growth we delivered last quarter, which reflects sustained customer demand in the markets where our technology-based innovation and strong field footprint differentiates us.” Is now the time to buy JCI? Find out in our full research report (it’s free). Revenue: $6.14 billion vs analyst estimates of $6.06 billion (8.2% year-on-year growth, 1.4% beat) Adjusted EPS: $1.19 vs analyst estimates of $1.12 (6.4% beat) Adjusted EBITDA: $1.12 billion vs analyst estimates of $1.07 billion (18.2% margin, 4.4% beat) Management raised its full-year Adjusted EPS guidance to $4.85 at the midpoint, a 3.2% increase Operating Margin: 13.1%, up from 10.2% in the same quarter last year Organic Revenue rose 6% year on year (beat) Market Capitalization: $86.05 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Scott Davis (Melius Research) asked about the sluggishness in service orders and the timing of a recovery. CEO Joakim Weidemanis explained that security service volume was weaker due to rebalancing between price and volume, but HVAC service fundamentals remain solid. Amit Mehrotra (UBS) questioned whether the company is at peak orders and the strategic direction regarding asset sales. Weidemanis responded that the order pipeline remains strong and the portfolio review is ongoing to maximize shareholder value. Joseph O’Dea (Wells Fargo) inquired about the timeline for full business system adoption and its impact on margins. Weidemanis noted the p...

Interested in Johnson Controls International plc? Here are five stocks we like better. Johnson Controls delivered a strong fiscal second quarter, with orders up 30%, organic revenue up 6%, adjusted EPS up 45% to $1.19, and backlog reaching a record $20 billion. The company said data center demand was the main growth driver, especially for applied HVAC and cooling systems, and it highlighted ongoing strength in other markets like pharma biologics and advanced manufacturing. Management raised full-year guidance, now expecting about 6% organic sales growth and adjusted EPS of roughly $4.85, while noting that about 70% of backlog should convert to revenue within the next 12 months. 3 Industrial Names That Will Benefit from Rising CapEx in 2026 Johnson Controls International (NYSE:JCI) reported stronger fiscal second-quarter results and raised its full-year earnings outlook, citing sustained demand for applied HVAC systems, data center projects and improving execution across the business. Chief Executive Officer Joakim Weidemanis said demand for the company’s products, solutions and services “remains strong,” led by data centers, where customers require high-performance cooling systems that provide precise operating conditions and improved energy efficiency. He said the quarter showed Johnson Controls’ ability to convert that demand into growth, margin expansion and earnings performance. → Beyond NVIDIA: Picks-and-Shovels AI Plays with Strong Momentum Forget the Chips: 4 Industrial Plays for the AI Rebound Orders increased 30% in the quarter, following nearly 40% growth in the prior quarter. Revenue rose 6% organically, while adjusted EBIT margin expanded 310 basis points to 15.5%. Adjusted earnings per share were $1.19, up 45% year over year and above the company’s guidance. Backlog increased 26% to a record $20 billion. “This quarter reinforces our ability to convert demand strength into consistent growth, margin expansion, and earnings performance,” Weidemanis said. “Given our strong start in the first half and the visibility we have across the business, we are raising our full year guidance.” → 3 Ways to Target the Resources Powering AI and Data Centers An AI Play Hiding in Plain Sight: A Look at Johnson Controls Chief Financial Officer Marc Vandiepenbeeck said orders were led by large data center activity, while demand across other key end markets remained s...

Performance was driven by sustained demand in mission-critical verticals, specifically data centers, biologics, and advanced manufacturing, where high-precision thermal management is essential. Management attributes their competitive advantage to owning the full technology stack, including proprietary designs for compressors, power electronics, and magnetic bearings rather than relying on third-party platforms. The company is implementing a new proprietary business system based on 'Simplify, Accelerate, Amplify' pillars to reduce speed-to-market and improve field execution consistency. Revenue growth of 6% was supported by record backlog levels, though results were partially offset by geopolitical conflicts in the Middle East impacting the EMEA segment. Operational improvements are being driven by 'Gemba' focused leadership, aiming to decouple top-line growth from headcount increases through lean methodologies. The company is shifting its service strategy in the security sector to rebalance price and volume, prioritizing margin expansion over low-differentiation volume. Full-year adjusted EPS guidance was raised to approximately $4.85, reflecting a $0.30 increase from the original guide due to strong first-half visibility and backlog conversion. Management expects approximately 70% of the record $20 billion backlog to convert to revenue over the next 12 months, though electrical infrastructure delays at customer sites remain a variable. The company anticipates roughly $100 million in revenue from Cooling Distribution Units (CDUs) this year, with a significant pipeline expected to ramp as customers complete pilot phases. Capacity planning assumes a 12-to-18-month lead time, with current facilities sufficient for near-term demand while management evaluates further footprint expansion. Future margin expansion is expected to stem from scaling the business system beyond 'lighthouse' sites to the broader global organization over the next one to two years. The acquisition of Alloy Enterprises adds proprietary material science and manufacturing capabilities intended to enhance heat transfer efficiency in chillers and liquid cooling systems. Middle East conflicts impacted approximately one-third of the Middle East business in Q2; guidance assumes these disruptions do not fully resolve until the fourth quarter. Section 232 tariff changes are not expected to have a mat...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 8:30 a.m. ET Chief Executive Officer — Joakim Weidemanis Chief Financial Officer — Marc Vandiepenbeeck Joakim Weidemanis: Thanks, Mike, and good morning, everyone. Thank you for joining us on today's call. Before I begin, I want to acknowledge our more than 2,500 colleagues in the Middle East. Against the backdrop of ongoing conflict and an increasingly complex geopolitical environment, they continue to show commitment to our customers and to one another. Our thoughts are with them and their families and we remain focused on their safety and well-being. Let's begin with Slide 4. We entered the year with strong momentum, and this quarter demonstrates continued progress. Demand for our products, solutions and services remains strong, led by data centers where we're holding a leading position. In these environments, customers need high-performance cooling, delivering precise operating conditions while requiring better energy efficiency. Meeting those requirements depends on how well we execute across the business. While early in the journey, our proprietary business system is beginning to strengthen how we lead and execute throughout parts of the organization. I continue to be encouraged as leaders spend more time focusing on customers, and as teams begin to adopt more common language and approach to problem solving together at Gemba. Against that backdrop, yesterday, we announced the release of our second AI factory reference design guide focused on air cooled chiller architectures and providing customers with globally repeatable blueprints for cooling gigawatt-scale AI factories. This builds on our water-cooled guide released earlier this year. It's the next step in a comprehensive set of global design guides mapping the full data center thermal chain, providing clear design parameters to enable high-performance, efficient operation as customers plan and scale AI with greater clarity. Turning to the results. Orders increased 30% this quarter, building on the nearly 40% growth we delivered last quarter. That consistency reflects sustained customer demand in the markets where our technology-based innovation and strong field footprint differentiates us. And with our pipeline remaining strong, it gives us confidence as we move forward. Revenue grew 6%. Adjusted EBIT margin expanded 310 basis points to 15.5%...

Axon Enterprise, Inc. AXON is scheduled to release first-quarter 2026 results on May 6, after market close. The Zacks Consensus Estimate for first-quarter revenues is pegged at $780.6 million, which indicates an increase of 29.3% from the year-ago quarter’s figure. The consensus mark for earnings is pinned at $1.66 per share, which has been stable in the past 60 days. The estimate indicates growth of 17.7% from the figure reported in the year-ago quarter. The company has surpassed the Zacks Consensus Estimate thrice and missed once in the preceding four quarters, the average surprise being 12.3%. In the last reported quarter, it reported earnings of $2.15 per share, which topped the consensus estimate by 28.7%. Let’s see how things have shaped up for Axon Enterprise this earnings season. Solid demand for TASER 10 products and higher cartridge sales are expected to have boosted the performance of Axon Enterprise’s Connected Devices segment in the first quarter. Also, strong customer response for its next-generation body-worn camera, Axon Body 4, and solid demand for virtual reality training services are expected to have driven the segment’s performance. Axon Enterprise’s strong presence in the counter-drone space, with the growing capabilities of its Dedrone offerings and Artificial Intelligence (AI)-powered command-and-control platform, is likely to have contributed to the segment’s growth. The Zacks Consensus Estimate for the Connected Devices segment’s revenues is pegged at $423 million. The Software & Services segment is also expected to have put up an impressive show in the upcoming earnings, supported by the addition of new users and associated devices to the AXON network. Continued momentum in digital evidence management and increased demand for premium add-on features are also likely to have augmented the segmental top line. Increased adoption of premium subscription plans is also likely to have been favorable for the segment. The Zacks Consensus Estimate for the Software & Services segment’s net sales is pegged at $354 million. AXON remains focused on acquisitions and strategic collaborations to expand its product offerings and customer base. For instance, in February 2026, the company acquired Carbyne, a well-known provider of cloud contact center technology solutions to public safety agencies. The acquisition integrated Carbyne’s advanced cloud-nat...

Johnson Controls International plc JCI reported second-quarter fiscal 2026 (ended March 2026) adjusted earnings of $1.19 per share, which beat the Zacks Consensus Estimate of $1.12. The bottom line increased 45.1% year over year. Total revenues (continuing operations) of $6.14 billion surpassed the consensus estimate of $6.10 billion in the quarter. The top line increased 8% year over year, whereas organic revenues increased 6%. Effective from the third quarter of fiscal 2025, the company started reporting under three segments, namely Americas, EMEA and APAC. Americas: Revenues were $4.12 billion, up 7% year over year. Organic sales also increased 7%, driven by the strong performance of the applied heating, ventilation and air conditioning (HVAC) and services businesses. Adjusted segment EBITA increased 13% year over year to $802 million. EMEA: Revenues totaled $1.28 billion, up 7% year over year. Organic sales rose 1% due to strong growth in the products and systems business. Adjusted EBITA was $191 million, up 41% year over year. APAC: Revenues increased 16% to $739 million. Sales rose 13% organically, due to strength in the applied HVAC business. Adjusted EBITA was $146 million, up 40% year over year. Johnson Controls International price-consensus-eps-surprise-chart | Johnson Controls International Quote In the fiscal second quarter, Johnson Controls’ cost of sales increased 7.5% year over year to approximately $3.88 billion. Gross profit increased 9.3% year over year to $2.26 billion and the margin rose 30 basis points (bps) to 36.8%. Selling, general and administrative expenses were $1.40 billion, down 1.8% year over year. Johnson Controls had cash and cash equivalents of $698 million as of March 31, 2026, compared with $379 million at the end of fiscal 2025 (ended Sept. 30, 2025). Long-term debt was $8.61 billion compared with $8.59 billion at the end of fiscal 2025. In the fiscal second quarter, the company generated net cash of $672 million from operating activities compared with $550 million in the year-ago quarter. It reported a free cash flow (on an adjusted basis) of $526 million in the same period compared with $463 million in the year-ago period. The company paid dividends worth $244 million and repurchased shares worth $215 million in the fiscal second quarter. Johnson Controls anticipates organic revenue growth of approximately 6% from the ye...