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JCI

Johnson Controls International plc
$147.94
-0.19% Oct 20 close
IndustrialsS&P 500 Compare
-5%+7%+20%+32%+45%Oct 2025Oct 2026Apr 2026
JCISPY
1W
-5.5%
1M
+3.5%
3M
+4.7%
6M
+6.5%
YTD
+24.6%
1Y
+34.9%

Live chart

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What they do

Johnson Controls International plc engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company designs, manufactures, sells, installs, and services heating, ventilating, air conditioning, controls, building management, refrigeration. It also provides energy solutions and technical services, including inspection.

Industrials · Building Products & Equipment

For information only · Important disclosures

Grades vs sector

Momentum
77th percentile in sector
B+
12-1 return: +31.1%
Percentile within its GICS sector across the S&P 1500.
Growth
50th percentile in sector
C+
Revenue growth (YoY): +9.3%
Percentile within its GICS sector across the S&P 1500.
Value
19th percentile in sector
D
Forward E/P: 4.2% · EBITDA/EV: 4.5%
Percentile within its GICS sector across the S&P 1500.
Profitability
60th percentile in sector
B-
Profit margin: +14.3% · Return on equity: +14.3%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 5 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
ranked 150 of 499 · 12-month momentum 26.5%
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
Coteau Long Book
Not in the current book

News

More news
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PR Newswire · 23h ago
Stephen K. Brannan, MD, and John D. Young Appointed to Slate Medicines Board of Directors
Exec Edge · Oct 20
Is Honeywell Stock A Real Bargain?
Trefis · Oct 20
Brian Kesseler Named CEO of TekniPlex
GlobeNewswire · Oct 16

Key stats

Market value$91.5B
P/E (last 12 months)42.7
P/E (next 12 months, estimated)24.6
52-week range$107.84 – $160.41
Revenue growth (latest quarter vs a year ago)+9.3%
Dividend yield1.08%
Analyst consensusBuy (20)
Average analyst price target$168.50 (+14%)
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Looks expensive
Model read-out from the numbers below, not advice. Score -4 (DCF counts double).
▼DCF (base case)below the price by 66%
▼Forward P/E vs sector24.6x vs median 17.1x
•Piotroski F-score5/9
▲Altman Z8.3 (safe)
▼Net debt / EBITDA5.2x
•Analyst target+14% (20 analysts)

Discounted cash flow

Bear
$28
-81%
growth 2% · disc. 11.7% · term. 2.0%
Base
$51
-66%
growth 7% · disc. 10.7% · term. 2.5%
Bull
$79
-47%
growth 10% · disc. 9.7% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 18% a year for 10 years.
Implied
+18%/yr
FCF, last 3 yrs
n/a
FCF, last 5 yrs
n/a
Revenue, last 3 yrs
+5%/yr
Revenue, last 5 yrs
+1%/yr
Same inputs as the DCF above: trailing free cash flow 2.6B, 10.7% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-03-31). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.28 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Industrials

P/E (trailing)
sector median 26.4× · 85th pct
42.7×
pricier
Forward P/E
sector median 17.1× · 82nd pct
24.6×
pricier
EV / EBITDA
sector median 14.8× · 96th pct
57.0×
pricier
Price / sales
sector median 2.1× · 75th pct
3.7×
pricier
Price / book
sector median 3.5× · 76th pct
6.8×
pricier
FCF yield
sector median 4.5% · 24th pct
2.8%
pricier

Forward EPS $6.13 vs trailing $3.54 (+73% expected growth). Forward P/E uses analysts' next-12-month estimate.

Backlog (remaining performance obligations)

RPO
$26.3B
as of 2026-03-31
vs a year ago
+20%
YoY
× TTM revenue
1.08×
coverage
24-06
24-09
24-12
25-03
25-06
25-09
25-12
26-03

Contracted revenue not yet recognized, from SEC filings (XBRL tag RevenueRemainingPerformanceObligation).

Quality & financial health

Gross margin
36.6%
Operating margin
3.9%
FCF margin
10.4%
Net margin
14.5%
Return on equity
26.1%
Return on invested capital
3.5%
Net debt / EBITDA
5.2×
Current ratio
1.0×
Interest cover
3.5×
Cash conversion (OCF/NI)
0.7×
Piotroski F-score 5/9 · last two fiscal years
✓ Positive net income✗ Positive operating cash flow✓ Return on assets improved✗ Cash flow above net income✗ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✓ Gross margin improved✓ Asset turnover improved

Altman Z-score 8.3 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target
$168
+14%
Analysts
20
Buy
Range
$129–$193
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$23.6B$3.3B–
2024$23.0B$1.7B–
2023$22.3B$1.8B–
2022$20.6B$1.5B–
2021$23.7B$1.6B$2.6B
2020$22.3B$631.0M$2.5B

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +4.6%.

Earnings

Next report: 2026-10-27 · before open · EPS est 1.56
24-1125-0225-0525-0725-1126-0226-0526-070.001.42
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-07-291.301.42+9.0%
2026-05-061.121.19+6.5%
2026-02-040.840.89+5.7%
2025-11-051.201.26+4.7%
2025-07-291.011.05+3.6%
2025-05-070.800.82+2.6%
2025-02-050.590.64+8.5%
2024-11-061.251.28+2.7%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$6.6B+9.3%
2026-03-31$6.1B–
2025-12-31$5.8B–
2025-09-30$6.4B–
2025-06-30$6.1B–
Analyst actions
Mizuho
2026-10-15 · main
Neutral → Neutral
PT $165
RBC Capital
2026-10-14 · main
Sector Perform → Sector Perform
PT $165
Citigroup
2026-10-12 · main
Neutral → Neutral
PT $170
B of A Securities
2026-10-08 · main
Buy → Buy
PT $175
Wells Fargo
2026-09-25 · init
→ Overweight
PT $186
Morgan Stanley
2026-09-02 · main
Overweight → Overweight
PT $180

Recent dividends

2026-09-21: $0.400 · 2026-06-15: $0.400 · 2026-03-16: $0.400 · 2025-06-23: $0.370 · 2025-03-24: $0.370 · 2024-12-23: $0.370 · 2024-09-25: $0.370 · 2024-06-24: $0.370
Insider trades
Cohade Pierre E
Director · 2026-08-19
Sell
$487.7K
Schlitz Lei Zhang
VP & Pres, GP & Solutions · 2026-08-04
Sell
$384.5K
Schlitz Lei Zhang
VP & Pres, GP & Solutions · 2026-08-04
Sell
$3.2M
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-21 17:57:59 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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coteau

Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app

Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.

Beta 0.9 · Oct 21, 2026