Johnson Controls (JCI)
Equips and services commercial buildings with HVAC, controls, fire protection, security and software.
Something off on this page? Send us feedback.
Designs, installs and services commercial HVAC, refrigeration, controls, fire protection, security and building software across the Americas, EMEA and Asia Pacific. A direct field network turns equipment installations into recurring maintenance, retrofit and replacement work.
Engineers, installs and services commercial HVAC, industrial refrigeration, building controls, fire detection and suppression, security systems and digital building software. YORK, Silent-Aire, Frick and Sabroe anchor thermal-management equipment; Metasys and OpenBlue add controls, automation and digital services, while Simplex and Ansul cover fire protection. Solutions serve data centers, hospitals, campuses, factories, offices, airports and government facilities across the Americas, EMEA and Asia Pacific.
A direct sales and service network links equipment installation to recurring inspection, maintenance, repair, retrofit and replacement work. The installed base supports repeat service and cross-selling across building systems. Demand depends on building construction, retrofits, maintenance budgets and customer access to project financing, while refrigerant, energy-efficiency, fire-safety and security-licensing rules shape product design and deployment.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 2, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $175 | Target: $180 |
| Aug 14, 2026 | Bernstein | Reiterate | Rating: —Target: $176 | Target: $190 |
| Aug 7, 2026 | Argus Research | Target | Target: $88 | Target: $175 |
| Jun 9, 2026 | Bernstein | Target | Target: — | Target: $176 |
| Jun 9, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $140 | Target: $175 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $641.0M · Total debt $9.48B · Total assets $38.76B · Shareholders' equity $13.48B
- Revenue
- $6.61B
- Operating income
- $987.0M
- Net income
- $749.0M
HistoryDividendAnnual yield
| Institutions | 90.61% | 548.84M shares | |
|---|---|---|---|
| 1,667 holders · as of Jun 30, 2026 | |||
| Insiders | 10.40% | 62.97M shares | |
| 28 holders · as of Aug 19, 2026 | |||
| Adds to | 101.01% | ||
605.74M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 101.01%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Page 2. Of 4. PagesInsider | 10.10% | 61.18M | filed Feb 14, 2022 |
Dodge & CoxInstitution | 9.21% | 55.78M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.98% | 54.41M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.58% | 39.85M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.67% | 28.28M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 19, 2026 | Pierre E. Cohade | director | −3,300 | $147.79 |
| Aug 4, 2026 | Lei Zhang Schlitz | officer: VP & Pres, GP & Solutions | −23,417 | $153.07 |
| Jun 9, 2026 | Todd M. Grabowski | officer: VP and President, Americas | −1,800 | $146.20 |
| May 14, 2026 | Todd M. Grabowski | officer: VP and President, Americas | −4,274 | $145.50 |
| May 8, 2026 | Lei Zhang Schlitz | officer: VP & Pres, GP & Solutions | −88,809 | $140.99 |
- Honeywell Technologies
Broad rival in BMS, fire/security, and OT cybersecurity for commercial buildings
- Carrier Global
Head-to-head in commercial HVAC equipment and building controls in North America
- Trane Technologies
Pure-play commercial HVAC rival — chillers, rooftops, and retrofit programs
- Vertiv
Data-center thermal management rival — Liebert cooling vs. Silent-Aire/York
- APi Group
Leading fire/life-safety services rival — inspection, testing, and suppression
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Johnson Controls | $145.02 | −0.11% | $87.94B | 25.3 | 24.8 | 3.5 | +9.3% |
| Honeywell Technologies | $208.60 | +1.02% | $65.44B | 8.0 | 22.6 | 1.8 | −49.9% |
| Carrier Global | $55.24 | +1.14% | $45.02B | 37.9 | 17.8 | 2.0 | +3.9% |
| Trane Technologies | $437.00 | +0.85% | $95.34B | 32.9 | 26.4 | 4.3 | +10.6% |
| Vertiv | $253.99 | +1.25% | $96.58B | 56.8 | 32.4 | 8.4 | +24.1% |
| APi Group | $37.75 | +0.76% | $16.19B | — | 20.4 | 1.9 | +13.3% |
| Median | 35.4 | 22.6 | 2.0 | +10.6% |