Johnson Controls lifts full-year profit guidance to $5.05 per share, driven by AI data-center demand, as the stock maintains a 21% year-to-date gain and outperforms the broader building sector.
Johnson Controls has demonstrated strong relative strength, outperforming the Invesco Building & Construction ETF with a 21% YTD gain. The company's recent Q3 2026 earnings beat and the upward revision of its full-year profit forecast to $5.05 per share underscore its operational momentum, supported by a consensus 'Moderate Buy' rating and an 11.9% projected upside.
JCI reported adjusted EPS of $1.42 and revenue of $6.61 billion, an 11.5% increase.
The consensus rating is 'Moderate Buy' with a mean price target of $162.52.
Johnson Controls International (JCI) raised its full-year 2026 profit forecast to $5.05 per share, citing robust demand for data-center cooling and smart building systems. The company reported a strong Q3 with $6.61 billion in revenue, significantly outperforming sector rival Carrier Global in both year-to-date and 52-week performance metrics.
The company increased its guidance to $5.05 per share due to sustained demand for data-center products, electrification, and smart building management systems.