Reading the tape
NYSE: JCI
Johnson Controls International plc
Industrials · Construction
Market Cap
$85.12B
52w High
$147.32
52w Low
$90.91
P/E
23.98
Volume
2.58M
Outstanding Shares
610.12M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
1Y Price: 52.92%Revenue (TTM): 5.1%FCF (TTM): -52.22%P/FCF: 92nd pct
What changed
The stock rose 52.92% over the last year. Revenue grew 5.1% over the trailing twelve months. Operating margin moved from 14.1% to 13.57%. Free cash flow declined 52.22% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly weakening underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 13.57%. A decisive move in revenue — currently up 5.1% — would be the clearest signal to resolve the ambiguity.
Company profile
Johnson Controls International plc, together with its subsidiaries, engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the United States, Europe, the Asia Pacific, and internationally.
CEOJoakim Weidemanis
SectorIndustrials
IndustryConstruction
Employees94,000
IPO dateSep 28, 1987
Valuation
Forward P/E—
EV/EBITDA26.16
Enterprise value$82.48B
Stock splits
Sep 6, 2016↓ Reverse
Every 200 shares became 191
Oct 1, 2012↑ Forward
Every 4971 shares became 10000
Oct 3, 2007↑ Forward
Every 1 shares became 3
Jul 2, 2007↓ Reverse
Every 4 shares became 1
Jan 5, 2004↑ Forward
Every 1 shares became 2
Oct 22, 1999↑ Forward
Every 1 shares became 2
Oct 23, 1997↑ Forward
Every 1 shares became 2
Apr 1, 1997↑ Forward
Every 1 shares became 2
Profitability & growth
Revenue growth8.21%
Gross margin36.56%▲3.42%vs FY2024
Operating margin13.57%▲13.62%vs FY2024
ROE25.46%▲140.37%vs FY2024
Analyst consensus
RatingBuy
Target price$143.14▲2.59%
28
Buy
17
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Aug 4, 2026
Q3 FY26 · EPS est $1.28 · Revenue est $6.45B
View
Dividends
$1.57/shareQuarterly8yr growth streakStretchedJCI pays a dividend with a 1.13% dividend yield, 8 consecutive years of growth, growing at 8.17% annually, covered 1.0× by free cash flow.
Dividend Yield
1.13%
Annual Div / Share
$1.57
5yr CAGR
+8.17%
Doubles every ~8.8yr
Payout Ratio
27.61%
Stretched
Dividend Growth Rate
3yr CAGR
+3.23%
5yr CAGR
+8.17%
10yr CAGR
-2.22%
Dividend Safety
6/10Stretched
Dividend History
Annual dividends paid per share
YearAnnual DivYoY
2025$1.54+4.1%
2024$1.48+0.7%
2023$1.47+5.0%
2022$1.40+21.7%
2021$1.15+10.6%
2020$1.04+0.0%
2019$1.04+0.0%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$11/yr
$1/mo
In 5 yrs
$17/yr+48%
$1/mo
In 10 yrs
$25/yr+119%
$2/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$11/yr $1/mo | $17/yr+48% $1/mo | $25/yr+119% $2/mo |
Yield-on-cost grows from 1.13% → 2.47% over 10yr
Analysis
Dividend Strengths
Strong dividend growth rate
The 5-year CAGR of 8.17% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
Dividend exceeds free cash flow
Free cash flow covers only 0.99× the dividend. The company is paying out more than it generates in cash, which is unsustainable without borrowing or asset sales.