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Johnson ControlsJCI

Building Products · Cork, Ireland · In the S&P 500
Solid businessPricier than peers
$149.03−5.84%After hours: $149.00 (−0.02%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 31.5% over 1 year
Johnson Controls over 1 yearDaily close, $, to 30 Oct 2026
$120$140$160Nov2026MarMayJulSep$149.03$120$140$160NovMarJul$149.03
Source: Nasdaq daily closes
Market value$90.27B
Price to earnings31.6x
Forward P/E25.0x
Dividend yield1.07%
Year to date+24.5%
One year+31.5%
Next earningsNot scheduled
SectorIndustrials
52-week range (closes)
$110.85$158.76

Quality and valuation

How Johnson Controls compares with other industrials stocks. A description, not a recommendation.

Johnson Controls and 6 building products peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: pricier than most

An average business among industrials companies, priced above most of them.

Johnson Controls trades at 25.0 times the next 12 months of expected earnings, against a median of 21.4x for the 89 industrials stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew slower than the sector median: +5.1% vs +8.2%
  • Keeps less of each sale (gross margin): 36.6% vs 38.1%
  • Turns less of its sales into cash: 10.9% vs 13.1%
  • Keeps more of its revenue as profit (net margin): 14.5% vs 13.2%
JCI trades at 25.0x forward earnings, above the sector medianForward p/e, Building Products peers
LII15.2xAOS16.7xCARR17.9xMAS18.6xALLE19.3xTT24.8xJCI25.0xSector median 21.4xLII15.2xAOS16.7xCARR17.9xMAS18.6xALLE19.3xTT24.8xJCI25.0xSector median 21.4x
Source: CNBC quotes; Mostly Markets
At 26.7x earnings, JCI is cheaper than its average since May 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
25x30x35xAverage 28.4x2025202626.7x30xAverage 28.4x2025202626.7x
Source: Nasdaq prices; SEC filings

Financials

From Johnson Controls's SEC filings, through the quarter ending 31 Mar 2026. Hover or tap a bar for its value.

Revenue grew 8.2% from a year earlierQuarterly revenue, $bn, latest Q2 ’26
$0bn$2bn$4bn$6bnQ3 ’24Q1 ’25Q3 ’25$6.1bnQ2 ’26$0bn$2bn$5bnQ3 ’24Q1 ’25Q3 ’25$6.1bnQ2 ’26
Source: SEC filings
Growth sped up to +8.2% last quarterRevenue growth, year on year, %
−10%0%Q4 ’24Q1 ’25Q2 ’25Q3 ’25Q4 ’25Q1 ’268.2%Q2 ’26−10%0%Q4 ’24Q2 ’25Q4 ’258.2%Q2 ’26
Source: SEC filings
Free cash flow was $2.7 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$250m$500m$750mQ3 ’24Q1 ’25Q3 ’25$604mQ2 ’26$0m$500mQ3 ’24Q1 ’25Q3 ’25$604mQ2 ’26
Source: SEC filings
Diluted EPS was $1.00 last quarterQuarterly diluted earnings per share, $
$0$1$2Q3 ’24Q1 ’25Q3 ’25$1.00Q2 ’26$0$1$2Q3 ’24Q1 ’25Q3 ’25$1.00Q2 ’26
Source: SEC filings
Last 12 monthsJCISector median
Revenue growth+5.1%+8.2%
Gross margin36.6%38.1%
Free cash flow margin10.9%13.1%
Price to earnings31.6x25.8x

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LIILennox International$344.08−1.16%−29.1%$11.77B
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