$JCI

Johnson Controls (JCI) stock rose 4.4% premarket after reporting better-than-expected earnings and revenue, driven by data center demand and Americas business growth. The company forecasts 11-12% organic revenue growth and improving margins, though investors question sustainability of rapid expansion.

Johnson Controls (JCI) reported Q4 Non-GAAP EPS of $1.66, beating estimates by $0.08, with revenue of $7.11B, up 10.4% Y/Y and $70M above expectations. Orders rose 44% organically Y/Y, and backlog increased 43% to $23.0B. The company also initiated fiscal 2027 guidance.

Johnson Controls International plc (JCI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE Johnson Controls Reports Q4 and FY26 Results; Initiates FY27 Guidance ______________________________________________________________________________________ ▪ Q4 sales increased 10% and organic sales increased 12%* ▪ Q4 GAAP EPS of $1.60; Q4 Adj

Truelink Capital agreed to acquire Johnson Controls' global intrusion products business. The deal's financial terms were not disclosed. Johnson Controls is a publicly traded company with the ticker symbol JCI.

Armada and Johnson Controls plan to deploy 500MW of superintelligence capacity by 2027 using NVIDIA's DSX POD design. Armada will manufacture and deliver pre-built, standardized compute containers to accelerate deployment and counter traditional data center timelines. NVIDIA's platform supports simulation, validation, and optimization of the facilities. According to Armada, this approach reduces wait times and drives faster returns for customers.

Johnson Controls (JCI) and Armada plan to build 500MW of AI computing capacity by 2027, expanding their partnership to include factory-built data centers based on Nvidia's technology. The project aims to enhance distributed AI infrastructure.

Reaves Long-Term Value Strategy reported an 11.83% Q3 decline, underperforming the MSCI USA Infrastructure Index. The strategy highlighted Johnson Controls (JCI) as a top contributor, noting benefits from U.S. manufacturing and AI buildouts. JCI closed at $152.44 with a $92.34B market cap, up 27.30% YTD. The company expects earnings growth due to backlog growth and operational improvements.

State Street SPDR S&P 500 ETF (SPY) sold $109.8 million of NVIDIA (NVDA), $99.0 million of Apple (AAPL), and $84.0 million of Microsoft (MSFT) on Oct. 13, while adding to positions in Emerson Electric (EMR), Hewlett Packard Enterprise (HPE), and others. SPY's largest holdings include NVDA, AAPL, and MSFT, with a 13.74% year-to-date return.

Expeditors International of Washington (EXPD) is up 30.7% YTD, outperforming peers in the transportation sector. Analysts are skeptical, with 5 of 17 rating it a strong sell and average price target below current price. Despite this, the stock has strong momentum, with Q2 EPS up 51.5% and significant share buybacks. Johnson Controls (JCI) is also highlighted for its strong performance and growth in data center cooling.

Analysts raised Johnson Controls' (JCI) average price target to $171.28, up from $170, with forecasts ranging from $130 to $193. This implies ~10% upside from the Oct. 7 close. The consensus rating remains 'Buy' among 24 analysts.