Johnson Controls International plc (JCI)

Over the past six months, JCI's stock price has seen a notable increase. The share price as of June 27, 2025, was $105.07, an increase of 58.07% from June 28, 2024. Key events impacting the stock include a cyber disruption, strategic portfolio simplification through divestitures, earnings and guidance updates, a strong backlog driven by data center demand, and changes in analyst ratings.

Demand for residential air conditioning equipment and services generally increases during the summer months. This seasonality is mitigated by the diverse range of other products and services the company provides. The company has indicated a return to normalized seasonality in its businesses for fiscal year 2024. The service business is typically less affected by economic conditions and helps reduce the cyclical nature of the overall business.

Johnson Controls International Plc is a global leader in smart, healthy, and sustainable building solutions, headquartered in Cork, Ireland. The company operates as a multinational conglomerate primarily focused on building technologies and solutions. Its core business involves engineering, manufacturing, commissioning, and retrofitting building products and systems. Major products and services include HVAC equipment, controls and building management systems, fire and security systems, industrial refrigeration systems, and various services.

Johnson Controls has a significant global presence, serving customers in over 150 countries across six continents. Its operations are segmented into Building Solutions North America, Building Solutions EMEA/LA, Building Solutions Asia Pacific, and Global Products. North America accounts for the majority of its net sales, followed by Europe/Middle East/Africa/Latin America and Asia/Pacific. Ireland serves as a strategic hub for its European operations and its global headquarters.

Johnson Controls has a long-standing history of innovation and is recognized as a global leader in smart, healthy, and sustainable buildings. Its brand reputation is built on its market-leading positions, focus on innovation, and strong growth potential, particularly in the data center market. The company has been recognized for its ESG performance. The ransomware attack in September 2023 and the divestiture of certain business units have affected its reputation in the past year.

Johnson Controls International Plc has significant institutional ownership. As of June 27, 2025, there are 2,114 institutional owners and shareholders holding a total of 744,449,849 shares. Major institutional owners include Dodge & Cox, Vanguard Group Inc, and BlackRock, Inc. Individual ownership is relatively small, with insiders holding approximately 0.29% of the company's stock.