Daniel C. McConeghy, Vice President and Chief Accounting & Tax Officer at JCI, sold 3,600 shares at $142.56 each.Lansforsakringar Fondforvaltning AB publ has increased its stake in JCI by 2.8%, now holding 209,010 shares valued at $22.98 million.JCI's stock price is currently $142.67, with a market capitalization of approximately $87.32 billion.Johnson Controls International (NYSE:JCI) is a global leader in building products and technology solutions. The company specializes in creating smart, sustainable bu ...

Johnson Controls International ( JCI ) does not slow down the pace gained after Q3 and continues to delight investors with strong quarterly results. At first, I recommended Hold on the stockHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real story. ...

Question-and-Answer SessionOf course. And I think JCI had some news on an acquisition. So maybe just start off with the background on that and kind of what it brings to JCI's portfolio?Marc VandiepenbeeckExecutive VP & CFO Yes. So this is really a capability acquisition. Alloy is quite an incredible firm with a team of engineering folks in Boston that really have created a differentiated technology to really combine manufacturing process and material technology to create differentiated solution for data cen ...

Johnson Controls International (NYSE:JCI) FY Conference Summary Company Overview - **Company**: Johnson Controls International (JCI) - **Date of Conference**: February 19, 2026 - **Key Speaker**: Marc Vandiepenbeeck, CFO Key Points Acquisition and Technology Development - JCI announced an acquisition of Alloy, a firm specializing in manufacturing process and material technology, enhancing JCI's capabilities in data centers and mission-critical environments [4][6] - The acquisition aims to differentiate JCI's CDU (Cooling Distribution Unit) offerings, with a current pipeline nearing $1 billion and strong initial order bookings [4][6] - Alloy's technology is expected to improve JCI's product line, including chillers and cold plates, contributing to a leadership position in the market [4][6] Order Growth and Market Demand - JCI experienced significant order growth, particularly in the commercial HVAC sector, driven by increased demand from hyperscalers and colocation providers [11][12] - The company reported a 40% increase in orders, with a strong double-digit growth in the pipeline, which is unprecedented in JCI's history [14][15] - The backlog is expected to convert into revenue primarily in 2027, with some orders starting to generate revenue in late 2026 [22][23] Capacity and Revenue Management - JCI has tripled its manufacturing capacity in North America over the past two years to meet demand, with ongoing efforts to increase soft capacity [21][22] - Challenges in electrical infrastructure are causing delays in order fulfillment, impacting the timing of revenue recognition [25][22] - The HVAC equipment segment is projected to see double-digit growth, while the overall Americas business is expected to achieve high single-digit to low double-digit growth [27][34] Market Trends and Competitive Landscape - The market is shifting towards integrated systems rather than standalone components, with customers seeking comprehensive solutions that optimize performance across various systems [40][41] - JCI is well-positioned in the evolving market, particularly with its Metasys solution for data centers [46][40] - Liquid cooling is anticipated to grow significantly over the next few years, with JCI investing in technology to capture market share in this area [47][49] Portfolio Management and Strategic Focus - JCI is focusing on its core strategy of AI data centers, mission-critical verticals, and energy efficiency, while divesting non-core assets [100][106] - The company has divested parts of its residential security business and is considering further divestitures of underperforming segments [106][107] - JCI does not see the need for large acquisitions at this stage but remains open to opportunities that align with its strategic focus [109][111] Financial Performance and Margins - The Americas segment is experiencing mixed performance, with equipment sales growing rapidly but facing margin pressures due to a higher growth rate in lower-margin businesses [74][75] - JCI's restructuring efforts are expected to yield long-term benefits, although short-term margin improvements may be limited [66][81] - The corporate cost structure is on a downward trend, with ongoing efforts to streamline operations and reduce overhead [87][90] Conclusion - JCI is strategically positioned to capitalize on growth in the data center market through technology differentiation and capacity expansion - The company is actively managing its portfolio to focus on high-growth areas while addressing challenges in its service and security segments - Continued investment in innovation and operational efficiency is expected to drive future growth and enhance shareholder value

Question-and-Answer SessionMarc, as I walk over, a lot's been going on over the last year for you guys. I want to start with JCI's transformation over the last couple of years because I think it's been pretty remarkable. You have a much leaner portfolio. The team has been working on cost actions. You've been CFO for some time, and Joakim has been CEO for almost a year now. So maybe you could just highlight for us earlier wins that you've had? And what would you say you and Joakim have had the most impact on ...

Johnson Controls International (NYSE:JCI) 2026 Conference February 19, 2026 08:00 AM ET Company ParticipantsAndy Kaplowitz - Managing Director and Head of the Industrials Sector Research TeamMarc Vandiepenbeeck - EVP and CFOAndy KaplowitzWe're very excited to start day three of our conference with Johnson Controls. We've got Marc Vandiepenbeeck with us, who is the EVP and CFO of Johnson Controls. Marc, as I walk over, a lot's been going on over the last year for you guys. I wanna start with JCI's transforma ...

This story was originally published on Facilities Dive. To receive daily news and insights, subscribe to our free daily Facilities Dive newsletter. Dive Brief: Johnson Controls on Wednesday announced an agreement to acquire Alloy Enterprises, a Boston-based company providing a thermal management platform for high-performance data centers and other mission-critical industrial applications. The Boston-based company’s platform uses direct liquid-cooling components to enable up to a 35% improvement in therm ...

Core Insights - Johnson Controls has signed an agreement to acquire Alloy Enterprises, enhancing its capabilities in the data center thermal management segment, which is rapidly growing [1] - The acquisition aligns with Johnson Controls' strategy to innovate cooling solutions and support the AI-based economy [1] Company Overview - Johnson Controls is a global leader in energy efficiency, decarbonization, thermal management, and mission-critical performance [2] - Alloy Enterprises specializes in advanced thermal management technologies for high-performance data centers and industrial applications [1] Acquisition Details - Alloy Enterprises, founded in 2020, offers a proprietary platform that improves thermal management efficiency by up to 35% and reduces pressure drop by up to 75% [1] - The acquisition is expected to be completed in fiscal Q3, pending regulatory approvals, with financial terms undisclosed [1] Technology and Innovation - Alloy's technology includes advanced direct liquid cooling components that enhance cooling efficiency for GPUs, CPUs, and other critical components [1] - Johnson Controls' existing cooling technologies include the YDAM magnetic bearing chiller, YK-HT two-stage economized centrifugal chiller, and Silent-Aire Coolant Distribution Unit [1] Strategic Goals - The acquisition aims to optimize the thermal management architecture of data centers and strengthen Johnson Controls' technology capabilities across its portfolio [1] - Johnson Controls intends to set new standards in cooling efficiency and capacity, helping customers accelerate their time to market with integrated technologies [1]

Core Viewpoint - Johnson Controls International (JCI) has shown a positive stock price trend in early February 2026, with significant trading activity and a notable increase in stock price over the past week [1][2]. Financial Performance - The latest financial report indicates that the company achieved a revenue of $23.596 billion, a net profit of $1.721 billion, and earnings per share of $2.75, with a price-to-earnings ratio of 22.15 [2]. Recent Events - On January 6, 2026, JCI's stock experienced a significant drop of 8.34%, closing at $111.39, although there were no major announcements in the following week [3]. - The company declared a quarterly dividend of $0.40 per share on December 2025, which was fully paid by January 16, 2026 [3]. - JCI was ranked 82nd in the 2025 list of America's Best Managed Companies, announced on January 9, 2026 [3].

Core Viewpoint - The article emphasizes a long-term investment strategy focusing on a balanced portfolio that includes growth, value, and dividend-paying stocks, with a particular inclination towards value stocks [1]. Group 1 - The investor typically adopts a 5-10 year investment horizon, aiming for simplicity in investment choices [1]. - The portfolio strategy is characterized by a mix of different stock types, although there is a stronger focus on value stocks compared to others [1]. - The investor occasionally engages in selling options as part of their investment approach [1].