作者：情报员 国家知识产权局信息显示，江森自控空调冷冻设备（无锡）有限公司、江森自控泰科知识产权控股有限 责任合伙公司取得一项名为"螺杆压缩机"的专利，授权公告号CN116591962B，申请日期为2023年3月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

Market Overview - Stock futures are mixed, showing signs of stabilization after a downturn in software and AI-related technology stocks, leading some investors to view the selloff as a buying opportunity [1] - Defensive sectors and commodity-linked assets are gaining interest, particularly as gold prices have risen above $5,000 per ounce, indicating strong demand for safe havens amid market uncertainty [1] Pre-Market Trading - In pre-market trading, S&P 500 futures rose by 0.11%, Nasdaq futures fell by 0.34%, and Dow futures increased by 0.22% [2] Company Movements - Silicon Labs (SLAB) shares surged by 49% following a definitive agreement for acquisition by Texas Instruments (TXN) at $231 per share in an all-cash transaction [3] - Texas Instruments (TXN) shares declined by 3% after announcing the acquisition of Silicon Labs [6] - Other notable stock movements include Eli Lilly (LLY) up 9%, Johnson Controls (JCI) up 5%, and AMD (AMD) down 10% [6]

Executives repeatedly pointed to data centers as a major catalyst for orders, describing accelerating investment tied to higher-density workloads and AI-driven growth. Weidemanis emphasized that the company’s data center exposure extends beyond chillers, also including CRAHs and air handling units through its Silent-Aire franchise, as well as recent progress in the CDU category.Chief Financial Officer Marc Vandiepenbeeck added that organic revenue rose 6% and segment margins increased 70 basis points to 15. ...

Key Takeaways JCI reported Q1 adjusted EPS of 89 cents, beating estimates and jumping 39% year over year.JCI revenues rose 7% to $5.80B, with organic growth driven by HVAC, controls and services strength.JCI saw EBITA growth across Americas, EMEA and APAC, supported by SG&A reductions and leverage.Johnson Controls International plc (JCI) reported first-quarter fiscal 2026 (ended December 2025) adjusted earnings of 89 cents per share, which beat the Zacks Consensus Estimate of 84 cents. The bottom line incre ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From _____ To _____ Commission File Number: 001-13836 JOHNSON CONTROLS INTERNATIONAL PLC (Exact name of registrant as specified in its charter) One Albert Quay, Cork, Irel ...

Johnson Controls (JCI) reported $5.8 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 6.8%. EPS of $0.89 for the same period compares to $0.64 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $5.66 billion, representing a surprise of +2.39%. The company delivered an EPS surprise of +5.49%, with the consensus EPS estimate being $0.84.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- a ...

Financial Data and Key Metrics Changes - Orders increased nearly 40%, building on a strong 16% growth from the previous year [6][23] - Revenue grew 6%, with adjusted EBIT margins expanding 190 basis points to 12.4% [6][22] - Adjusted EPS rose nearly 40%, exceeding guidance [6][23] - Record backlog increased by 20% to $18 billion, indicating strong demand visibility [25] Business Line Data and Key Metrics Changes - Organic revenue growth was 6%, with service growth at 9% year-over-year [22][24] - Segment margins increased, with Americas at 16.4%, EMEA at 13%, and APAC at 16.9% [25] - Demand was led by data center projects, with significant contributions from life sciences [23][31] Market Data and Key Metrics Changes - The Americas saw a 56% growth in orders, driven by large-scale data center projects [23] - EMEA grew 8%, with balanced growth in service and systems [24] - APAC orders increased 10%, with double-digit growth in systems [24] Company Strategy and Development Direction - The company is focusing on energy efficiency and decarbonization, particularly in data centers and advanced manufacturing [9][12] - A proprietary business system is being deployed to enhance operational efficiency and alignment across teams [15][16] - The strategy includes investing in technology and service-based solutions to meet customer needs in mission-critical environments [13][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to support customers and capitalize on market opportunities, particularly in data centers and life sciences [31][40] - The company anticipates continued organic growth and is raising full-year EPS guidance to approximately $4.70 per share, reflecting a 25% increase [27] Other Important Information - The company is actively working on portfolio optimization and has closed the disposition of a residential monitoring security system [90] - There is a focus on improving gross margins and reducing SG&A costs through operational efficiencies [96][97] Q&A Session Summary Question: Order strength and duration - Management confirmed record orders, with significant contributions from life sciences and data centers, indicating a healthy pipeline [31][32] Question: Backlog and organic growth - Management noted that while backlog is strong, not all larger orders are shippable within the next nine months, but organic growth is expected to strengthen over time [34] Question: Market evolution and order growth - Management highlighted broad-based growth in data centers and life sciences, with significant investments in new manufacturing environments [39][40] Question: North America margin trends - Management acknowledged a slight headwind in North America margins but expects improvement in the coming quarters [52][53] Question: Data center lead times - Management reported good progress in reducing lead times and emphasized the importance of predictable delivery in maintaining competitive advantage [76] Question: BMS growth and opportunities - Management characterized BMS growth as solid, with a strong backlog and pipeline of opportunities aligning with mission-critical strategies [80] Question: New product development and market sensitivity - Management discussed ongoing collaboration with major customers to innovate and prepare for future market demands [84][86] Question: Portfolio review and retail business - Management confirmed ongoing strategic review of the portfolio, focusing on creating shareholder value [88][90] Question: Long-term margin opportunities - Management sees potential for gross margin improvement through operational efficiencies and cost reductions [96][97] Question: Labor availability and service business - Management acknowledged tight labor markets but emphasized efforts to enhance productivity and leverage a larger technician base [99][100]

Johnson Controls International (NYSE:JCI) Q1 2026 Earnings call February 04, 2026 08:30 AM ET Company ParticipantsJoakim Weidemanis - CEOMarc Vandiepenbeeck - EVP and CFOMike Gates - Senior Director of Investor RelationsConference Call ParticipantsAmit Mehrotra - AnalystAndrew Obin - AnalystAndy Kaplowitz - AnalystChris Snyder - AnalystJeff Sprague - AnalystJoe O'Dea - AnalystJoe Ritchie - AnalystJulian Mitchell - AnalystNigel Coe - AnalystScott Davis - AnalystSteve Tusa - AnalystOperatorWe'll now hand the ...

Financial Data and Key Metrics Changes - Orders increased nearly 40%, building on a strong 16% growth from the previous year [5][21] - Revenue grew by 6%, with adjusted EBIT margins expanding by 190 basis points to 12.4% [5][20] - Adjusted EPS rose nearly 40%, exceeding guidance [5][21] - Record backlog increased by 20% to $18 billion, indicating strong demand visibility [20][24] Business Line Data and Key Metrics Changes - Organic revenue growth was led by service, which grew 9% year-over-year [23] - In the Americas, sales were up 6% organically, with solid double-digit growth in service [23] - EMEA grew 4%, driven by high single-digit growth in service [23] - APAC delivered 8% growth, led by strong system performance and steady demand in service [23] Market Data and Key Metrics Changes - The Americas segment saw a 56% growth, primarily from large-scale data center projects [21] - EMEA experienced an 8% growth, with balanced high single-digit growth in both service and system [21] - APAC orders increased by 10%, driven by double-digit growth in systems and high single-digit growth in service [21] Company Strategy and Development Direction - The company is focusing on energy efficiency and decarbonization, particularly in data centers and advanced manufacturing [7][11] - A proprietary business system is being deployed to enhance operational efficiency and align goals across the organization [6][13] - The strategy emphasizes innovation in technology and service-based solutions to meet customer needs [12][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong start to the year and raised full-year guidance due to positive momentum [5][26] - The operating environment remains challenging, but the company is well-positioned to deliver on its commitments [20][25] - Management highlighted the importance of operational discipline and the ability to respond to customer needs quickly [74][107] Other Important Information - The company is investing in R&D to support future growth while maintaining cost control [92][93] - There is a focus on improving gross margins and reducing SG&A costs through operational efficiencies [89][90] Q&A Session Summary Question: Order strength and duration - Management confirmed record orders and highlighted strong demand not only from data centers but also from life sciences [28][30] Question: Backlog and organic growth - Management indicated that while backlog is strong, not all orders are shippable within the next nine months, affecting organic growth projections [32][33] Question: Market evolution and order growth - Management noted broad-based growth across different applications in the data center market and emphasized the importance of thermal management for life sciences [36][38] Question: North America margin trends - Management acknowledged a slight headwind in North America margins but expressed confidence in future improvements [50][51] Question: Data center lead times - Management reported good progress on lead times and emphasized the importance of reliable delivery for competitive advantage [72][74] Question: BMS growth and opportunities - Management characterized BMS growth as solid and highlighted the alignment with mission-critical solutions [78] Question: New product development and market readiness - Management discussed ongoing collaboration with customers to innovate and prepare for future market needs [81][82] Question: Portfolio review and strategic moves - Management confirmed ongoing strategic review of the portfolio to enhance shareholder value [85][87]

FISCAL Q1 2026 Earnings Conference Call February 4, 2026 FORWARD-LOOKING AND CAUTIONARY STATEMENTS/NON-GAAP FINANCIAL INFORMATION Johnson Controls International plc cautionary statement regarding forward-looking statements Johnson Controls International plc has made statements in this communication that are forward-looking and therefore are subject to risks and uncertainties. All statements in this document other than statements of historical fact are, or could be, "forward-looking statements" within the me ...