With a market cap of $72.8 billion, Johnson Controls International plc (JCI) is a global leader in smart, sustainable building solutions, offering advanced HVAC, fire, security, and energy management systems. The company operates across North America, EMEA/LA, and Asia Pacific, delivering innovative technologies and services that enhance building performance and efficiency. The Cork, Ireland-based company is expected to announce its fiscal Q4 2025 results before the market opens on Wednesday, Nov. 5. Ahea ...

Core Insights - The AI revolution is driving significant demand for semiconductor technologies, but the long-term winners may be companies providing essential infrastructure solutions, such as cooling systems for data centers [1][3] - Johnson Controls International (JCI) is strategically positioned to capitalize on this trend by focusing on the data center market and addressing the challenges of energy consumption and heat management [3][4] Company Strategy - Johnson Controls has undergone a corporate transformation, selling its Residential and Light Commercial HVAC business for approximately $5.0 billion to focus on complex commercial building solutions [4] - The company plans to use the proceeds from the sale for a $5.0 billion accelerated share repurchase program, part of a broader capital return strategy with about $9.8 billion available for repurchase as of June 30, 2025 [5][6] Financial Performance - Johnson Controls reported a record backlog of $14.6 billion in its third quarter 2025 earnings report, indicating strong demand and revenue visibility [9] - The company exceeded analyst estimates with an adjusted EPS of $1.05 and raised its full-year guidance for adjusted EPS to a range of $3.65-$3.68, reflecting a year-over-year increase of 14-15% [11] Technological Advancements - JCI launched the Silent-Aire Coolant Distribution Unit (CDU) platform for scalable liquid cooling, addressing the heat loads of AI racks [10] - The company made a multi-million dollar investment in Accelsius, focusing on two-phase, direct-to-chip cooling technology essential for future AI processors [10] Leadership Impact - The appointment of CEO Joakim Weidemanis has led to a new business system focused on operational efficiency, aiming to cut manufacturing lead times for key data center products [7][8] - This operational improvement is expected to provide a competitive advantage in a rapidly growing market [8] Market Position - Johnson Controls offers a more grounded investment opportunity compared to AI chipmakers, with a forward P/E ratio under 30, reflecting strong fundamentals [12] - The company's strategic focus on infrastructure solutions positions it as a critical enabler of the AI revolution, appealing to investors seeking stability in the sector [13]

We recently published 10 Most Popular Analyst Calls to Watch This Week. Johnson Controls International plc (NYSE:JCI) is one of the trending stocks. Tim Seymour, the founder and Chief Investment Officer of Seymour Asset Management, said in a recent program on CNBC that he likes fire, HVAC, and security equipment company JCI. Here is what the analyst said: “Johnson Controls International PLC (NYSE:JCI). Key part of that data center trade, electrical components.” ClearBridge Growth Strategy stated the f ...

Market Overview - Major averages are experiencing a rebound, with the Dow up approximately 350 points (0.75%), the S&P up nearly 1%, and the Nasdaq up about 1.1% [2] - The Russell 2000 index has reached a new record high, increasing by about 1.4% for the session and up 13% year-to-date [3] Banking Sector Performance - Bank of America and Morgan Stanley reported stronger-than-expected third-quarter results, driven by a surge in deal-making on Wall Street [8] - Morgan Stanley achieved a record quarter in its equity underwriting business, while Bank of America set a record for its lending margin and net interest income [9][10] - Goldman Sachs reported over $1 trillion in M&A volume advised year-to-date, indicating strong performance across major banks [10] - Analysts expect street estimates for bank earnings to rise for 2026, reflecting positive trends in loan demand and credit quality [12][15] Trade Tensions and Economic Implications - U.S. Treasury Secretary and U.S. Trade Representative criticized China for new restrictions on rare earth exports, labeling it as economic coercion [28][29] - The U.S. aims to diversify supply chains rather than decouple from China, with ongoing discussions at staff levels [30] - President Trump indicated potential retribution against China regarding cooking oil imports, which could impact U.S. farmers [32][39] ETF Market Trends - ETF net inflows surpassed $1 trillion, significantly ahead of last year's total, with strong interest in thematic and fixed-income ETFs [82][83] - The shift from mutual funds to ETFs is evident, with significant inflows into S&P 500 index-based products and thematic ETFs related to artificial intelligence and nuclear energy [84][86] - Retail investors are driving demand for thematic strategies, indicating a resurgence in retail-driven trading [88] Oil Seed Processing Sector - Bungi, a major oil seed processor, reported positive earnings and updated guidance, benefiting from potential reductions in Chinese used cooking oil imports [40][41] - The sector is expected to gain from a shift away from Chinese imports, with companies like ADM and Darling Ingredients also positioned to benefit [42]

Core Insights - Johnson Controls International plc (JCI) has made a multi-million-dollar investment in Accelsius to enhance innovative cooling technologies for data centers [1][6] - The investment is aimed at advancing Accelsius' patented NeuCool platform, which provides energy-efficient two-phase, direct-to-chip liquid cooling solutions [1][6] Industry Trends - The demand for Artificial Intelligence (AI) is driving the need for effective cooling solutions in high-capacity data centers, as cooling systems can account for up to 40% of a data center's total energy consumption [2] - There is an increasing requirement for smarter, energy, and water-efficient cooling solutions in the industry [2] Technology Advancements - Accelsius' cooling technology utilizes non-conductive fluids in a liquid-to-vapor phase-change process, which can lower operating expenses by 35% compared to single-phase cooling technology [3][6] - This technology allows data centers to operate more efficiently with reduced energy costs and improved overall performance [3] Other Developments - Johnson Controls has introduced several advanced solutions for data centers, including the YORK YVAM magnetic bearing chiller, which uses 40% less power annually than other options and requires no on-site water [4] - The company also launched the Silent-Aire Coolant Distribution Unit (CDU) platform, offering customizable cooling capacities from 500 kilowatt to over 10 megawatt [4] Company Performance - Johnson Controls is experiencing solid momentum in its Americas unit, driven by increased demand for HVAC platforms and strength in controls businesses [5] - The company currently holds a Zacks Rank 3 (Hold), with shares gaining 41.9% over the past year compared to the industry's 3.3% growth [5]

, /PRNewswire/ -- Johnson Controls International plc (NYSE: JCI), the global leader for smart, healthy and sustainable buildings, announces the following webcast: INVESTOR CONTACT:                      MEDIA CONTACT: Jim Lucas   Danielle Canzanella Direct: 414.340.1752                        Direct: 414.524.8687 Email: [email protected]                      Email: [email protected] What: Johnson Controls Fourth Quarter Fiscal 2025 Earni ...

Group 1 - Johnson Controls is highlighted as a key player in the data center trade, particularly in electrical components [1] - The PPH ETF, which focuses on large-cap pharmaceuticals, is considered to have value in the current market [1] - Toll Brothers is identified as a strong investment opportunity in the home building sector, appealing to wealthier consumers who are more likely to make all-cash purchases [2] Group 2 - IBM is recognized as a subtle investment in AI and quantum technology, despite not receiving much credit for its contributions [2]

In an unrelated transaction, Innventure closes $9.75 million equity financingThis press release was corrected to specify that Innventure’s private placement was unrelated to the strategic investment in Accelsius by Johnson Controls. ORLANDO, Fla., Oct. 06, 2025 (GLOBE NEWSWIRE) -- Innventure, Inc. (NASDAQ: INV) is pleased to announce a strategic investment in Accelsius, a provider of two-phase, direct-to-chip liquid cooling systems, by Johnson Controls (NYSE: JCI). JCI announced the transaction earlier toda ...

Innventure closes $9.75 million equity financingORLANDO, Fla., Oct. 06, 2025 (GLOBE NEWSWIRE) -- Innventure, Inc. (NASDAQ: INV) is pleased to announce a strategic investment in Accelsius, a provider of two-phase, direct-to-chip liquid cooling systems, by Johnson Controls (NYSE: JCI). JCI announced the transaction earlier today in a press release that can be found here. Innventure also announces the closing of a private placement of Innventure common stock and warrants anchored by CastleKnight. The gross pro ...

Core Insights - Johnson Controls has been recognized on Fortune's 2025 Change the World list for its innovative YORK YVAM Air-Cooled Magnetic Bearing Chiller, designed for hyperscale and AI-intensive data centers, showcasing advancements in sustainability and societal benefits [1][2] Group 1: Product Innovations - The YORK YVAM chiller reduces power consumption by 40% annually while maintaining the same cooling capacity as conventional solutions [6] - The chiller operates using zero on-site water, promoting water conservation and improved water usage effectiveness [6] - It functions quietly at 65 decibels at 10 meters, comparable to background music in a restaurant [6] Group 2: Industry Context - Data center cooling systems are crucial for maintaining safe operating temperatures for high-performance chips, accounting for over 30% of a facility's total energy consumption [2] - The increasing demand for energy-efficient cooling technologies is driven by the need to address rising power demands and reduce daily water usage, which can reach millions of gallons [2] Group 3: Company Recognition and History - This marks the third time Johnson Controls has been included in Fortune's Change the World list, previously recognized in 2023 for heat pump technology that reduces operating costs by over 50% and carbon emissions by 60% [3] - In 2022, the company was acknowledged for its OpenBlue smart building platform, which transforms buildings into dynamic assets [3] - Johnson Controls has a 140-year history of innovation, providing a comprehensive digital offering through OpenBlue [5]