Core Insights - Johnson Controls International plc (JCI) is a leading company in engineering, manufacturing, and retrofitting building products and systems, with a market capitalization of $71.6 billion [1] Performance Overview - JCI shares have outperformed the broader market over the past year, increasing by 53.4%, while the S&P 500 Index rose by 15% [2] - In 2026, JCI's stock has declined nearly 2.5%, underperforming the S&P 500's 1.9% increase [2] Earnings Report - On November 5, JCI's stock surged by 8.8% following a better-than-expected Q4 2025 earnings release, with total revenue growing 3.1% year over year to $6.4 billion, exceeding Wall Street estimates [4] - The adjusted EPS for the quarter was $1.26, beating estimates by 5% [4] Future Projections - Analysts expect JCI's EPS to rise by 21.5% year over year to $4.57 for the current year ending in September [5] - JCI has a solid earnings surprise history, surpassing consensus estimates in each of the last four quarters [5] Analyst Ratings - Among 20 analysts covering JCI, the consensus rating is a "Moderate Buy," consisting of 12 "Strong Buy" ratings and eight "Holds" [5] - The configuration has turned slightly bullish, with 12 "Strong Buy" ratings, up from 11 [6] - Morgan Stanley analyst Chris Snyder maintained an "Overweight" rating and raised the price target from $125 to $130, with a mean price target of $133.53 suggesting a 14.4% upside potential [6]

Core Viewpoint - Pentair plc is a leading industrial company focused on sustainable water and fluid solutions, with a market capitalization of $17.3 billion, offering a wide range of products for various markets [1] Financial Performance - Analysts anticipate that Pentair will report non-GAAP earnings of $1.17 per share for the fourth quarter, reflecting an 8.3% increase from $1.08 per share in the same quarter last year [2] - For FY2025, earnings are projected to reach $4.91 per share, a 13.4% increase from $4.33 per share reported in the previous year, with further growth expected in FY2026 to $5.41 per share, representing a 10.2% annual rise [3] Stock Performance - Over the past 52 weeks, Pentair's stock has increased by 1.6%, underperforming compared to the S&P 500 Index's 16.2% rise and the Industrial Select Sector SPDR Fund's 20.4% increase [4] Analyst Ratings - Despite a recent downgrade to "Sell" from "Hold" by TD Cowen, which set a price target of $90 due to concerns about near-term growth and valuation, the overall consensus remains positive with a "Moderate Buy" rating [5][6] - Among 21 analysts covering the stock, there are 12 "Strong Buys," 2 "Moderate Buys," 6 "Holds," and 1 "Moderate Sell," with a mean price target of $123.31 indicating a potential upside of 20.1% from current levels [6]

Company Overview - Sensata Technologies Holding PLC (NYSE: ST) specializes in manufacturing sensors, controls, and electrical protection systems for various applications including automobiles, trucks, airplanes, industrial machines, and HVAC systems [1]. Industry Insights - The company operates in sectors where monitoring for safety and efficiency is critical, indicating a strong market demand for its products [1]. Analyst Background - The analysis is conducted by a financial analyst with a background in petroleum and gas engineering, focusing on technology, infrastructure, and internet services, emphasizing companies with strong fundamentals and growth potential [1].