Johnson Ctls Intl Plc Stock Price, News & Analysis

Johnson Controls (NYSE:JCI) announced on October 6, 2025 a multi‑million dollar strategic investment in Accelsius, a provider of two‑phase, direct‑to‑chip liquid cooling for data centers.

The release highlights Accelsius' claim of 35% OpEx savings versus single‑phase D2C and 8–17% total cost of ownership savings. Johnson Controls emphasized its data‑center portfolio including the YORK YVAM chiller (claimed 40% less annual power) and a Silent‑Aire Coolant Distribution Unit platform scaling from 500 kW to over 10 MW. The announcement frames the deal as targeting energy‑ and water‑efficient cooling amid rising AI workload density and notes cooling can represent 30–40% of a data center's energy.

Johnson Controls (NYSE: JCI) has been named to Fortune's 2025 Change the World list for its innovative YORK® YVAM Air-Cooled Magnetic Bearing Chiller designed for hyperscale and AI data centers. The solution demonstrates significant environmental and operational benefits, including 40% lower annual power consumption, zero on-site water usage, and quiet operation at 65 decibels.

This marks JCI's third consecutive recognition on Fortune's prestigious list, following previous honors for heat pump technology in 2023 and the OpenBlue smart building platform in 2022. The company's commitment to data center efficiency is supported by its Advanced Development Engineering Center (JADEC) and Global Data Center Solutions organization.

Johnson Controls (NYSE: JCI), a global leader in smart building solutions, has announced the appointment of Todd Grabowski as vice president and president of Americas, effective October 1, 2025. Grabowski, who brings over 30 years of experience with the company, will report to CEO Joakim Weidemanis and join the executive committee.

Grabowski most recently served as president of Global Data Centers & Applied Equipment. He succeeds Nate Manning, who will depart at the end of 2025 after serving as a special advisor during the transition. In his new role, Grabowski will focus on driving organic growth through expanding market share and enhancing customer outcomes in the Americas region.

Johnson Controls' (NYSE: JCI) Sensormatic Solutions has released its global retail traffic predictions for Holiday 2025. Black Friday (Nov. 28) is expected to remain the busiest shopping day in the U.S., followed by the last two Saturdays before Christmas (Dec. 20 and 13).

U.S. in-store traffic for the holiday season is predicted to be flat to -3% compared to last year. Notably, 77% of retailers who outperformed during the 2024 holiday season maintained their competitive edge through the first half of 2025. Peak shopping hours are expected between 2 and 3 p.m. throughout the season.

The analysis includes predictions for 15 countries, with varying peak shopping days globally. For instance, Boxing Day (Dec. 26) leads in Australia and Canada, while China's busiest day is predicted to be New Year's Day 2026.

Johnson Controls (NYSE: JCI), a global leader in smart, healthy and sustainable buildings, announced an increase in its quarterly dividend to $0.40 per share, representing a $0.03 increase from the previous quarter. The dividend will be payable on October 17, 2025, to shareholders of record as of September 22, 2025.

This dividend increase demonstrates JCI's commitment to shareholder returns, marking a continuation of the company's impressive dividend payment streak that dates back to 1887.

Johnson Controls (NYSE: JCI) has launched its new Silent-Aire Coolant Distribution Unit (CDU) platform, expanding its data center thermal management portfolio. The scalable liquid cooling solution offers cooling capacities from 500kW to over 10MW to meet increasing high-density data center demands.

The CDUs are designed to support various liquid-cooling configurations and hybrid designs, enabling precise cooling for AI and high-performance computing environments. Since 2020, data centers have typically used over 30% of energy for cooling and non-IT functions. Johnson Controls' solutions can reduce non-IT energy consumption by more than 50% in most North American data centers, potentially saving enough energy to power 200,000 households annually in a gigawatt-scale AI factory.

Johnson Controls (NYSE: JCI) has completed the sale of its Residential and Light Commercial (R&LC) HVAC business to the Bosch Group in an all-cash transaction valued at $8.1 billion. The company's portion of the consideration amounts to $6.7 billion, with net cash proceeds of $5.0 billion after tax and transaction-related expenses.

The transaction encompasses the North America ducted business and the global residential joint venture with Hitachi, Ltd., with Hitachi retaining certain ductless HVAC assets in Shimizu, Japan. Johnson Controls plans to implement a $5.0 billion accelerated share repurchase program in the coming weeks, part of its previously announced share repurchase authorization of $9.8 billion.

Johnson Controls (NYSE:JCI) reported strong fiscal Q3 2025 results, with sales reaching $6.1 billion, up 3% as reported and 6% organically year-over-year. The company achieved GAAP EPS of $0.94 and adjusted EPS of $1.05.

Key highlights include a record systems and services backlog of $14.6 billion, representing an 11% organic increase year-over-year. Regional performance showed strength across all segments, with EMEA sales up 8%, APAC sales increasing 7%, and Americas maintaining stable performance with strong organic growth of 7%.

The company has raised its full-year fiscal 2025 guidance, now projecting adjusted EPS of $3.65 to $3.68 (up from ~$3.60) and adjusted free cash flow conversion of >100%. Q4 2025 guidance indicates continued growth with expected adjusted EPS of $1.14 to $1.17.

Sensormatic Solutions, a Johnson Controls (NYSE: JCI) company, released its 2025 U.S. Back-to-School Consumer Sentiment Survey revealing significant shifts in shopping preferences. The survey shows that 70% of consumers plan to shop in physical stores, while BOPIS (Buy Online, Pickup in Store) adoption has increased to 46% from last year's 43%, surpassing home delivery preference (38%).

Key findings indicate that 76% of shoppers are price-sensitive, with 63% planning to spend less than last year. August (39%) and July (34%) are the preferred shopping months, with 48% of respondents planning to shop earlier due to product availability concerns. Major challenges include large crowds (43%), time constraints (33%), and long checkout lines (25%).