Johnson Ctls Intl Plc Stock Price, News & Analysis

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%).

Johnson Controls (NYSE: JCI) has appointed Chris Scalia as Executive Vice President and Chief Human Resources Officer, effective July 2025. Scalia joins JCI from The Hershey Company, where he served as both Chief Human Resources Officer and Chief Transformation Officer.

With over 20 years of experience at Hershey, Scalia played a crucial role in the company's transformation into a snacking leader, delivering strong shareholder performance through portfolio evolution and capability enhancement. He will report to CEO Joakim Weidemanis and join JCI's executive committee, succeeding Marlon Sullivan who will depart at the end of July.

Scalia's background includes expertise in business transformation, operational excellence, and talent management, with a focus on front-line enablement and lean principles. He holds degrees from Cornell University, Penn State, and Juniata College.

Johnson Controls (NYSE: JCI) has announced that its Sensormatic Solutions division is launching enhanced retail traffic analytics powered by Re-Identification (Re-ID) technology and advanced deep learning AI capabilities. The new solution enables retailers to track unique visitor counts and analyze shopper behavior without using personal identifiable information.

The Re-ID technology uses complex algorithms and generic identifiers like clothing colors to anonymously track individual visitors throughout stores, providing insights into shopper demographics, abandonment rates, conversion rates, dwell times, and movement patterns. The GDPR-compliant solution helps retailers increase conversion rates, build customer loyalty, and drive growth through more precise data-driven decisions.

Johnson Controls (NYSE: JCI), a global leader in smart, healthy and sustainable buildings, has scheduled its Third Quarter Fiscal 2025 Earnings Conference Call for Tuesday, July 29, 2025, at 8:30 a.m. ET.

Investors can access the conference call through a live webcast at the company's investor relations website or via telephone. A slide presentation will be available for download on the morning of the call. For those unable to attend live, replay options will be available through both webcast and telephone until August 12, 2025.

Sensormatic Solutions, a Johnson Controls (NYSE: JCI) company, has enhanced its cloud-based Shrink Analyzer application with advanced machine learning capabilities. The upgraded solution helps retailers better identify internal theft and loss events through RFID technology and ML-powered features. Key enhancements include a new Shrink Confidence Score for improved data integrity and a Sweetheart Detection feature to identify suspicious employee behaviors. The system can process vast amounts of RFID data points to detect loss patterns, automate case building, and accelerate prosecution processes. According to VDC Research, 50% of retailers aim to improve investigation team efficiency using RFID, while 37% want faster prosecution timelines. The ML-based capabilities will be available later in 2025, and the solution remains compatible with various retail analytics ecosystems and RFID hardware.

Johnson Controls (NYSE: JCI) has announced a significant expansion of its share repurchase program, with its board of directors approving a $9 billion authorization. This adds to the existing $1.1 billion remaining from the 2021 authorization as of the end of Q2. The company plans to implement these repurchases through various methods including open market purchases, Rule 10b5-1 plans, tender offers, or accelerated share repurchase programs. The authorization has no expiration date or obligation to repurchase any specific amount, with timing and volume to be determined based on share price, market conditions, and other factors. JCI retains the right to amend, suspend, or terminate the program at any time.

Johnson Controls International (NYSE: JCI), a global leader in smart, healthy and sustainable buildings, has declared a quarterly dividend of $0.37 per share of common stock. The dividend will be paid on July 18, 2025, to shareholders of record as of June 23, 2025. Notably, the company has maintained an impressive track record of consecutive dividend payments since 1887, demonstrating a long-standing commitment to returning value to shareholders spanning over 135 years.

Johnson Controls reported significant success with their commercial heat pumps in 2024, achieving 53% reduction in customer heating costs and 60% reduction in emissions compared to traditional gas boilers. The company showcased several successful implementations worldwide, including a Spanish food company saving €1.5M annually, a German hospital reducing energy costs by 30%, and Children's Hospital of Alabama cutting natural gas needs by 69%. Their product portfolio includes innovations like the YORK CYK Water-to-Water Compound Centrifugal Heat Pump, which is four times more efficient than traditional systems. The company is also leading the transition to sustainable refrigerants with low global warming potential. Market potential is substantial, with estimates suggesting heat pumps could replace up to 80% of industrial boilers in the U.S. by 2050.