Johnson Ctls Intl Plc Stock Price, News & Analysis

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%).

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.