Johnson Controls International NYSE: JCI

No material news in the last 48 hours.

No material news in the last 48 hours. The stock traded ex-dividend on June 15 for a routine $0.40 quarterly payout, but no new catalyst emerged.

No material news in the last 48 hours.

No material news in the last 48 hours.

Johnson Controls' CEO Joakim Weidemanis and EVP & CFO Marc Vandiepenbeeck presented at the Wolfe Research 19th Annual Global Transportation & Industrials Conference on May 20. The company completed the acquisition of Boston-based Alloy Enterprises on May 13, adding next-generation thermal management technology for high-performance data centers. JCI's board on May 11 approved a Value Growth Incentive Program tying executive pay to fiscal 2026-2030 net sales and market cap goals via performance-based options and SARs. Insider Todd Grabowski (President, Americas) sold 4,274 shares for about $621,867. Q2 sales rose 8% to $6.1B with organic growth of 6%, orders up 30%, and a record $20B backlog driven by data center demand.

Johnson Controls completes acquisition of Alloy Enterprisesjohnsoncontrols.comJohnson Controls Wolfe conference chat set for May 20stocktitan.netJohnson Controls ties executive pay to 2026-2030 sales and market cap goalsstocktitan.net

On May 13, 2026, Johnson Controls completed its acquisition of Boston-based Alloy Enterprises, a specialist in next-generation thermal management for high-performance data centers, strengthening JCI's end-to-end data center cooling portfolio. On May 11, the board approved a long-term Value Growth Incentive Program tied to FY2026-2030 net sales and market cap targets, with substantial grants to CEO Joakim Weidemanis ($10.5M), CFO Marc Vandiepenbeeck ($5.3M), and CHRO Chris Scalia ($5.3M). JCI is presenting at the Wolfe Research 19th Annual Global Transportation & Industrials Conference on May 20, 2026 at 8:05 a.m. EDT. Q2 results earlier in May showed 8% revenue growth to $6.1B, organic growth of 6%, adjusted EPS of $1.19, orders up 30%, and backlog reaching a record $20B. Insider selling by an Americas executive (4,274 shares, ~$622K) was noted. Analysts maintain a Buy with targets up to $160.

Johnson Controls completes acquisition of Alloy Enterprisesprnewswire.comJohnson Controls Launches Long-Term Value Growth Incentive Programtipranks.comJohnson Controls to present at the Wolfe Research 19th Annual Global Conferencestocktitan.net

On May 13, 2026, Johnson Controls closed the acquisition of Alloy Enterprises, a next-generation thermal management platform for high-performance data centers and mission-critical applications, with financial terms undisclosed. The deal strengthens JCI's end-to-end data center cooling capabilities and follows Q2 results showing 8% sales growth to $6.1 billion, 30% orders growth, and a record $20 billion backlog. On May 11, the board approved a long-term Value Growth Incentive Program awarding CEO Joakim Weidemanis $10.5M, with grants tied to aggressive sales and market cap goals through 2030. CEO and CFO will present at the Wolfe Research conference on May 20. The risk: heavy strategic bet on data center demand concentration leaves JCI exposed if hyperscaler capex moderates, and the aggressive incentive package signals high execution expectations that could pressure margins if growth disappoints.

Johnson Controls completes acquisition of Alloy Enterprisesjohnsoncontrols.comJohnson Controls Launches Long-Term Value Growth Incentive Programtipranks.comJohnson Controls Wolfe conference chat set for May 20stocktitan.net

On May 13, 2026, Johnson Controls completed the acquisition of Alloy Enterprises, a Boston-based company specializing in next-generation thermal management for high-performance data centers (first announced February 18, 2026; financial terms undisclosed), strengthening JCI's data center cooling portfolio. On May 11, 2026, the Compensation Committee approved a long-term Value Growth Incentive Program aligning executive pay with sales growth and market cap targets through fiscal 2030, with grants on May 15 totaling $21.1 million for CEO Joakim Weidemanis ($10.5M), CFO Marc Vandiepenbeeck ($5.3M), and CHRO Chris Scalia ($5.3M). Q2 FY2026 GAAP EPS was $0.99 and adjusted EPS $1.19, with sales up 8% to $6.1 billion, organic sales up 6%, orders up 30%, and a record $20 billion backlog. Lei Schlitz, VP & President of Global Products & Solutions, will depart through October 1, 2026 as part of operating model changes. JCI will present at Wolfe Research's conference on May 20.

Johnson Controls completes acquisition of Alloy Enterprisesjohnsoncontrols.comJohnson Controls (JCI) ties executive pay to 2026-2030 sales and market cap goalsstocktitan.netJohnson Controls Reports Strong Q2 Results; Raises FY26 Guidancebarchart.com

Johnson Controls completed the acquisition of Boston-based Alloy Enterprises on May 13, adding next-generation thermal management technology for high-performance data centers. The Compensation Committee approved a new long-term Value Growth Incentive Program on May 11, with CEO Joakim Weidemanis, CFO Marc Vandiepenbeeck, and CHRO Chris Scalia receiving awards totaling $21.1M in target value. VP & President of Global Products & Solutions Lei Schlitz sold 88,809 shares for $12.5M as part of a planned executive transition (departing October 1). JCI will present at Wolfe Research conference May 20. The Alloy deal extends JCI's record $20B backlog momentum from strong Q2 results (EPS $1.19, sales +8% to $6.1B, FY26 EPS guide raised to ~$4.85).

Johnson Controls completes acquisition of Alloy Enterprisesjohnsoncontrols.comJohnson Controls Launches Long-Term Value Growth Incentive Programtipranks.comTop Johnson Controls Executive Makes Major Insider Movetipranks.com

On May 13, 2026, Johnson Controls completed its acquisition of Boston-based Alloy Enterprises, a next-generation thermal management platform for high-performance data centers and mission-critical industrial applications, with financial terms undisclosed. The deal builds on a strong Q2 in which sales rose 8% to $6.1 billion, orders grew 30%, and backlog hit a record $20 billion, prompting management to raise FY26 adjusted EPS guidance to roughly $4.85 from $4.70. On May 11, the board's compensation committee approved a new five-year Value Growth Incentive Program tying executive pay to net sales growth and market cap through 2030. On May 12, VP & President of Global Products & Solutions Lei Zhang Schlitz sold 88,809 shares for $12.5 million, a notable insider exit. JCI is positioning itself as a primary play on AI data center thermal demand. The bear case: large insider selling at recent highs.

Johnson Controls completes acquisition of Alloy Enterprisesjohnsoncontrols.comJohnson Controls ties executive pay to 2026 to 2030 sales and market cap goalsstocktitan.netTop Johnson Controls Executive Makes Major Insider Movetipranks.com

Johnson Controls reported fiscal Q2 2026 GAAP EPS of $0.99 and adjusted EPS of $1.19 (+45% YoY), with sales up 8% to $6.1B and organic sales up 6%. Orders surged 30% and backlog hit a record $20B, driven by AI data center HVAC and cooling demand. The company released its second AI factory reference design guide on May 5 for gigawatt-scale air-cooled chillers. Wells Fargo raised PT to $160 from $145, UBS to $170 from $160, and JPMorgan to $162 from $158. Risk: VP Lei Zhang $12.5M insider sale on May 8 and recent share weakness (-2.7% in past day) signal near-term profit-taking despite the strong underlying business.

Johnson Controls Reports Strong Q2 Results; Raises FY26 Guidanceprnewswire.comJohnson Controls International (NYSE:JCI) Price Target Raised to $160.00americanbankingnews.comJohnson Controls maps AI cooling for 1-GW data centersstocktitan.net

Johnson Controls reported strong Q2 FY26 results on May 6, 2026 with GAAP EPS of $0.99 and adjusted EPS of $1.19 (up 45% YoY), beating prior guidance. Q2 sales rose 8% to $6.1B with organic sales up 6%. Orders surged 30% and backlog reached a record $20B, fueled by data center demand. Management raised FY26 guidance to ~6% organic sales growth and adjusted EPS of ~$4.85 (from ~$4.70). On May 5, JCI released its second AI Factory Reference Design Guide for air-cooled chillers supporting gigawatt-scale data centers (designs up to 1 GW, sized for 220 MW clusters). CEO Joakim Weidemanis and CFO Marc Vandiepenbeeck will present at Wolfe Research Conference on May 20.

Johnson Controls Reports Strong Q2 Results; Raises FY26 Guidanceprnewswire.comJohnson Controls (JCI) Q2 2026 Earnings Transcriptfool.comJohnson Controls maps AI cooling for 1-GW data centersstocktitan.net

On May 9, 2026, JCI shares traded in a $139.33-$142.33 range as the market continued digesting fiscal Q2 2026 results showing orders up 30%, adjusted EPS up 45% to $1.19, and sales up 8% to $6.1B. Management raised FY26 guidance citing strong data center cooling demand and a record $20B backlog. On May 5, the company released its second AI Factory Reference Design Guide for air-cooled chillers serving up to 1 GW AI factories, reinforcing its data-center positioning. Multiple analysts including JPMorgan ($162 PT) and Mizuho ($140 PT) raised targets. Risk: shares slid post-earnings despite the beat, suggesting elevated expectations and execution risk on the data-center thermal pivot.

Johnson Controls maps AI cooling for 1-GW data centersstocktitan.netData center cooling drives Johnson Controls' Q2 sales up 8%facilitiesdive.comJohnson Controls Reports Strong Q2 Results; Raises FY26 Guidanceprnewswire.com