Loading
Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“As Johnson Controls noted about our work together”
Palantir cites Johnson Controls as a customer testimonial, quoting it on transforming a 140-year-old company with AI, signaling deep AIP adoption at JCI.
“We now have over 19,000 paid customers from Hitachi to Johnson Controls to Schaeffler.”
Johnson Controls is named as one of over 19,000 paid customers of Microsoft Fabric, its analytics platform.
“We continue to work closely with NVIDIA, applying our thermal management and controls expertise to support next-generation AI compute environments.”
Johnson Controls collaborates with NVIDIA on thermal/cooling reference designs for next-gen AI data centers, a read-through of AI-factory buildout demand.
“What are the chip launches that NVIDIA and others will be making over the next 4 to 5 years, and therefore, what kind of cooling solutions, end-to-end thermal solutions will be needed.”
Johnson Controls ties its multi-year data-center cooling roadmap to NVIDIA's upcoming chip launches, which drive rising heat and demand for liquid cooling.
“now our strategic investment in Accelsius positions Johnson Controls to deliver a comprehensive and integrated portfolio”
Johnson Controls made a strategic investment in Accelsius, a two-phase cold-plate cooling technology company, to extend its data-center thermal portfolio toward future chip generations.
“You may recall that I used to be on the Board of Assa Abloy, Allegion's biggest competitor, right? So I've seen that from many different angles.”
JCI's CEO discloses a former board seat at Assa Abloy, a major security-market competitor, framing his perspective on where JCI has product gaps versus rivals.
“You may recall that I used to be on the Board of Assa Abloy, Allegion's biggest competitor, right? So I've seen that from many different angles.”
JCI's CEO notes his prior board seat at Assa Abloy, Allegion's largest competitor in the security market, giving him direct insight into the competitive dynamics JCI faces there.
“if we start with Fire, and since you mentioned Honeywell, they've done, I think from what I understand, a very nice job on the product portfolio over many, many years.”
JCI's CEO credits Honeywell with a strong fire-detection product portfolio built over many years, implicitly acknowledging a competitive gap JCI intends to close.
“we expect the sale of our Residential and Light Commercial HVAC business to Bosch to close in our fiscal fourth quarter.”
Johnson Controls' divestiture of its Residential and Light Commercial HVAC business to Bosch is expected to close in fiscal Q4, adding that unit to Bosch's portfolio and freeing JCI's balance sheet for share repurchases.
“As you know, we were owning about 60% of that joint venture with Hitachi, that is now in discontinued operation.”
Johnson Controls' 60%-owned joint venture with Hitachi is being unwound as part of the Residential & Light Commercial divestiture, moving into discontinued operations.
“Our pending sale of the Residential & Light Commercial to Bosch is progressing and we expect the transaction to close in the fiscal fourth quarter.”
Bosch is acquiring Johnson Controls' Residential & Light Commercial business, expanding Bosch's HVAC footprint as the deal nears close.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Snyder | Morgan Stanley | 11 (0%) |
| Scott Davis | Melius Research | 11 (9%) |
| Amit Mehrotra | UBS | 11 (0%) |
| Julian Mitchell | Barclays | 10 (20%) |
| Andy Obin | Bank of America | 9 (0%) |
| Joe O'Dea | Wells Fargo | 8 (0%) |
| Nigel Coe | Wolfe Research | 8 (0%) |
| Joe Ritchie | Goldman Sachs | 8 (0%) |
| Andy Kaplowitz | Citigroup | 8 (0%) |
| Steve Tusa | JPMorgan | 6 (17%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 3 | 11 (9%) |
| UBS | 1 | 11 (0%) |
| Morgan Stanley | 1 | 11 (0%) |
| Melius Research | 1 |
| 11 (9%) |
| Barclays | 1 | 10 (20%) |
| Bank of America | 1 | 9 (0%) |
| Goldman Sachs | 1 | 8 (0%) |
| Wells Fargo | 1 | 8 (0%) |
Johnson Controls delivered Q1 FY2026 with organic revenue growing 6% and adjusted EPS of $0.89, increasing nearly 40% year-over-year, as record orders surged nearly 40% driving backlog to a record $18 billion. EBIT margin expanded 190 basis points with strong operating leverage, and data center momentum continued with new product launches. FY2026 adjusted EPS guidance was raised to approximately $4.70 representing roughly 25% growth, a 3.3% increase from the initial guide. Life science and pharmaceutical manufacturing emerged as growth drivers, while APAC showed stabilization with persistent China headwinds.
Margin | Competitive Dynamics | Revenue Growth | Demand | Cost Pressure | Capital Allocation | Innovation & R&D | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 8 | 6 | 8 | 4 | 4 | 4 | 1 | 1 |
| 2025Q2 | 6 | 7 | 4 | 3 | 3 | 4 | 2 | 1 |
| 2025Q3 | 8 | 2 | 4 | 2 | 1 | 4 | 3 | |
| 2025Q4 | 7 | 4 | 3 | 2 | 7 | 3 | 3 | 3 |
| 2026Q1 | 5 | 6 | 3 | 8 | 2 | 1 | 3 | 1 |
| 2026Q2 | 7 | 3 | 3 | 5 | 1 | 5 | 2 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|
| Margin | 8 | 6 | 8 | 7 | 5 | 7 |
| Competitive Dynamics | 6 | 7 | 2 | 4 | 6 | 3 |
| Revenue Growth | 8 | 4 | 4 | 3 | 3 | 3 |
| Demand | 4 | 3 | 2 | 2 | 8 | 5 |
| Cost Pressure | 4 | 3 | 1 | 7 | 2 | |
| Capital Allocation | 4 | 4 | 4 | 3 | 1 | 1 |
| Innovation & R&D | 1 | 2 | 3 | 3 | 5 | |
| Guidance Reliability | 1 | 1 | 3 | 3 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
JCI Johnson Controls | 9 | +8.2% | |
| BLDR Builders FirstSource | 1 | -10.1% | |
| CARR Carrier Global | 4 | +2.4% | |
| LII Lennox International | 6 | +5.8% | |
| MAS Masco | 6 | +6.5% | |
| TT Trane Technologies | 7 | +6.0% |