Johnson Controls International plc (JCI) earnings on May 6, 2026

Before the market opens Q1 2026

More Johnson Controls International plc earnings

Prior outlook: Pessimistic Outcome: Accurate

Johnson Controls beat expectations and raised future targets. However, the stock price fell, showing a negative reaction despite good results.

JCI price around the earnings

143.14

Change: -1.2%

2026-05-06, 20:00 UTC

Start of the measured window End of the measured window
138.93 142.44 145.95 149.46 144.82
Price series around the eventClosing price per minute from before the event to the end of the measured window.
May 6, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Pessimistic Outcome: Accurate

Thesis published

Mixed outlook: earnings beat, but price faces resistance.

The company exceeded earnings and sales expectations for the second quarter and increased its full-year financial forecast. However, its stock has underperformed the broader market recently and is market review near a price level analysts have set as a target.

Context analyzed before publication

Summary
Mixed outlook: earnings beat, but price faces resistance.
Playbook
Recent evaluations show that the stock's performance has not kept pace with the market. The scenario suggests a need for a clearer context beyond the current analyst target.
Trend
Recent evaluations show mixed contexts with positive earnings but technical resistance.

Analysts

Drivers

  • Analysts Neutral

    The average analyst price target points to a limited optimistic scenario. Some recent analyst ratings have been neutral or suggest a potentially pessimistic outlook.

Evidence

Analyst consensus
Buy
Consensus average (1-5)
2.13
Analysts covering the stock
21
Average price target
144.86
Lowest price target
109
Highest price target
173
Upside to price target
1.1%
Quarterly earnings growth
25.1%
Revenue growth
6.8%
Forward EPS
5.57
Trailing EPS
2.98
Analyst moves in the last 60 days
4
  • Strong buy: 2
  • Buy: 10
  • Hold: 9
  • Sell: 0
  • Strong sell: 2
Strong buy
2
Buy
10
Hold
9
Sell
0
Strong sell
2
  • April 14, 2026 · BNP Paribas: Initiates coverage (Underperform)
  • April 13, 2026 · Citigroup: Maintains rating (Neutral → Neutral)
  • April 13, 2026 · Evercore ISI Group: Initiates coverage (In-Line)
  • March 11, 2026 · Morgan Stanley: Maintains rating (Overweight → Overweight)

News and sentiment

Drivers

  • News & sentiment Positive

    The company reported better-than-expected earnings and sales for the second quarter. They also raised their financial outlook for the entire fiscal year.

Evidence

Sentiment
Sentiment
Constructive
Mention volume
Low
Normalized volume
33%
News
Sources (7)
  • Johnson Controls Intl Sees Q3 Adj EPS $1.28 vs $1.28 Est — Benzinga
  • Johnson Controls Intl Raises FY2026 Adj EPS Guidance from $4.70 to $4.85 vs $4.76 Est — Benzinga
  • Johnson Controls Intl Q2 Adj. EPS $1.19 Beats $1.12 Estimate, Sales $6.142B Beat $6.076B Estimate — Benzinga
  • 'Johnson Controls Said to Weigh $4.5 Billion in Divestitures' - Bloomberg — Benzinga
  • BNP Paribas Initiates Coverage On Johnson Controls Intl with Underperform Rating, Announces Price Target of $120 — Benzinga
  • Citigroup Maintains Neutral on Johnson Controls Intl, Raises Price Target to $150 — Benzinga
  • Evercore ISI Group Initiates Coverage On Johnson Controls Intl with In-Line Rating, Announces Price Target of $155 — Benzinga

Technicals

Drivers

  • Technical Negative

    The stock's recent performance is weaker than the overall market. It is currently market review near a price level that analysts have set as a target, with less room to fall to support.

Evidence

Average true range (ATR)
2.5%
Distance to 52-week high
-2.8%
14-day change (14d)
+1.9%
30-day change
+4.4%
30-day relative strength
-7.7%
Benchmark change
+12.1%
Nearest support
125.97
Nearest resistance
147.2
Volume accumulation ratio
0.84

Trends

Evidence

Average earnings surprise
+5.1%
  • May 6, 2026: actual EPS 1.19 vs estimate 1.12 (surprise +6.5%)
  • February 4, 2026: actual EPS 0.89 vs estimate 0.84 (surprise +5.7%)
  • November 5, 2025: actual EPS 1.26 vs estimate 1.2 (surprise +4.7%)
  • July 29, 2025: actual EPS 1.05 vs estimate 1.01 (surprise +3.6%)

Expected move

There is no implied-move data available for this event.

Reactions over its last 19 earnings

Median move
5.8%
75th percentile move
7.9%
90th percentile move
9%
Up / down moves
10 / 9
Average up move
+5.2%
Average down move
-5.2%

Monitoring and close

What Johnson Controls International plc reported

There is no monitoring data available for this event.

Pre-market second reading after the results

There is no second reading available for this event.

How the stock reacted

Outcome
Accurate
Consolidated
-1.2%
Max favorable move (MFE)
4.5%
Max adverse move (MAE)
2.2%