Johnson Controls International Plc (NYSE:JCI) on Wednesday delivered upbeat fiscal second-quarter 2026 results.

The company reported quarterly adjusted earnings per share of $1.19, beating the analyst consensus estimate of $1.12. Quarterly revenue came in at $6.142 billion, topping the Street’s $6.076 billion forecast.

Johnson Controls raised its full-year outlook. CFO Marc Vandiepenbeeck said the company now expects about 6% organic sales growth, roughly 50% operating leverage. Johnson Controls expects third-quarter adjusted EPS of ~$1.28, in line with the analyst estimate.

“We delivered another quarter of strong execution, converting sustained demand into consistent growth, margin expansion, and 45% adjusted EPS growth,” said Joakim Weidemanis, Chief Executive Officer of Johnson Controls. “Orders grew 30% and backlog reached a record $20 billion, reflecting strength in data centers and other high‑growth, technology‑driven operating environments where we differentiate. While we remain early in our Business System journey, we are encouraged by the momentum we are seeing across the organization. With a strong first‑half performance, we are raising our full‑year guidance and remain focused on delivering long‑term value for our customers and shareholders.”

Johnson Controls shares fell 3% to trade at $138.78 on Thursday.

These analysts made changes to their price targets on Johnson Controls following earnings announcement.

  • Mizuho analyst Brett Linzey maintained the stock with a Neutral and raised the price target from $130 to $140.
  • Wells Fargo analyst Joe O’Dea maintained Johnson Controls with an Overweight rating and raised the price target from $145 to $160.
  • Barclays analyst Julian Mitchell maintained the stock with an Equal-Weight rating and raised the price target from $136 to $144.
  • RBC Capital analyst Deane Dray maintained the stock with a Sector Perform and raised the price target from $139 to $154.

Considering buying JCI stock? Here’s what analysts think:

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