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Insightful Analysis of Dodge and Cox (Trades, Portfolio)'s Fourth Quarter 2025 13F Filing Dodge and Cox recently submitted their 13F filing for the fourth quarter

Johnson Controls International plc delivered robust Q1 '26 results, highlighted by a 39% y/y organic surge in orders and a 20% backlog increase. JCI's profitability continues to improve, with margin expansion across all regions and strong operating leverage expected to drive EPS growth. Management raised FY26 EPS guidance to $4.70, reflecting sustained AI data center demand and margin improvement, while maintaining mid-single-digit sales growth.

Insight into the Fourth Quarter 2025 13F Filing Barrow, Hanley, Mewhinney and Strauss (Trades, Portfolio) recently submitted their 13F filing for the fourth quar

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Caprock Group LLC purchased a new position in Johnson Controls International plc (NYSE: JCI) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 35,809 shares of the company's stock, valued at approximately $3,828,000. Several other large investors also recently

Azzad Asset Management Inc. ADV reduced its stake in Johnson Controls International plc (NYSE: JCI) by 30.1% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 16,796 shares of the company's stock after selling 7,243 shares during the period. Azzad Asset

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CORK, Ireland, Feb. 6, 2026 /PRNewswire/ -- Johnson Controls International plc (NYSE: JCI), a global technology leader in energy efficiency, decarbonization, thermal management and mission-critical performance, today announced that EVP and Chief Financial Officer, Marc Vandiepenbeeck, will present at the following investor conferences: Citi's 2026 Global Industrial Tech and Mobility Conference; Thursday, Feb. 19, 2026, at 8:00 a.m. EST. Barclays 43rd Annual Industrial Select Conference; Thursday, Feb. 19, 2026, at 11:00 a.m.

Federated Hermes Inc. raised its position in shares of Johnson Controls International plc (NYSE: JCI) by 41.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 17,473 shares of the company's stock after acquiring an additional 5,114 shares during the period.

Johnson Controls International (NYSE: JCI) reported what executives called a strong start to fiscal 2026, citing record orders, accelerating momentum in data centers and life sciences, and continued progress on margin expansion and operating discipline. Management said results came in ahead of expectations and led the company to raise its full-year adjusted earnings guidance. Quarterly performance:

Johnson Controls International plc (NYSE: JCI - Get Free Report)'s share price gapped up prior to trading on Wednesday following a stronger than expected earnings report. The stock had previously closed at $124.01, but opened at $132.50. Johnson Controls International shares last traded at $133.8160, with a volume of 1,649,357 shares trading hands. The company reported

Johnson Controls International plc (NYSE: JCI - Get Free Report) has earned a consensus rating of "Moderate Buy" from the twenty-one brokerages that are currently covering the firm, MarketBeat.com reports. Ten investment analysts have rated the stock with a hold rating and eleven have given a buy rating to the company. The average 1 year price

Johnson Controls International plc (NYSE: JCI - Get Free Report) was the recipient of some unusual options trading on Wednesday. Stock investors bought 19,207 call options on the company. This represents an increase of approximately 1,963% compared to the average volume of 931 call options. Analyst Ratings Changes A number of research firms recently commented on

Revenue Growth: 6% increase in organic revenue.Adjusted EBIT Margin: Expanded by 190 basis points to 12.4%.Adjusted EPS: Increased nearly 40% to $0.89, exceedi

JCI delivers a strong Q1 beat with higher earnings, revenue growth across regions and margin expansion backed by lower SG&A.

Johnson Controls International plc (JCI) Q1 2026 Earnings Call Transcript

Although the revenue and EPS for Johnson Controls (JCI) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Q1 sales increased 7% and organic sales increased 6%* Q1 GAAP EPS of $0.90; Q1 Adjusted EPS* of $0.89 Q1 Orders +39% organically year-over-year Backlog of $18.2 billion increased 20% organically year-over-year * This earnings release contains non-GAAP financial measures. Definitions and reconciliations of the non-GAAP financial measures can be found in the attached footnotes.

With up to 3.5MW of cooling, the YORK YDAM delivers up to 20% increased capacity density than other available solutions. The compact design is ideal for multistory data centers with high density workloads.

JCI heads into Q1 earnings with revenue and EPS growth expected, driven by HVAC and services, despite rising costs and FX pressure.