Johnson Controls International PLC (NYSE:JCI) stock is jumping to two-year highs, up 4.3% at $71.95 at last glance, after reports that activist hedge fund Elliott built a $1 billion-plus stake in the electrical name. The company also today announced a cash offer for up to $90 million in aggregate principal amount of securities. Johnson Controls International stock only had two negative days since the start of May, after it jumped off the 80-day moving average at the $60 level. Headed for its highest daily p ...

The logo of Johnson Controls, pictured in Hanover, Germany, 8 February 2016. PHOTO: HOLGER ... [+] HOLLEMANN/DPA | usage worldwide (Photo by Holger Hollemann/picture alliance via Getty Images)picture alliance via Getty ImagesJohnson Controls stock (NYSE: JCI) is seeing higher levels after reports of Elliott Management – one of the largest activist funds in the world – building a position of over $1 billion in the company. ((Activist Hedge Fund Elliott Builds $1 Billion-Plus Stake in Johnson Controls Johnson ...

CORK, Ireland, May 20, 2024 /PRNewswire/ -- Johnson Controls International plc (NYSE: JCI) (the "Company" or "Johnson Controls") today announced that it has commenced tender offers to purchase for cash the debt securities issued by the Company listed in the table below (collectively, the "Securities" and each a "series").Up to $90,000,000 Aggregate Principal Amount of Securities of Johnson Controls International plc Listed Below in the Acceptance Priority Levels Listed BelowTitle of Security CUSIP No. / ISI ...

Key TakeawaysJohnson Controls stock moved higher in premarket trading Monday after Bloomberg reported that activist investor Elliott Investment Management has taken a stake of more than $1 billion in the company.Elliott's reported investment in the company comes at a time when the industrial conglomerate is exploring selling several non-core businesses and has seen a number of senior executive changes.A break above key chart resistance around $70 could lead to a retest of the stock’s all-time high at $81.77 ...

Johnson Controls股票表现 - Johnson Controls股票在2024财年第二季度报告中，营收略低于预期，但盈利超过市场预期[1] - Johnson Controls股票自2021年初至今涨幅达45%，但在2022年和2023年表现不佳，与标普500指数相比表现不佳[2] Johnson Controls财务展望 - Johnson Controls预计全年2024有机收入将增长中位数个位数，盈利在每股3.60至3.75美元之间[6]

Data-Driven Leader with Track Record of Strong Revenue GenerationCORK, Ireland, May 7, 2024 /PRNewswire/ -- Johnson Controls (NYSE: JCI), the global leader for smart, healthy and sustainable buildings, today announced it has appointed Chris Bontempo as vice president and chief marketing officer, responsible for marketing strategies across the enterprise to drive demand generation and enhance brand equity, including market development, research and planning. Johnson Controls Vice President and Chief Marke ...

业绩总结 - Johnson Controls的销售额有机增长1%[9] - Johnson Controls的服务业务增长8%，系统业务下降2%[9] - Johnson Controls的调整后每股收益为0.75美元，同比增长4%[9] - 建筑解决方案订单有机增长12%，服务业务增长13%，系统业务增长12%[11] - 建筑解决方案的销售额有机增长2%[11] 未来展望 - 公司在财政第二季度维持了全年指导，预计有机收入增长低一位数，调整后的EBITA利润率维持在17.0%左右[14] 新产品和新技术研发 - 公司在财政第二季度展示了在财政第二季度的业绩表现，包括订单增长和销售额增长[13] - 公司在财政第二季度实现了有机销售增长，其中应用领域增长高达高十位数，服务领域增长高达中二位数[17] 市场扩张和并购 - 公司在财政第二季度取得了增长势头，订单强劲增长，创下了记录的订单积压[15] 负面信息 - 公司在财政第二季度的财务结果显示，销售额持平，毛利率略有下降，但调整后的EBIT增长了7%[21] - 公司在财政第二季度特别项目方面，进行了重组和减值成本，影响了净收入和每股收益[22]

财务数据和关键指标变化 - 总收入为67亿美元,与去年持平,但有1%的有机销售增长 [25] - 分部利润率扩大70个基点至14.5%,主要得益于生产力提升和高毛利订单转化 [25] - 调整后每股收益为0.78美元,位于指引区间高端 [25] 各条业务线数据和关键指标变化 - 全球产品业务有机销售下降1%,商用HVAC和工业制冷增长,但住宅HVAC和消防安全下降 [28][29][30] - 建筑解决方案业务订单增长12%,服务订单增长13%,系统订单增长12% [31][32] - 北美建筑解决方案订单增长19%,系统订单增长26%,服务订单增长6% [33] - EMEA/LA建筑解决方案订单增长8%,服务订单增长双位数,系统订单下降 [34][35] - 亚太建筑解决方案订单下降9%,系统业务受中国疲软影响 [36][37] 各个市场数据和关键指标变化 - 中国市场系统业务仍面临一个季度的收入压力,但订单势头良好 [49][100] - 北美和EMEA/LA市场有望在第三季度实现强劲增长,服务业务恢复势头良好 [49] - 住宅业务在第二半年需要实现环比增长,以支持全年中低单位数的增长目标 [51] 公司战略和发展方向及行业竞争 - 公司正在转型为纯粹的商业建筑综合解决方案提供商,聚焦于能源效率设备、清洁电气化和数字化 [13][14][16] - 公司在数据中心市场占据领先地位,提供冷却、空调、安全等全面解决方案,并获得大量订单 [17][18][19][20][21][22] - 公司正在积极探索非核心业务的战略替代方案,以进一步聚焦核心业务 [12] 管理层对经营环境和未来前景的评论 - 公司在第二季度表现出色,体现了公司的卓越运营能力和价值创造框架 [156][157] - 公司有信心能够实现全年财务目标,并将继续为股东创造价值 [156][157] 问答环节重要的提问和回答 问题1 **Julian Mitchell 提问** 询问第四季度利润率大幅提升的原因 [80] **Marc Vandiepenbeeck 回答** 主要得益于服务业务占比提升、产品量增加带来的规模效应以及之前采取的成本优化措施 [81][82][83] 问题2 **Gautam Khanna 提问** 询问非核心业务剥离的进展情况 [121][122][123][124][125] **Marc Vandiepenbeeck 回答** 公司正在评估不同的剥离方式以最大化股东价值,具体时间和税务影响还难以确定 问题3 **Andrew Obin 提问** 询问在高通胀环境下,公司如何调整合同结构应对 [141][142][143][144] **George R. Oliver 回答** 公司已建立了健全的定价和成本管理体系,能够在长期合同中获得价格调整,确保实现目标利润率

Johnson Controls International plc (JCI) reported second-quarter fiscal 2024 (ended Mar 31, 2024) adjusted earnings of 78 cents per share, which beat the Zacks Consensus Estimate of 75 cents. The bottom line increased 4% year over year.Total revenues of $6.70 billion missed the consensus estimate of $6.75 billion. While the top line was relatively flat year over year, organic revenues inched up 1%.Segmental ResultsBuilding Solutions North America: Revenues were $2.74 billion, up 9% year over year. Our estim ...

Earnings were fine, but the company faces headwinds in China.Climate control and building automation specialist Johnson Controls International (JCI -7.34%) delivered an earnings beat before the market opened Wednesday, but sales were a little bit below expectations. Investors appear to be nervous about how the rest of the year will progress, and sent shares lower in morning trading. As of 11:12 a.m. ET, the stock was off by 7.6%.Weakness in China offset strength elsewhereIn its fiscal second quarter, which ...