Johnson Controls International reported a sector-leading gain of over 40% in 2025, driven by robust demand for building modernization and energy-efficient systems. As governments and enterprise clients continue multi-year infrastructure and sustainability programs, JCI’s order backlog stands at more than $16 billion, providing multi-year visibility into revenue and earnings. Long-term contracts with data centers, hospitals and educational institutions underpin a recurring revenue stream that should insulate performance from near-term economic fluctuations.

In December JCI introduced its Coolant Distribution Unit (CDU) to support liquid cooling in high-density AI server environments. Early commercial deployments with hyperscale customers demonstrated energy-use reductions of up to 25% compared with traditional air-cooled architectures. The CDU integrates with JCI’s OpenBlue building­automation platform, creating cross-sell opportunities for software, remote monitoring and predictive maintenance services that typically carry gross margins above 50%.

Johnson Controls will host its First Quarter Fiscal 2026 conference call on Wednesday, February 4 at 8:30 a.m. ET, with live audio webcast and telephone access options. A slide presentation will be made available that morning on the Investor Relations website. Management commentary is expected to address 2026 guidance, the integration progress of recent channel-partner acquisitions and updates on core markets such as data centers, healthcare facilities and government projects.