Johnson Controls International plc
NYSE•JCI
CEO: Mr. George R. Oliver
セクター: Industrials
業種: Construction
上場日: 1987-09-28
Johnson Controls International plc, together with its subsidiaries, engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the United States, Europe, the Asia Pacific, and internationally. It operates through four segments: Building Solutions North America, Building Solutions EMEA/LA, Building Solutions Asia Pacific, and Global Products. The company designs, sells, installs, and services heating, ventilating, air conditioning, controls, building management, refrigeration, integrated electronic security, integrated fire detection and suppression systems, and fire protection and security products. It also provides energy efficiency solutions and technical services, including inspection, scheduled maintenance, and repair and replacement of mechanical and control systems, as well as data-driven smart building solutions. In addition, the company offers control software and software services. It sells its products and services to commercial, institutional, industrial, data center, and governmental customers. Johnson Controls International plc was incorporated in 1885 and is headquartered in Cork, Ireland.
連絡先情報
時価総額
$81.14B
PER (TTM)
24.6
31.5
配当利回り
1.2%
52週高値
$146.49
52週安値
$68.03
52週レンジ
順位44Top 53.8%
3.7
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q1 2026 データ
売上高
$5.80B+0.00%
直近4四半期の推移
EPS
$0.85+0.00%
直近4四半期の推移
フリーCF
$464.00M+0.00%
直近4四半期の推移
2026 Q1 決算ハイライト
主なハイライト
Net Sales Growth Strong Net sales reached $5.80B for the quarter, marking a 7% increase driven by higher organic sales and favorable foreign currency translation effects.
Gross Profit Margin Expansion Gross profit grew 8% to $2.07B, reflecting margin expansion of 30 basis points due to disciplined execution across pricing and productivity initiatives.
Strong Cash Generation Cash provided by operating activities from continuing operations totaled $611M, significantly higher than $249M reported in the prior year period.
Earnings Per Share Rises Basic earnings per share attributable to Johnson Controls was $0.86, a notable increase compared to $0.63 reported for the same three months last year.
リスク要因
Environmental Litigation Exposure Substantial reserves cover AFFF/PFAS contamination, but ultimate liability remains uncertain due to ongoing regulatory and legal complexities.
Macroeconomic Headwinds Pressure Global trade restrictions, geopolitical tensions, and persistent material cost inflation pose risks to future revenue growth and margin stability.
Talent Acquisition Challenges High competition for skilled trade labor and experienced personnel could increase operational costs and restrict the ability to scale revenue conversion.
Unrecognized Tax Benefits The Company holds gross tax-effected unrecognized tax benefits of $1.9B, which could materially impact future income tax expense if resolved.
見通し
Restructuring Completion Targets The multi-year restructuring plan is expected to complete in fiscal 2027, delivering anticipated annual cost savings of approximately $500 million.
Backlog Signals Demand Total backlog stands at $18.2B, up 20% excluding FX impacts, signaling strong demand driven by accelerated data center project investments.
Capital Flexibility Maintained Liquidity remains adequate with $552M cash on hand; approximately $4.8B remains available under the existing share repurchase authorization.
New Segment Structure New three-segment structure (Americas, EMEA, APAC) is intended to better reflect organizational alignment and drive resource allocation efficiency.
同業比較
売上高 (TTM)
$88.68B
$28.35B
$25.20B
粗利益率 (最新四半期)
56.7%
50.4%
48.6%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| VRT | $102.69B | 77.0 | 40.3% | 27.9% |
| WM | $95.21B | 35.1 | 29.0% | 50.0% |
| TT | $94.32B | 32.6 | 36.2% | 21.5% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
0.7%
緩やかな成長
4四半期純利益CAGR
3.1%
収益性の緩やかな改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年5月1日
EPS:$1.11
|売上高:$6.06B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし