How Is Johnson Controls' Stock Performance Compared to Other Building Products & Equipment Stocks?

With a market cap of $87.8 billion, Johnson Controls International plc (JCI) is a global company that engineers, manufactures, and services building products and systems across North America, Europe, Asia Pacific, and other international markets. It operates through four segments: Building Solutions North America, Building Solutions EMEA/LA, Building Solutions Asia Pacific, and Global Products. 

Companies valued at $10 billion or more are generally considered “large-cap” stocks, and Johnson Controls fits this criterion perfectly. The company provides technologies such as heating, ventilating, and air conditioning (HVAC), building management systems, refrigeration, fire detection and suppression, and integrated security solutions. 

Shares of the building solutions provider have dropped 7.6% from its 52-week high of $157.06. JCI stock has fallen 1.7% over the past three months, a less pronounced decline than the Invesco Building & Construction ETF’s (PKB) 7.8% dip over the same time frame.

JCI stock is up 21% on a YTD basis, outpacing PKB's 5.2% gain. Longer term, shares of Johnson Controls have climbed 35.3% over the past 52 weeks, compared to PKB’s 5.4% increase over the same time frame.

Despite a few fluctuations, the stock has been trading mostly below its 200-day moving average since last year.

Johnson Controls reported better-than-expected Q3 2026 adjusted EPS of $1.42 and revenue increased 11.5% to $6.61 billion on Jul. 29. The company raised its full-year 2026 profit forecast to $5.05 per share from $4.85, driven by expectations for sustained demand for data-center products and services. Long-term demand from AI data centers, electrification and smart buildings is also expected to support demand for energy-efficient HVAC, cooling and building-management systems.

In comparison, rival Carrier Global Corporation (CARR) has underperformed JCI stock.  CARR stock has increased 13.1% on a YTD basis and declined 8.9% over the past 52 weeks. 

Despite JCI stock’s outperformance relative to the industry peers, analysts remain cautiously optimistic about its prospects. Among the 21 analysts covering the stock, the consensus rating is “Moderate Buy,” and the mean price target of $162.52 suggests a premium of 11.9% to current levels.

On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.