JCI
Johnson Controls International PLC
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My regarded picks for 2022-08-26
Tonix Pharmaceuticals Announces Publication of Paper on Antiviral SARS-CoV-2 Inhibitor, TNX-3500, in JCI Insight
What do y’all think about Building Automation/Mamagement System (BAS/BMS) companies, such as Johnson Controls, Siemens, Honeywell, etc.?
Mentions
AAON is bottom of the barrel. TT, JCI, CARR, DKILY are miles and miles ahead of them.
Of the many partners I have worked with that are contracted through JCI… literally everyone hates their customer support and would drop them if there was an alternative. They can’t scale. They are dead ended to slow growth imo. Everyone hates them.
JCI - extremely solid company with organic growth pre-data center plays
JCI because the market for building automation and controls will continue to increase regardless of AI.
JCI, FIX, VRT, SBGSY, SMERY. You're welcome.
Bummed $JCI is missing from Wednesday on this chart. Excellent company
MOG.A showing an ascending triangle pattern that looks very similar to JCI.
HVAC salesperson here… What’s their relationship with the big dogs? The big dogs in the building automation system industry are Siemens and Johnson Controls. If it doesn’t work with their systems, it has no value. In my experience, Siemens and JCI can barely get their own systems to work. If this company doesn’t have a complete building automation system on bid day, they will get bulked out.
I think you’d want to go with $XHB, but take a peak at the holdings because it has cooling companies like $JCI and $TT in it, so not pure play housing play.
JCI gonna pop tomorrow. Mark it.
New ATH for $CAT, $DE, $AGCO, $OSHK, $JCI, and $XOM. If you can't see the trend in the market rotation, let me help you. The market is buying atoms and selling bytes.
Been holding them for 2 years. Not as crazy as 20x but still a star in my portfolio. Don't think they're reaching $50B by year end lol. They're already trading at the top quartile if you look at the comp EBITDA multiples (VRT, JCI, AAON, NVT, TT, CARR). It's safe to say that the market has factored in their transformation story at this point, and future stock price growth will be mostly due to 1) their earnings growth, and 2) greater market hype on the industry (which is tricky) So if you take their climate solutions LTM EBITDA of $329m, assumes a 30-40% rev growth with same profit margin, Modine's calender year 2026 EBITDA should be $428-460m. At the current 31x multiple, their enterprise value should be $13.3-14.2B, 25-30% higher than their current value. Even in the best scenario where the market hype and becoming pure-play push their multiples up to VRT level (38-40x), their enterprise value by the end of 2026 would be \~$17-18B. Still, I think the company has been doing all the right things by shedding off low-margin legacy business and all-in on the data center wave. They're making minor acquisitions here and there to build up their capacity instead of competing against the giants on expensive megadeals which is another plus.
Who bought JCI calls like I told you to!
Is this gonna hurt JCI earnings?
Wish JCI wasn’t in morning
NVDA's 45 degrees liquid-cooled Rubin racks are a game changer for data center cooling systems companies like JCI and MOD according to Bloomberg. This also spells doom of any hope of a comeback for SMCI. HPE and DELL too.
Interesting name! I am not familiar but looks like forward multiple of 34 and PEG just below 2, so decent valuation. I had liked the automation names ROK, EMR, and JCI but its a valuation issue still, although automation does command a slightly higher multiple I guess? EMR and ROK are more automation plays but PEG are both near like 4 which is high, JCI is more building controls (HVAC, security, etc.)
Sadly, JCI was the play :-(
The trade isn’t “AI good/bad,” it’s that compute is power‑constrained, so returns flow to whoever controls power, cooling, and interconnects. Actionable angles I’m watching: \- Power/cooling kit: Vertiv, Eaton, ABB, Trane, JCI; plus switchgear/transformers like Powell and SPX. Check backlog growth and lead times (MV gear and transformers >80–100 weeks is common). \- Grid build crews: Quanta, MYR, MasTec. Interconnect queues and 230 kV access are the gating items; contractors with long utility relationships get the work. \- Generation with data‑center PPAs: Vistra and Constellation (nuclear/gas + storage), selective utilities with rate‑base growth tied to DC load (Dominion, NextEra). Watch water permits and dry cooling adoption. \- DC landlords with real power: Equinix and Digital Realty sites with liquid cooling readiness and secured capacity; avoid stranded older shells. \- Software/tools that win regardless of model flavor: Cadence/Ansys for simulation and co‑design; lab automation vendors for real drug/material cycles. For research, I use Koyfin for capex/segment trends and AlphaSense for call‑outs, and Ask Edgar to scan filings for PPAs, transformer/switchgear commitments, and power‑intensive site disclosures. Bottom line: follow the power bottlenecks, not the meme use cases.
I made a few bucks on JCI earnings and parked that investment in UNH and rebought into SPXC also. Very long on it, trying to figure out a long term hold other than VTI, ha. (Too heavy in tech, like everyone else.)
Industrial infrastructure (spxc) ripping on earnings - JCI coming this week still.... Johnson Controls is used in all the same projects as spx...
No one doing JCI earnings?
If you're not in JCI into earnings I don't know what to tell you... Large scale infrastructure all ripping...
JCI breaking out. Great investment if you think automation is the future.
As i mentioned in my other post, i’d invest NEW money of $10k to 1 qcom 2 baba 3 bidu 4 Acn 5 oil refineries psx cop and hal 6 beaten down pharmaceutical companies with limited amount 7 boring plumbing companies. Ferg JCI TT 8 insurance companies prg chubb 9 aerospace & in the air company : TDG HWM AXON 10 lly mrk pfe 3% limit
My dad worked there his whole career and made a lot of money off the cooling for Univac systems. He said the AI impact seems really similar to things back then. JCI is really looking to be one of those substantive winners of the AI bubble. They’re getting paid to deploy a mature product with a customer base who will spare no expense.
$JCI $VRT are all over this project, may be the next $oklo
Just had a thought. Summer been hot as fuck and going to get hotter. Why aren't we buying HVAC stocks? I had a small stake in Carrier (CARR) when IPO'ed in 2020 but ended up selling it. These could be long term holds. (CARR, JCI,)
Saved my SHEL calls and lost about $20 Roughly broke even on JCI calls Waiting for LRN puts to print Waiting for TSLA puts to print Waiting for COIN calls to moon
Johnson Controls (JCI) is up 30% over the past 6 months but industrial refrigeration is one of their major products. Considering everyone seems to be having a major problem with ice for whatever reason I suspect they will experience a major downturn soon.
The MAG 7 are actually the DRAG 7. Look at GE GEV AVGO JCI.
Up front question, looking for AI infrastructure plays for Gulf area AI buildout. Companies like EME FIX MZT STRL HON JCI are well established in North America but are they as well positioned to pick up work in the Gulf area or will they be shut out by India, China or other SEA countries? Researching the likes of EME FIX HON over the last month, I am wondering if they are played out/range limited.
I don't own too many direct shares in companies, but I do have some Johnson Controls (JCI) shares. So far they aren't cratering but last week's rollercoaster is definitely worrisome.
Im liking HVAC right now. TT, CARR, LII, DKILY, WSO, JCI
KKR, TTD, COST, JPM, CRWD, JCI. Super solid leadership team.
I can’t believe JCI was the Call play for ER. I know a lot of sales guys that just quit there.
JCI performance PERFORMANCE 5 Day 1.07% 1 Month 3.43% 3 Month 3.69% YTD 2.97% 1 Year 8.54% This is “crashing” people!! I swear I wish sometimes a minimum IQ and EQ test was required for posting under subs.
Like Cisco? Companies that have seen this before, with the internet, the year 2000, web 2.0, the cloud. Established enough, that this is just another day for them. With these datacenters being built by extremely well capitalized companies, they probably look at whether or not they should buy the company or the product. If they aren't going to spend too much, then they'll buy the product. If they are going to spend a lot, they'll buy the company. e.g. Google was buying chips from Intel or AMD now they have their own chips made. It paid for Google to take that piece in house. Amazon bought half the company that makes the vans it was planning to buy. Amazon knew it'd make Rivian's fortune by buying so many vans, so they bought Rivian the company to recapture that fortune. It might not pay for Amazon or Google to make their own electrical gear, pumps, motors etc so JCI does. This is just going to be a couple percent of JCI's overall picture at most. It made the salesman's year to get the contract, but it's not going to make the company's or the investor's year. JCI is probably more concerned about the commercial real estate market tanking in general than the bone they are getting supplying a handful of data centers. Putting some cooling in a couple datacenters pales in comparison to cooling the hundreds of office blocks that won't be built because of those datacenters. Once you get a couple steps removed from the end product, the profit trickle diminishes esp. when the end product has huge margins like in the virtual space. The infrastructure is a small fraction of what Google or Amazon are selling out of their data centers.
Google owning its own data centers has nothing to do with what OP is asking. They are wanting to invest in datacenter infrastructure, not the owners of the DCs. Yes, for the actual construction they use locally sourced, privately held companies. But for all of the equipment (Server Racks, AHUs, Generators, PDUs, UPS, Chillers, Switchgear, Cables, Fiber, etc.) they buy from and hire large vendors for installation and maintenance. For example, they might have a contract with JCI for chillers. JCI would be responsible for initial installation and future maintenance (service calls, PMs). The contracts these mechanical/electrical vendors have are huge sums of money and definitely worth investing into as the Datacenter space is growing rapidly, especially with the onset of AI.
This is a very easily researched topic. I hate to say "just google it" but come on. VRT, ETN, AZPN, JCI, DELL, ANET, SMCI, etc Or you can just look at ETFs which cover this sort of thing, like DTCR, and check at their portfolio.
I am long $TT, $CARR, $WSO, $JCI. No fast money here, but it seems like the weather will cotinue to drive their business...
I don’t know, I already own JCI and CARR, which is enough exposure for me
I believe that I mentioned JCI to you when I was buying, I might be wrong.
Look at JCI, I loaded on the pullback, and ATH yesterday!😳
JCI and CARR are starting to make me nervous. Not sure what to do with them
I bought the DIP on JCI last week and now I'm up nicely.
I am thinking about buying more JCI
if possible could I get your insight on $VRT?? Or if possible, your thoughts on me starting a position with HVAC/infrastructure/cooling company like VRT or its peers.. do you think it's "too late" to start building a position with these infrastructure companies? I think you are spot on(previous posts) in regards towards the AI movement and the not so talked about infrastructure/cooling/electricity aspect of it. Everyone is talking about NVIDIA(which definitely deserves respect), but I am wondering about the safest/strongest play within infrastructure. From my 5 minutes of preliminary research; I'm looking at $VRT(Vertiv), $SU(Schneider Electric SE), $EMR(Emerson Electric), $ETN(Eaton Corp), JCI(Johnson Controls International), ABB(ABB) or SIE(Siemens AG). I know that is quite the list but my research is just starting. If you have any suggestions it would surely be appreciated!!
Didn’t JCI also make fire suppression equipment and fire fighting foam before rebranding? Didn’t they rebrand to disassociate from the environmental-social and economic grenade that is long term PFAS liabilities (a la MMM). Isn’t the USEPA mandating drinking water standards this year for PFAS that are nearly technologically impossible to measure, let alone treat? Calls it is!
JCI has missed revenue three quarters in a row. Why do you think that is, and what are they doing differently this time?
My husband works for JCI embedded at Meta. I thought of buying the stock but went against it 🤷🏻♀️ didn’t buy meta either though. I work in energy work so your chakra references made my day. Maybe I should rethink my position.
How do you know the extra smart money going into JCI is in fact long term, and not just an earnings play for the upcoming, presumably more profitable, summer quarter?
Honestly, a company like Johnson Controls would be perfect. I believe they have a winning strategy in their openblue platform. As buildings are being refurbished into true eco friendly buildings using smart technology, companies such as JCI, Schneider Electric, Siemens, & ABB are at the forefront of this innovation and their market shares are impenetrable. Basically every building in the world will be built or refurbished on either of these companies eco structure and platforms.
Grid, yes. I've been thinking/waiting to get into GRID etf (instead of adding another handful of tickers). Holdings incl ETN, Schneider Electr, ABB Ltd, JCI, HBB, PWR, ENPH (--and of course NVDA!)
JCI tanked after earnings, eyeing TT puts for their earnings tomorrow..
https://youtu.be/X2DTROC4JCI?si=Gj63EUIjGRkYLm1F
[SOLO](https://youtu.be/X2DTROC4JCI?si=vF7dvrLdzFMjfppz)
I don’t know about double or triple. But two that I’m high on: Johnson Controls (JCI) — They are the domestic leader in surveillance and anti theft devices. Retail is facing massive losses in theft and they will be investing heavily in ways to deter and stop said theft. Avery Denison (AVY) and Cisco (CSCO) — For no reason other than they have the highest employee approval rating of both the CEO and company out of larger sized companies. They are shifting with the times and truly adapting to how people want to work. So many other companies are falling back into old school business and building resentment for young workers demands to have work life balance.
I opened a small position in $JCI today. Forward P/E 16.73. Plus they aren't caught up in the AI bubble. The long term 100 DMA is $63.50. I will buy more Johnson Controls if they fall to their long term 200 DMA of $55.47.
Machinery stocks are holding up very well. Especially $CAT and $DE. This smells like a market rotation out of tech. Oil stocks look very appealing right now as well. I bought AG stocks $MOS & $AGCO today along with $CAT. Also $JCI and $GOLD.
Johnson Control $JCI is down 9% today after meeting earnings. EPS $1.03 vs exp $1.03. I am opening a position as they might be needed to build u/hiddenscout electrification of America.
Anyone playing JCI earnings on Wednesday?
> In my experience any new line is going to have issues that will arise It's not really a new line though. The product has been fully r&D'd and developed and prototyped and tested and manfactured... for multiple years now. And it's not like it's a unique thing. EVs and hybrids have been commonplace for over a decade. Ford themselves has sold hybrids since 2018 and Mustang electric for a few years. As besides, 90% of the truck/car is the same. Same windshield, wheels, tires, wipers, seats, windows, headlights, horn, ball joints, axles, hatches, doors, sunroofs, and a thousand other parts and systems have undergone zero change. Remove the line or code that displays the oil pressure and replace it with a routine displays the battery life. That's doesn't cost $6 billion extra. > From a non expert point of view doing a pure EV seems like a lot more of a change than doing a parallel hybrid drive train. It's not, really. It's a different battery capacity, and some different code to protect the battery from self destructing, since a hybrid can recharge itself, but other than that, a car is a car is a car. > I also feel like Tesla had a significant teething stage that they worked through. But nobody has to start from scratch. You source parts and systems from JCI and Magna and Eaton. The teething has already been done. If you launched a software company today, you wouldn't have to begin programming in 1970 Fortran and wait for 50 years of "teething" to catch up. You'd just slide in with current tech, which is what Ford and others can do. They don't need to spend 20 years reinventing the wheel. > Do you feel like ford has some fundamental flaws Well yes I do want to figure out why these EV losses are so counter logical. First guess is that it's financial engineering/conceit. They just restructured into Ford EV/Blue/Pro. Wouldn't be surprised at all if they've deceptively saddling the EV company with more that it's fair share of costs in order to make the Blue/Pro look better.
I saw a nice comment on Seeking Alpha on this (on a Clearfield stock article): > There are a small handful of large companies that do commercial Heating, Ventilating & Air Conditioning (HVAC). Trane Technologies (TT), Carrier Global (CARR) and Johnson Controls (JCI) are the names you'll see most frequently. They all have the capability of running the electrical systems for large buildings so, for instance, if your company went to a 3 day week but not for central office employees, it would keep those specific areas lit and comfortable during the week but leave the remainder of the building darker and more in line with the weather outside. They do the very complicated cooling systems, with double redundancy and generators, for data centers. > > Trane and Carrier also sell residential equipment but that is normally through independent residential installers. > > As energy costs have risen and there is more emphasis on controlling energy 'waste', these large companies are in demand for retrofitting older buildings and on the blueprint stage of new ones. Not recession-proof, but an in-demand field. > > My GF has been with TT for 20 years though the other firms are worthy to look at as well. Trane is one of the companies that crossed the pond to get Irish tax breaks. It is still very US centered.
Trane (TT), Carrier (CARR) and Johnson Controls (JCI) make air conditioners. Danaher (DHR) is [spinning off their water quality business](https://investors.danaher.com/2022-09-14-Danaher-Announces-Intention-to-Separate-Environmental-Applied-Solutions-Segment-to-Create-an-Independent,-Publicly-Traded-Company) at some point.
Johnson Controls (JCI) has done amazingly well over the past decade. They're somewhat average to work for but the industries they're in (building controls, fire systems, HVAC equipment) are continually growing and it's hard to see them ever having trouble growing their business.
Solar and wind are already maxing out with chinese electroics or mega offshore GE turbines. Im staying away from that. I am looking more into how to save energy rather than generate it. High efficiency hvac and thermal storage systems are the key to balancing out wind and solar intermitten performance that still rely on fossil generation for peak loads. Carrier CARR and Johnson JCI if you want large cap. AAON or multistack MSI make excellent equipment if your a small cap man. Capstone CGRN for fancy cogeneration equipment that can run on any crap fuel in the world. There's plenty of others but that's what my 10% green future portfolio looks like. I am sure a lot of people will say battery storage but the economics of storing grid scale power in a consumable battery isn't looking so good. *All of this is a long-term growth investment and not really suitable for WSB. I'd stay out of these options and use this info for retirement funds.
I own Carr & TT with a 3:1 ratio, both for long-term holds. Both great companies, well-run, loyal technical staff, well-established heat-pump & HR-Chiller products for the long-term electrification trends. Im heavier weighted to Carr because it’s ~30% PE cheaper than TT and is making huge recent acquisitions to dominate and compete in the VRF heat pump category in Asia & EU. Also own some AOS for Hot Water Heat Pump (HWHP) exposure in the resi & Multifamily building category, distribution through Lowes is a bonus. I’d love some JCI for Digital Twin exposure but it is too expensive for my taste right now… hopefully will get an opportunity this year.
I work at an institution which utilizes JCI hardware and software for their HVAC controllers. I'm in IT, and the team I manage supports the HVAC department. I can't speak to how they run their company, but I will say their techs seem to be a bit under-educated, and it's led to some simultaneously hilarious and upsetting encounters. We've had a JCI tech take one of our managed computers, reimage the device to Windows 7, and place it back on our domain, because "the software can't be installed on Windows 10 because it's too old." I confirmed his statement was supported by JCI documentation. Huuuuuuuuuge security risk, and our IT Engineers had to step in and have a nice chat about taking state owned and managed computers to install unsupported operating systems without talking to our institution *at all*. The hilarious part about it, the software can be installed on a Win 10 machine. All I needed to do was run it in compatibility mode, and viola, worked like a charm. This is the very first and the easiest possible solution, and it wasn't even tried. JCI's solution? Spend 5 million dollars to upgrade the controllers and software to the most current version. Total cost to upgrade everything is more than 20 million dollars. Ridiculous. Just my personal experience with the company, limited to two of their techs, but every time I see their software it seems like a scam.
I thought former JCI business unit, Clarios was the worlds largest battery maker?
His hair went into a recession. And it still hasn't recovered. Dang, it doesn't look it's ever coming back. What a fucking legend, gotta love the Jim Cramer Indicator (JCI).
Trane ($TT), Carrier ($CARR), Johnson Controls ($JCI). I own some Trane.
Sam Bankman-Fried's family called Bahamas prison to request vegan meals for him: report trib.al/Rl0JCI1
Well damn... CHPT has been a feature in my watchlist recently but that was your first mention. Something I see personally as a service tech for a lock shop is that as corporate worlds reestablish themselves in real world office buildings, all kinds of maintenance orders that were in limbo are all going on new annual budgets and they're all going out for service at once. I expect parts in the service industry to stay priced at a premium and greater than normal margins to be enjoyed for some time now. Maybe 2 more years before the backlog really clears up. Many maintenance orders will be for security hardware that went unused and deteriorated throughout the pandemic. I'm looking at companies like Allegion (ALLE) and JCI to be on a tear as they catch up to meet demand over the next year.
I bought a LEAPS on JCI last year. Deep ITM 90 delta at the time. Bought it for $22.50 at the time. At one point this year it was worth less than $2. It expires in Jan. I doubled down and bought another one at $2.50 a few months ago. I'm almost back to break even due to the second contract. So yea, they can go very sideways. Be ready to DCA if needed and/or lose the entire thing if it doesn't go your way. Or be ready to roll or close out early for a smaller loss. You definitely have to manage these as you would any other position.
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Simply not personally familiar with the company, I like the stock, but am only speaking from my experience, I also like JCI and seimiens, but don't have experience enough to suggest/talk about them
TRANE, JCI/York , & Mitsubishi too
HOFV agreed to pay **$218 million** over the life of the TAAS deal. JCI says they have failed to pay on time and are in default. "The Company disputes that it is in default" "The TAAS Notice states that termination of the TAAS Agreement by JCI is pursuant to **Section 12.2(b)(i)** due to Newco’s **alleged breach of its payment obligations** outlined in **Sections 6.1(b) and 6.1(c).**" "[Under the terms of the TAAS Agreement](https://www.sec.gov/Archives/edgar/data/1708176/000121390020031519/ea128305-8k_halloffame.htm), HOF Village has agreed to pay JCI up to an aggregate $217,934,637 for services rendered by JCI over the term of the TAAS Agreement." [TAAS Agreement between HOFV and JCI](https://www.sec.gov/Archives/edgar/data/0001708176/000121390020035089/f10q0920ex10-9_halloffame.htm) **12.2 Default by Customer**. **(b)** Provider’s Remedies upon Customer Default. Upon the occurrence of a Customer Event of Default, and for so long as the Customer Event of Default is continuing, Provider may, at its option, exercise any one or more of the following remedies, but in all events subject to Section 12.3 hereof: **(i)** Terminate this Agreement by written notice to Customer and declare due the following amounts: **6.1 Payments.** **(b)** Project Services Payments. From and after the commencement of the Project Services Period for a specific Phase, **Customer shall, on a monthly basis, pay to Provider, in advance, the Indexed Payments for such Phase** as set forth in Part 2 \[Project Services Period Payments\] to Schedule 3 \[Payment and Deductions\] hereto. **(c)** Project Services Payment Dates. **The Indexed Payments shall be due and payable monthly in advance on the tenth (10th) day of each month** respecting the Interim Project Services Period and the Project Services Period for each Project Facility or Phase, as applicable (the “Payment Dates”). "The Naming Rights Notice states that the termination of the Naming Rights Agreement by JCI is **pursuant to Section 7.2.4**" [Naming Rights Agreement between HOFV and JCI](https://www.sec.gov/Archives/edgar/data/0001708176/000121390020016991/ea123926ex10-10_halloffame.htm) The Company may terminate this Agreement by delivering written notice to the HOF Entities in accordance herewith if: **7.2.4** HOFV is in default beyond applicable notice and cure periods under the Technology as a Service Agreement (unless such default has been waived by the Company in writing) and the Company terminates the Technology as a Service Agreement as a result thereof to the extent the terms of the Technology as a Service Agreement permit termination as a remedy for such default;
Why do we hate JCI and watching it crash when they just did ok
There are many. Some really good second and third order companies that will benefit a lot but directly in terms of heat I like HVAC manufacturers. So Trane (TT), Carrier (CARR) and Johnson Controls (JCI) are the biggest HVAC OEMs so I like those.
Also JCI Johnson Controls. They have the Lennox and York brands, among others. PE 28.68 div 2.03%
Anyone watching/buying/selling JCI?