Johnson Controls International plc (JCI)

Johnson Controls International plc, headquartered in Cork, Ireland, is a global provider of smart, healthy and sustainable buildings. It engineers, manufactures, commissions and retrofits building products and systems, and provides technical services for them. The company traces its origins to Johnson Electric Service Company, incorporated in Wisconsin in 1885. It acquired York International in 2005 and combined with Tyco International in 2016. On July 31, 2025, it sold its Residential and Light Commercial HVAC business to Robert Bosch GmbH, after earlier divesting its Air Distribution Technologies business.

The company's offerings include commercial HVAC equipment, industrial refrigeration systems, controls, building management, security systems, fire-detection systems and fire-suppression solutions. Services include maintenance, management, repair, retrofit and replacement of equipment, plus energy-management consulting. Its OpenBlue digital platform combines building products and services with software, AI and machine learning for remote diagnostics, predictive maintenance, workplace management and compliance monitoring. Brands include YORK, Metasys, Ansul, Frick, FM:Systems, PENN, Sabroe, Silent-Aire, Simplex and Grinnell. In fiscal 2025, products and systems were about 68% of sales from continuing operations and services about 32%. Since April 1, 2025, the company has operated through three regional reportable segments: Americas, EMEA and APAC. Each designs, manufactures, sells, installs and services these product lines and provides technical and digital services. EMEA also includes a residential security subscriber business and marine customers.

Customers are commercial, industrial, data center, institutional and governmental users, including hospitals, university campuses, advanced manufacturing sites, class A offices and airports. Growth priorities include data centers, decarbonization, sustainable and smart buildings, energy efficiency and mission-critical environments. The company sells mainly through a direct channel of sales and service offices, with significant sales also through third-party distributors. Its installed base drives repeat maintenance, retrofit, replacement and service business. Backlog was $16.6 billion at September 30, 2025 (Building Solutions backlog of $14.9 billion), and remaining performance obligations were $22.7 billion. Some air-conditioning demand is seasonal, rising in the summer.

Contracts are negotiated or competitively awarded, and the loss of any single contract or customer would not be materially adverse. Competitors include Honeywell, Siemens Smart Infrastructure, Schneider Electric, Carrier, Trane Technologies, Vertiv, API Group and Daikin, as well as software and IoT entrants and a fragmented building services market. Raw materials include steel, aluminum, brass, copper, polypropylene and fluorochemicals, along with semiconductors and electronic components. The company has seen cost pressure from inflation, supply disruptions and tariffs. It protects its intellectual property through patents, trademarks, copyrights and trade secrets, and is subject to environmental, refrigerant, PFAS, safety and fire and security licensing regulation. Research and development focuses on energy efficiency, decarbonization, low-GWP refrigerants and OpenBlue.