In this Research Note, we examine the Johnson Controls building solutions business, based on 5th November 2025 Q4 earnings release, conference call and investor presentation, reporting financials year ending 30th September 2025. We also highlight additional recent divestments not mentioned on the conference call and conclude with a view of progress in digital services and connected devices in 2025. Johnson Controls International plc (JCI), headquartered in Cork, Ireland, positions itself as a pure-play smart buildings company, with a comprehensive building automation, HVAC equipment, and security systems portfolio. With a substantial installed base, serving a wide range of customers in more than 150 countries. Having completed the divestment of its residential and light commercial HVAC equipment businesses in August 2025, together with the ongoing sale of other non-core businesses such as alarm monitoring, the group is aiming to simplify its portfolio and accelerate its transformation into an enterprise software and solutions provider for commercial buildings. We […]
