What smart money is saying about Johnson Controls
1 fund in our archive has pitched Johnson Controls — most recently Clearbridge Investments ESG Investment in September 2026.
Johnson Controls International plc, together with its subsidiaries, engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company designs, manufactures, sells, installs, and services heating, ventilating, air conditioning, controls, building management, refrigeration, integrated electronic security, integrated fire detection and suppression systems, and digital solutions. It also provides energy solutions and technical services, including inspection, scheduled maintenance, and repair and replacement of mechanical and control systems, as well as data-driven building solutions. It sells its products and services to commercial, residential security, institutional, industrial, data center, marine, and governmental customers. Johnson Controls International plc was incorporated in 1885 and is based in Cork, Ireland.
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Position history
Between Q4 2025 and Q3 2026, 4 fund letters reported a position in Johnson Controls — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
| Q4 2025 | 3 | 0 | 1 | 0 |
Fund activity · 4 positions · 1 move
- September 2026
“Johnson Controls Improves Cooling Efficiency ClearBridge’s recent engagement with Johnson Controls (JCI) highlighted how equipment suppliers can help address the physical constraints on data centers.”
Johnson Controls - December 2025
“Our strong stock selection within the Industrials sector benefited relative performance. RTX (+10.0%) continues to benefit from a strong environment across all three of its major end markets. Defense sales grew 10% in 3Q’25, while its book/bill was even stronger at over 2.0x. We expect the business to benefit over a multi-year period as national defense budgets rise across the world. Improving execution and margin expansion across Collins, Pratt & Whitney, and Raytheon further reinforced confidence in earnings durability. The aerospace aftermarket is also robust, totaling 18% revenue growth across multiple segments. Johnson Controls (+9.3%) saw 9% order growth in North America, driven by demand for cooling equipment in data centers.”
Johnson Controls - December 2025
“Portfolio Changes: Purchases / Additions There were no purchases made in the portfolio during the quarter. Sales / Trims The positions in Exxon Mobil (XOM), Broadcom (AVGO), RTX Corp (RTX) and Johnson Controls (JCI) were reduced in the quarter.”
Johnson Controls - December 2025
“This quarter, we engaged with Johnson Controls (JCI), a global leader in smart, healthy, and sustainable building technologies.”
Johnson Controls
Fund coverage · 1 thesis
- Clearbridge Investments ESG InvestmentSeptember 2026
Johnson Controls offers system-level cooling solutions for data centers that reduce power, water and noise while improving operating economics.
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