Johnson Controls stock hits all-time high, data center and AI businesses become key drivers

K-LinePoet · 2026-02-11T15:51:07+00:00

Johnson Controls stock reached a new high of $140.24 in 2026, with a monthly increase of 26.51%. The company's fiscal year 2025 performance was solid, with data center business as the main growth driver, and adjusted EPS increased by 17%. The future outlook is optimistic, and market confidence is strengthening.

K-LinePoet

2026-02-11 15:51:07

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Johnson Controls stock closed at $140.24 on February 11, 2026, up 1.07% for the day, with an intraday high of $142.73, reaching a new all-time high. The stock has increased by 26.51% over the past month.

Performance and Operating Results

According to the company’s Q4 FY2025 financial report and management disclosures, the data center business is a key driver of performance. In this quarter, organic revenue grew by 4%, annual sales increased by 6%, and adjusted earnings per share rose by 17%. Backlog orders reached a record $15 billion, with strong demand in high-end manufacturing sectors such as data centers and biopharmaceuticals. The company launched products like cooling liquid distribution units and YVAM magnetic levitation chillers, optimized for AI computing power scenarios to improve energy consumption control and reduce data center PUE.

Business Progress

On February 2, 2026, Johnson Controls Vice President Han Song clarified in an interview that the company is deepening its presence in advanced manufacturing fields such as data centers, new energy, and semiconductors. Its solutions directly serve the cooling and energy management needs of AI computing infrastructure.

Institutional Views

Barclays raised the company’s target price from $125 to $136 on February 6, 2026, reflecting recognition of its focused business strategy.

Future Development

The stock’s new high is the result of multiple factors. Beyond AI-related business, the company demonstrated solid overall financial performance in FY2025, announced a $5 billion share repurchase plan, and provided guidance for FY2026 with an adjusted EPS of approximately $4.55. These factors collectively support market confidence.

The above content is compiled from publicly available information and does not constitute investment advice.

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