JCI
Guest preview — showing qualitative direction only.
JCI Analysis Summary
Johnson Controls (JCI) operates in Layer 3: Infrastructure, in the Liquid Cooling sub-sector. With a $55.0B market cap and 10% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is bearish with none conviction, driven primarily by daily factors.
JCI has supply chain relationships with 2 companies in the AI ecosystem. Downstream customers include DLR, EQIX.
JCI is currently a beneficiary of 1 bottleneck (Liquid-Cooled Rack Readiness).
Learn more about our signal methodology. View Signal History →
Analysis as of May 21, 2026 15:32 UTC (daily run). Live data.
Data Trust
Quality grade C · Score 0.74 · Updated May 21, 2026 15:32 UTC (0.3h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is bearish with none conviction. Based on the latest daily run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation
No recent recommendation is currently published for this ticker in the latest completed runs.
Supply Chain Position (Guest Preview)
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $55,000M (55.0B)
- Avg Daily Volume
- $260.0M
- AI Revenue %
- 10%
- Liquid Options
- Yes
- Layer
- 3 — Infrastructure
- Sub-Sector
- Liquid Cooling
- Mega Cap
- No
Latest Signal Snapshot
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Key Facts About JCI
- Company: Johnson Controls
- Supply Chain Position: Infrastructure (Layer 3 of 10)
- Market Cap: $55.0B
- AI Revenue: 10%
- Sub-sector: Liquid Cooling
- Tier: Midstream
- Supply Chain Partners: 2 companies
JCI FAQ
What does Johnson Controls do in AI?
Johnson Controls (JCI) operates in the Infrastructure layer of the AI supply chain, in the Liquid Cooling sub-sector.
Is JCI a buy or sell?
Full signal analysis for JCI is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is JCI in?
JCI is in Layer 3: Infrastructure. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Johnson Controls's AI revenue exposure?
Johnson Controls derives approximately 10% of its revenue from AI-related activities. It has a market capitalization of $55.0B and sits in the midstream tier of the AI supply chain.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Johnson Controls when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.