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JCI

Johnson Controls
Layer 3: Infrastructure Liquid Cooling Options
BULLISH none conviction quarterly run

Guest preview — showing qualitative direction only.

$55.0B
Market Cap
10%
AI Revenue
$260.0M
Avg Daily Vol
0
Sec. Layers

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 bullish with none conviction, driven primarily by quarterly 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 Jul 5, 2026 07:04 UTC (quarterly run). Mixed data.

What Changed Recently

JCI changed from LONG to NEUTRAL.

Full component deltas available after sign-in.

Data Trust

Quality grade A · Score 0.98 · Updated Jul 5, 2026 07:04 UTC (11.5h ago)

Source-by-source provenance available after sign-in.

Signal Snapshot

Current model view is bullish with none conviction. Based on the latest quarterly run.

Primary driver appears to be quarterly factors for this ticker.

Latest Recommendation (Guest Preview)

ADD low conviction tactical sleeve

Low bullish on Johnson Controls (Infrastructure, 10% AI revenue). Signal: +0.18.

Supply Chain Position (Guest Preview)

Upstream Suppliers (0)

No upstream suppliers tracked.

Downstream Customers (2)
DLR EQIX

Neighbor signal strengths and propagation context available after sign-in.

Portfolio Position

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Bottleneck Exposure (Guest Preview)

✓ Benefits from Liquid-Cooled Rack Readiness

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

BULLISH none conviction quarterly Jul 5, 2026 07:04 UTC

Full multi-run history, trend charts, and component-level changes available after sign-in.

Key Facts About JCI

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.

Who are JCI's AI supply chain partners?

JCI has supply chain relationships with 2 companies in the AI ecosystem. Key downstream customers include DLR, EQIX.

⚡ 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.