- Johnson Controls International plc offers a wide range of products, services, systems, and solutions to make client’s building more sustainable.
- JCI expects that decarbonization, health buildings, and smart buildinding could represent a market revenue opportunity of $250 billion. It means that sales growth will most likely increase.
- I believe that shareholders will most likely enjoy FCF growth coming from corporate transactions. In the past, management proved that the company was ready to sell businesses.
- If the company can create new partnerships with other players outside the United States, revenue growth will trend north. The annual report mentions partnerships as a very relevant strategy for JCI.
- The total amount of goodwill is also remarkable. In my view, if the company does not execute impairments, we could expect revenue or FCF growth coming from synergies.
For further details see:
Johnson Controls: Market Growth And Smart Buildings R&D Justify Larger Valuations