Johnson Controls International PLC vs Lockheed Martin Corporation — how do they compare? Johnson Controls International PLC trades at $151.11 (market cap $92.55B), while Lockheed Martin Corporation trades at $599.02 (market cap $140.03B). The key difference: Lockheed Martin Corporation is the larger of the two by market cap, and Lockheed Martin Corporation pays the higher dividend (2.27%). Which is the better fit depends on your goals.
| JCI | LMT | |
|---|---|---|
Market Cap | $92.55B | $140.03B |
Sector | Industrials | Industrials |
52-Week High | $154.76 | $676.70 |
52-Week Low | $103.52 | $437.32 |
Enterprise Value | $101.39B | $156.77B |
Dividend Yield | 1.05% | 2.27% |
Signals from Pluang's Aura AI — not financial advice
Johnson Controls International (JCI) trades at $151.45, down 2.14% today but maintains a bullish technical trend with strong analyst support. Recent Q3 2026 earnings beat expectations with $1.42 EPS and 9% sales growth, driven by robust demand in data center thermal management. The company raised its full-year guidance, reflecting operational momentum and a record $21 billion backlog.
JCI presents a compelling growth story with expanding margins and strategic positioning in energy efficiency and AI infrastructure. However, elevated valuation ratios (P/E 43.04) and increasing debt-to-asset trends warrant caution. Upside to the $168.25 consensus price target depends on sustained execution amid competitive and macroeconomic pressures.
Lockheed Martin (LMT) trades at $598.01, up 0.04% for the day, with a bullish technical signal and strong analyst consensus. Recent earnings show a Q2 2026 beat (actual EPS $7.94 vs. expected $7.22), though Q1 and Q4 2025 missed estimates. The company maintains robust fundamentals with a $75.05B revenue in 2025, an 8.16% net income margin, and a record $230B backlog, supported by major defense contracts and missile technology advancements as highlighted in recent news.
Outlook is positive due to rising defense spending and a solid backlog, but risks include execution on contracts and margin pressures. Analysts project a $608 price target with 57% buy ratings. The stock offers steady dividend income ($3.45 quarterly) and growth potential, though investors should monitor debt levels and geopolitical factors affecting defense budgets.
Trailing returns across standard periods
Latest headlines on both assets
Johnson Controls manufactures, installs, and services HVAC systems, building management systems and controls, industrial refrigeration systems, and fire and security solutions. Commercial HVAC accounts for about 40% of sales, fire and security also represents 40% of sales, and residential HVAC, industrial refrigeration, and other solutions account for the remaining 20% of revenue. In fiscal 2021, Johnson Controls generated over $23.5 billion in revenue.
Read more on JCI →Lockheed Martin is the largest defense contractor globally and has dominated the Western market for high-end fighter aircraft since the F-35 program was awarded in 2001. Lockheed's largest segment is aeronautics, which is dominated by the massive F-35 program. Lockheed's remaining segments are rotary and mission systems, which is mainly the Sikorsky helicopter business.
Read more on LMT →