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The Cooling Stock Heated Up After Earnings. Google Is Helping. - Barron's

1. Johnson Controls reported strong Q1 earnings; EPS rose to 64 cents. 2. The company expects FY 2025 EPS between $3.50 and $3.60, above expectations. 3. Record-high stock driven by a 16% YoY increase in orders. 4. Alphabet's $75B capital plan may boost data center-related demand for JCI. 5. Data center revenue doubled year-over-year, contributing to strong backlog.

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FAQ

Why Bullish?

Solid earnings and increased guidance align positively with investor expectations, boosting confidence.

How important is it?

Strong earnings can significantly influence investor sentiment and stock performance for JCI.

Why Short Term?

The immediate positive reaction in stock prices is likely, although sustainability depends on ongoing demand.

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