Johnson Controls exceeds 2025 expectations
Johnson Controls International plc $JCI (-0,51%) has delivered an impressive performance boost in 2025, driven primarily by increasing demand for energy-efficient solutions. The company has raised its profit guidance after beating analysts' expectations in the second quarter. Particularly noteworthy is the strong demand from data centers, which rely on the company's innovative solutions for buildings and industry.
At a time when investment in artificial intelligence (AI) is increasing worldwide, data centers are showing remarkable growth. Johnson Controls, headquartered in Cork, Ireland, now expects adjusted earnings of $3.60 per share for 2025, which is at the upper end of previous guidance. In the second quarter, the company achieved adjusted earnings of USD 0.82 per share, significantly exceeding the forecast of USD 0.79. In addition, Johnson Controls prides itself on having paid regular dividends for 137 years and currently offers a quarterly dividend of $0.37 per share, which equates to an attractive dividend yield of 1.42%. So far this year, JCI's share price has increased by an impressive 31%.
Dollar General with a strong return in 2025
Dollar General Corporation $DG (+1,61%) has made an impressive turnaround in 2025 and is up over 49% since the beginning of the year. In recent years, the company has faced challenges from strong competitors such as Walmart, leading to a decline in market share and profits. However, with a clear "back to basics" restructuring plan and a response to economic disruption caused by the trade war, Dollar General has successfully increased sales and profits again.
In the first quarter of 2025, Dollar General reversed the negative profit trend and reported a gross margin increase of 78 basis points to 31.0%. At the same time, selling, general and administrative expenses increased by 77 basis points to 25.4% due to higher labor costs and rising expenses. Analysts agree that Dollar General is well positioned to achieve further growth, supported by ongoing new store openings and the Elevate and Renovate projects. The company also pays a quarterly dividend of USD 0.59 per share, which corresponds to a dividend yield of 2.10 %.
Sources:
https://finance.yahoo.com/news/johnson-controls-international-jci-outperformed-052612237.html
https://finance.yahoo.com/news/dollar-general-dg-delivers-market-052234567.html