Advertisement
AAON vs JCI
Which Stock Would AI Choose? AAON, Inc. (AAON) vs. Johnson Controls International plc (JCI) Stock Comparison
Key Takeaways
- Both AAON and JCI operate in the HVAC sector, with AAON focusing on custom equipment and data center cooling, while JCI offers broader building systems and services globally.
- JCI has outperformed AAON over the past year (63% vs. 5% return), driven by consistent earnings beats and diversified revenue.
- AAON shows strong growth in recent quarters, with Q4 2025 revenue up 42.5% and a record $1.83 billion backlog fueled by AI data center demand.
- Valuation multiples favor JCI, trading at a lower forward P/E (30.5 vs. 48.1) and higher profit margins (14.2% vs. 7.5%).
- Both stocks exhibit YTD gains around 22%, outperforming the S&P 500's 6%, amid sector tailwinds in energy efficiency and data centers.
- Market caps differ significantly: $88B for JCI vs. $7.7B for AAON, reflecting scale advantages for the former.
Introduction
This stock comparison examines AAON and JCI, two key players in the heating, ventilation, and air conditioning (HVAC) sector amid rising demand for energy-efficient building solutions and data center infrastructure. Investors and traders interested in industrials, particularly those exposed to commercial construction, AI-driven cooling needs, and global building automation, may find value in assessing their relative performance, growth trajectories, and market positioning. Recent market activity highlights contrasts in scale, backlog strength, and momentum, offering insights into sector dynamics and potential trade-offs in a volatile environment focused on relative performance and stock comparison metrics.
AAON Overview and Recent Performance
AAON, Inc., headquartered in Tulsa, Oklahoma, engineers, manufactures, and sells HVAC equipment including rooftop units, data center cooling solutions, and energy recovery systems primarily for commercial and industrial applications in the U.S. and Canada. In recent market activity, the stock has traded around $93.66, with year-to-date gains of 23% outperforming the S&P 500. Recent weeks saw volatility following Q4 2025 results, where revenue surged 42.5% to $424 million, beating estimates, supported by a record $1.83 billion backlog—up 111% year-over-year—driven by BASX segment growth in AI data center liquid cooling (143% sales increase). Despite an earnings miss on adjusted EPS ($0.39 vs. $0.46 expected), sentiment improved on 18-20% 2026 sales growth guidance and margin expansion to 29-31%. Influences include data center expansion and manufacturing investments, though high P/E (71 trailing) reflects growth premiums amid one-year returns lagging at 5%.
JCI Overview and Recent Performance
Johnson Controls International plc (JCI), based in Cork, Ireland, provides comprehensive building products and systems worldwide, encompassing HVAC, controls, fire/security, and energy solutions across Americas, EMEA, and APAC. The stock recently closed at $144.82, posting YTD returns of 21% and a robust 63% over one year, surpassing broader indices. In recent weeks, shares gained amid anticipation for Q2 2026 earnings (expected May 6, revenue $6.1B, EPS $1.12, up 37% YoY), following Q1 beats with 7% revenue growth to $5.8B and 39% EPS rise. Key drivers include data center reference designs for AI cooling, regional momentum, and margin expansion from lower SG&A expenses. Broader exposure to building automation and services supports stability, though forex and costs pose risks; analyst targets average $145 with a hold bias.
Trending AI Robots
Tickeron’s Trending AI Robots page features over 25 top-performing AI trading bots, curated from a total of 351 bots that trade thousands of tickers across diverse sectors like semiconductors, industrials, data centers, and volatility plays. These bots employ varied strategies—such as trend trading, multi-agent systems, and take-profit/stop-loss corridors—on timeframes from 5 minutes to 60 minutes, with real-time signals for copy trading via virtual or brokerage agents. Standout stats include annualized returns up to +169%, win rates of 51-88%, and profit factors reaching 11.7, often beating the S&P 500 through momentum and sector rotation. Examples: a semiconductor bot on LRCX/TER/AMAT at +95% annualized (63% win rate), and a volatility play on USAR/SMR/CIFR at +169% (75% win rate). Traders can explore these high-conviction options tailored to current market conditions for enhanced decision-making.
Head-to-Head Comparison
AAON and JCI both thrive in HVAC and building products, but differ in business models: AAON specializes in custom-engineered equipment with niche data center focus, while JCI leverages integrated systems, services, and global scale. Growth drivers contrast with AAON's explosive backlog ($1.83B) and 42% recent revenue surge versus JCI's steady 7% organic growth and recurring services revenue. Recent momentum favors JCI (63% 1Y return vs. 5%), but AAON leads YTD slightly. Risk factors include AAON's higher volatility and elevated multiples (forward P/E 48 vs. 30, price/sales 5.3 vs. 3.9), while JCI faces currency risks but benefits from lower debt/equity (73% vs. 47%) and superior margins (14% vs. 7%). Sector exposure tilts JCI toward diversified buildings, AAON to high-growth data centers; sentiment leans stable for JCI amid earnings consistency.
Tickeron AI Verdict
Tickeron’s AI currently favors JCI over AAON, based on superior trend consistency, one-year momentum, attractive forward valuation, higher profitability, and global diversification. While AAON's data center catalysts and backlog offer upside potential, JCI's stability and earnings track record position it probabilistically stronger in the near term for relative performance.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AAON is a Hold and JCI is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AAON’s FA Score shows that 1 FA rating(s) are green whileJCI’s FA Score has 2 green FA rating(s).
- AAON’s FA Score: 1 green, 4 red.
- JCI’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AAON’s TA Score shows that 6 TA indicator(s) are bullish while JCI’s TA Score has 5 bullish TA indicator(s).
- AAON’s TA Score: 6 bullish, 4 bearish.
- JCI’s TA Score: 5 bullish, 4 bearish.
Price Growth
AAON (@Building Products) experienced а +42.61% price change this week, while JCI (@Building Products) price change was -2.61% for the same time period.
The average weekly price growth across all stocks in the @Building Products industry was +6.45%. For the same industry, the average monthly price growth was +10.43%, and the average quarterly price growth was +17.79%.
Reported Earning Dates
AAON is expected to report earnings on Jul 30, 2026.
JCI is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Building Products (+6.45% weekly)The industry manufactures products used in the construction of residential and commercial buildings. The process involves using materials and other products, and processing them to create finished items such as doors, windows, light fittings, floor coverings, climate control products and other building components and home improvement products. Masco Corporation, Allegion PLC and Lennox International Inc. are major manufacturers of such products.
| AAON | JCI | AAON / JCI | |
| Capitalization | 10.9B | 86.1B | 13% |
| EBITDA | 250M | 3.52B | 7% |
| Gain YTD | 75.394 | 18.142 | 416% |
| P/E Ratio | 94.06 | 43.13 | 218% |
| Revenue | 1.62B | 24.4B | 7% |
| Total Cash | 13K | 698M | 0% |
| Total Debt | 451M | 9.52B | 5% |
AAON | JCI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 27 | 69 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 40 | 15 | |
SMR RATING 1..100 | 60 | 40 | |
PRICE GROWTH RATING 1..100 | 37 | 46 | |
P/E GROWTH RATING 1..100 | 13 | 18 | |
SEASONALITY SCORE 1..100 | 85 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
JCI's Valuation (80) in the Miscellaneous Commercial Services industry is in the same range as AAON (94) in the Industrial Machinery industry. This means that JCI’s stock grew similarly to AAON’s over the last 12 months.
JCI's Profit vs Risk Rating (15) in the Miscellaneous Commercial Services industry is in the same range as AAON (40) in the Industrial Machinery industry. This means that JCI’s stock grew similarly to AAON’s over the last 12 months.
JCI's SMR Rating (40) in the Miscellaneous Commercial Services industry is in the same range as AAON (60) in the Industrial Machinery industry. This means that JCI’s stock grew similarly to AAON’s over the last 12 months.
AAON's Price Growth Rating (37) in the Industrial Machinery industry is in the same range as JCI (46) in the Miscellaneous Commercial Services industry. This means that AAON’s stock grew similarly to JCI’s over the last 12 months.
AAON's P/E Growth Rating (13) in the Industrial Machinery industry is in the same range as JCI (18) in the Miscellaneous Commercial Services industry. This means that AAON’s stock grew similarly to JCI’s over the last 12 months.
| AAON | JCI | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 73% | N/A |
| Stochastic ODDS (%) | 1 day ago 63% | 1 day ago 69% |
| Momentum ODDS (%) | 1 day ago 83% | 1 day ago 49% |
| MACD ODDS (%) | 1 day ago 86% | 1 day ago 55% |
| TrendWeek ODDS (%) | 1 day ago 77% | 1 day ago 59% |
| TrendMonth ODDS (%) | 1 day ago 78% | 1 day ago 57% |
| Advances ODDS (%) | 3 days ago 76% | 3 days ago 64% |
| Declines ODDS (%) | 15 days ago 68% | 7 days ago 55% |
| BollingerBands ODDS (%) | 1 day ago 68% | 1 day ago 59% |
| Aroon ODDS (%) | 1 day ago 80% | 1 day ago 58% |
Advertisement
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TOK | 148.88 | N/A | N/A |
| iShares MSCI Kokusai ETF | |||
| HELS | 24.29 | -0.15 | -0.61% |
| Hedgeye 130/30 Equity ETF | |||
| EOS | 22.46 | -0.21 | -0.93% |
| Eaton Vance Enhance Equity Income Fund II | |||
| IBGL | 23.64 | -0.29 | -1.19% |
| iShares iBonds Dec 2055 Term Trsy ETF | |||
| LDEM | 62.21 | -1.15 | -1.82% |
| iShares® ESG MSCI EM Leaders ETF | |||
AAON and
Correlation & Price change
A.I.dvisor indicates that over the last year, AAON has been loosely correlated with IR. These tickers have moved in lockstep 46% of the time. This A.I.-generated data suggests there is some statistical probability that if AAON jumps, then IR could also see price increases.
| Ticker / NAME | Correlation To AAON | 1D Price Change % | ||
|---|---|---|---|---|
| AAON | 100% | -5.74% | ||
| IR - AAON | 46% Loosely correlated | -1.99% | ||
| APT - AAON | 42% Loosely correlated | -4.37% | ||
| CARR - AAON | 42% Loosely correlated | -0.49% | ||
| LPX - AAON | 41% Loosely correlated | -1.69% | ||
| BXC - AAON | 40% Loosely correlated | -3.58% | ||
More | ||||
JCI and
Correlation & Price change
A.I.dvisor indicates that over the last year, JCI has been closely correlated with IR. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if JCI jumps, then IR could also see price increases.
| Ticker / NAME | Correlation To JCI | 1D Price Change % | ||
|---|---|---|---|---|
| JCI | 100% | -0.52% | ||
| IR - JCI | 77% Closely correlated | -1.99% | ||
| TT - JCI | 64% Loosely correlated | -1.86% | ||
| CARR - JCI | 56% Loosely correlated | -0.49% | ||
| SPXC - JCI | 49% Loosely correlated | -2.09% | ||
| AAON - JCI | 48% Loosely correlated | -5.74% | ||
More | ||||