Johnson Controls vs Boeing
Side-by-side comparison of AI visibility scores, market position, and capabilities
Cork commercial building technology (NYSE: JCI) ~$13B pro-forma revenue; new CEO Joakim Weidemanis (March 2025, ex-Danaher), York commercial HVAC + Metasys BMS + OpenBlue AI, residential HVAC sold to Bosch $8.1B.
About
Johnson Controls International plc is a Cork, Ireland-incorporated building technology company — publicly traded on the New York Stock Exchange (NYSE: JCI) as an S&P 500 Industrials component — providing smart building systems, HVAC equipment, fire detection and suppression, security systems, and building management automation software through approximately 100,000 employees serving commercial, industrial, and institutional buildings in 150 countries. Johnson Controls appointed Joakim Weidemanis as President and CEO effective March 12, 2025, succeeding George R. Oliver who retired after eight years leading the company's transformation from a diversified industrial conglomerate (including auto interiors, automotive batteries, and York HVAC) into a pure-play commercial building technology company. Weidemanis brings 13 years of Danaher experience — most recently as Executive Vice President of Diagnostics and China — applying Danaher Business System operational excellence disciplines to Johnson Controls' building technology platform. A defining 2024 strategic action was the $8.1 billion sale of Johnson Controls' Residential and Light Commercial HVAC business (including the York residential, Coleman, and Champion brands) to Bosch — focusing Johnson Controls entirely on commercial, industrial, and institutional building automation, HVAC, fire, and security. In fiscal year 2024 (ending September 2024), Johnson Controls reported revenue of approximately $22 billion (pre-divestiture), with the commercial and industrial building services generating approximately $12-13 billion in pro-forma revenue after the residential HVAC divestiture.
Commercial/defense aircraft maker in deep crisis; $66.5B FY2024 revenue; 2024 Alaska Airlines door blowout + IAM strike + $14B equity raise; new CEO Kelly Ortberg Aug 2024; Airbus gaining market share.
About
Boeing is one of the world's two dominant commercial aircraft manufacturers and a major defense and space contractor, founded in 1916 by William Boeing in Seattle, Washington and now headquartered in Arlington, Virginia—relocated from Chicago in 2022. The company trades on NYSE (BA) and reported approximately $66.5 billion in revenues for FY2024 under CEO Kelly Ortberg, who replaced Dave Calhoun in August 2024 amid a deepening quality and manufacturing crisis. Boeing's commercial aircraft division—the 737 MAX, 787 Dreamliner, and 777X—has been plagued by a series of safety, quality, and production crises beginning with the two fatal 737 MAX crashes in 2018 and 2019 (Lion Air and Ethiopian Airlines, killing 346 people), followed by a door plug blowout on an Alaska Airlines 737-9 MAX in January 2024 that triggered renewed FAA production rate restrictions and public confidence damage.
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