Johnson Controls vs Leidos
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.
Reston VA defense intelligence and government IT (NYSE: LDOS) $16.7B FY2024 revenue (+8%); NSA/DoD classified IT, VA EHRM $10B+ EHR modernization, Smiths Detection, competing with SAIC and Booz Allen.
About
Leidos Holdings, Inc. is a Reston, Virginia-based defense, intelligence, and civil government IT services company — publicly traded on the New York Stock Exchange (NYSE: LDOS) as an S&P 500 Industrials component — providing national security solutions (IT services for US intelligence community, Department of Defense analytics, cybersecurity), health and civil government services (VA electronic health records, HHS IT systems, FAA air traffic control modernization), and commercial services through approximately 47,000 employees. In fiscal year 2024, Leidos reported revenues of $16.7 billion (+8% year-over-year), with the National Security & Digital segment generating the majority of revenue from classified intelligence community IT programs and Department of Defense cybersecurity and analytics contracts, while Health & Civil generated revenue from the Leidos Digital Modernization contract for the Department of Veterans Affairs electronic health records (replacing VistA legacy EHR with Oracle Cerner's Millennium platform) — a 10-year, $10+ billion program that was simultaneously Leidos's largest contract and largest program execution challenge. CEO Tom Bell (joined 2023, previously from Rolls-Royce North America) has focused Leidos on transitioning from IT services to technology-enabled solutions: augmenting traditional government IT labor with proprietary software products (Leidos AI/ML platforms, cloud migration tools, cybersecurity automation) that generate higher margins than staff augmentation. The $1.65 billion acquisition of the security detection and automation business of Smiths Group (X-ray security screening equipment — baggage scanners for TSA checkpoints) in 2021 expanded Leidos into physical security hardware and detection systems for government and commercial airports.
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