Johnson Controls provides building automation, thermal management, and systems integration for the Physical AI facility layer — data centers, factories, and labs; record $20B backlog (+26% YoY) with data center orders +40% confirms AI infrastructure demand.
Research snapshot · 6/18/26
JCIJohnson Controls International
Water infrastructure and environmental permitting for AI data centers | Liquid cooling - CDU
Open JCI in Robinhood ↗Conviction●●●●○4 of 5
Research target186.63Snapshot target
Thesis statusSTRENGTHENEDLast reviewed 6/18/26
Market cap89.11BSnapshot value
Data center backlog conversion to revenue; AI facility orders sustaining >+30%; margin expansion; FY2026 EPS guidance confirmation; Tyco/building-security AI integration
Data center construction slowdown; building automation margin compression; DC orders fall below +20% growth
Neutral — building automation, not retail-facing
Snapshot · 6/18/26🟡 Mixed · ins-$13.4M · 13F 12+/13- · short↓0.06
Snapshot · 6/18/26