JCI · 10-K · 2026A · Full report

AI Data Center Demand

Johnson Controls International plc · 2026-11-12 · Importance 84 · Surprise 74

Johnson Controls reports increased demand for hyperscale and data center cooling solutions driven by AI and high-performance computing, with heat management and energy efficiency needs supporting higher orders and backlog. Fiscal 2026 orders increased 35%, led by data centers and other mission-critical verticals including battery and semiconductor manufacturing and large research universities. The company also cites increased interest in smart, efficient and sustainable buildings and is using its installed base and data-driven offerings to grow services and recurring revenue.

Key facts

• Johnson Controls reports increased demand for its products and services enabling smart, efficient, and sustainable buildings, driven in part by greater maturity and adoption of AI and high-performance computing. source
• Increased demand for hyperscale and data-center cooling solutions for heat management and energy efficiency has contributed to increases in Johnson Controls' orders and backlog. source