Feed - Buzzberg

12:30
Jul 29 ◎

JCI FY2026 Q3 Watch

Johnson Controls International plc (JCI) FY2026 Q3 Earnings Call

NVDA JCI ▾

Joakim Weidemanis

JCI's CDU (Coolant Distribution Unit) received NVIDIA certification, a validation that could accelerate adoption and revenue for JCI's liquid cooling products in AI data centers.

"Yeah, and we had the recent NVIDIA certification as well just a little while ago. So good progress here."

NVDA WATCH

Marc

Management strongly raised FY2026 guidance, citing record backlog, strong demand (especially from data centers), and improving operational leverage, all indicating a positive forward outlook.

"We now expect organic revenue growth of approximately 8% up from our previous expectation of approximately 6%."

JCI WATCH

HIGH

12:30
May 06 ◎

JCI FY2026 Q2 Watch

Johnson Controls International plc (JCI) FY2026 Q2 Earnings Call

CANVA JCI IR TT MOD ▾

Joachim Wittimenis

JCI mentions Canva as a site for its upcoming investor event, implying a partnership or customer relationship but with no material detail on the business relationship itself.

"This is also what many of you will see at our upcoming investor event in real operating environments at Canva where the value is created."

CANVA WATCH

Mark van Diepenbeek

Management raised full-year EPS guidance to ~$4.85 (30% growth) driven by strong order intake, record backlog ($20B), margin expansion, and confidence in continued demand, particularly in data centers.

"As a result, we are raising our adjusted EPS guidance to approximately $4.85, representing roughly 30% growth and 30 cents higher than our original guide at the beginning of the year."

JCI WATCH

Mark van Diepenbeek

Data center customers are placing orders earlier due to power/electric infrastructure constraints, pushing execution of some orders beyond a 12-month window. — Suggests grid interconnection and power availability, not just cooling technology, are the primary bottleneck for data center buildouts, implying that companies with transformer/power equipment exposure may benefit from extended demand pull-forward.

"The main driver for that is power, electrical infrastructure for some of our data center customers that continues to kind of put a damper on their ability to commit on deliveries within the next 12, 18 months."

IR WATCH TT WATCH

Joachim Wittimenis

The release of an air-cooled chiller AI factory reference design guide signals a shift toward standardized, scalable air-cooled architectures for gigawatt-scale AI factories. — Standardization could accelerate the rollout of air-cooled designs, potentially impacting demand for modular cooling solutions and related infrastructure.

"Yesterday we announced the release of our second AI factory reference design guide focused on air-cooled chiller architectures and providing customers with globally repeatable blueprints for cooling gigawatt scale AI factories."

MOD WATCH

HIGH

13:30
Feb 04 ◎

JCI FY2026 Q1 Watch

Johnson Controls International plc (JCI) FY2026 Q1 Earnings Call

NVDA TT CARR JCI ▾

Joachim Lundemannis

JCI is co-developing reference architectures with NVIDIA for next-gen AI data centers, indicating deepening integration and mutual dependency in the AI cooling supply chain.

"We continue to work closely with NVIDIA, applying our thermal management and controls expertise to support next-generation AI compute environments."

NVDA WATCH

Joachim Lundemannis

Although JCI has tripled physical capacity for chillers and air handling units, management notes the capacity constraint isn't reached yet; instead, they're leveraging lean to eke out more capacity without heavy capex. — Signals JCI can grow data center revenue without proportional capital spending, potentially pressuring rivals who must invest heavily to match lead times.

"Our factory on-time delivery went from 95% to now sustaining 95 to 100% for the past couple of months."

TT WATCH

Joachim Lundemannis

JCI's factory on-time delivery improved to 95-100% and lead times for chillers have been cut in half, making delivery reliability a key competitive advantage in winning data center orders. — This operational improvement directly challenges peers (Trane, Carrier) on the ability to execute fast, shifting share in the high-demand data center cooling market.

"Our factory on-time delivery went from 95% to now sustaining 95 to 100% for the past couple of months."

CARR WATCH

Joachim Lundemannis

Management raised full-year EPS guidance, citing record orders, a record backlog, and broad-based strength across segments, signalling strong confidence in sustained demand and margin expansion.

"Given this strong start to the year and the momentum we're seeing across the business, we are raising our full year guidance."

JCI WATCH

HIGH

Feed — Buzzberg