Trane Technologies ranks 61 on the AI Infra 100 with a score of 89; Johnson Controls ranks 66 with 88. Johnson Controls is ahead on technology. Trane Technologies is ahead on deployment and production. Level on commercials, progress, positioning, firepower and leverage. Johnson Controls is based in Cork, Ireland, Trane Technologies in Swords, Ireland. Johnson Controls is named in 5 signals and Trane Technologies in 3.
Johnson Controls supplies YORK chillers, absorption chillers, cooling distribution units and high-temperature heat pumps, including products designed for high-density AI data centers and industrial electrification.
Darker bar: ahead of the other company on that measure.
Johnson Controls is no longer a building-automation company with a data center side business. Data center revenue is a high-teens percentage of fiscal 2026 sales and the CFO has said it could reach roughly one-third of total company revenue within three to five years. Fiscal Q3 2026 organic sales rose 10 percent to USD 6.6 billion with Applied HVAC posting high-teens growth driven by data center cooling; adjusted segment EBITA margin widened 220 basis points to 19.8 percent; backlog reached a record USD 21 billion, up more than 30 percent, with Americas orders up 37 percent. The technical position rests on two things: NVIDIA certification for its cooling distribution units, with a pipeline above USD 1 billion and shipments beginning, plus a jointly developed AI-factory thermal reference guide; and an absorption chiller reference design the company says cuts cooling electrical demand by approximately 44 percent at a 1 gigawatt AI factory by converting waste heat into cooling, unlocking 97 megawatts of additional compute capacity, which changes site selection economics for hyperscalers. It released the YORK YK-HT two-stage economized centrifugal chiller and exited residential HVAC to focus the portfolio. Its relevance doubles because it led the Accelsius USD 65 million Series B on 2026-01-12, putting it on both sides of the two-phase versus single-phase question.
5 signals name Johnson Controls.
24 facts on file.
Trane Technologies supplies HVAC and thermal-management systems for data centers, with liquid-cooling capability added through the Stellar Energy and LiquidStack acquisitions.
Darker bar: ahead of the other company on that measure.
The largest commercial HVAC maker, now holding master purchase agreements and long-term capacity commitments with hyperscalers for chillers and CDUs; record $12.1B backlog with applied bookings up 130% for four straight quarters, and LiquidStack and Stellar Energy acquired for liquid cooling and modular plants.
3 signals name Trane Technologies.
6 facts on file.
Trane Technologies ranks 61 on the AI Infra 100 with a score of 89; Johnson Controls ranks 66 with 88. Johnson Controls is ahead on technology. Trane Technologies is ahead on deployment and production. Level on commercials, progress, positioning, firepower and leverage. Johnson Controls is based in Cork, Ireland, Trane Technologies in Swords, Ireland. Johnson Controls is named in 5 signals and Trane Technologies in 3.
Trane Technologies ranks 61 on the AI Infra 100 with a score of 89; Johnson Controls ranks 66 with 88. Johnson Controls is ahead on technology. Trane Technologies is ahead on deployment and production. Level on commercials, progress, positioning, firepower and leverage. Johnson Controls is based in Cork, Ireland, Trane Technologies in Swords, Ireland. Johnson Controls is named in 5 signals and Trane Technologies in 3. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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