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My picks for the NOW stage of our 3 energy crises.
I’m making Johnson Controls International (JCI) my first pick in this Special Report. Johnson Controls as a market leader in smart, energy-efficient building solutions, with dominance in commercial HVAC (heating, ventilation, and air conditioning) and thermal management for large-scale facilities such as data centers.Johnson Controls leads the commercial HVAC segment in the U.S. and is cited for pioneering energy-efficient and AI-enabled cooling systems, especially in the data center market. The company is a top-three provider of building energy efficiency services in North America, competing closely with Carrier and Trane Technologies. In performance-based guaranteed energy savings contracts, Johnson Controls manages approximately $6.8 billion across more than 340 active North American projects as of 2025. The U.S. commercial building energy efficiency market is projected to grow at 6–7% CAGR from 2024 to 2030, with Johnson Controls, Carrier, and Trane as the market leaders driving much of that growth. Morningstar calculates that the stock trades at a 22% premium to fair market value. It pays 1.40% dividend and trades at a trailing 12-month P/E ratio of 36.3. The shares are up 38.5% in 2025 as of the close on September 29.
The next 2 picks will be posted here tomorrow.
